Business or Non-Profit Productivity and Organization Self-Assessment

This self assessment has been created to help you measure your satisfaction with your current environment.  You will get immediate feedback/results as well as receive your results in e-mail.

Read the statements in the colored bars and rank your business or non-profit on a scale of 1 to 5, where 1 is "less true" and 5 is "more true".

There are no right or wrong answers.  Please click the appropriate number that most closely matches your current state.

We are always able to quickly find information that is legally required.

Less True - 1 2 3 4 5 - More True

We can find information on our computers easily.

Less True - 1 2 3 4 5 - More True

We do not waste time on e-mail.

Less True - 1 2 3 4 5 - More True

Our core business is clear, and our systems and processes reflect that.

Less True - 1 2 3 4 5 - More True

We have a current records retention policy that has clear guidelines for purging paper and electronic files.

Less True - 1 2 3 4 5 - More True

We have cross-trained staff for all work responsibilities.

Less True - 1 2 3 4 5 - More True

We do not recreate information that exists.

Less True - 1 2 3 4 5 - More True

Our core values are clear and we are hiring, reviewing, rewarding and firing around them.

Less True - 1 2 3 4 5 - More True

We use our time planners (calendar, Palm(R), mobile phone, pda, etc.) effectively.

Less True - 1 2 3 4 5 - More True

We have complete standard operating procedures.

Less True - 1 2 3 4 5 - More True

We have good systems for managing work in progress.

Less True - 1 2 3 4 5 - More True

We have the right people in the right seats in the organization (qualifications, skills, etc. aligned with role - doing the right things).

Less True - 1 2 3 4 5 - More True

All meetings are on the same day and at the same time each week, have the same printed agenda, start on time, and end on time.

Less True - 1 2 3 4 5 - More True

We can easily find contact information quickly (phone numbers, email, addresses, etc.).

Less True - 1 2 3 4 5 - More True

We have an effective system for managing projects and open items.

Less True - 1 2 3 4 5 - More True

Our organization operates as efficiently and effectively as it could.

Less True - 1 2 3 4 5 - More True

We have a successful way for people to voice concerns and suggestions.

Less True - 1 2 3 4 5 - More True

We do not waste time on non-effective meetings.

Less True - 1 2 3 4 5 - More True

Everyone is engaged in effective weekly meetings.

Less True - 1 2 3 4 5 - More True

Our organization reflects the quality of our products/services.

Less True - 1 2 3 4 5 - More True

We use a consistent filing system and everyone knows how to access it.

Less True - 1 2 3 4 5 - More True

We have a well managed library that everyone can access and understands.

Less True - 1 2 3 4 5 - More True

A scorecard for weekly metrics and measurables is in place.

Less True - 1 2 3 4 5 - More True

All teams work towards the greater good and are focused on the long term by clearly identifying, discussing and solving key issues.

Less True - 1 2 3 4 5 - More True

We train our new hires on how to manage information.

Less True - 1 2 3 4 5 - More True

Everyone has 3 - 7 priorities per quarter, is focused on them and actively working on them.

Less True - 1 2 3 4 5 - More True

The leadership team is open, honest and demonstrates a high level of trust.

Less True - 1 2 3 4 5 - More True

We have an up-to-date organization chart and job/role descriptions that are clear and complete.

Less True - 1 2 3 4 5 - More True

We have a proven process for doing business with our customers/clients. It has been named, consistently communicated, visually illustrated and everyone is following it.

Less True - 1 2 3 4 5 - More True

If someone is out of their office, other people can easily and quickly find what they need.

Less True - 1 2 3 4 5 - More True

We have a complete operations and employee manual and it is updated at least quarterly.

Less True - 1 2 3 4 5 - More True

We have and actively use our business plan to move our business growth forward.

Less True - 1 2 3 4 5 - More True

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