The Drucker Foundation Self-Assessment Tool: Process Guide, Revised Second Edition (SAT II)
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More About This Title The Drucker Foundation Self-Assessment Tool: Process Guide, Revised Second Edition (SAT II)
English
THE DRUCKER FOUNDATION SELF-ASSESSMENT PROCESS.
Introduction, Peter F. Drucker.
Governance and Management in Self-Assessment.
Definition of Terms.
The Self-Assessment Process.
STEP-BY-STEP GUIDELINES FOR SELF-ASSESSMENT.
Phase 1: Preparing for Self-Assessment.
Step 1: Gain Commitment from the Board and Management.
Step 2: Determine Participants and Process Design.
Step 3: Form the Assessment Team.
Step 4: Select a Facilitator and a Writer.
Step 5: Announce the Process, Invite Participation, and Confirm Key Dates.
Step 6: Conduct an Environmental Scan and Gather Internal Data.
Phase 2: Conducting the Self-Assessment Process.
Step 1: Orient Participants;
Distribute Environmental Scan Summary Report, Internal Data, and the Participant Workbook.
Step 2: Hold Group Discussion on the First Three Drucker Questions or Hold a Group Retreat.
Step 3: Conduct Customer Research and Depth Interviews.
Step 4: Hold Group Discussion on the Fourth and Fifth Drucker Questions.
Step 5: Prepare and Distribute Final Report.
Phase 3: Completing the Plan.
Step 1: Revise the Mission (If Needed);
Confirm Goals and Results.
Step 2: Develop Objectives, Action Steps, and Budgets [Management].
Step 3: Prepare the Plan for Presentation to the Board.
Step 4: Present the Mission, Goals, and Supporting Budget for Board Approval.
Step 5: Distribute the Plan, Confirm Responsibilities and Dates for Initial Appraisal.
RESOURCES FOR SELF-ASSESSMENT.
Uses of the Self-Assessment Tool: Four Examples.
Effective Facilitation.
How to Develop a Mission Statement.
Sample Plans.
Recommended Reading.
Introduction, Peter F. Drucker.
Governance and Management in Self-Assessment.
Definition of Terms.
The Self-Assessment Process.
STEP-BY-STEP GUIDELINES FOR SELF-ASSESSMENT.
Phase 1: Preparing for Self-Assessment.
Step 1: Gain Commitment from the Board and Management.
Step 2: Determine Participants and Process Design.
Step 3: Form the Assessment Team.
Step 4: Select a Facilitator and a Writer.
Step 5: Announce the Process, Invite Participation, and Confirm Key Dates.
Step 6: Conduct an Environmental Scan and Gather Internal Data.
Phase 2: Conducting the Self-Assessment Process.
Step 1: Orient Participants;
Distribute Environmental Scan Summary Report, Internal Data, and the Participant Workbook.
Step 2: Hold Group Discussion on the First Three Drucker Questions or Hold a Group Retreat.
Step 3: Conduct Customer Research and Depth Interviews.
Step 4: Hold Group Discussion on the Fourth and Fifth Drucker Questions.
Step 5: Prepare and Distribute Final Report.
Phase 3: Completing the Plan.
Step 1: Revise the Mission (If Needed);
Confirm Goals and Results.
Step 2: Develop Objectives, Action Steps, and Budgets [Management].
Step 3: Prepare the Plan for Presentation to the Board.
Step 4: Present the Mission, Goals, and Supporting Budget for Board Approval.
Step 5: Distribute the Plan, Confirm Responsibilities and Dates for Initial Appraisal.
RESOURCES FOR SELF-ASSESSMENT.
Uses of the Self-Assessment Tool: Four Examples.
Effective Facilitation.
How to Develop a Mission Statement.
Sample Plans.
Recommended Reading.
English
"The National Space Society board of directors held its retreat and it was an amazing success. The Self-Assessment Tool was an excellent tool to guide us through the process." (Richard E. Biehl, National Space Society)
"We have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out." (Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel)
"We have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out." (Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel)
