Organizational Assessment
- In Depth
There are five steps to a successful
Organizational Assessment:
Step 1: Initial
Meeting with Client
- Understand business outcomes
- Discover management concerns
- Identify desired outcomes / changes
- Determine success measures / critical factors
- Clarify the organizational assessment process
Step 2: Meeting with
Group or Individuals Involved
- Discuss why we are engaging in this process (what
needs to change and why)
- Clarify the organizational assessment process
- Engage people in the change initiative
Step 3: Data Collection
- Through the use of interviews, focus groups and/or
written surveys, collect information from individuals
and groups to provide management with new insights
into what is impacting desired results
- Present written data report to management, summarizing
key findings and providing recommendations for improvement
Step 4: Implementation
of Recommendations
- Assist management in clarifying and resolving issues,
placing special emphasis on engaging participants and
aligning actions
- Design and delivery of targeted training (if appropriate)
- Executive coaching (if appropriate)
Step 5: Review
- Measure outcomes
- Learn from successes
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