Frequently asked questions


My organization is made up of less than five people. Are we able to use this tool?

Though we recommend, for confidentiality reasons, that groups of five or more people take this survey, smaller organizations with less than ten people can certainly use this tool. Since this is a self-assessment, the size of the organization should not affect its usefulness.

Who has access to my personal answers on this survey?

This survey is anonymous and for this reason, you will be the only person with access to your personal answers. Though McKinsey will have a database with this information, the use of codes as opposed to signing up with names will ensure that your personal answers remain anonymous.

What do I do when I believe that my organization falls between two ranks?

Always choose the lower of the two answers if you believe your answer falls between two ranks.

When do I do use "N/A," and when do I use "Do not know"?

Use "N/A" when a question does not apply to your organization, and use "Do not know" when you do not know the answer to a particular question.

How do I answer the questions on leadership if there is only one board member?

The OCAT is designed to help you surface challenging issues in a broader context and have an effective conversation where challenges exist. However, if you do not feel comfortable sharing feedback on an individual through the tool you can check “N/A” or “Don’t know” and find another way to have the needed conversation.

Is it possible for me to review the survey results of another organization that has completed the OCAT, in order to compare their answers to mine?

Unfortunately, due to our confidentiality clause, we cannot share the survey results of other organizations. Over time, we may generate comparison sets for similar organizations, but those are not yet available.

How many hours will the survey take?

Most users complete the survey within 60-90 minutes. You can save your progress and resume the OCAT if you need to complete it in multiple sittings.

Who should complete the organizational part of the questionnaire?

The administrator of the survey should complete the profile of the organization as part of their role in managing the administration of the survey.

How much does it cost?

The OCAT is free to use for non-profit organizations.

How can I tell who has completed the survey?

To preserve the anonymity of the surveys, the administrator cannot view who has and has not responded to the survey. By clicking on the “Send Reminders” button on the administrator page, email reminders are automatically sent to the respondents the survey administrator has registered who have not completed the survey.

Can I send reminders only to those who have not completed the survey?

Yes. The “send reminders” function sends email reminders only to those respondents who have not completed the survey.

If a respondent started a survey but did not complete and/or did not submit it, will his or her responses weigh in on result?

No. Only surveys that are fully completed and submitted will count towards results.


Can I distribute this survey publicly?

Distribution of the survey requires permission from McKinsey and will be determined on a case-by-case basis, depending on the organization and the purpose for distribution.

Can I adapt this survey to meet the needs of my organization?

Adaptation of the survey requires permission from McKinsey and will be determined on a case-by-case basis.


What are the Internet requirements for this survey?

The OCAT requires a broadband internet connection and a modern standards-based Web browser, such as Chrome, Safari, Firefox, or Internet Explorer (version 8 or higher).