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