Client Description

A global nonprofit had undertaken a strategic planning exercise which identified a move from an affiliate structure to a more integrated model and wished to implement the proposed changes. One of the areas of change identified was way in which the organization assessed possible new affiliates for inclusion in the federation.


Working through local affiliates, the international governing body needed a standardized audit framework to assess both existing and proposed affiliates.


  1. Identification of key parameters
  2. Lifecycle-driven prioritization rules
  3. Development of a spreadsheet-based tool to provide an assessment score.


Review parameters examined - strategy, structures, processes for the following areas– Legal, Governance, Funds Generation, Finance, HR, IT systems & MIS, Communications, Campaigns, Humanitarian, Programs, Knowledge Base and Relationships.

It included a detailed manual for users and training materials so that the tool could be used by multiple teams without detailed handholding.