Self-Assessment Tool

To find where you are going,

know where you are

Our Self-Assessment Tool (SAT) and Action Plan is available on our community portal. Access the tool by signing into Portico.

The Centre has developed the Self-Assessment Tool (SAT) and Action Plan to support non-profits and co-ops who want to take some time to set priorities in several areas of their operations and then apply for funding or seek out resources to make them a reality.

The tool is specifically designed to serve smaller and medium-sized non-profit, co-operative, and Indigenous housing organizations that provide housing to thousands of Canadians. It will allow you to identify your organizational strengths and challenges in a systematic, simple and thorough way.

It identifies four different and inter-related themes crucial to assessing capacities, namely:

• Governance
• Property management
• Financial management
• Social and community relations

Complete the SAT and get your Action Plan going right away!

Once the SAT has been completed, you can create a customized action plan, specific to your organizational strengths, challenges, priorities, and context. This action plan will provide you with recommended next steps and an appropriate timeline. You will also be able to track your activities and monitor outcomes.


Download the pdf on how to use the tool here.

Explore the possibilities by signing up for the tool here.

Testimonies from people who used the Self-Assessment Tool

“A few weeks ago, we completed the SAT-AP tool, and we were amazed to see how ideas that we had been talking about for years were quickly identified by the tool allowing us to build our action plan. The self-assessment tool is useful in that way. We can track our own pace, obstacles and effort given or needed. And we can organize our priorities in order of importance so we can reach our results faster and more effectively.”

Carolle Piché-Burton

Board of directors, Société d'habitation Chambrelle

“The self-assessment tool designed by the Center is essential for nonprofit housing providers. Easy to use, it allows you to create a 360° portrait of the organization in addition to providing a draft action plan adapted to its realities. Also, this tool is helpful for membership development. A unique instrument for our network!”

Richard Foy

Directeur des services aux membres et du développement, Réseau québécois des OSBL d'habitation (RQOH)

”Everyone is busy. And when organisations need support and funding, it helps to take the time to review what is important, by using tools that are efficient, effective, and custom-tailored to the community housing sector.”

Lisa Ker

Deputy Executive Director, Community Housing Transformation Centre

Also explore our

Environmental Self-Assessment Tool

  • Questionnaire to assess your organization’s environmental initiatives
  • Generate assessment of your current situation
  • Discuss with one of our Regional Energy Coaches to find opportunities to go green!

We want your expertise!

Offer your knowledge and skills to help transform community-housing practices by becoming a project reviewer

A home for all & our strategic plan

Everyone deserves a safe, affordable place to call home. But in reality, a decent home is out of reach for too many of us. Through transformation, the community-housing sector can help meet housing needs now and in the future. Read more about our Strategic Plan.

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