Organizational Development Consulting

    Organizational Assessment for Strategy Optimization

    Organizational Assessment for Strategy Optimization 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. Organizational Assessments provide a deeper evaluation of the entire enterprise than a Vulnerability Assessment. When an organization engages in a robust Organizational Assessment, the results are Project Execution Plans built to initiate change aligned directly with established goals and objectives for the organization, people, process, technology, and programs. A healthy enterprise provides an eco-system that embodies the vision, mission, and values of the organization, while developing a mindset of growth and excellence as part of the culture. In order to assess, develop, and sustain this level of high-performance, leadership must provide the tools and support needed to execute at an optimum level as the norm. Additionally, this tool is used to generate a gap analysis based on the Ethical Security Integration Model (ESI) and its baseline inventory of best practices and maturity model.

    Organization Assessment Implementation for Strategy Validation

    • 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, Values Review – confirm that the vision communicates clear and aspirational goals, that the mission provides inspirational directives, and the values are palpable through the culture of the organization.
    • 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 and/or the entire enterprise. Once the Organizational Assessment has been completed, we provide a gap analysis with recommendations for review, path forward approval, and collaborative execution.

    Organizational Assessment Business Actions

    • 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 Values 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.

    Organizational Assessment Risks and Assumptions for Strategy Execution

    • 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, and values 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.

    Why Organizational Assessment Is Important for Strategy Validation

    An organizations capability to grow and achieve strategic goals is often time predicated by its ability to support the best practice’s associated with the organization, people, process, technology, and programs.  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.

    Customize your Consulting Experience

    • Align Subject Matter Experts with your Industry, Region, and Culture
    • Benefit from Benchmark Research
    • Gain Insight from our Cross-Industry Experience
    • Partner via our Stewardship Engagement Model – Watch the Video
    • “Own Your Knowledge” with our Teach/Learn/Practice/Apply, Approach
    • Accelerate Individual Growth with Performance Coaching
    • Supplement with Professional Development Training