Organizational Assessment is an activity that involves assessing your organization’s current state and enlisting stakeholders to define your desirable future state. This process will illuminate your organization’s capabilities, vulnerabilities, and risks associated with your capacity to stabilize, grow, and sustain the business.
Best Practice Implementation Considerations
- Strategy Review – ensure the leadership narrative is coherent, cohesive, and actionable within an industry, enterprise, and tiered perspective through a 1/3/5/7-year strategic plan.
- Key Performance Indicators (KPI’s) – evaluate KPI’s as they align to the strategic plan and cascade through the team’s initiatives.
- Vision, Mission, Culture Review – confirm that the vision communicates clear and aspirational goals, that the mission provides inspirational directives, and the culture is palpable.
- Organization Design Review – validate that the “functional hierarchy” is accommodating to operational norms, business needs, and true to the working business model.
- Leadership Matrix Review – identify leadership effectiveness and capacity based on competence, experience, roles/responsibility, engagement, and commitment.
- Talent Inventory Review – identify talent effectiveness and capacity based on competence, experience, roles/responsibility, engagement, and commitment.
- Process/Program/Project review – validate the input, output, throughput of macro workflows and methodologies to ensure continuity, quality, scale, agility, and optimization in a LEAN capacity.
- Technology/Systems Review – identify the effectiveness and purposeful application of information technology across the enterprise to determine usability, impact on productivity, and value stream contribution.
The assessment will be executed in whole or part, via interviews, surveys, and reviews of documentation aligned with prescribed areas of interest. Once the Organizational Assessment has been completed, we provide a gap analysis with recommendations for review, path forward approval, and collaborative execution. It is important to note that the Organizational Assessment is meant to illuminate “macro” areas of possible change and sub-set solutions will require deeper analysis as part of the solution design and application.
Some of the following could be expected to come from the findings:
- Create/update formal strategic plan in a 1/3/5/7-year format. (7+ will be Hoshin format).
- Validate/create KPI’s based on cross-functional team goals.
- Refine/create Vision, Mission, and Culture statement for the organization and leadership team.
- Organization Design map to ensure the “framework” supports the branches.
- Leadership validation, onboarding, development, sustainability, and succession.
- Talent Management best practice, onboarding, sustainability, and succession.
- Process/Program/Project engineering, re-design, continuous improvement, and cross functionality.
- Technology and systems considerations to better support workflow, AI, Machine Learning, and optimization.
Risks and Assumptions:
- Weak or disjointed Strategic Plans will result in diluted time, energy, and focus, thus effectiveness/productivity are critically impacted.
- Weak or non-existent KPI’s, can result in lost operational controls, slower growth, missed financial, and market penetration goals.
- Waning culture due to mixed communication between the vision, mission, culture and its translation into a wider team and growing organization, results in attrition, difficulty attracting talent, productivity, and morale loss.
- Lack of a stable organizational structure to support growth, stated goals, leadership objectives, operational norms, and financial goals will impact performance along with internal and external customer satisfaction.
- Misdirection on Leadership Development targets can result in frustration and lead to team breakdown.
- Lack of integrated Professional Development can result in “short cycle” execution and lead to morale and quality concerns both internally and externally.
- Informal Process/Program/Project measurement, maturity, and structure will lead to workflow breakdown and multiple organizational inefficiencies.
- Misaligned technology is frustrating, time consuming, and costly.
Best Practice Summary
An organizations capability to grow and achieve strategic goals is often time predicated by its ability to support the best practice’s associated with people, process, organization, and technology. The Organizational Assessment approach helps to bring clarity to the mission critical areas associated with optimal performance. The approach is founded in a time-tested and industry-proven best practice from the McKinsey Institute and has proven itself as being the most effective way to assess the ability to augment transformation in organizations regardless of scale, geography, or industry.
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