Organizational Profile

The Organizational Profile is a snapshot of your organization, the KEY influences on HOW you operate, and the KEY challenges you face.

Organizational Description:

What are your key organizational characteristics?

Describe your organization's operating environment and your KEY relationships with customers, suppliers, partners, and stakeholders.

A. Organizational environment

1. What are your organization's main product offerings (see note 1 below)? What are the delivery  mechanisms used to provide your products to your customers?

2. What are the key characteristics of your organizational culture? What are your stated purpose, vision, values, and mission? What are your organization's core competencies and their relationship to your mission?

3. What is your workforce profile? What are your workforce or employee groups and segments? What are their education levels? What are the key factors that motivate them to engage in accomplishing your ission? What are your organization's workforce and job diversity, organized bargaining units, key benefits, and special health and safety requirements?

4. What are your major facilities, technologies, and equipment?

5. What is the regulatory environment under which your organization operates? What are the applicable occupational health and safety regulations; accreditation, certification, or registration requirements; relevant industry standards; and environmental, financial, and product regulations?

B. Organizational relationships

1. What are your organizational structure and governance system? What are the reporting relationships among your governance board, senior leaders, and parent organization, as appropriate?

2. What are your key market segments, customer groups, and stakeholder groups, as appropriate? What are their key requirements and expectations for your products, customer support services, and operations? What are the differences in these requirements and expectations among market segments, customer groups, and stakeholder groups?

3. What are your key types of suppliers, partners, and collaborators? What role do these suppliers, partners, and collaborators play in your work systems and the production and delivery of your key products and customer support services? What are your key mechanisms for communicating and managing relationships with suppliers, partners, and collaborators? What role, if any, do these organizations play in your organizational innovation processes? What are your key supply chain requirements?

Organizational Situation:

What is your organization's strategic situation?

Describe your organization's competitive environment, your KEY strategic challenges and advantages, and your system for performance improvement.

A. Competitive Environment

1. What is your competitive position? What are your relative size and growth in your industry or markets served? What are the numbers and types of competitors for your organization?

2. What are the principal factors that determine your success relative to your competitors? What are any KEY changes taking place that affect your competitive situation, including opportunities for innovation and collaboration, as appropriate?

3. What are your KEY available sources of comparative and competitive data from within your industry? What are your KEY available sources of comparative data from outside your industry? What limitations, if any, are there in your ability to obtain these data?

B. Strategic Context

What are your KEY business, operational, and human resource strategic challenges and advantages? What are your KEY strategic challenges and advantages associated with organizational sustainability?

C. Performance Improvement System

What are the KEY elements of your performance improvement system, including your evaluation, organizational Learning, and innovation processes?