Useful initial assessments
Initial assessments that can be useful at the start of a learning project.
Framework
Where Does it Hurt? Health and Disharmony in Organizational Ecosystems
Assess organizational challenges and opportunities, then design appropriate interventions to foster, create, or restore organizational harmony.
Just Works Consulting
Assessment Example
Organizational Audit Checklist: Diversity
Assess how the “culture of diversity” is functioning within your organization, and build more diverse, inclusive teams to deepen impact.
Koya Leadership Partners
Assessment Example
Racial Equity Impact Assessment: Overview & Guide
Assess “racial equity impact” and its purpose within your organization.
Race Forward
Assessment Example
Organizational Survey on Diversity, Equity, and Inclusion
Measure the progress of equity, diversity, inclusion, and environmental justice work in your organization, and identify related challenges and opportunities.
Island Foundation
Assessment Example
Equity in the Center: Assessment & Action Plan (Planning Form)
Assess the current “race equity culture” in your organization and initiate an action plan to center equity within your work.
Equity in the Center
Tools & Resources
Getting Clear: Start With the End in Mind
Clarify your purpose and your motivation for creating the future and the results you want.
Laura Peck
SWITCH PATHWAYS
A problem is a sign of what is blocking our impact or progress—it is the symptom. An issue is the underlying cause of one or more problems that we can directly address. We must take time to fully understand our problems and issues, and the root causes of both in order to choose the most strategic focus for our learning.
Visit this Pathway 
Teams often begin change projects before they have clarified language, aligned their intent, and determined how a change project will connect to their larger strategic goals. Spending more time clarifying frameworks, developing personal and professional commitment to change, as well as better understanding the outcomes of the project will set a stronger foundation for success.
Visit this Pathway 
We often try to solve a problem without understanding it fully. This is like performing surgery on someone’s leg without understanding how their heart works. Understanding the challenges we’re trying to tackle, and understanding better the world around us, is similarly integral to our change-making efforts.
Visit this Pathway 
Major strategic initiatives need the solid foundation of a healthy organization to flourish. This includes effective internal communications, focused decision-making, useful performance evaluation, life-giving management, and conflict resolution.
Visit this Pathway 
Breaking the status quo and opening up new possibilities for equity and freedom in our work requires innovative experiments. Teams must ensure that all members have the ability to act on the vision and goals they are co-creating.
Visit this Pathway 
Our minds cannot move toward racial justice, equity or transformation if our bodies are not prepared for change. This pathway offers those preparations that we have found most beneficial to adult learning.
Visit this Pathway 
Explore the interviews, frameworks, templates and articles created and published by Up With Community.Visit this Pathway GROW COMMUNITY
Giving thanks: We share these resources in gratitude to all of our teachers and with appreciation for the value they have brought us. The field guide is a living resource that we are consistently adding to. We receive no payment or kickbacks for sharing. Access and use of these resources should be done at one’s own discretion. If you see a resource you like, we encourage you to reach out to the author.
Have a resource to add? We are always looking to expand the resources we can share. If you have a tool/resource/link you would like to share with UWC and its partners, please email us: research@upwithcommunity.org.
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