A to Z Inc.

Organizational
Assessment

Training Module 1

By Mandy Rydholm
 Module 1:
Table of Contents
Subject Page
Organization Overview 2
Who, What, & How 3
What are Organizational 4
Assessments?
Organizational Health 5
The Value of Organizational 6
Assessments
How to conduct 7
organizational assessments
How to use Assessments 8

Table of Contents
The Baldrige Award Model 9
Next Steps 10
OGL357 Spring A 2024 References 11
February 24, 2024 Notes 12
 Organization Overview The Who:
• Your Team Manager: Mandy Rydholm
• Your Team Leads:
Organization Name: A to Z Inc.
• Bella Hernandez
Organization Type: For-Profit • Kevin Cortez
• Jessica Cutler
Established: 2018
The What:
Employee Count: 300
• Analyze the health of our organization.
Location Count: 2 warehouse • Evaluate performance gaps and find the root causes.
• Report findings and suggestions to leaders.
Products/Services: Manufacture sporting equipment

The How:
Change Management • The team will execute the Baldridge Award Model
Organization Overview

(Hirst, 2021) • We will understand the OA processes

Who, What, & How

• We will communicate all findings and challenges to
the assessment team
• We will use interact with all parties with respect and in
a sensitive manner.
• We will execute a plan for this assessment.

2 3
 Organizational Assessments
Organization’s Health
What is an organizational assessments?
How well is the organization performing?
A process that gathers information to determine key
organizational strengths, weaknesses, opportunities, and This assessment will give us necessary information and data

risks. to determine if the health of our organization is doing well

or declining.
It helps us map out where we are today and where we are
headed tomorrow. It will tell us what areas need improvement and which areas
are doing well.
Organizational Assessment Framework (Lusthaus et
Click video to start (1 minute):
al., 2002):

• Measure organizational performance

Organizational Assessments

Organizational Health
• Understand the organization’s external environment

• Determine organizational motivation

• Examine organizational capacity

4 (HRSS Consulting Group LLC, 2016) 5

 The Value of Organizational Assessments How to conduct an assessments
• Customers 1. Define the goals/deliverables
• Improved customer satisfaction 2. Develop a plan.
• Improved quality 3. Collect the data.
• People 4. Evaluate and produce the reporting
• Better workforce, low turnover 5. Document recommendations
• Improved skills, abilities, and capabilities 6. Delivery report to leaders
• Technology
• Improved processes/new technology Collection of data formats:

• Updated internal systems • Surveys

• Processes • Questionnaires

• Improved processes • Interviews and focus groups

• Efficiency • Financial reporting

• New Hire Practices

How to conduct
• Employee
The Value

(Quick Guide to Organizational Assessments – Consult Our

Source, n.d.)

6 7
 The Baldrige Assessment
An assessment strategy focusing on organizational quality. Example Questions (Lusthaus et al., 2002):
Preface: Organizational Profile Leadership
How the organization operates How do senior leaders set your organization’s vision and
Baldrige Excellence Framework values?

Seven Categories Strategic Planning

1. Leadership How does your organization conduct its strategic planning?

2. Strategic Planning Customer Focus

3. Customer Focus How do you listen to customers to obtain actionable

information?
4. Measurement, Analysis, & Knowledge Management
Measurement, Analysis, & Improvement of Organizational
5. Workforce Focus Performance
6. Operations Focus What are your key organizational performance measures?
7. Results Workforce Focus
How do you foster an organizational culture that is
characterized by open communication, high-performance
work, and an engaged workforce?
Operations Focus

The Baldrige Award

The Baldrige Award

What are your organization’s work systems?

Results
What are the outputs and outcomes the organization
achieves?

(TNCPE, 2020)
8 9
 Next Steps References
Hirst, R. (2021, February 5). Change management has become a
Training Modules
joke! https://www.linkedin.com/pulse/new-change-equation-
1. Introduction to Organizational Assessment required-rich-hirst

2. The Baldrige Awards Model HRSS Consulting Group LLC. (2016b, March 1). Organizational
assessment [Video]. YouTube. https://www.youtube.com/watch?
3. Define our goal, develop our assessment plan, define
v=mQaSwrlnevc

our communication plan, & timeline.

Lusthaus, C., Bank, I. D., & Centre, I. D. R. (2002). Organizational

4. How we will collect data, what data we will collect, assessment: A Framework for Improving Performance. IDRC.

& evaluation of the data Quick guide to organizational assessments – consult our source.
(n.d.). https://www.consultoursource.com/quick-guide-to-
5. Reporting Standards organizational-assessments/

6. Evaluation of reporting & recommendation TNCPE. (2020, April 16). #ExcellenceAtADistance, Episode 2: The

standards baldrige Excellence System [Video].

YouTube. https://www.youtube.com/watch?v=iYH8UH0q8g8

References
Next Steps

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