ORGANIZATIONAL ASSESSMENT SERVICES

1. ORGANIZATIONAL ASSESSMENTSERVICES Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Evaluating Capacity & Performance of Affordable Housing and Community Development Organizations

2. Highlights organizational capacity, performance and impact • Identifies strengths and challenges • Analyzes risks and provides compliance strategies • Assists sponsors in determining how to target resources PROMPT™The Value Proposition Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity

3. PROMPT™ Capacity Assessment Model Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity

4. Community Building and Organizing Comprehensive analysis of lines of business Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Multi-Family Property Management Housing Preservation and Home Ownership Promotion Real Estate Development Lending and Loan Portfolio Management

5. Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity

6. PROMPT™ Process Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Experienced reviewers with strong credentials Off-site analysis: Extensive review of documents Preliminary telephone interviews On-site analysis (2-3 days): In-depth interviews Further document & procedures review Site review of properties & programs End product: review report Summarizes findings and offers recommendations

7. PROMPT™ from the Nonprofit’s Perspective Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Process Benefits Engage leadership and other stakeholders including community partners Take a step back – and take time to think critically Reinforce program strategy Assure funders of expertise and accomplishments Process Challenges Potentially expose vulnerabilities Sharing Results

8. Financial Health Assessment Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Process: Experienced financial analysts provide independent observations Review 3+ years of audits May analyze interim financials and other documents Results: Thorough evaluation of financial status

9. Financial Health Assessment Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Benefits: Assesses overall financial health of organization Confirms solvency and sustainability Evaluates organization for financial risk

10. Partner Testimonial Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity “We asked NeighborWorks to help us evaluate four of our community-based partners, and the review process was thorough and professional. The assessment reports give us specific ways to work with these groups to help them improve their operations and maximize housing production in Oregoncommunities.” – Bob Gillespie Oregon Housing & Community Services

11. Are you in the market? Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity How do you determine which community-based partners are effective organizations? How do you make funding or investment decisions that minimize risk and enhance outcomes? How does an organization know it is on the right track to achieve its goals? Let NeighborWorks® Organizational Assessments help you. For more information and sample reports, see: www.nw.org/oas.

12. For more information: Using The NeighborWorks® America Assessment Models to Build & Sustain Organizational Capacity Jeff Baloutine, Program Director Organizational Assessment Division NeighborWorks® America 1111 W. 39th Street, Suite 200 West Kansas City, MO 64111 Phone: 816.714.1213 jbaloutine@nw.org See sample reports at: www.nw.org/oas