Change-Management Test

Use this test to “check the pulse” of your institution. Answer honestly and you may have a valuable “Aha!” moment of insight into work you need to do with your employees, your stakeholders, or your overall mission.

Scoring:  Yes or No

Have you: Yes or No
Clearly identified what is ending?  
Clearly communicated what is ending – again and again?  
Found ways to honor the past and mark endings?  
Defined what is changing and what is not changing?  
Identified what people are losing?  
Clearly communicated a vision of what is beginning?  
TOTAL  

Non-proft Tests

Take Your Organization’s Pulse

Answer these four quick assessment tests honestly. You may have a valuable “Aha!” moment of insight into work you need to do with your employees, your stakeholders, or your overall mission in order to:

  • Inspire mission-driven employees
  • Satisfy their constituents
  • Impact society

The Mission-Driven Employee Test

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Do your employees: Score
Work to meet critical deadlines?  
Fight about issues not personalities?  
Share information willingly?  
Work across departments?  
Acknowledge good performance and criticize constructively?  
TOTAL  

If your score is:

18 to 20 – you have mission-driven employees
14 to 17 – you might want to reinforce your organization’s mission
13 or below – your employees need a lot of help

Satisfied Constituents Test I

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Do your constituents: Score
Call with positive comments?  
Willingly volunteer?  
Help recruit and refer others?  
Respond to surveys and other requests for information?  
Attend meetings and conventions?  
TOTAL  

If your score is:

18 to 20 – you have mission-driven employees;

14 to 17 – you might want to reinforce your organization’s mission;

13 or below – your employees need a lot of help

Satisfied Constituents Test II

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Does your organization: Score
Serve as the voice of its constituents?  
Provide services to members they can’t easily get elsewhere?  
Facilitate forums for members to exchange ideas?  
Channel timely information to members?  
Advise, advocate, educate, and train?  
TOTAL.  

If your score is:

18 to 20 – your constituents are satisfied;
14 to 17 – your constituents are not fully satisfied;

13 or below – your organization isn’t connecting with its constituents

Impact Society Test

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Your organization: Score
Is sought out for its information and viewpoint by news organizations?  
Influences policies, laws, and regulations?  
Serves the public good?  
Collaborates with other non-profits?  
Produces meaningful results?  
TOTAL  

If your score is:
18 to 20 – your organization is impacting society;
14 to 17 – your organization has some impact;

13 or below – your organization is missing the boat

Tests for What Needs Strengthening

You may find it useful to do some self-assessments of your organization before you give me a call. These tests are designed to help you understand what you are doing well, and where you might want to do better. Please feel free to contact me to discuss any insights you may have discovered or confirmed.

For-Profits Tests

Take your company’s pulse.

Answer these two quick assessment tests honestly and you may have a valuable “Aha!” moment of insight into work you need to do with your employees, your customers, or your overall mission.

The Employees-Who-Delight-Their-Customers Test

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Do your employees: Score
Readily solve customer problems rather than being road blocks?  
Relish thinking of customers as their job rather than as interruptions to their work?  
Gleefully keep smiles on their faces when they are with customers - in person, on the phone, or by email?  
Joyfully recognize they have both external and internal customers - their coworkers also need to be delighted?  
Acknowledge good performance and criticize constructively?  
TOTAL  

If your score is:
18 to 20 – you have customer-driven employees.
14 to 17 – you might want to reinforce your employee’s knowledge of your customers and customer service.
13 or below – your employees need a lot of help.

Satisfied Customers Test

Scoring:  (4) Frequently, (3) Sometimes, (2) Rarely, (1) Never

Do your customers: Score
Call with positive comments?  
Recommend you to other potential customers?  
Let you know when they are not satisfied?  
Respond to surveys and other requests for information?  
Ask you for advice?  
TOTAL  

If your score is:

18 to 20 – you have great, loyal customers
14 to 17 – you have a solid customer base
13 or below – your organization isn’t connecting with its customers.

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"When you change the way you look at things, the things you look at change"
– Wayne Dyer
Co-edited by
Wendy Luke.

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