Organizational Health™ Assessment
The Organizational Health™ Assessment has been developed by Debola Deji-Kurunmi specifically for Corporate Organizations. This Comprehensive Assessment has been curated across key pillars in every given organization to help identify their strengths, weaknesses, bleeding areas, and key areas of improvements.
This Assessment contains 100 comprehensive questions and can be completed in 10-12 minutes. We encourage you to fill it out accurately and watch out for the NEXT STEPS segment on the results page.
Please rate the degree to which of these statements accurately describe your organization.
We have a clear mission, vision, and articulated values which drive planning strategies projects, and programmatic/operational activities.
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Our organisation measures, evaluates, and monitors progress towards achieving its mission and objectives based on established goals.
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Our organization clearly communicates about its work in terms of the impact it achieves.
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Our organization sets strategy through periodic market research and needs assessments that include all key stakeholders, from board, to staff, to the population it serves.
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Organization shares and provides equitable access to data and findings to all staff, teams to promote cross-fun
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We have a well-documented Strategic Plan for the Year, with contributions from Board Members, Senior Management and Staff.
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Our major projects have a Strategic Project Execution Plan that aligns them with the organization’s mission, revenue generating abiliity and profit margin reality?
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We know how many people our organization serves and has served since its founding.
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Our organisation has an Evaluation and Review Plan in place that measures the impact of all its internal processes, projects, and programs in the short and longterm.
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Our leaders demonstrate full commitment to the Vision and Strategic Direction of our organisation.
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Our programs are aligned with our mission and strategic plan.
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We actively inform the public about our projects, programs and events.
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We intentionally engage our beneficiaries, clients and prospective clients in our project initiation and program development process.
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Sufficient resources are allocated to ensure each project/program can achieve the established goals and objectives.
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Our team members have sufficient training and skill levels to execute on assigned projects and tasks.
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Each project/program has performance indicators to ensure that they meet specific goals and objectives.
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Our organisation collaborates with other organisations/individuals to produce the most comprehensive and effective service to beneficiaries.
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Our organization has an annual program plan that corresponds to our overall strategic plan and budget
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We ensure that we apply best practices in designing and implementing our projects and programs.
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We conduct ongoing systematic project/programs monitoring and evaluation that includes measurement of outcomes with each of our projects/programs.
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Our organization engages in periodic discussions to identify gaps between our preferred organisational culture and current practices.
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We periodically assess our monetary and non-monetary compensation to ensure that they meet professional standards and reflect staff skills/performance.
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Our organization regularly provides meaningful feedback on performance to all members of staff (from Senior Leadership to Interns and Volunteers) as well as solicits feedback on staff satisfaction.
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We regularly assess and meet professional growth needs of our staff as well as build the leadership capacity of team members.
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We have an internal organisational values document created collaboratively with staff, board, and other key stakeholders.
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Our organisation has an up-to-date organization chart that describes the roles and designation of team members.
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All our staff members are aware of the organization's mission, vision, strategic goals and projects/programs.
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We have written job descriptions for each staff member tailored to their respective designation and department.
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All staff members join regularly scheduled and held team meetings.
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Our People receive orientation and onboarding training at the start of their employment engagement with us, including volunteers.
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Our organization has procedures for periodically updating the Board and staff on budget performance, liquidity, and cash flow.
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Our budget is created and informed by input from staff at all levels.
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We work with Qualified Auditors to achieve periodic professional audit and financial reports.
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Our organization trains all staff in financial management so that they understand our model, budget, and financial position.
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We have an annual budget that guides our financial activities, and is reviewed regularly.
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Our organization prepares a bank reconciliation on a monthly basis.
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We have a qualified bookkeeper or accountant (in-house or outsourced) managing the organization's finances on an ongoing basis
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Our Chief Executive Officer/Executive Director/Chief Operations Officer/Chief Financial Officer reviews all organisation's expenditures on a monthly basis.
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Our internal accounting fun
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We have stable sources of income and a standardized revenue generation model
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Our organization has a current communications/marketing plan with clear tactics and measurable goals.
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Our organization’s brand and style are consistently used in all marketing and messaging.
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We evaluate and determine which communications platforms best drive our communications goals as an organization.
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Our organization has developed internal communication policies and procedures that promote clarity, openness, and integrity.
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We are thoughtful about how best to communicate with those we serve beyond our clients - employees, volunteers, partners, sponsors, and all other key stakeholders.
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Our communication includes honesty and transparency to all key stakeholders within our organization.
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We release an Annual Report every year showing our work - business impact reports, financial reports, sponsorship/funding reports, beneficiary stories, etc.
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Our organisation has a carefully thought-through social media strategic plan that grows our community, visibility, reach and expands our brand positioning.
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Every member of our board and staff are able to speak in a compelling way about our mission, vision, and strategic goals.
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We leverage the power of storytelling effectively across media channels to position our work and organisation to significant stakeholders and our audience.
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Our organization is aware of and monitors the current trends through extensive market research and engagement with industry experts for any potential impact on its mission and/or the clientele it serves.
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We develop relationships with key stakeholders in order to share knowledge, resources, and improve programs through partnerships.
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Our organization participates in strategic partnerships, such as coalitions and collaborations, to achieve organizational goals.
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We are a member of professional alliances, networks, collaborations, chapters, or federations aligned to our core purpose.
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Within the past two years, we have engaged in a systematic analysis of potential strategic alliances with other organizations or groups that might enhance our organization’s work and mission.
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We intentionally and consistently build relationship with our clients and communities, as contributors to our work.
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Our organisation meets periodically with our partners to understand their vision and direction, so we can adequately support them.
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We host and execute programs in collaboration with our partners, with multiplied impact for our clients.
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Our organization has a well articulated and documented revenue generation model that is monitored regularly.
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All revenue being generated are adequately accounted for and is consistent with the organization's mission and strategic objectives
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We keep track of all business income and operating expenses in accordance with our overall financial goals
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Our organization constantly seeks to increase its earning capacity and revenue generation streams, defined by market research, client needs, and our strategic goals.
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We provide appropriate acknowledgements, invoices, and receipts to clients, partners, and sponsors all year-round.
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Our Board and team members are fully knowledgeable about our revenue generation models and play their role for the organization.
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Our organization is accountable to all clients, partners, sponsors and other key constituencies; demonstrating stewardship through updates and annual reports.
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We allocate and spend funds responsibly and judiciously, based on business requirements and according to a stuctured financial management system.
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We ensure that client, partner and sponsor relationships are effectively managed and maintained, to ensure satisfaction, continued engagement and return businesses.
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Our organization systematically researches and avails ourselves of grant and funding opportunities for our specific business and impact area.
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Our board oversees and ensures accountability for strategic and financial planning.
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Our board is 100% committed to giving their professional expertise, contributing to the policies, making investments/business share by-in, and/or making a personal financial contribution.
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Our board has active committees that meet regularly, and have tasks on which they report to the full board.
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We intentionally prioritize building a diverse and inclusive board.
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We have a clear mission statement that guides our board leadership.
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Our board members are aware of the organization's mission, vision, values, policies, strategic goals, and programs.
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There are written expectations and responsibilities for our board members.
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Our board members are recruited through a transparent process.
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Our board members oversee the organization’s progress toward strategic and financial goals using organizational program, financial, and legal reports.
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Board member performance, including leveraging their networks and resources to support the organization, is individually assessed and reported to the individual.
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Our organization uses reliable technology systems to advance our mission, track data, and increase our efficiency.
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We provide technology training to all staff on an ongoing basis for excellent use of software, tools and apps we use.
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Our Organization tracks, adopts, budgets for, and invests in technology that enhances its mission, goals and overall growth.
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We provide all staff access to technology needed to accomplish their specific fun
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Our organization has security and privacy policies posted on our website.
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Our organization has designated staff, consultants, or volunteers who have the expertise to effectively support our technology goals and operations.
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We ensure that technology hardware and software are regularly assessed, updated, standardized and optimized for efficiency.
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We have an online/cloud-based backup for all organization's data.
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Our organization subscribes to apps and technology that increases staff productivity and collaboration on a periodic basis.
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Our organization's board, staff, and management are diverse and reflect the community we serve.
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Our organization regularly assesses the state of diversity, equity and inclusion among staff, board, and other stakeholders and sets growth goals.
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We have a clearly articulated vision, developed by and with staff, for how a focus on diversity, equity, and inclusion promotes our mission.
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We regularly work to improve our cultural awareness relating to the clients we serve and work with.
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Our internal and external communications reflect our commitment to diversity, cultural competency, and inclusion.
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Our organization regularly and safely engages with members of staff to address our differences.
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We acknowledge areas where we are not diverse, equitable, and culturally competent, and constantly seek to do better.
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We have an explicitly written diversity and inclusion policy document as well as a clear policy for reporting discrimination.
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Our organization regularly assesses and includes the needs of clients we serve through informal or formal methods.
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We track outcomes that measure how effectively our work reaches a diverse breadth of stakeholders.
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