Free Smart Tools to Help You Measure and Improve Nonprofit Operations

Evaluate and improve your operational effectiveness with OpX36o! These valuable online smart tools — worth more than $395 per assessment — are now available at no charge as part of our commitment to supporting the nonprofit community.

Working Better Together with OpX360

Nonprofits Can:

Nonprofits Can:

  • Quickly and significantly increase their operational competence.
  • Demonstrate improved organizational capabilities so funders will listen and give more.
  • Gain greater access to new funding streams, partnerships, and opportunities.

Funders Can:

Funders Can:

  • Gain greater confidence in the nonprofits they fund (or are thinking about funding).
  • Gain greater confidence in the organizations and projects they support.
  • Deepen their nonprofit relationships and mission alignment for greater impact.

Industry Experts Can:

Industry Experts Can:

  • Receive recommendations and find new assignments by helping nonprofits, funders, or other experts meet their objectives.
  • Network with each other for referrals and collaboration.
  • Become trusted advisors to nonprofits, funders, and other experts.

How It Works

Nonprofits want more funding. Funders want more confidence before they give — and that comes from demonstrated operational competence. Operational competence can be measured and improved with OpX360.

Take OpX360

Take any of our six complimentary online best practice assessments to measure how well your nonprofit is performing now and what you need to do next to level up. Relevant and free for any nonprofit, regardless of size or sector.

Review Your Reports

Within minutes, you will receive a C-level Executive Briefing to share with your leadership and a comprehensive Detailed Report for the person or team responsible for that area of operations. This report will include the first three steps you should take.

Level Up

Now that you know which areas of your operational competence need improvement, you can either do it yourself or we can connect you to vetted industry experts and prequalified products and services to help. Our referrals are always free!

OpX360: Free and Convenient Online Assessments

Client: Nonprofits, Funders, and Industry Experts

Skills: Operational competence can be learned and improved quickly with OpX360.

View Project →

OpX360 Assessments for Each of the Six Operational Areas of Your Nonprofit

Within one hour of completing your free assessment, you will receive an Executive Briefing to share with your leadership and board plus a 70+ page Detailed Report for the individuals or team responsible for that area of operations.

These complimentary reports will include your current level of operational competence in key areas, the importance of these areas, the consequences of non-performance, and the three most important items for you to improve first. Comparable products and services can be expensive, take much longer to administer, and lack the objectivity of over 30 contributors.

Free Insight and Updates

Stay up to date on the latest nonprofit insights, resources, and thought leadership with our blog.

The Center

At The Capin Center for Nonprofit Excellence, we are focused on supporting nonprofits with the insight, best practices, and resources they need to accomplish their vital mission.

OpX360 is designed to help nonprofits measure and improve their operational competence without a significant investment of time or money. These convenient online assessments, valued at over $395 each, are available at no charge to help you quickly and easily identify your operational competency levels. You’ll also gain recommendations for steps you can take as you work to achieve excellence in the six key areas of nonprofit operations.

Program Management & Accountability

  • Accountability & Transparency
  • Integrated Strategic Planning
  • Measures & Metrics
  • Mission-Driven Strategic Goals
  • Processes & Procedures
  • Program & Service Development

Finance & Accounting

  • Business Process & Reporting Systems
  • Cash & Investment Management
  • Core Programs Support
  • Financial Policies & Procedures
  • Internal & External Audit
  • Regulatory Compliance
  • Roles & Responsibilities

Fundraising, Marketing & Communications

  • Communications & Technology
  • Donor Growth & Engagement Strategies
  • Integrated Strategic Marketing & Branding
  • Marketing & Fundraising Ethics
  • Measurable Objectives & Outcomes
  • Regulatory Compliance

Governance, Legal & Risk Management

  • Appropriate Organization & Governance Structure
  • Integrated Organization-Wide Risk Management Program
  • Legal Compliance & Program Integration
  • Policies & Procedures
  • Right-Sized, Right Skill Board & Leadership

People & Organizational Development

  • Comprehensive Policies, Procedures & Employee Handbook
  • Recruiting, Onboarding & Training
  • Performance Reviews & Rewards, Compensation & Succession
  • Diversity, Inclusion & Organizational Culture-Setting
  • Training and Personal Development

Business Systems, Information Technology (IT) & Facilities

  • Cybersecurity Management
  • Disaster Preparedness Plan
  • Facilities Management
  • Information Technology (IT)
  • Mission-Driven, Business Systems

What Others Say About OpX360

  • OpX360 is a savvy, thorough assessment tool for any nonprofit leader who wants to improve their business operations. The best part of the tool is the data-driven 80 page report, generated within minutes of taking the assessment. I was very impressed by the realistic and effective recommendations that can be implemented immediately within any organization.

    Monisha de Quadros, Sparkbox Group
  • Data is critical for insight. OpX360 allowed us to build a data-driven narrative (with objective baseline measurements, improvement recommendations, and rationale for capacity building funding) that described the realities of our Fundraising, Marketing & Communications infrastructure for decision makers.

    Jon Hirst, Nonprofit Director and Innovation Thought Leader
  • We’ve paid business consultants many thousands of dollars in recent years... OpX360 provided us with more focused feedback and recommendations, along with actionable steps for improvement, than our consultants have.

    Jim McKee. CPA and Nonprofit Leader
  • OpX360 was an extremely helpful tool, because it gave me a reality check on the areas our organization needs to improve on. It was also encouraging to see how many areas we are already following best practices. As a leader, sometimes you just need a really smart tool like this to get a pulse on if your priorities are on track. I'd highly recommend it to any nonprofit director or manager.

    Arielle Randle, Communications Director and Nonprofit Leader
  • Over a week, our leadership went through process improvement training. However, the beauty of OpX360 is that it requires no training and, in less than an hour, you have a clear understanding of what practices need improvement and a plan on how to do that.

    Bruce Johnson, Nonprofit Leader and Leadership Advisor

Thought Leadership

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