The OCAT was launched ten years ago by McKinsey & Company and Venture Philanthropy Partners. Since then, the tool has been used by thousands of funders and non-profits to assess their organizational capacity and identify strengths and prioritize areas for improvement. More than 70 organizations have requested permission to replicate the OCAT, post it on their websites, or distribute it among their own constituents. A testament to its effectiveness and utility, the OCAT is accessed online around 3,000 times monthly, has been translated into 11 languages.
Since the OCAT was first developed, the landscape in which non-profits operate has seen dramatic changes. A weakened economy and shrinking financial resources have increased fiscal pressure on non-profits, while the field of organizational and non-profit management has advanced significantly. Social media and the internet have opened up new challenges and opportunities for communication and advocacy.
Key upgrades in OCAT 2.0
In revising the OCAT, we listened to user feedback and perspectives from the field and made three key improvements. First, OCAT 2.0 covers additional content – including a module on advocacy for advocacy-focused organizations and additional questions on emerging topics in the field such as effective use of volunteers and effective use of metrics and management tools.
Secondly, we have also added additional supporting materials to support organizations in interpreting results and facilitating debrief and prioritization discussions.
Finally, we have made the tool easier to use with improved language, structure, automated reports, and an easier-to-use online interface.