Sales Assessment


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Governance Assessment Tools

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Sales Assessment

  1. 1. Governance Assessment A 21 st Century Leadership Tool
  2. 2. A Tool to Value <ul><li>Consensus on Issues </li></ul><ul><li>Discussion of Priorities </li></ul><ul><li>Present & Future Operations </li></ul><ul><li>Progress toward Achieving Goals </li></ul><ul><li>Highlight Key Areas of Strength </li></ul><ul><li>Identify Areas of Vulnerability </li></ul>
  3. 3. Groups for Assessment <ul><li>Board of Trustees </li></ul><ul><li>Management Team </li></ul><ul><li>Executive Staff </li></ul>
  4. 4. Assessment Modules <ul><li>Governance </li></ul><ul><li>Quality & Safety </li></ul><ul><li>Financial Oversight </li></ul><ul><li>Staff Relations </li></ul><ul><li>Management Responsibilities </li></ul><ul><li>Strategic Planning </li></ul>
  5. 5. Board Assessment Modules <ul><li>Governance </li></ul><ul><li>Financial Oversight </li></ul><ul><li>Strategic Planning </li></ul><ul><li>Quality & Safety </li></ul>
  6. 6. Management Team Modules <ul><li>Management Responsibilities </li></ul><ul><li>Quality & Safety </li></ul><ul><li>Financial Oversight </li></ul><ul><li>Staff Relations </li></ul>
  7. 7. Executive Staff Modules <ul><li>Quality, Safety & Satisfaction </li></ul><ul><li>Staff Relations </li></ul>
  8. 8. Recurring Thematic Questions Accountability & Reporting Composition & Diversity Conflicting Interest s Conflict Resolution Confidentiality Leadership Responsibilities Work Processes
  9. 9. Tools for Assessment <ul><li>Self-directed Assessment </li></ul><ul><li>Facilitator Interview </li></ul><ul><li>Analysis & Reporting </li></ul><ul><li>Educational & Ancillary Services </li></ul><ul><li>Orientation Deliverables & Checklists </li></ul><ul><li>Focus Group </li></ul><ul><li>Kickoff Questionnaires </li></ul><ul><li>CND Agreement </li></ul>
  10. 10. Orientation Deliverables Deliverables <ul><li>Bylaws </li></ul><ul><li>Financial Statements </li></ul><ul><li>Meeting Minutes </li></ul><ul><li>Quality & Safety Survey </li></ul><ul><li>Quality Indicators </li></ul><ul><li>Strategic Plan </li></ul>
  11. 11. Issues Checklist
  12. 12. Issues Checklist – Meetings
  13. 13. Issues Checklist – Metrics
  14. 14. CND Agreement Confidentiality Non-Disclosure Project Scope Defines Rights and Obligations
  15. 15. Kickoff Questions Q: How will the Questionnaire be distributed? Q: Will the respondents remain anonymous or have ownership?
  16. 16. Kickoff Questions Q: What method will you use to introduce this survey to the respondents i.e. meeting, letter, presentation, global email message, other ? Q: What are the talking points that you will use to describe this survey to the management team ?
  17. 17. Kickoff Questions Look at each theme and ask yourselves the following questions: Is this theme important to you? Are we doing this well? Does this area require improvement? Are you meeting your objectives in this area? If this area has shown improvement, how can improvements be sustained?
  18. 18. Define Themes & Context
  19. 19. Focus Group President & CEO VP & CFO VP & COO Trainers Facilitator Directors Corporate Compliance Chair
  20. 20. Self-directed Assessment Divided into two parts with repetitive questions: <ul><li>Part 1 - Yes & No </li></ul>By assigning +1 or –1 to each response, an overall numeric score is compiled for Part 1 . <ul><li>Part 2 – Five Multiple Choices </li></ul>By applying a range of +4 to –1 for the choices, a measure of degree is calculated for Part 2 .
  21. 21. Facilitator Interview Encourages Response Maintains Anonymity & Confidentiality Raises Issues & Concerns Further refines responses to Part 1 & 2
  22. 22. Reports Aggregate score by group for 8 themes Weighted by a + or - value of Yes/No questions vs. Mathematical degree from Multiple Choice Additional data points added from Interviews
  23. 23. Analysis – Part 1
  24. 24. Tabulation – Benchmarks
  25. 25. Recommend <ul><li>Rapid Deployment Options </li></ul><ul><li>Task Force Development </li></ul><ul><li>Establish Process Improvement Metrics </li></ul><ul><li>Realignment of Processes & Systems </li></ul><ul><li>Assess Strategic Initiatives </li></ul><ul><li>Workforce Educational Programs </li></ul><ul><li>Evaluate Training Opportunities </li></ul>
  26. 26. Ancillary Services <ul><li>Mentoring </li></ul><ul><li>Periodic Review </li></ul><ul><li>Task Force Development </li></ul><ul><li>Deployment Coaching </li></ul>
  27. 27. Conclusion <ul><li>Selection of Tools </li></ul><ul><li>Development Processes </li></ul><ul><li>Analytical Tabulation & Reporting </li></ul><ul><li>Action Map & Remediation Strategies </li></ul>