Organizations need to periodically assess if operations and processes are conducted in the most effective way for the best long term advantage of the organization and its stakeholders

Conducting the Review
The approach and methodology to conducting an organizational review is described below.  The methodology is based on the premise that a high performance organization requires strong alignment between strategy, structure, processes, people and culture.  In keeping with this theme, the methodology begins with a clear understanding of the organization’s strategic goals and priorities and concludes with recommendations to remove the significant structural, process or human resource barriers which are impeding the successful achievement of organizational objectives.

Phase 1:  Initial Planning and Orientation
In phase I, it is important to confirm scope and objectives of the review.  We also confirm the working protocol with the organization and review how the process is conducted.

Phase 2:  Setting Evaluative Measures
In phase II, we work with the organization to set the measures that the current operations will be evaluated against. Discussions are held with Board officers and senior staff to determine what the expectations and requirements are for the organization. It is important to clarify and document those attributes, or criteria, against which the organization will be assessed. Once the attributes and evaluation questions have been developed, we then determine the data collection and analysis requirements. 

Phase 3:  Data Gathering within and outside the Organization
In this phase, we conduct interviews and/or focus groups within the organization.  These include management, staff, and Board members.  For each interview, we use a specifically tailored questionnaire to ensure that questions are relevant to the individual’s level and responsibility.  Questions deal with such issues as challenges faced by the organization, inner challenges to progress for the organization, strengths of the organization, perception by the community, trends of the business of the organization.  We probe and challenge the interviewees using our knowledge of the business and our knowledge of the organization’s mission, vision and objectives.  The intent is to gather information and to provoke thought about how the processes and people can best serve the long-term sustainability of the organization and its stakeholders. We also gather information from stakeholders outside the organization.  These interviews can include funders and customers. 

Phase 4:  Compilation of Benchmarking Relevant to the Organization
In this phase we compile information on benchmark information from other like organizations to the extent such information is available.  We work with the organization to identify the comparator organizations.

Phase 5:  Analysis of Information Gathered and Development of Recommendations
The evaluation of the organization’s structure and processes employed is conducted.  This evaluation considers the information gathered from interviews of people within the organization, those outside the organization, review of material from the organization, the inner workings of the organization, as well as current roles and responsibilities, and information gleaned from benchmarking.  The evaluation will determine if current structure, processes, and operations are effective in meeting the criteria of the sustainability for the organization.  Following the evaluation, we provide practical recommendations. 

Phase 6:  Reporting and Presentations
In this final phase, we prepare a comprehensive report, which outlines the research and interviews carried out, the findings, our conclusions, and recommendations. The draft is discussed with organization representatives and input received is considered before producing the final document.

Fees
The fees for this type of review is dependent on the size and complexity of the organization and the scale of the review. Please contact us to recieve a quote.