THE DRUCKER FOUNDATION SELF-ASSESSMENT PROCESS.

Introduction, Peter F. Drucker.

Governance and Management in Self-Assessment.

Definition of Terms.

The Self-Assessment Process.

STEP-BY-STEP GUIDELINES FOR SELF-ASSESSMENT.

Phase 1: Preparing for Self-Assessment.

Step 1: Gain Commitment from the Board and Management.

Step 2: Determine Participants and Process Design.

Step 3: Form the Assessment Team.

Step 4: Select a Facilitator and a Writer.

Step 5: Announce the Process, Invite Participation, and Confirm Key Dates.

Step 6: Conduct an Environmental Scan and Gather Internal Data.

Phase 2: Conducting the Self-Assessment Process.

Step 1: Orient Participants;
Distribute Environmental Scan Summary Report, Internal Data, and the Participant Workbook.

Step 2: Hold Group Discussion on the First Three Drucker Questions or Hold a Group Retreat.

Step 3: Conduct Customer Research and Depth Interviews.

Step 4: Hold Group Discussion on the Fourth and Fifth Drucker Questions.

Step 5: Prepare and Distribute Final Report.

Phase 3: Completing the Plan.

Step 1: Revise the Mission (If Needed);
Confirm Goals and Results.

Step 2: Develop Objectives, Action Steps, and Budgets [Management].

Step 3: Prepare the Plan for Presentation to the Board.

Step 4: Present the Mission, Goals, and Supporting Budget for Board Approval.

Step 5: Distribute the Plan, Confirm Responsibilities and Dates for Initial Appraisal.

RESOURCES FOR SELF-ASSESSMENT.

Uses of the Self-Assessment Tool: Four Examples.

Effective Facilitation.

How to Develop a Mission Statement.

Sample Plans.

Recommended Reading.