Organizational Assessment

A comprehensive assessment that reviews all operational processes including:

  • Goals for the organization and for the owners
  • Current business plan
  • Current budgets in place
  • Organizational structure and job descriptions
  • Leadership structure, management and communication practices
  • Performance metrics
  • Marketing plan
  • Sales structure, process and goals
  • Customer service structure, process and goals
  • HR policies, procedures
  • Financial policies and procedures
  • Systems and IT


During a 2-3 day interview process, all of the above is reviewed and a formal, written assessment is produced and given to the CEO. The assessment focuses on how the above will contribute to the organization and owner’s goals, and makes recommendations in areas where there is opportunity to improve. These recommendations can be implemented by COO on Demand or can be completed by the organization internally or with other consultants.

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