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EHE Organizational Review Assessment Categories:

Each aspect of the review and renew cycle is anchored to a common set of organizational performance categories or criteria.  The criteria are to be applied throughout each part of the cycle and are to be used as a common point of reference for external review teams.  Here is an overview of what each category addresses.  The self-assessment workshop provides complete descriptions and guidelines for using each of the categories.

 

[ Organizational Profile ]
View samples of completed Organizational Profiles:

Kennedy Museum
Career Services
Univeristy Libraries


[ Leadership ]

[ Purpose & Plans ]

[ Beneficiaries & Stakeholders ]

[ Programs & Services ]

[ Staff Workplace ]

[ Knowledge, Assessment and Information Use ]

[ Outcomes & Achievements ]

 

Organizational Profile – A set of questions designed to provide a general description about the department – its structure, key constituencies, and other characteristics.  Click here for the Organizational Profile document. In the organizational profile, you will look at things like:

  1. What are your key organizational characteristics – your mission, structure and personnel?
  2. What are your major programs and services and who are you major constituencies?
  3. Who are the peers, competitors and leaders relative to your organization?
  4. What are your key organizational challenges and opportunities?

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Leadership – This category addresses the approaches and governance systems used to guide the department.  This criteria looks at how leaders and leadership practices encourage excellence, effectiveness, engagement, innovation, and attention to the needs of individuals, groups, and/or organizations that benefit from programs and services and how leadership practices are reviewed and improved upon.

  1. How do your leaders carry out organizational leadership?
  2. How do your leaders carry out public and professional leadership?
  3. How do your leaders carry out their ethical and social responsibilities?

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Purpose & Plans – This category focuses on organizational directions, aspirations, and plans.  It begins by looking at how the department reviews, refines, and/or re-affirms its mission, vision, and broad organizational goals; it then considers how such organizational directions are translated into priorities and action steps and then implemented.  The category also looks at how faculty and staff are engaged in these activities.

  1. How do you develop your plans?
  2. How do you implement your plans?

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Beneficiaries & Stakeholders – This category focuses on the groups that benefit from – or otherwise influence or are influenced by – the programs and services offered by the department being reviewed.  The category asks how the organization learns about the needs, perceptions, and priorities of those groups, and how that information is used to enhance the unit’s working relationships with those constituencies.

  1. How do you obtain and use knowledge of the needs and expectations of your beneficiaries and stakeholders?
  2. How do you enhance your relationships with your beneficiaries and stakeholders?

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Programs & Services – This category focuses on the mission-critical programs and services the department offers and on how quality and effectiveness are ensured. Consideration is also given to important operational and support services.

  1. How do you manager your mission-critical programs, services and processes?
  2. How do you manage your operational support services – and their processes?

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Faculty, Staff and Workplace – This category considers how the department being reviewed recruits and retains faculty and staff, encourages excellence and engagement, creates and maintains a positive workplace culture and climate, and promotes and facilitates personal and professional development.

  1. How do you engage your workforce to achieve organizational and personal success?
  2. How do you build an effective and supportive workforce environment?

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Knowledge, Assessment & Information Use – This category focuses on the approach used by the department to review and monitor progress relative to its purposes and plans, leadership effectiveness, relations with beneficiaries and constituencies, programs and services quality, faculty/staff relations and workplace climate, and assessment processes.  This category also considers how the organization maintains its internal assessment and peer review system and how ti uses both for continuous improvement.

  1. How do you measure, analyze, assess and then improve organizational performance?
  2. How do you do comparative analysis?
  3. How do you share, disseminate and use knowledge and information?

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Outcomes & Achievements –This category focuses on reporting outcomes and achievements.  The category asks for information and evidence to document or demonstrate the quality and effectiveness of the department trends over time and the unit’s standing in comparison with peers and leaders in the field.

  1. What are your leadership performance results?
  2. What are your purpose and plans performance results?
  3. What are your beneficiary- and constituency performance results?
  4. What are your program and service results?
  5. What are your faculty / staff satisfaction and workplace performance results?
  6. What are your assessment and information use results?

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Leadership & Staff Development

University Human Resources

Ohio University

Athens, OH 45701
(740) 597-2153
hrweb@ohio.edu

 

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