¶ … Records Used to Meet Organizational and External Requirements
Typically, during an organizational assessment, three critical entities are involved in the process: the individuals or department being assessed, the assessment team, and the organization itself. Before the assessment, the organization sets benchmarks that the individual or department must achieve. During the assessment process the team determines if these objectives have been reached and identifies ways for the organization to improve itself. Individual qualities subject to assessment may include productivity; leadership; ability to work well with others or individually; and motivation. Areas under review from an organizational perspective may include "work flow, operations and information technology, departmentalization, hierarchy, control and information systems and de-centralization of decision-making in the organization" (Reading note: Organizational evaluation, 2011, National Resource Management and Environmental Department). Output, results, and overall impact on the external environment must...
For example, a salesperson undergoing a performance review might meet with his or her supervisor and division manager to discuss his or her performance, have his or her customer satisfaction questionnaire results reviewed, and then have his or her sales figures analyzed.
When assessing the organization as a whole, similar methods may be deployed. Customer feedback and reports of product quality, sales, and profits are usually reviewed during an assessment. Focus groups are occasionally favored, particularly when assessing the target audience's receptivity to a new product or service. Case studies and field studies may be launched if…
