organizational check-up

Organizational Check Up

Organizational Self-Assessment

Name*
First Last
Email*
Phone*
Clear Mission/Vision*
Please enter a number from 1 to 10.
Have a clear mission/vision in writing that is properly communicated and shared by the entire team.
Clear Core Values*
Please enter a number from 1 to 10.
Establish clear core values that are implemented in every facet of operations and promotions.
Fluent Job Descriptions*
Please enter a number from 1 to 10.
Create fluent Job Descriptions, org chart (current and future), team calendars that makes every position clear and focuses on the mission, using the core values metrics for success.
Effective Meetings*
Please enter a number from 1 to 10.
Creating an effective meeting culture, using the “preparation, engagement and follow-through” process, coupled with a new “ownership” mentality for each team member.
Clear Work-Flow Processes*
Please enter a number from 1 to 10.
Create clear work-flow processes for each department and team member.
Clear Messaging*
Please enter a number from 1 to 10.
Create clear messaging to make the staff and (and any promotion) advocates for growing your organization.
Leadership Model*
Please enter a number from 1 to 10.
Creating a leadership model that evokes openness, honesty and trust. (Every team member fulfilling their roles, having ownership and being accountable for their duties.)
Team Goal Setting*
Please enter a number from 1 to 10.
Setting quarterly goals for each team member that help the organization stay on course with the mission and reach the overall goals of the organization.
Gathering Feedback*
Please enter a number from 1 to 10.
Gather systematic feedback from team members AND clients to make quarterly strategic decisions to meet goals.
Quarterly Strategy Meetings*
Please enter a number from 1 to 10.
Establish a quarterly strategy meeting that reviews “scorecards” for each “lane” to make adjustments in each area in a more timely fashion to meet the overall goals of the organization.
Total*

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