Step 1: Organizing Your Work

Read the final deliverable instructions below and consider how you will approach an investigation on your own organization.

Final Deliverable Instructions: A Situation Audit and Preliminary Analysis of Some Key Factors

You have been tasked by your boss to prepare a situation audit that presents a five-year history of your organization (or an approved alternative). In this report, you'll focus on analyzing some key internal factors that, taken together, provide a portrait of your organization. The information upon which you rely for this report must be publicly available or available for review by faculty as necessary

• Use the situation audit template to create your final report.

Finally, complete the following tasks:

• Create and submit a MBA project plan (creating a project plan) using the provided template for review and feedback. Submit this in your personal assignment folder in your LEO classroom.

Step 2: Key Organizational Facts

To start, write a brief overview description (creating an organizational fact sheet) of your organization, including:

• when it was established

• by whom

• its legal form and tax status (legal forms of organization)

• its current CEO

• its industry or industries

• its size

• its general purpose

Typically, such overviews in a report this size are no more than one page in length (350 words).

Remember:

• Apply the perspective of an outside consultant to your analysis. Be as objective as possible.

• Consider the audience for this report: key stakeholders (including, potentially, board members), new employees, and anyone else who would benefit from this overview.

Step 3: Mission, Vision, Values, and Goals

Now that you've identified the key facts about your organization, turn your attention to your organization's mission, vision, values, and goals. Taken together, these elements help drive organizational decisions, can positively impact employee performance, and will influence many of the other organizational components you'll be examining for this report.

The mission, vision, values, and goals should be reviewed periodically to determine whether adjustments are needed in light of changes in the organization's performance, capacity, and/or in key environmental factors.

Mission, Vision, and Values

• Find your organization's mission and look at whether and how it has changed over time. If it has changed, what process changed it?

• Analyze the extent to which your organization's mission (a) is well understood, (b) continues to inform key decisions, and (c) is well aligned with what the organization is actually doing.

o If your organization does not have a formal mission statement, read this guide to deducing a mission.

• Analyze your organization's vision and core values. Consider whether the vision and core values are in alignment with and supportive of the organization's mission. Are the vision and core values widely understood and accepted within the organization?

o If you cannot find formal statements about vision and/or core values, read these to help you deduce vision and core values.

• Now determine whether your organization has identified major strategic goals it is striving to accomplish. Analyze whether these goals are explained clearly and whether they make sense given the organization's mission, vision, and values. In other words, look for alignment of mission, mission, values, and goals.

When you have completed Step 3, submit the following for review and feedback:

• organizational overview/fact sheet