Self-Assessment

Organization Self-Assessment

There are two ways to use this Survey:

1) One Copy—for the organization head to use alone to rate each function of your organization.

2) Multiple Copies—one to each function defined below to rate themselves and other functions. Have each of your function managers or functional staff fill in a copy and submit it to someone who will consolidate all results onto a single chart, by function. To create the consolidated chart, total the number of Xs for each rating of each Team Factor and enter that total onto the consolidated chart. Collect all comments under each question. This second approach is preferred, since it spreads the perspective.

Results may be reviewed by the organization head or by the functional teams. Are you satisfied? Do you need to take some positive action?

MARKETING & SALES	Low			High
Put an X in column 1, 2, 3, or 4	1	2	3	4
1. How would you rate the way your organization sells its products? (Do *not* rate the salespeople in this question)
2. How would you rate the way your customers are treated?
3. How would your organization's new business development (that is, getting the word out about your organization and its products)?
4. How effective is your organization’s Marketing Plan?
5. How effective is your organization’s Sales Plan?
6. How much input does the Marketing function have over the design or changes to your organization’s products and services?
7. How would you rate your organization’s Selling team?

What does Marketing mean to you?

_____________________________________________________________

What’s the difference between Marketing and Selling?

_____________________________________________________________

Who does the Marketing in your organization?

_____________________________________________________________

Who does the Selling?

_____________________________________________________________

How much of your revenue comes from repeat customers?

_____________________________________________________________

Who are your primary (A) customers?

_____________________________________________________________

Who are your secondary (B) customers?

_____________________________________________________________

Who are your third-level (C) customers?

_____________________________________________________________

What does your organization do to consistently attract new customers?

_____________________________________________________________

How successful is the process?

_____________________________________________________________

Are there any growth plans?

_____________________________________________________________

Other comments about your organization’s marketing and selling:

_____________________________________________________________

WORK FLOW	Low			High
Put an X in column 1, 2, 3, or 4	1	2	3	4
1. How much of your total organization’s full potential capacity do you think you're now using?
2. How would you rate the waste and inefficiency in your organization (eg, wrong orders, back orders, rework, rejects, scrap, non-production repeat work)?
3. How would you rate your organization’s overall planning, scheduling, tracking & control system, in terms of bottlenecks and overtime required?
4. How would you rate communication in your organization—up, down and sideways?
5. How would you rate the resources (eg, tools and equipment) you have to do the organization's various jobs?
6. How would you rate the quality of your product or service?
7. How would you rate your organization's performance measurement system?
8. How would you rate your organization's compensation system, in terms of pay for performance?

What is your current overall organization capacity?

_____________________________________________________________

Does your organization operate under a scheduling, planning & control
system?

_____________________________________________________________

Is the system manual or computerized?

_____________________________________________________________

Who has access to and uses the information?

_____________________________________________________________

If fully staffed and optimized, with the best equipment and systems
running at capacity, what could your organization do in a month?

_____________________________________________________________

Describe the best month you’ve ever had.

_____________________________________________________________

Have you ever tried to install a total quality management (TQM) program
in your organization?

_____________________________________________________________

Other comments about your organization’s work flow:

_____________________________________________________________

STRATEGIC & BUSINESS PLANNING	Low			High
Put an X in column 1, 2, 3, or 4	1	2	3	4
1. How would you rate the way your organization is structured to do business?
2. How would you rate how clear people’s positions are defined?
3. How would you rate the teamwork in your organization?
4. How would you rate the perception that everyone in your organization is on the same page?
5. How would you rate your satisfaction with forward progress in your organization?
6. How would you rate the upward mobility potential of your employees?

Does your organization have a business plan? o Yes o No

If Yes, when was it last updated? ________________________________

Has your organization ever done a strategic plan? o Yes o No

If Yes, when was it last updated? ________________________________

Does your organization have a succession plan? o Yes o No

If Yes, when was it last updated? ________________________________

Does your organization have a mission statement, vision statement,
set of defined values? o Yes o No

If Yes, when were they last updated? _____________________________

Other comments about your organization’s strategic and business planning:

_____________________________________________________________

Put an X in column 1, 2, 3, or 4

Put an X in column 1, 2, 3, or 4

Put an X in column 1, 2, 3, or 4