Assessments

Assessments answer the question: You are Here. You want to go There. How??

If you have these questions:

  • Are my projects working as well as they could be?
  • Is everyone engaged and as effective as they could be?
  • Are my agile projects working?
  • Are we organized for success?
  • What would it take for us to move to an agile culture?
  • How would our management practices need to change to create a real agile culture?

You might want an assessment.

I have performed process assessments for an entire product development process, project assessments for specific projects (traditional and agile), and functional assessments to see how a particular functional group is proceeding. I've done an informal assessment of a hiring process.

I've also conducted personal development assessments (for all levels of leadership) based on the principles in the Modern Management Made Easy books:

  1. Clarify your purpose (you, team, organization).
  2. Build empathy with the people who do the work.
  3. Build a safe environment.
  4. Seek outcomes and optimize for the overarching goal.
  5. Encourage experiments and learning.
  6. Catch people succeeding.
  7. Exercise your value-based integrity.

I'm flexible with the assessments—product-, process-, or people-focused—or some combination.

My Normal Approach to Assessments

Since every assessment is unique, you and I first define your goals. I'll suggest an approach and then we refine how I will work with you and your team(s).

I collect the relevant data. Then I write the report, including derived metrics from your measurements. (In the case of a personal development plan, we discuss who will see what in a report.)

I present my results in an interactive report, with short-term and long-term recommendations. I provide specific actions you can select. My clients have used these assessment results to improve a specific aspect of their product development and to overhaul their entire development process.

I timebox assessments so you can start as soon as reasonable. My normal assessments run from 1-3 weeks. I have timeboxed some assessments to as short as several hours to two days. Those assessment reports do not look like the one below. However, all my assessment reports offer possibilities to inform your next steps.

Clients have raved about my actionable reports. They also found the facilitation of action steps or problem-selection eased their transition to new ways of thinking and more importantly, working.

Here's an Excerpt of an Assessment Report.

Assessment Value

My clients report that they save anywhere from 1-10 calendar weeks on the current project they are working on when I do the assessment. Even without planning for change, my questions prompt people to think differently. What does one calendar week cost your project?

My clients report they save much more on future projects. They experience fewer delays and fewer bottlenecks. The work flows better throughout the organization. Because people collaborate more effectively, they also report many fewer defects, and it takes them less time to find and fix problems in the product or the process.

Interested or curious? Contact me.

See all my Consulting Services.