The Core Capacity Assessment Tool (CCAT), is a 146-question, online tool that measures an
organization’s effectiveness through an analysis of its four core capacities—adaptive,
leadership, management, and technical—and organizational culture. At the end of this analysis,
an organization will receive findings about its core and sub-capacity scores, life cycle stage
placement, and prioritized and detailed capacity building plans that serve as a guide to
determine "next steps" to improve effectiveness.
Your organization now has the opportunity to assess its effectiveness using the CCAT. As the
organizational lead, you are responsible for administering this assessment to the other senior
leaders in your organization. This short document will describe what you need to do, and what
you can expect, when you administer this assessment.
I know I’m supposed to take the CCAT. What do I do now?
As the organizational lead, you will receive an email from [email protected] with the
subject line “How to Get Started with your CCAT Organizational Assessment.” It will have a link
to the online assessment along with your username and password. Upon logging in for the first
time, you will be confronted with the Set-up Wizard. In Step 1, you add your respondents
(your name will already be on this list).
When selecting your respondents, we recommend that ALL senior leaders and managers of an
organization take the CCAT (i.e., anyone, paid or volunteer, who is in the position to lead or
manage any aspect of organizational planning and decision-making, as well as those who
manage organizational resources). Additionally, it is important to identify one to three board
members to also take the CCAT.
In Step 2, you will select the respondent who will complete the background question
section. The background questions are a part of the CCAT that ask for some historical and
budgetary information about your organization. Please note that these questions are in addition
to the 146 questions of the assessment. As organizational lead, this is assigned to you, but you
may select someone else.
In Step 3, you will preview and send the automated email that will be sent to the
respondents you entered in Step 1. You may view the email, but may not edit it. As you can
see, this email contains the automatically generated username and passwords for your
At the bottom of the Step 3 page, you must click “Send initial email” in order to email your
respondents their unique usernames and passwords.
I’ve completed the Setup Wizard. What do I do now?
Upon finishing the Setup Wizard, or exiting the CCAT and logging in again, you will see the
Organizational Lead Manager page. From this screen you can do a number of things.
On this page, you are able to:
1. Take the CCAT yourself by clicking “Take Survey” at the top of the page.
2. Complete the background questions (if that role is assigned to you) by clicking
“Background Questions” at the top of the page. You can also change who should
complete these questions by using the drop-down menu below the list of respondents in
the “Users” section.
3. Add a new respondent by clicking “New Respondent” in the “Users” section. You must
manually send an initial email once they are added to the list by clicking “Send” in the
“Initial Email” column that corresponds to the row containing the new respondent’s
4. Send individual reminder emails to individual respondents by clicking “Send” in the
“Reminder Email” column for specific individuals. For example, if you needed to send
John Adams a reminder, you could click “Send” in the “Reminder Email” column that
corresponds to the row containing Adams’s name.
Overall, you can use this page, specifically the list in the “Users” section, to monitor your
respondents’ progress. A check mark will appear in the “Complete” column when a respondent
has completed all of the questions.