HHS Sustainability Toolkit
Part 2: Organizational Assessment and Readiness
Every organization needs an effective organizational assessment procedure in order to determine its overall success in meeting its goals and recognizing problematic areas. This assessment should not replace the strategic plan of an organization, but rather should be created as a first step in the strategic planning process.
Here are some points to consider when drawing strategic plans and outlines for an organization:
- Determine the leadership, skill, and amount of time that are needed to carry out the assessment.
- Identify major conflicts that may bog down the process.
- Determine what resources (e.g. staff, time, technology, and money) must be committed to the process.
- Develop recommendations for change, getting agreement about change strategies from all affected people within the organization. This may be done best through a full-day meeting.
- Make sure that the vision or strategy points to where you desire to go.
The following describe key areas to consider including in the assessment:
- Mission
- Board Governance
- Duty of care, loyalty, and obedience
- Program Management
- Financial Management
- Financial Management
- Planning
- Human resources management
The assessment team, usually consisting of two people, should have several important qualities, including credibility, technical understanding, objectivity, communication skills, interpersonal skills, and availability. It is also important to conduct an assessment using the SWOT method, examining the Strengths, Weaknesses, Opportunities, and Threats of the organization.
Continue to Part 3: Effective Marketing Strategies
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