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Capacity Assessment Schedule (CAS)



As the train leaves the station, are you sure your organisation is on the right track and is heading in the direction you had set out to travel? Have you taken account of possible delays and being side tracked? The Capacity Assessment Schedule (CAS) is a tool based on a process of interrogating the key pillars of an organisation to determine its capacity to deliver the priorities it sets out to achieve. The CAS is a derivative product of the Organizational Capacity Assessment Tool (OCAT) created by McKinsey and Company for Venture Philanthropy Partners ( and published in Effective Capacity Building in Non-profit Organisations (2001).



How the tool works


There are five broad 'organisational imperatives’ (or pillars) upon which organisations are built and it is the capacity across these imperatives that influence an organisation’s capacity to deliver effectively. Each imperative is underpinned by a range of 'capacity elements' that provide the criteria for the assessment process. Each element is scored against a scale of 1 – 4 according to the evidence provided.


Table 1 to the right provides an overview summary.
















Example of how the tool works


Each scored element roll-up into an overarching at-a-glance graphic representation (see Fig 1) of the relative capacity of the organisation across the five capacity imperatives. The result enables the organisation to reflect on its priorities and developmental needs which should enable them to develop an Action Plan in going forward. In this example, only imperative 5 (Programme content, design and delivery) is rated at Level 2 (i.e. Minimum level of capacity in place).



Fig 1: Graphic overview of capacity priorities






















What is your organisation’s capacity?

To help answer this question and provide you with an illustrative example of your organisation’s capacity, an abridged sample for you to access can be found here.


The example is meant only to illustrate how the tool works and what you can expect from it. Please note this sample captures a small fraction of the 50 evidence areas contained within the overall assessment framework, which can be downloaded here


After having a go at the example, if you wish to proceed to a full assessment

(or wish to discuss further), please email




Table 1: The assessment scoring system

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