SSI Organizational Analysis Process Summary
A Structured Approach to Organizational Improvement

Strategic Source, Inc. customizes and implements an organizational analysis process when clients share symptoms, issues or problems that indicate a need for "improving" or "fixing" their organization.

I. Initial NEEDS ANALYSIS, definition of project approach and scope

II. Preliminary PROPOSAL PREPARATION for initial phase of work and outline of remaining phases of the project

III. CLIENT APPROVAL of initial phase and commitment of budget and staff involvement

IV. INITIAL PHASE may include some or all of the following steps:

• Information gathering
• Initial analysis
• Design of introductory staff meeting on topic of organizational analysis
• Analysis of outcomes to date
• Creation of updated project proposal

Between these phases we pause for client reflection and approval of next steps

V. ADVANCED INFORMATION GATHERING

This work involves the use of a variety of published or customized valid and reliable methodologies, instruments, and processes.

VI. DESIGN AND FACILITATION of Management Team Organizational Analysis Workshop(s)

NOTE: Based on results of the above, participative workshops deal with issues such as:

• Clarity of roles and responsibilities
• Current state/desired state of strategic and tactical plans
• Assessment of fit of current organization with the strategic plan of the organization
• Application of our proprietary the Human Performance Improvement Process to assess the organization

VII. ANALYSIS OF INFORMATION gathered from Phases I - VI and DESIGN of initial organizational development improvements (done with significant input from organizational leaders). Work session to improve and approve design outcomes.

VIII. DEVELOPMENT of organizational development/improvement plans that may include such actions as strategic and tactical plan updates, organizational structure changes, staffing decisions, developmental assignments, improved role definition, mentoring, coaching assignments etc.

IX. IMPLEMENTATION of the development/improvement plans by the organizational leaders using facilitation and coaching by SSI.

X. MEASUREMENT AND ASSESSMENT of the impact of the above work on the effectiveness of the organization.

The outcome of this process is people working together effectively in an organization that can accomplish the mission and strategy.

Please click here if Strategic Source, Inc. can assist your organization by implementing our Organizational Analysis Process.