Organizational Assessments
| Step 1 |
IDENTIFY THE PROBLEM (“couch time”) |
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| Assessment: |
Dig deep – what are the real issues and obstacles in your organization? |
| Tools: |
Interviews, surveys, observations, facilitated meetings,
communication audits. (CEOs, senior management, administration, clients, vendors, etc.) |
Deliverable: Assessment Report of Organization’s Current Health
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• Challenges / Issues / Concerns
• Strengths
• Themes
• Status of Culture |
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| Step 2 |
DEVELOP THE PLAN (strategy/solutions) |
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| • |
Determine desired outcomes
(what is the vision? what will be different? how will it be measured?) |
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| • |
Determine resources available
(tools, communication channels, budget, personnel, time, etc.) |
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| • |
Define Roles & Responsibilities
(Who will do what; establish accountability) |
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| • |
Establish Timeframe
(Set deadlines) |
Deliverable: Recommendations / Plan of Action / Timeline |
| Step 3 |
EXECUTE THE PLAN |
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| • |
Rollout: Communicate Organize-Wide
(priorities, expectations, desired outcomes, roles/responsibilities, etc.) |
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| • |
Schedule the Execution of Key Components of Plan |
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| Step 4 |
MAINTENANCE & MONITORING (adjustments/tune ups) |
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• Create New Habits (attitudes & actions)
• Executive Coaching
• Develop Reporting Tools
• Goal Assessment
• Measure Performance Against Stated Objectives
• Continual Improvement
• Re-evaluate Priorities |
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