Internal Review Template:

 

Area under Review

Good Points

Needs Improvement

Organizational Structure

Is there anything out of line about our structure, systems or processes?

Culture

Is the current culture helping or hindering us deliver the results we need?

Leadership

Do our senior leaders we have the right competencies? What is the state of our leadership development programs & succession planning?

Managerial Climate

What is the state of relations between our managers & supervisors and their direct reports?

 

Human Resources

Are we able to attract, develop and retain the right employees?

What are our metrics on employee satisfaction, productivity, complaints, turnover, absenteeism, etc.

Communications

How swift, accurate, clear and accepted are communications within the organization?

Technology

What is the state of our technology? What is our record with respect to technology adoption?

 

Financial and Capital Resources

What are our numbers telling us - revenues, costs, profits, ratios, balance sheet, stock price, etc.

 

Market Share and Customers

What is our share of the market? Are we gaining or losing? Why? What are our customer satisfaction metrics?

Intellectual Capital

How strong is our learning capacity? What is the state of our Intellectual Property? Our patents or inventions? Our creativity?

External Relations

Are our linkages with internal and external groups & resources working well?

Key Result Areas (KRAs)

What are the KRAs on which we compete? (i.e. quality, service, delivery, innovation, price, time to market, etc.?) What do our metrics tell us about these KRAs?

 

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