Phase One - Organizational Health Assessment
Typical duration: 3-6 months
The first responsibility is diagnosis. Depending upon the organization, the assessment may include:
- executive and leadership interviews;
- staff interviews and listening sessions;
- board or governing-body conversations;
- stakeholder listening sessions;
- organizational history;
- mission, vision, and values analysis;
- governance documents, bylaws, and policies;
- organizational structure, job descriptions, and reporting relationships;
- financial information and historical trends;
- participation or customer data;
- staffing patterns and facilities;
- programs and services;
- community demographics;
- communication systems;
- leadership culture and decision-making processes;
- conflict patterns and organizational traditions.
Typical Assessment Scope
Leadership & Governance
· executive and leadership interviews;
· staff interviews and listening sessions;
· board or governing-body conversations;
· stakeholder listening sessions.
Identity & Structure
· organizational history;
· mission, vision, and values analysis;
· governance documents, bylaws, and policies;
· organizational structure, job descriptions, and reporting relationships.
Financial & Strategic Data
· financial information and historical trends;
· participation or customer data;
· staffing patterns and facilities;
· programs and services.
Culture & Dynamics
· community demographics;
· communication systems;
· leadership culture and decision-making processes;
· conflict patterns and organizational traditions.
Deep Historical Analysis
Where appropriate, as much as ten years or more of historical financial and participation data may be examined in order to distinguish short-term fluctuations from long-term systemic trends.
The Organizational Health Report
The assessment concludes with an Organizational Health Report identifying significant findings, areas of alignment, areas of disorder, organizational risks, strategic opportunities, and recommended priorities. The findings are then presented to organizational leadership.
Historical Trends & Findings
Where appropriate, as much as ten years or more of historical financial and participation data may be examined in order to distinguish short-term fluctuations from long-term systemic trends.
The assessment concludes with an Organizational Health Report identifying significant findings, areas of alignment, areas of disorder, organizational risks, strategic opportunities, and recommended priorities. The findings are then presented to organizational leadership.
Every organization and leadership situation is unique, so every engagement is custom-tailored to your needs, size, complexity, culture, and desired outcomes.