A National Resource to Support Excellence in Community Action
Last Revised: Sep 05, 2008 - Initial Posting: Sep 28, 2005

Strengthening an agency’s planning and evaluation capacities is a key element of ROMA National Goal #5: Agencies Increase Their Capacity to Achieve Results.


Please LET US KNOW if you have suggested PLANNING AND EVALUATION items that might be added.

The following Planning and Evaluation Resources are featured in this posting:

Additional items to support CAA planning efforts are included with the Virtual CAP Resource Information on Community Needs Assessment Resources and Fundraising.

Principles of Planning for CAAs
Community Action Association of Pennsylvania

Principles of Planning for CAAs - Community Action Association of PennsylvaniaPrinciples of Planning for CAAs was developed by the Community Action Association of Pennsylvania to help guide CAAP and its member agencies in facilitating and strategically aligning resource planning, advocacy and service provision so that more efficient and effective decisions and policy can be created in a collaborative manner.  The guide is based on legislative and regulatory documents that outline the CAAs responsibility for conducting planning to identify community issue for CAAs and local responses to the needs of the community.

CAA Planning Resources
ROMA National Peer-to-Peer Network

ROMA National Peer-to-Peer NetworkThe ROMA National Peer-to-Peeer Network supports training and technical assistance throughout the country, so that agencies can increase integration of ROMA into the management and administration of Community Action Agencies.

Planning and Evaluation Resources
Center for Applied Management Practices

The mission of the Center for Applied Management Practices is to improve the management of private, non-private, and government agencies engaged in the delivery of health and human services.  The following items are among the planning and evaluation resources available through CAMP:

Innovation Network
Online Planning and Evaluation Tools

The Innovation Network provides free online planning and evaluation tools to help nonprofit organizations build the ability to meet their missions.  Access is available upon completion of a simple registration form.  This enables logging in to add your organization (left-hand menu selection) that will continue to be the entry for ongoing use of the following items under Tools at the bottom of the left-hand menu items:

  • Organizational Assessment Tool – Generates a customized report about an organization’s level of development.  It is designed to illuminate organizational strengths and weaknesses, help inform nonprofit staff and board members of how things stand, and act as a catalyst for organizational development planning.
  • Logic Model Builder – Guides organizations through an interactive process of thinking about program goals, activities, and resources, and how those elements work together to produce a program’s intended outcomes - Logic Model Workbook and Do-It-Yourself Logic Models: Examples, Templates, and Checklists.
  • Evaluation Plan Builder – Connects to the Logic Model Builder to help users define what program success will look like before the fact, and how to tell that success has been achieved after the fact.  May be used for Outcomes Evaluation (“What did we do?”), Implementation Evaluation (“How well did we do it?”), or both - Evaluation Plan Workbook.

Logic Model Development GuideLogic Model Development Guide - W.K. Kellogg Foundation
W.K. Kellogg Foundation

The W.K. Kellogg Foundation has published a Logic Model Development Guide, which includes some very helpful exercises and templates to assist in the development of logic models.

Planning for Nonprofits
National Center on Nonprofit Enterprise

National Center on Nonprofit EnterpriseThe National Center on Nonprofit Enterprise focuses on resources - how nonprofits can find them and use them well; and on ideas  - how ways of thinking can improve the way nonprofits work including the following material and links to resources on strategic and business planning:

Alliance for Nonprofit Management
Business Planning for Nonprofits

The Alliance for Nonprofit Management is a learning community that promotes quality in nonprofit capacity building - see Business Planning for Nonprofits: Why, When - and How It Compares to Strategic Planning.

The Bridgespan Group
Business Planning for Nonprofits: What it is and why it matters

The Bridgespan Group is a 501(c)(3) nonprofit that helps nonprofit and philanthropic leaders in the hard work of developing strategies and building organizations that inspire and accelerate social change.  Business Planning for Nonprofits: What it is and why it matters is an article that explores these three organizational and leadership benefits of business planning:

  • Align executives, staff, and board members around a common strategy;
  • Develop the leadership team’s capacity for strategic thinking;
  • Identify capabilities and new leadership positions needed to take the organization to the next level.

Planning and Evaluation Resources
Free Management Library

The Free Management Library covers information on topics that address the most important practices to start, develop, operate, evaluate and resolve problems in for-profit and nonprofit organizations such as these items related to planning and evaluation:

Other Planning and Evaluation Resources

Additional planning and evaluation resources are available through:


Strengthening an agency’s planning and evaluation capacities is a key element of ROMA National Goal #5: Agencies Increase Their Capacity to Achieve Results.


Kenneth Ackerman, Virtual CAP Project Manager