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Managing for VICTORY

Organizational (Victory) Assessment

The purpose of this assessment is for you to determine your organization’s position on the road to VICTORY.   

Visioning a common focus

  Involving everyone and everything

  Continuously improving people, processes, and product

  Training, educating, coaching, facilitating and mentoring

 Owning the processes and work

  Recognizing and rewarding appropriate performance

  Yearning for success  

VICTORY is achieved by instituting MODERN LEADERSHIP focusing on TOTAL CUSTOMER SATISFACTION.  

Assessment

Instructions: 

Please provide an accurate assessment of your organization.  Rate the item as appropriate it applies to your organization.  The rating scale is as follows:

             1            =            Never

            2            =            Seldom

            3            =            Sometimes

            4            =            Usually

            5            =            Always

 Example:  You tell others how you are feeling. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 Vision

 1.         Top management has a vision of where the organization should go. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2          The focus (mission) of the organization is communicated by top management throughout the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         People in the organization can explain the purpose of the organization to others. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.            Customers are the focus of organizational efforts. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.         The organization uses a strategic planning process for planning, management, and evaluation of overall organizational performance. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         The organization uses business plans to strengthen its customer-related, operational, and financial performance and its competitive position. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.                  The organization uses strategic objectives (key business drivers) for implementing strategy throughout the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.                  The organization uses the values of the organization as foundation for business decisions. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.                  The organizations sets specific goals to evaluate the key business drivers. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.       The organization uses action plans to assure results. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 

How would you rate the organization's vision activities?

Please add total points _________ divide by 10 average points equals _________. 

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

Vision Grade:    ______

Involvement

 1.            Management provides a work environment where everyone is focused working together to satisfy the customer. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         The work environment allows everyone to perform to the best of their abilities. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         People in the organization feel like they are really the most an important resource. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         There is trust between people in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.         People in the organization are encouraged to be creative and innovative in their work areas. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         People in the organization participate in problem solving activities affecting their work. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

7.            Suppliers are an integral part of the organizational planning. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.            Customer inputs are solicited for most organizational efforts. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.            Organizational systems (human resources, quality, policies, procedures, etc.) support organization's objectives. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.            Information is shared with all people in the organization requiring the information for job performance. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

How would you rate your organization's involvement activities?

 

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Involvement Grade:  ___________

Continuous improvement 

1.            Continuous improvement of all systems and processes is fostered throughout the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.                           The organization uses a common methodology for preventive and corrective action. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         A basic problem solving approach rather than fire-fighting is used in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         The organization stresses prevent of errors rather than inspection as major means to improve quality. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.            Decisions are based on facts using quantitative methods, not opinions. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.                  The organization uses process plans. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.                     The organization uses improvement tools and techniques. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.         The organization views “systems” as the main contributor to problems. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.         The organization allows its people to make improvements. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.       The organization uses a performance measurement system for improving performance. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 How would you rate your organization's continuous improvement activities? 

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Continuous Improvement Grade: _________

 Training and people development

 1.                  The organization demonstrates a commitment to development of its people. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         The organization knows the duties of each position in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.            Competencies are identified for key positions in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         The organization knows the attitudes, knowledge, and skills necessary for each person to be competent at their specific job. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.         The organization provides training or education to help the people in the organization become competent at current job. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         The organization provides training or education to help the people in the organization develop for advancement to other jobs. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.         The organization provides other appropriate development actions i.e. coaching, facilitating, mentoring, etc.  

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

8.         The organization prioritizes people development activities to meet critical changing and critical organization needs. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.         The organization provides special training to all customer contact people in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.                           The organization uses a system to evaluate people development activities. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

How would you rate the organization's training and people development?

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

Training and people Development Grade:  _______

Ownership

 1.            Everyone in the organization has ownership of his or her work. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         People in the organization view their process (what they do) as a small business with suppliers and customers. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.            Everyone has the authority, responsibility and resources to perform work at best of abilities. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         People in the organization take pride in their workmanship. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.            Employees besides management are involved in decisions making. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         People in the organization will give extra to fix a problem or improve the process. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 

7.         People in the organization know boundaries of empowerment.

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 

8.         People in the organization set own high standards of performance. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

9.         People in the organization seek feedback on quality of their work. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.       People in the organization will pick up paper on the floor in a common area. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 How would you rate the organization's efforts to instill ownership?                   

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Ownership Grade:  _______

 Rewards and recognition

 1.         The reward system in the organization is viewed as fair. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         The  organization provides appropriate recognition. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         The reward and recognition system fosters the appropriate behavior of all employees. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         The organization reward and recognition system contributes to meeting key organizational objectives. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.         The reward system is a motivator to high performance. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         People in the organization are appropriately rewarded or recognized for going beyond “just doing their job.” 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.         People in the organization are rewarded for value to the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

8.         Team contributions are rewarded and/or recognized in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.                        The reward and recognition system changes as appropriate to changing organizational needs. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.       The organization conducts a review of the reward and recognition system yearly or more often if needed. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

How would you rate the organization's reward and recognition system?                         

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Reward and Recognition Grade:  ______

 Yearning for results

 1.         The organization understands change is necessary in any organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         Top management fosters change in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         Top management has the majority of the people in the organization's support for change. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         Most people in the organization feel a sense of urgency for making changes in the organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.         The organization operates in accordance with the highest ethical standards. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         The organization knows the key organizational results required for their specific success. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

7.         The organization identifies specific customer-focused results. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.         The organization identifies specific financial and market results. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

9.         The organization identifies specific human resource results. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.                          The organization has the commitment to support change to get results. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 How would you rate the organization's yearning for results?                          

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Yearning for Results Grade:  _________

 Focus on customers

 1.            Everyone in the organization views other people in the organization as internal supplier or customers.  

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.            Everyone in the organization knows their internal customer(s). 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.            Everyone knows exactly what satisfies their internal customer(s). 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.            Everyone in the organization knows how what they do impacts the satisfaction of the ultimate customer. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.            Everyone in the organization can describe the ultimate customer and what the organization does for the customer. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 6.         The organization knows target customers and market segments. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.         The organization uses customer to drive design of products and/or services. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.         The organizations values customer relationships. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.         The organization uses customer-focused metrics of key performance indicators. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.       The organization has customers’ that are fans. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 How would you rate the organization's focus on customer's?                   

Please add total points _________ divide by 10 average points equals _________.

Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Customer Focus Grade:  ______

 Leadership

 1.                     Top management sets the example for the entire organization. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 2.         Top management provides the guidance, means, and encouragement for all workers to follow for success. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 3.         People in the organization look to top management for leadership. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 4.         There are other people in the organization besides top management providing leadership when appropriate. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 5.            Leadership in the organization have a common focus. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

6.            Leadership in the organization act to build and maintain teamwork. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 7.            Leadership in the organization drive continuous improvement. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 8.            Leadership in the organization empower others to take ownership for work. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 9.            Leadership in the organization maintain a system for reward and recognition. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 10.            Leadership in the organization inspires others to achieve mission. 

Never

Seldom

Sometimes

Usually

Always

1

2

3

4

5

 How would you rate the organization's leaderships?                 

Please add total points _________ divide by 10 average points equals _________.

 Please grade according to the following:

A

B

C

D

F

5 – 4.1

4 – 3.1

3 – 2.1

2 – 1.1

1 - under

 Leadership Grade:  _____

 Scorecard 

Item

Points

Grade

Vision

 

 

Involvement

 

 

Continuous Improvement

 

 

Training

 

 

Ownership

 

 

Yearning for results

 

 

Customer focus

 

 

Leadership

 

 

You may need to consider using The Business Coach if any of your grades are less than an A  

You can contact The Business Coach (coachjim@ix.netcom.com) to conduct a FREE VICTORY assessment for your organization (up to 50 people).