Have Question?

Have Questions?

Contact info@civilsocietynet.org for more information

OPI | Organisational Performance Index

What is OPI?

OPI is a tool to measure change in organisational performance over time. The OPI helps to measure the extent to which capacity strengthening efforts have resulted in improved performance among civil society partners.

The AKDN OPI has 4 domains:

The AKDN OPI has 4 domains:

The OPI tools are not customisable, but, the AKDN Community of Practice has performance indices for various organisational types such as: Community Groups, Networks and Professional Associations.

The OPI tools are not customisable, but, the AKDN Community of Practice has performance indices for various organisational types such as: Community Groups, Networks and Professional Associations.

OCA VS. OPI
What is the difference?

Organisational Capacity Assessment (OCA)

  • Focuses on the outputs of capacity development, the shorter-term, internal changes in organisational policies, skills, procedures and practices.
  • Answers the question “How have the organisation’s internal systems, policies and procedures changed as a result of capacity development activities?”
  • Will assess if an organisation has developed financial standards that are in line with national and international practices.

Organisational Performance Index (OPI)

  • Focuses on capacity development outcomes, the change in long-term organisational performance that results from improved internal capacity.
  • Answers the question “So what if this organisation has an improved governance system?” or “So what if this organisation is better at managing finances?”
  • Will demonstrate that an organisation’s financial system is enabling efficient spending of project funds.

What do these terms mean?

Domain

Overarching performance categories (e.g. effectiveness, efficiency, relevance, sustainability)

SUB-DOMAIN

Performance categories within each domain (e.g. Under Effectiveness, the sub-domains for NGOs are Results and Standards)

BENCHMARK

A specific description of each level (1 to 4). Descriptions are simple, but provide enough information to distinguish between levels.

Ready to get started?

PREPARATION

EVIDENCE

Data Analysis
& Reporting

For the Civil Society Global Indicator, we average scores across OPI domains. Where organisations have higher average scores than the previous year, they are considered to have “improved their performance.” Further analysis of OPI data can provide insights into the progress of projects and partner organisations. OPI data can be graphed and analyzed to answer questions such as: In which OPI domains are organisations improving their performance? In which OPI domains is organisational performance unchanged? Are there patterns in how organisational performance has improved? Are there external factors that have influenced change in organisational performance (either positively or negatively)? How have organisational strengthening activities contributed towards performance? How might organisational strengthening activities over the coming year be tailored to support improved performance?

OPI scorers should use their judgment to ensure that results reflect reality. Two independent OPI scorers should come to the same conclusions. To achieve this, each AKF staff member and partner participant must understand what counts as evidence before scoring. Examples of are provided in the OPI tool. Because every country context and organisation is different, reviewers should be open to new evidence types. Evidence should come from the partner organisation in the form of OCA reports, programmatic reports, management data (HR, financial, governance), databases, M&E plans, meeting minutes, etc.

The stronger a partner’s buy-in, the better data and results are going to come out of the process. The most important part of the preparation is ensuring the partner understands the reason for this assessment, and its role in the partnership with AKF. We have learned that applying the PI alongside an OCA can be a powerful way of highlighting the difference between the two.

PREPARATION

The stronger a partner’s buy-in, the better data and results are going to come out of the process. The most important part of the preparation is ensuring the partner understands the reason for this assessment, and its role in the partnership with AKF. We have learned that applying the PI alongside an OCA can be a powerful way of highlighting the difference between the two.

EVIDENCE

OPI scorers should use their judgment to ensure that results reflect reality. Two independent OPI scorers should come to the same conclusions. To achieve this, each AKF staff member and partner participant must understand what counts as evidence before scoring. Examples of are provided in the OPI tool. Because every country context and organisation is different, reviewers should be open to new evidence types. Evidence should come from the partner organisation in the form of OCA reports, programmatic reports, management data (HR, financial, governance), databases, M&E plans, meeting minutes, etc.

Data Analysis
& Reporting

For the Civil Society Global Indicator, we average scores across OPI domains. Where organisations have higher average scores than the previous year, they are considered to have “improved their performance.” Further analysis of OPI data can provide insights into the progress of projects and partner organisations. OPI data can be graphed and analyzed to answer questions such as: In which OPI domains are organisations improving their performance? In which OPI domains is organisational performance unchanged? Are there patterns in how organisational performance has improved? Are there external factors that have influenced change in organisational performance (either positively or negatively)? How have organisational strengthening activities contributed towards performance? How might organisational strengthening activities over the coming year be tailored to support improved performance?

Download an OPI Tool

 NGOCOMMUNITY
GROUPS
PROFESSIONAL
ASSOCIATIONS
NETWORKS
TOOL
SCORESHEET
FACILITATOR GUIDE