How to Write an Organizational Assessment Report

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An organizational assessment is a process for obtaining accurate and concise information about the performance of a business and the factors that affect an organization's productivity. The report identifies areas of competence, room for improvement, and risks to modify decisions and support investment. It serves as an answer to the question, "How are we doing as an organization?" It demonstrates what you do well and highlights areas with low performances. The report is an internal feedback process to identify a company's strengths and weaknesses. The organizational framework encompasses four areas: external environments, capacity, motivation and performance.

Abstract and Introduction

Write the organizational assessment's title, author name and date on the cover, in addition to the name of the organization. Provide the duration length and overall project budget on the first page.

Identify any assessment donors and write who commissioned the report. Provide an evaluation objective on the first page. Write a two to three sentence summary detailing the report's mission, goals and objectives.

Include an introduction that outlines the organization's history. Discuss the methodology that will be used to evaluate the organization's effectiveness. Cite any previous assessments that have used similar methods.

Meet and interview a variety of stakeholders, including clients, human resources managers, support staff and beneficiaries. Utilize quantitative and qualitative measurements to discuss diversity, interpersonal conflict and employee needs in the report. Observe and record the dynamics among people and their levels of participation.

External Environment and Capacity

Tour relevant facilities including project sites, buildings and information systems. Describe the interior and exterior in great detail. Emphasize technological or structural advancements.

Write how the work paradigm is affected by spaces. Identify relevant equipment, hardware, electricity and lightning.

Assess the formalities under which the organization operates, including the legal framework, intellectual rights and labor rights. Identify the company's norms and values. Provide its mission statement as well as any causes or organizations it supports. Describe the economy, labor market and environmental constraints that affect the organization.

Identify the strengths and weakness of the organization capacity, beginning with leadership within the organization. Uncover how tasks are done, how goals are set and which direction the company wishes to take. Observe the operating expenses and how they are managed by company leaders. Find out who is accountable for finances. Forecast monetary requirements and needs.

Motivation and Performance

Collaborate with the human resources department to determine how recruiting, staffing and training take place. Decide if there are opportunities for career development and staff evaluation. Describe the quality of working life and uncover any issues concerning diversity, health or safety. Identify any inter-organizational linkages such as partnerships, memberships and online networks.

Analyze the organization's history and document its significant awards, achievements and setbacks. Identify changes in leadership and size. Uncover the employees' general attitudes concerning work, colleagues and values. Question opinions on prestige, intellectual freedom and remuneration. Evaluate the mission statement to see how effectively it shapes the organization.

Ensure company sustainability by measuring the effectiveness of its programs, client expectations, services and responsibilities in relation to its mission. View data on staff productivity, including reports or turnover rates and absenteeism. Identify any room for improvement in the financial and managerial reports. Measure the efficiency of work procedures and goals.

Conclusion

Determine whether the organization has kept its relevance over time regarding the stakeholder needs, reputation and sustainability. Review data to see if the organization is financially viable, as well.

Offer recommendations and future courses of action based on what was revealed in the report. Provide specific sources, including appropriate implementations, budgets and key audiences that will benefit from such recommendations.

Use an appendix to cite any sources in a references section. Include biographies for the organizational assessment team, as well.

Tips

  • Conduct a follow-up assessment to determine areas of improvement and, if necessary, areas where additional improvement is needed. Communicate the report in a manner that can be easily understood by everyone.

References

About the Author

Nicole Newman is a Dartmouth College associate who works in Tiltfactor Laboratory, Dartmouth's premier game design center. Her research has included investigating the digital humanities through "Writing as a Dimensional Artifact" and "Evolution of the Ghetto: The Decline of America’s Inner Cities," a research initiative on urban design.

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