About This Book | p. xiii |
Introduction | p. xix |
The Assessment Process as a Strategy | p. 1 |
The Case for Assessment | p. 2 |
Management System Concepts | p. 6 |
The Assessment Criteria | p. 10 |
The Assessment Process in a Nutshell | p. 15 |
Ground Rules for Success | p. 27 |
Assessment Process Design | p. 35 |
What Makes for a Great Assessment | p. 35 |
Choosing the Components of an Assessment | p. 38 |
Selecting Suitable Criteria | p. 39 |
Selecting the Best Assessment Process | p. 40 |
Basic Types of Assessment | p. 43 |
The Pros and Cons of Different Approaches | p. 47 |
Other Design Options | p. 50 |
Tailoring the Process to Your Situation | p. 55 |
Setting the Stage | p. 59 |
The Leadership Decision-Making Process | p. 60 |
The Key Issues | p. 60 |
Purpose | p. 61 |
Scope | p. 62 |
Timing | p. 63 |
Roles and Responsibilities | p. 64 |
Budget, Resources, and Duration | p. 67 |
Using External Resources Effectively | p. 71 |
Finding Competent Help | p. 73 |
Winning Support for Your Proposals | p. 79 |
Recognizing When This Is Not the Right Thing to Do | p. 80 |
Check Points | p. 83 |
Engaging the Leaders | p. 85 |
Workshop Objectives and Design | p. 86 |
Introducing the Assessment Process | p. 87 |
Introducing the Assessment Criteria | p. 87 |
Using the Criteria: A Test Drive | p. 90 |
Agreeing on the Assessment Plan | p. 100 |
Confirming the Next Steps | p. 106 |
Check Points | p. 107 |
Preparing the Assessment Team | p. 111 |
Assembling the Team | p. 112 |
The Training Process | p. 113 |
Initial Team Training | p. 115 |
The Preliminary Evaluation | p. 115 |
Planning the Data Gathering Process | p. 116 |
Other Team Preparation Issues | p. 125 |
Check Points | p. 128 |
Data Gathering | p. 131 |
The Data Gathering Process | p. 131 |
Data Gathering Strategy | p. 132 |
Interviews and Documentation Review | p. 134 |
Frequently Asked Questions about Data Gathering | p. 154 |
Other Data Gathering Issues | p. 157 |
Check Points | p. 159 |
Developing the Assessment Report | p. 161 |
Steps in Completing the Assessment Report | p. 162 |
Initial Impressions | p. 164 |
Developing the Findings | p. 165 |
Report-Writing Technique | p. 167 |
Scoring | p. 171 |
The Results Category | p. 176 |
The Overall Summary | p. 177 |
The Assessment Team's Vital Few | p. 179 |
Planning the Presentation | p. 182 |
Final Cleanup of the Report | p. 186 |
Other Report-Writing Issues | p. 187 |
Check Points | p. 192 |
Presenting the Assessment Report | p. 195 |
Preparations | p. 196 |
Purpose and Agenda | p. 198 |
Opening the Presentation | p. 200 |
Summarizing the Work Done | p. 200 |
The Findings | p. 202 |
The Scores | p. 205 |
The Overall Summary | p. 205 |
The Vital Few | p. 206 |
Wrapping Up | p. 208 |
The Motivation for Change | p. 209 |
Check Points | p. 210 |
Developing Improvement Plans | p. 213 |
The Planning Workshop | p. 214 |
Opening the Workshop | p. 215 |
Selecting the Vital Few Priorities for Improvement | p. 216 |
Developing Improvement Plans | p. 216 |
Reviewing the Improvement Plans | p. 224 |
Preparing for Fail-Proof Implementation | p. 225 |
Wrap-Up | p. 226 |
Check Points | p. 227 |
Implementation and Follow-Through | p. 229 |
Creating a System to Support Implementation | p. 230 |
Formalizing and Assigning Improvement Objectives | p. 233 |
Conducting Formal Progress Reviews | p. 233 |
Establishing Suitable Measurements | p. 236 |
Communicating the Outcomes of the Assessment | p. 237 |
Providing Technical and Moral Support | p. 239 |
Managing Change | p. 240 |
The Life Cycle of an Improvement Team | p. 244 |
Check Points | p. 249 |
Closing the Loop | p. 251 |
The Closed-Loop Improvement Cycle | p. 251 |
Steps in Closing the Loop | p. 254 |
Debriefing After the First Assessment Cycle | p. 254 |
Developing a Vision | p. 255 |
Planning the Next Assessment | p. 256 |
Check Points | p. 263 |
The Journey Ahead | p. 263 |
Case Studies | p. 265 |
Xerox Corporation | p. 266 |
TELUS Mobility | p. 277 |
Medrad | p. 284 |
Cargill | p. 292 |
Pinellas County School District | p. 299 |
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