Self-assessment: Development Capacity

About this assessment

To be a successful housing developer, it is important that you understand your organization’s capacity to develop—your strengths and areas where you will need support or partnership. The development process can be long, and operating a property will extend far into the future. In other words, developing housing represents a significant decision and investment for your organization. Are you ready?

This self-assessment will help you identify areas of existing capacity and areas where additional support or partnership may be needed relative to organizational capacity, development experience, and external relationships.

This assessment is organized into two parts. The first part is a brief survey intended to highlight your organizational strengths, along with any potential gaps to address. Your responses will be automatically organized into the second part of this assessment: a SWOT framework. You can add additional information or context and further strategize ways to use your organizational strengths or minimize external threats or internal weaknesses directly in the framework.

Assessing your organization’s strengths

Consider each statement and rate how closely it describes your organization, past development experience, and external relationships. Note that not all questions will be relevant for all organizations or development models. For example, if you already own the parcel you are planning to develop, relationships with property owners may not be relevant. Or your organization may not have a board of directors to consider. Mark “Not applicable” for any questions that do not apply to you.

For questions that ask about staffing, this can refer to either in-house or contract staff. It does not refer to staff that you may need to hire for your project team.

Question Content

Group 1

1
The development aligns with our current organizational mission
Disagree
Neutral
Agree
Not Applicable
Lack of alignment with our mission
Alignment with our mission
2
My organization has enough in-house staff to complete a development from start to finish
Disagree
Neutral
Agree
Not Applicable
Insufficient in-house staff
Sufficient in-house staff
3
Our in-house staff possess the core skills associated with housing development: critical thinking and problem-solving, effective communication, and building and maintaining stakeholder relationships.
Disagree
Neutral
Agree
Not Applicable
Insufficient staff skills
In-house staff have sufficient skills
4
Our organization has the internal systems and knowledge to support the housing development process.
Disagree
Neutral
Agree
Not Applicable
Insufficient internal systems and knowledge
Sufficient internal systems and knowledge
5
Our organization’s human resources support hiring or staff development as needed
Disagree
Neutral
Agree
Not Applicable
Insufficient human resources capacity
Sufficient human resources capacity
6
Our organization has the information technology (IT) systems and equipment to manage the housing development process, including any compliance and asset management during and after construction.
Disagree
Neutral
Agree
Not Applicable
Insufficient IT systems
Sufficient IT systems
7
Our in-house staff can reasonably commit the time to ensure this development’s success given their other commitments.
Disagree
Neutral
Agree
Not Applicable
Insufficient staff time/bandwidth
Sufficient staff time/bandwidth
8
Our organization will be able to meet our balance sheet requirements after seeking financing for this project.
Disagree
Neutral
Agree
Not Applicable
Insufficient balance sheet for financing
Balance sheet meetings financing requirements
9
Our organization has internal processes to anticipate and mitigate risks involved with the housing development process.
Disagree
Neutral
Agree
Not Applicable
Lack of internal risk mitigation processes
Internal risk mitigation processes
10
Our board of directors has experience or expertise that can be leveraged for this project.
Disagree
Neutral
Agree
Not Applicable
Board does not have relevant expertise
Board has relevant expertise

Group 2

11
Our staff can create and realize a shared vision for this development across the project team.
Disagree
Neutral
Agree
Not Applicable
Lack of ability to create shared vision
Ability to create shared vision
12
Our staff has experience identifying and acquiring sites for development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: site acquisition
Experience: site acquisition
13
Our staff has experience assembling and leading a project team of all the other staff involved in development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: creating project team
Experience: creating project team
14
Our staff has experience identifying, securing, and using public and private financing for housing development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: financing development
Experience: financing development
15
Our staff has experience using public sector affordable housing resources.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: public-sector resources
Experience: public-sector resources
16
Our staff has an understanding of local land use regulations and approval processes to research as part of the development process.
Disagree
Neutral
Agree
Not Applicable
Lack of understanding: local regulations/approvals
Understanding: local regulations/approvals
17
Our staff has an understanding of the physical and environmental site conditions that can help or hinder development.
Disagree
Neutral
Agree
Not Applicable
Lack of understanding: physical site conditions
Understanding: physical site conditions
18
Our staff has knowledge of contract and real-estate law to facilitate review and management of legal processes as part of the broader development process.
Disagree
Neutral
Agree
Not Applicable
Lack of knowledge: contract/real estate law
Knowledge: contract/real estate law
19
Our staff has experience writing proposals, grants, or applications (including meeting reporting or compliance requirements once awarded).
Disagree
Neutral
Agree
Not Applicable
Lack of experience: proposals and grant making
Experience: proposals and grant making
20
Our staff has construction management experience.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: construction management
Experience: construction management
21
Our staff has experience with post-construction process.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: post-construction
Experience: post-construction
22
Our organization has experience with the development model of the project or similar models.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: developing similar types of housing
Experience: developing similar types of housing
23
Our organization has experience meeting the compliance requirements of any programs or funding sources we plan to use to fund the project.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: compliance with funding requirements
Experience: compliance with funding requirements
24
Our organization has experience developing housing for the population being served.
Disagree
Neutral
Agree
Not Applicable
Lack of target population experience: previous development
Target population experience: previous development
25
Our staff can relate to the development through issue experience (directly affected by the issue being addressed).
Disagree
Neutral
Agree
Not Applicable
Lack of target population experience: issue experience
Target population experience: issue experience
26
Our staff can relate to the development through demographic relevance (reflects the intended residents or community being served).
Disagree
Neutral
Agree
Not Applicable
Lack of target population experience: demographic relevance
Target population experience: demographic relevance
27
Our staff can relate to the development through direct engagement (works or have worked with the intended residents or community being served).
Disagree
Neutral
Agree
Not Applicable
Lack of target population experience: direct engagement
Target population experience: direct engagement
28
Our staff can relate to the development through geographic relevance (lives or have lived in the community being served).
Disagree
Neutral
Agree
Not Applicable
Lack of target population experience: geographic relevance
Target population experience: geographic relevance

Group 3

29
Our organization has experience with housing development in similar markets.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: market type
Experience: market type
30
Our organization has experience engaging groups like the intended residents of the development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: engaging intended resident populations
Experience: engaging intended resident populations
31
Our organization has experience engaging communities like those surrounding the development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: engaging surrounding communities
Experience: engaging surrounding communities
32
Our organization has experience working with private property owners near housing development.
Disagree
Neutral
Agree
Not Applicable
Lack of experience: working with property owners
Experience: working with property owners
33
Our organization has existing relationships with private financial institutions to help finance the development.
Disagree
Neutral
Agree
Not Applicable
Lack of relationships: private financial institutions
Relationships: private financial institutions
34
Our organization has existing relationships with public sector institutions to help finance and provide other types of support for the development.
Disagree
Neutral
Agree
Not Applicable
Lack of relationships: public-sector institutions
Relationships: public-sector institutions

SWOT Matrix

In the matrix below, consider your organizational strengths. Add any other information to SWOT categories, if you’d like. Use the questions to brainstorm ways to better align your organizational strengths with any other project needs.

 
Helpful
Harmful
Internal
Strengths
How can we use our organizational strengths or our approach to the project to capitalize on the opportunities we identified?
    Weaknesses
    How can we minimize anticipated obstacles, particularly those posed by organizational gaps?
      External
      Opportunities
      How can we use the opportunities we identified or our approach to the project to minimize organizational gaps?
        Threats
        How can we use our organizational strengths to minimize anticipated obstacles?
          When you've finished, click here to download a PDF copy of your work:     Download as PDF
          Back to top