Organizational assessments begin with one or two initial client meetings to understand the client's concerns about the organization. Following these meetings, we create a work plan that outlines the assessment process and then present it to the client for review.

Next, we learn as much as possible about the organization through a combination of methods. These include reading existing documents, interviewing constituents, conducting focus groups, collecting data through surveys and questionnaires and observing meetings or events.

Once sufficient data is collected using the methods most appropriate for the project, that data is analyzed and then presented as a detailed report that contains overall conclusions about the organization and recommendations for change.

At this stage in the process, it's common for clients to comment on specific aspects of the report and sometimes request minor modifications. Once these modifications are made, we present the final report to the client who, in turn, shares it with the organization's full board. Often we make a direct presentation to the board to answer questions and discuss the implications of the report and possible next steps.

In some cases, our work stops after the assessment is completed. In other instances, clients ask us to work with them to implement specific recommendations outlined in the report. At that point, we contract for an additional engagement, working out the scope and details of the new project.

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