Organizational Assessments
Strategy drives every decision within an organization. A strong organizational strategy creates a sustainable, competitive advantage. The world is changing constantly, and the new elements of virtual life have dramatically changed the market landscape. How is your organization facing these new situations?
Loftis Partners can help you with understanding your current organizational position and how to plan for the future with an organizational assessment. An organizational assessment tracks where the organization is now and where the organization may want to go, according to market analysis and stakeholder feedback. This information is vital for those embarking on a strategic planning process and new executives.
Our approach supports rigorous analysis combined with inclusive engagement. The analysis centers revenue generation, marketing, facilities and operations, program or product development & management, finance & administration, brand, board governance (if applicable), and strategic direction. The assessment includes the following elements:
External benchmarking analysis
Similar organization cost comparison
External stakeholder survey
External 1:1 stakeholder interviews
1:1 employee interviews
Internal organization assessment
SOAR analysis (Strengths, Opportunities, Aspirations, Results)
We work closely with our clients to curate an inclusive and diverse stakeholder process and provide survey & interview protocols for our clients so you fully understand what is being communicated to stakeholders and employees. The internal assessment involves a comprehensive document review and employee interviews to assess existing capabilities and alignment with organizational success measures.
Organizational assessments typically take 4-6 months for completion, depending on the size of the organization and availability of the client and stakeholders. Our starting price is $15,000.
Are you curious about understanding your organization’s strategy and design? Check out this blog post that provides insight into our approach - Organization Design: It’s Like A Basket.
“Sally has a powerful combination of skills and experience in a broad range of subjects, a quality she feeds with constant research and exploration to expand her perspective and grow her capabilities. She is equally capable of diving into the details of technical work, producing quality products and powerful interventions, and of stepping back to consider the broader strategic, societal, and cultural implications of a teams actions and decisions.
Through all this, she maintains a clear compassion for others and a fire for justice, diversity, and inclusion. Her heart and perspective has been the catalyst for numerous breakthroughs in client and team work I’ve had the privilege to witness. She is fearless in standing up and guiding the team through challenging tasks toward powerful achievement, and I can fully recommend her as a consultant, coach, leader, and partner.”