Drucker Foundation Self-Assessment Tool Process Guide

The Peter F. Drucker Foundation for Nonprofit ManagementThe National Space Society board of directors held its retreat and it was an amazing success. The Self-Assessment Tool was an excellent tool to guide us through the process. -Richard E. Biehl, National Space SocietyWe have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out. -Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel Since its original publication in 1993, the best-selling Drucker Foundation Self-Assessment Tool has helped and inspired countless nonprofit boards, executives, and teams to rediscover the direction and potential of their organizations. This completely revised edition of the Self-Assessment Tool combines long-range planning and strategic marketing with a passion for dispersed leadership. It allows an organization to plan for results, to learn from its customers, and to release the energy of its people to further its mission.Considered to be the father of modern management, Peter F. Drucker applies a lifetime of wisdom and expertise to help nonprofit organizations uncover the truth about their performance, focus their direction, and improve their overall effectiveness. Regardless of your organization's size and planning experience, the Self-Assessment Tool provides the means to apply Peter Drucker's invaluable insights directly to your organization and its needs. The fully enhanced edition not only provides expanded methods of evaluation and planning, but also places special emphasis on implementing the decisions made in the self-assessment process.Fully enhanced from extensive user feedback, the Process Guide features step-by-step guidelines as well as sample reports, customer surveys, agendas for discussions or retreats, and a completed plan. Nonprofit leaders and their teams will find detailed instructions on how to work through the three phases of self-assessment: Preparing for Self-Assessment, Conducting the Self-Assessment Process, and Completing the Plan. The revised guide contains the tools necessary to complete the self-assessment process and an effective plan. These resources include sample customer research formats, practical facilitation techniques, methods for developing a mission statement, and a more comprehensive reference section. Designed to be flexible for your specific needs, the Process Guide offers valuable tools that will help

Table of Contents:
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.

Review :
"We have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out." (Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel) "The National Space Society board of directors held its retreat and it was an amazing success. The Self-Assessment Tool was an excellent tool to guide us through the process." (Richard E. Biehl, National Space Society) "We have found the Self-Assessment Tool to be particularly helpful in assisting organizations to clarify their missions and reconceptualize strategy and tactics. The concepts presented and the carefully formulated questions are relevant to both established groups and those just starting out." (Aliza Mazor, resource development coordinator, Shatil, a support project for voluntary organizations in Israel)