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Leading from the Core

The Discipline of the “Organizational Checkup”

Posted on July 10th, 2019 by Randall Taussig

Are you in the habit of getting an annual physical? Many of us do this as a preventative measure that helps keep us healthy.

How about within your organization?  Does your leadership team periodically assess the strength and health of your organization? This is a discipline that is often misunderstood or ignored.

In my observation, strong businesses require leaders that systematically monitor the health of their organizations, usually on an annual basis. The benefits of a check-up include:

  • A fresh look at what’s working and what’s not, with an opportunity to fix issues before they became debilitating.
  • Enabling the leadership team to get on the same page regarding organizational priorities.
  • Building renewed confidence that the organization will continue to gain strength, year after year.

What to look for

In a broad sense, the Organizational Checkup is a process to validate alignment around the company’s vision and to assure everyone is utilizing the tools that will help build traction.

EOS clients answer a simple questionnaire prior to beginning the EOS process and then every year thereafter. This annual discipline helps drive the conversations that lead to strong and cohesive organizations.

Client Example

I recently completed a 2-Day Annual Planning Session with one of my client leadership teams. They completed the Organizational Check-up during our session. We then narrowed our focus to questions that were universally scored low by each member and/or skewed with a wide gap in their ratings.

This process enabled us to pinpoint the parts of their business that needed the most attention. Their overall score averaged 70 out of 100, which really is not bad when you consider we strive for 80% or stronger.  Of the 20 questions, 3 required specific action focused on Core Processes, Quarterly “state of the company” meetings and the need for more metrics throughout the organization. They left with renewed confidence by adding these items to their long-term issues list.

Consider the discipline of an annual check-up for your organization to help ensure a happy and healthy life span!