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.
How to Develop a Mission Statement.