Wow, can you believe we’re already midway through 2021! Have you assessed the success of your organization lately? This quick and easy organizational assessment tool will take you only 10 minutes to see what’s going well and what to improve.
The Business Energizers’ Circle of Success TM organizational assessment tool will enable you and your employees to see at a glance the “flat spots” that are hobbling your organization as well as the areas in which you are maximizing your potential. I consider it an organizational medicine wheel.
I have been using this simple, yet revealing strategic planning tool for many years when I work with the organizations I serve. It provides leaders, like you, with a quick visual assessment of many of the ingredients that generate success and profitability in organizations. It’s also a remarkable, engaging teambuilding exercise.
Here’s how to use the tool to assess the success of your organization:
- You’ll notice that there are four quadrants in this wheel: (1) Planning; (2) Staffing; (3) Teambuilding; (4) Processes. Each quadrant has 4-sectors, or focus areas, (in which to invest energy and resources)—a total of 16 focus areas to assess.
- Superimposed on the Circle of Success is a horizontal scale identified by 10 concentric circles with zero (“0”) in the center and “10” on the outer circumference.
- Here’s how it works: First, decide what you want to assess—the organization as a whole or any individual department you choose. Invite your leaders to do the same to see how your collective points-of-view align or differ.
- Now it’s time to score how you think/feel your organization is doing. The scoring works like this: Zero (“0”) is the lowest score and indicates that your organization or department is performing poorly in that particular area. Ten (“10”) means your organization or department is functioning in an exemplary manner in that particular area and couldn’t do better if you tried.
- Score each sector separately by asking yourself, “At this point in time, how well has our organization (or department) defined, communicated and performed in this particular area?” (As a first step, you can score each sector on the matrix shown on the following page if you desire.) For each sector, put an “X” on the scale in the center of the wedge you are scoring.
- When you have scored all 16 sectors, connect the dots. (See the example below)
- Now look at the “wheel” of connected dots you have just created. Would the “wheel” roll? Do you happen to see any interesting shapes? (Similar to looking for shapes in cloud formations, some of my perceptive clients have enjoyed identifying shapes resembling birds, bells, and other outrageous images. Have fun with it!)
- Compare your wheel with others who have joined you in doing this exercise. Discuss the similarities and differences.
- Now identify low, “flat spots” on the wheel that need attention. These are notable areas in which to set goals and invest resources, maximizing your potential by bringing those areas back into alignment and balance.
- Use this tool at least quarterly to see how well your organization (or department) is progressing. There will always be new sectors of your organization that need attention because organizations are living, breathing organisms constantly ebbing, flowing, and morphing.
It’s your turn now. Give it a try. I think you’ll like its simplicity and effectiveness.
Much success and fulfillment,
(The Circle of Success Assessment Tool is adapted from Chapter 1 of Ray’s book Energize Your Business: Engage Your Employees with an Inspiring Strategic Planning Process. Click here to learn more and purchase.)