The online OCAT experience is designed to be simple to administer and to complete. There are five (5) steps:
1. Register your organization. Click on “Launch OCAT Tool” on this page and work through the registration process. This will create your organization’s account, with you as the administrator, and will ask for some basic facts about your organization’s size, history, structure, funding sources and activities. As the administrator, you will facilitate the completion of the tool through the remaining 4 steps below.
2. Set the survey deadline. In the administrator view, click the calendar icon to set the deadline for your survey. We recommend allowing respondents at least 2 weeks to complete the survey. You can change the deadline at any time, and the survey will not “close” until you determine enough participants have completed it regardless of whether or not the deadline has passed.
3. Invite survey respondents. Once you’ve chosen your survey deadline, click the “Add participants” button to enter the names and email addresses of those who will be taking the survey. These should be individuals who can respond insightfully to questions regarding the overall capacity of the organization. (The OCAT is not meant to be a survey of all staff, and we often find that the leadership team, some/all of the board, and additional key staff members are the right respondent group.) When your list of participants is complete, click “Send invitations” to send an email notification to all your participants which will contain a link to the survey site.
4. Take the OCAT. If you indicated during the registration process that you plan to take the survey as a respondent, please do complete the survey as a participant.
5. Set up a Debriefing discussion. Once responses have been gathered, the OCAT will generate a set of individual and confidential reports which reflects your non-profit’s view of itself. These reports show the aggregated responses from your group as well as reminding individuals of their specific results. These results should inform individual reflection in advance of the debrief discussion and serve as a jumping off point as your organization examines overarching themes, strengths, weaknesses, and ultimately determines specific actions to take to build further on areas of strength and shore-up any concerning gaps.