Organizational Assessments

Organizational Assessments

KaarPoh performs organizational assessments for departments and schools. An assessment can help you identify key issues and opportunities that can improve your organization’s overall effectiveness. We utilize a variety of tools to conduct our evaluations, including interviews and surveys.

What is an organizational assessment?

This is a planned systematic review of an organization’s processes, work environment, and organizational structure. The organizational assessment process guides the development of recommendations and action plans to support achievement of organizational objectives.

How is the assessment accomplished?

The scope and purpose of the assessment will help define how it is accomplished. The team will explore the organization’s outcome by reviewing productivity and climate, strategic plans, goals and objectives, organizational charts, and operating procedures. Interviews with employees may also be conducted, as necessary.

What are the results of an assessment?

At the conclusion of an assessment, a report with a set of recommendations to enhance the effectiveness of the organization, is provided to the individual who requested the assessment.

Strategic Planning

Plan implementation is promoted through the use of specific, measurable, time-dated Goals and Action Plans (that detail the steps to be taken to achieve each Goal). Goals help make it clear to everyone what the results are that you need to achieve and who is responsible for working to achieve these results.

The plan template we use and the training that is provided help you and your team create a true “performance management system.” The person responsible for each Goal is clearly identified in the plan document and performance is measured and reviewed on a quarterly basis by the planning team.

The key deliverables of the Strategic Planning Process include:

Identification of your company’s current opportunities, threats, strengths, and weaknesses – based on an assessment of your company’s environment and internal capabilities (using the KaarPoh).

A written plan that clearly outlines what you and your team want your company to become in the long-term – including specific measurable results to be achieved 3-5 years out (what we call the company’s “Strategic Mission”).

Within the plan, the identification of specific strategies (long-term results to be achieved) related to seven Key Result Areas (factors critical to long-term success) and specific, measurable, time-dated Goals that support these strategies.  The Key Result Areas that provide an organizing tool for the plan are the levels in the KaarPoh, plus Financial Results Management.

Development of your team’s strategic planning capabilities so that you and your team can continue to develop, implement and manage your company’s plans over the long-term, with or without consultant involvement.

Promotion of a common vision for the company, a commitment to common goals, and a common language for future discussion of strategic issues.  In brief, implementing this process helps ensure that all planning team members (and the company as a whole) are on the same page with respect to the company’s future direction and the steps needed to take the company where it wants to be.

KaarPoh’ strategic planning tool helps you effectively manage what our research has shown to be the key building blocks of long-term organizational success (included in the KaarPoh).  We do this by working with your team to create a “strategic organizational development plan” that identifies what you want to achieve as a company in the next 3-5 years overall and with respect to each of the critical building blocks of success. 

As shown in the table below, our approach to strategic planning differs from the traditional approach in some very important ways. 

Results in a better product (a more effective and comprehensive strategic plan that you can use to drive and manage results) that takes less time to develop than many traditional approaches; and

Helps you and your team become effective in developing, implementing, and managing your strategic plan so that it supports your company’s long-term success.

When a business requires more strategic thinking to help identify solutions to problems, or shape change, here at Copernicus we can provide informed, independent advice to help them achieve their objectives. Whether their aim is to increase revenue, reduce cost or improve control, our experienced consultants help clients improve their organisations’ performance.Together we work with clients to deliver superior results in a structured and proven process:

  • We listen to client needs – and utilize leading diagnostic tools to create a robust and appropriate solution
  • The solutions we develop are coherent and integrated – avoiding unexpected consequences and taking into account future market trends.
  • Assemble the right advisory and industry expertise – across functional lines or borders as needed – to provide maximum insight and results
  • Help you implement with direct support and also by engaging your own existing resources
  • Our solutions draw upon practical expertise working within the main business functional areas (commercial, operations, finance, IT) as well as across them (strategy, organisational effectiveness, cost optimisation, working capital management, board/leadership).
  • Take the next step towards improving your business performance by contacting us today.