WorkExcellence Organizational Assessment

Name* This field is required.

First Name

Last Name

AssessmentType

Email* This field is required.

example@example.com

Phone Number

Area Code

Phone Number

Name of Organization* This field is required.

Industry / Type of Organization

At what level of the organization would you like to focus this assessment?* This field is required.

What is the description of the level you selected?

Your organization's vision is visible, documented, clear and understood by all in the organization.* This field is required.

Your organization's purpose is visible, documented, clear and understood by all in the organization.* This field is required.

Your organization's long-term strategies are visible, documented, clear, and understood by all in the organization.* This field is required.

Your organization's short-term strategies are visible, documented, clear, and understood by all in the organization.* This field is required.

Your organization's vision, purpose & strategy clearly cascades throughout the organization.* This field is required.

Your organization is aligned and on the same page with the organization's vision, purpose and strategies.* This field is required.

Your organization has a planned cadence, structure to review the vision, purpose and strategies.* This field is required.

Future State Score

Future State Rating

FutureStateHealth

FutureStateHelpText

FutureStateAdvice

List the top three ways your organization creates value for you customers.* This field is required.

Your organization is aligned on your value proposition.* This field is required.

Your organization is delivering value to its customers.* This field is required.

Your organization is utilizing a common method of working to deliver value.* This field is required.

Your organization is performing against its financial targets.* This field is required.

Your organization has clarity to the current state.* This field is required.

Your organization is sustaining the momentum of increasing value.* This field is required.

Your organization is consistently living your defined cultural values.* This field is required.

ValueHelpText

ValueAdvice

Your organization's leaders are aligned and committed to the organization's direction.* This field is required.

Your organization's leadership provide clear and understandable direction (why & what) to teams.* This field is required.

Your organization's direction clearly defines how each team member should be spending their time, energy & resources.* This field is required.

Your organization's direction enables each team member say no to certain work.* This field is required.

Your organization has a common method of checking how well team members understand the organization's direction.* This field is required.

Your organization has the capability to get through the storms and churn of organization life and perform (market change, leadership change, changes in performance).* This field is required.

Your organization's can move more rapidly because the direction is clear, consistent and executable.* This field is required.

List the three most important directional statements your organization needs to work on to get to future state.* This field is required.

DirectionHelpText

DirectionAdvice

Your organization's leaders are aligned and agree on how to get work done* This field is required.

Your organization has a common visual method to represent work across the organization.* This field is required.

Your organization's structure, order and flow of work is well understood across departments.* This field is required.

Your organization's teams have clarity to the current state of their work.* This field is required.

Your organization executes its work at high level of performance.* This field is required.

Your organization's team members understand how to perform their work.* This field is required.

Your organization builds and maintains sustainable system of work.* This field is required.

List the three main areas that are working best in your organization:

List the three main areas that are struggling in your organization:

SystemHelpText

SystemAdvice

List the top three 'critical few' measures that your organization is driving.List 1-3 Measures

Measure 1

Measure 2

Measure 3

Your organization has alignment on the 'critical few' measures that drive performance.* This field is required.

Your organization's 'critical few' measures enable decision making on the use of time, energy and resources.* This field is required.

Your organization tracks and publishes at a regular cadence the 'critical few' measures for all to see.* This field is required.

Your organization's measures are connected and cascade to all functions / departments.* This field is required.

Your organization is performing well compared to defined targets over the past 12 months.* This field is required.

Your organization has a common method of presenting measures.* This field is required.

Your organization has one source of truth for your data.* This field is required.

MeasureHelpText

MeasureAdvice

List the top three improvement initiatives for your organization / team.* This field is required.

Your organization agrees and is aligned on the most important improvement opportunities.* This field is required.

Your organization has a common method of documenting and sharing improvement initiatives.* This field is required.

Your organization has a common method of checking the progress of your improvement work.* This field is required.

Your organization stays focused on prioritized improvement plans and initiatives* This field is required.

Your organization is effective in dealing with barriers that arise from improvement initiatives* This field is required.

Your organization has a common method to hold team members accountable to their plans and work.* This field is required.

Your organization has the right pace of improvement work* This field is required.

ImproveHelpText

ImproveAdvice

Your organization has the right pace of On the Business work to In the Business work.* This field is required.

Your organization has alignment on the cadence & structure of business cycles/intervals (yearly, quarterly, monthly, weekly).* This field is required.

Your organization has a common method for breaking work down into intervals of time.* This field is required.

Your organization transitions through business cycles/intervals well (yearly, quarterly, monthly, weekly).* This field is required.

Your organization has a common method for checking the health and status of work.* This field is required.

Your organization has a common method of communicating the stories of current state and next steps.* This field is required.

Your organization has a book of knowledge that is available for all to understand the work.* This field is required.

Define the percentage of time your organization spends working ON the business vs IN the business?* This field is required.

IN the Business (Routine & Maintenance Work)

ON the Business (Strategic & Improvement Work)

100

RoutineHelpText

101

RoutineAdvice

105

TotalHelpText

106

TotalAdvice

107

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108

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109

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110

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