Organizational Assessments

Organizational Needs Assessment

We design both quantitative and qualitative assessments to measure gaps between current state and desired future state of culture. These assessments identify improvement opportunities, and we make recommendations on how to move toward achieving the desired future state.

Our assessments can also:

  • Identify what the organization can do to achieve strategy, goals and objectives.
  • Help establish values and desired cultural behaviors/norms.

You saved a program that is integral to our national security!

Director of a Government Agency

Example organizational assessments we have done:

Large government agency 2019 - 2023

For 5 years we measured a key government agency's culture using the OCAI assessment.  This assessment is based on Bob Quinn's Competing Values Framework which is a framework taught at the University of Michigan for making sense of organizational culture.
We gave the OCAI assessment to hundreds of leaders and employees across several organizations in this government agency.  We were able to benchmark their current culture with their desired culture and assess the gaps.  We made recommendations for closing the gaps, and held several leadership team offsites with teams to help close the gaps and achieve their desired culture.  After 5 years, we saw substantial movement to their desired culture.
We were able to help them identify their vision, mission, values, operating norms, strategies and goals that aligned with their desired culture.  The OCAI is an affordable assessment that can be given to 10 people or 50,000+ people at the same time.  It can also be broken down by organization as well as rolled up to an entire company.
In addition to the OCAI, we also conducted several focus groups and individual key leader interviews to dive deeper into the root cause of the gaps.  We conducting qualitative interviews with hundreds of leaders over the 5 year period as an initial benchmark, and continuing to check progress.  This allowed us to make adjustments along the way to achieving their desired culture.  200 pages of negative benchmark interview data, was transformed into complete agreement that their cultural goals had been achieved and the issues identified corrected.

 

Non Profit AEO: Association for Enterprise Opportunity
In 2023, we conducted an organizational wide assessment to:
  • Gain perspective on the team’s emotional state and dynamics
  • Identify organizational gaps impeding AEO’s growth
  • Uncover what is impacting AEO’s long term sustainability
  • Prepare AEO to achieve their identified strategies
We conducted a quantitative survey organization wide, with follow up focus groups and targeted individual leader interviews. We then analyzed the data, wrote a full report including findings and recommendations, and then collaboratively wrote a presentation for the CEO of AEO to present to their Board of Directors recommending their path forward to achieve the goals of the organizational assessment.
Several customer assessments.
Fortune 50 Company - 
For the past 15 years, we have been a chosen supplier of the same Fortune 50 organization to conduct targeted customer relationship assessments.  We have used a combination of quantitative and qualitative assessments to test current customer satisfaction. We analyze assessment findings, write reports and presentations to communicate our findings as well as recommendations for improvement. We have also conducted many combined customer and prime contractor offsites to improve and repair important customer relationships.  In several of these offsites, the customer was ready to cancel their contracts with the prime contractor prior to our assessment and offsites.  Folowing IOL's assessments, recommendations and offsites, all of the customer relationships have significantly improved.  We have a 100% success rate in repairing customer relationships.  We have even done assessments at the start of a customer relationship to ensure that their hopes and expectations are met from the start.

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“The presentation I completed during this program resulted in a contract worth $350M”

“You saved a program that is integral to our national security!”

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“We received a much higher customer award fee because of your 360.”

“I recommend that all leaders and potential leaders do whatever it takes to attend this program as it will greatly assist you and your entire enterprise.”

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"Changed my life"

"We finally closed the past, and aligned around our future."

"OCAI - showing culture shift."

"I can't believe we shifted as much as we have in less than one year!"

“Using the coaching culture, we have been able to constructively empathize and relate to each other.”

“Helped an employee to come up with her own solution versus providing her one. The empowerment and choice for her to choose led her to find the best solution.”

“Having these tools have allowed me to have difficult conversations regarding performance, quality of work, time management, overall expectations, and attendance.”

“My coaching relationship with Dr. Sharon Lamm-Hartman has helped me with my time management skills, presentation skills, and working across, up and down organizational lines to maneuver through politically tough issues and conflicting priorities at very high levels. I have improved in my confidence, courage and ability to lead change at the Divisional level of an organization. The feedback I received from my peers and upper management through the 360 process has been invaluable in helping me develop my own leadership skills, setting priorities and in the development of execution plans that align with the needs of the business. I recently was promoted to Vice President for which I am so grateful."

"The Leadership Coaching process is excellent and has been extremely valuable to me as an Executive. It has provided the 360 feedback needed to become a much better leader for the company. Without the coaching, I would not have been able to improve my skills within the same time frame. Specifically, I have improved my ability to lead in a more collaborative and effective style. My transition to a new leadership role will be much more successful and provide more value to the company..."

"The program was terrific, It has been barely two short weeks since you presented but the office has already changed. Interpersonal communication level has increased, morale has gone up and tensions are practically non-existent. It feels good to come to work. There is a good mix of harmony and energy that I have never felt before here."

"Engagement virtually is essential and difficult.  IOL’s training kept us engaged and demonstrated numerous ways to keep team members interacting virtually.  From pre meeting planning to multiple ways to engage during a meeting to include both introverts and extroverts appropriately so they are all included, and their voices are heard"

"The virtual working from home is critical as we learned that up to 60% of our team can work virtually and be very effective.  This is an essential part of our future and this training helps in ways we did not imagine at the beginning of the shift imposed by COVID.  I would recommend it as all companies are impacted by the changes and what you learn in this program greatly supports our future success."

"In the midst of the transition to fully remote work, our team realized we needed to sharpen our skills regarding remote engagement, communication, collaboration and team building.  The IOL webinar series was insightful and well timed, as it not only increased our technical skills with regard to remote communication platforms, but it helped us expand our internal conversation.  This ensured we were listening, engaging, and responding appropriately, not just to keep the business growing, but our work relationships as well."

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