Most people know that having a regular physical and wellness check-up with your physician can not only resolve health challenges but also proactively identify risk areas for you to watch out for.. I have a great physician – and that has certainly been my experience.
But what about for your organization – does it have a regular check-up? Diving deep into your organization’s health and checking its “vital signs” can highlight current problems and proactively identify where slight adjustments or more significant changes are needed.
I have repeatedly witnessed the power of this kind of “organizational health check”. One organization I worked with was struggling – with many challenges like internal politics, frustrated customers and clunky processes. I was able to partner with the senior leader to conduct a health assessment and ultimately identify several key priorities and actions to be taken to help restore the health of the organization. They were able to improve key metrics and the team’s morale as a result!
As the year is coming to a close, it is an ideal time for an organization health check. Checking on the vital signs of your organization and team can inform your future strategy and goals, which impact your annual business and people results including financials, customer experience, employee experience, quality and so much more.
Organizational health is determined by four primary vital signs. Based on the results of your health check-up, you can more accurately diagnose the needs of your organization or team to better determine the future prescriptions and interventions.
Your organization’s purpose and direction are like your central nervous system – they should direct everything you do and help you clarify what you will not do. When team members at all levels of your organization are clear about this, they know intuitively what they should do without being micromanaged. To quote from the US Marines’ playbook, they can “improvise, adapt and overcome” in the moment – they are agile. This clarity is a foundation for an effective organization.
The degree to which your organization is aligned to the purpose and direction is the degree to which you will effectively execute and deliver results.
Think of a rowing crew. The more in sync their movements are, the faster they will glide across the water. If there are a few crew members rowing backwards, they’ll slow everyone down. It is the same for an organization.
Your employees execute on your purpose and serve your customers. They deliver the results. If your team members’ experience is positive and meets or exceeds their expectations, they will tend to be more engaged, perform better and deliver greater results.
If you can’t deliver the operational and business results you won’t be in business long. The common mantra is true: “No margin. No mission.” Solid results allow you to fulfill your purpose and sustain your business over time.
The end of the year is a great time to take stock of your organization’s health and make plans that will bring progress and positive results. Don’t delay! Solve today’s problems and prevent tomorrow’s by evaluating your organization’s wellness.
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