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Toolkit
Organizational Assessment
| Question | Answer |
|---|---|
| Organizations are similar to... | the human body |
| Compared to Organizational assessment and the human body | the are body made up of major systems. If one fails, stress occurs in the other. If each system functions properly everything is all good. |
| Define organizational assessment | is a systematic procedure to understand how the organization functions, identify specific challenges, and how to improve certain areas |
| Organizational is similar to... | an annual family doctor exam |
| Why does organizational assessment ask questions? | to determine the health status of an organization |
| What will reviewing an organization's health prevent? | Unexpected problems from emerging |
| What does an assessment provide? | Info on the performance of an organization and a report of what works and doesn't work |
| What does the assessment review over? | Programs and services, structure, staffing, personnel finances, internal systems, leadership, and culture |
| First step in strategic planning process | Reviewing |
| Who should carefully review the assessment? | Board members and staff to gain consensus about the current sutuation and develop a plan of action |
| Who can assist in the assessment? | Outside consultant who is an expertise with Nonprofit |
| What should the consultant be aware of? | should fit in the organization's culture and and should know the language and the racial/ethical groups associated with the organization |
| Key Functional areas to include in your assessment | - Mission - Board Governance - Duty of Care - Duty of Loyalty - Duty of Obedience - Program Management - Financial Management - Planning - Human Resources Management Refer to notes! |
| Who should lead the assessment process? | 2 people |
| What knowledge should the 2 people possess? | - how the organization operates - efficiency of the management systems - values - performance of the organization |
| Assessment team must have these qualities | Credibility- responsibility Technical Know-How- knowledge Objectivity- balance Communication Skills- approachable Interpersonal Skills- interact appropiately Availability- commitment |
| An effect tool to conduct an organizational assessment | SWOT |
| Strength | connection w/ the community staff expertise |
| Weakness | inactive board |
| Opportunities | new services and businesses ventures |
| Threats | local funding cut |
| Benefits of conducting a organizational assessment | help identify components on which the assessment should focus on first and determine strength and weaknesses |
| Positive aspects about organizational assessment | learn the overall capabilities, effectiveness, and markability |
| Helps answer questions such as... | - Do employees have the necessary skills? - Are employees rewarded for their work? - Is leadership active and supportive? |
Created by:
animalsavior
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