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Overview of Services

Organizational Assessment and Business Planning

Based on an approach developed through nearly twenty years of organizational consulting, Business Excellence Solutions offers integrated assistance to organizations to better enable them to meet their performance objectives, by providing assistance to:

  • Enable effective teaming;
  • Maximize existing organizational resources, leveraging experience, knowledge and learning, and untapped staff potential; and,
  • Develop an integrated support capability for organizationally specific management consulting, organizational development, and teaming effectiveness issues;
  • Identify barriers to productivity and effectiveness and design interventions and facilitations to enable their elimination.

Business Excellence Systems offers a thorough review of your organization, called an organizational assessment. The organizational assessment consists of:

1. A comprehensive assessment of the overall organizational climate through the use of validated survey instruments designed to evaluate the organization’s team environment, structural effectiveness, systems integrity, and individual styles compatibility.

2. Individual interviews with members of the team. The interviews focused on the team member’s assessment of three key areas:

  • the overall organizational climate; communications systems, trust levels, and other key factors;
  • management style issues such as confidence in top management, and other key relationships and inter-team/organization relationships and,
  • the key project and planning challenges and issues facing the organization.

3. Systematic collection and processing of the information, which is then presented to the organization’s members for their use in the subsequent planning sessions.

4. A series of meetings and a planning session typically follows the organizational assessment. The findings of the assessment are debriefed with managers within the organization. The planning session is custom-designed to meet the needs of the organization, based on the results of the organizational assessment and the wishes of the manager chartering the assessment. Depending on the results of the assessment and what is revealed about the productivity issues, the working environment and the overall team climate, an intervention and planning session is designed to focus on corrective measures to respond to the issues identified. Typically, issues in role clarification, team communication, team-building, trust and rapport, systems and process engineering, or organizational structure and design, are identified and addressed. Additionally, we normally provide the organization with facilitated comprehensive near- to mid-term tactical business planning. Typically, the intervention and planning session(s) consists of the following:

  • Setting meeting goals.
  • Reviewing the information collected and processed during the organizational assessment and identifying action steps and planning measures, based on this information.
  • Customized training and intervention activities in communication, trust, role clarification, or other issues, depending on the needs identified in the information collection stage.
  • Reviewing or defining a vision for the organization.
  • Reviewing and setting organizational values.
  • Identifying and prioritizing current challenges and barriers to maximal productivity and developing specific business strategies to surmount these challenges and barriers.
  • Building and enhancing trust and confidence among the management team throughout the process through fun and productive activities and exercises that culminate in highly relevant and tangible business-oriented results and project plans.
  • Developing a concrete, tangible business plan or specific action planning designed to eliminate the current barriers and problems and to maximize the organization’s effectiveness.

5. Follow-up specific training programs and off-line interventions and mediations are typical. The Organizational Assessments and Business Planning process requires a firm commitment from the chartering manager to ensure that it remains an outcome oriented process as opposed to a morale event or retreat. Typically take approximately thirty days to complete all aspects of the process. Initial or follow-up training programs often include:

  • Workplace communication
  • Role clarification programs
  • Workplace collaboration
  • Customer communication and satisfaction training
  • Project management training
  • Information management consulting
  • Leader and manager coaching
  • Change management facilitation and training
  • Individual mediations and facilitated dialogue to resolve inter and intra-team disputes and conflict.

6. The Organizational Assessment process typically entails a significant commitment to follow-up, leader and manager coaching, and often involves subsequent training and facilitation sessions as well as follow-up surveys and interviews.