An Organisational Review provides a review of overall functioning for a defined part or the whole of your organisation and examines all aspects that are relevant to the needed performance improvement including systems, processes and people related issues.
Each time we undertake an organisational review, we produce a design that is tailored to the specific circumstances we have been engaged to investigate. Usually there are four key phases:
PHASE 1 – SCOPING
In the scoping phase we aim to clearly define the issue or problem to be investigated, the stakeholders involved and the desired outcomes as far as they are understood. We also aim to understand any limitations from your perspective that need to be borne in mind in the design phase. We work closely with the project’s sponsor in this phase.
PHASE 2 – DESIGN
Then we design the organisational review, discuss the design and its practical implications with you and refine the design if necessary. The design includes reporting processes and defines our respective contributions to the review. Often we recommend the formation of a ‘working group’ of representative stakeholders (see ‘Implementation’ below).
PHASE 3 – IMPLEMENTATION
Implementing a review involves data collection and analysis, both of which we undertake using an iterative process mainly involving qualitative research techniques. Data collection usually involves a combination of one-on-one interviews, focus groups, surveys and document review. If appropriate we also undertake a literature review. Rather than retaining all our findings until the end of the data collection process, we usually produce work in progress discussion documents along the way. These are distributed to appropriate parties as agreed with you and results of discussion with you are input into the project.
PHASE 4 – FINAL REPORT
The review process usually concludes with a final report containing recommendations which we discuss with you.