Our Process

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through the entire process or any area of your choice​.

What is an organizational assessment?

An organizational assessment is a systematic look at the strengths and opportunities in your organization. A robust assessment will capitalize on principles of the scientific method to ensure validity of results.

What is the (HAS) process?

The HRTec Assessment System (HAS) is a full 8-step process for assessing your organization’s climate. This begins with a needs assessment to identify the scope and goals of the initiative. The needs assessment often informs the design of the climate survey and other evaluative tools. After all the data has been gathered, we will use statistical analysis and data visualization to identify key insights. These insights can help you identify achievable solutions. Our team can organize these achievable solutions into an action plan which outlines how you will initiate change. Lastly, we suggest conducting an after-action review for consolidation of your gains.

This means we can effectively link an assessment to key areas that, when identified and improved, will directly impact bottom line results.

Contact us to obtain additional information if your organization is looking to obtain support for all, or any individual area, of the HAS process.

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Needs Assessment

Needs Assessment

Climate Assessment

Climate Assessment

Statistical Analysis

Statistical Analysis

Data Visualization

Data Visualization

Identify Solutions

Identify Solutions

Joint Action Plan

Joint Action Plan

Initiate Change

Initiate Change

After Action Review

After Action Review

Needs Assessment

Needs Assessment

The purpose of this phase is to determine the gap between the current status and the desired end state. This will help identify the scope of the initiative and allow for us to set clear goals. This phase includes consultation with our People Insights & Analytics Consultants so we can build a joint action plan.
Climate Assessment

Climate Assessment

The purpose of this phase is to collect data on the current state of the organization’s climate. This data gathering stage can include: interviews, focus groups, climate survey, pulse survey, customer satisfaction survey, observations, and organizational performance data.
Statistical Analysis

Statistical Analysis

The purpose of this phase is to organize and examine the data collected during the climate assessment. This may include: quantitative analysis to identify subgroup differences, content analysis to uncover a deeper level of understanding of the quantitative results, trend analysis to determine if climate is improving since the last assessment, as well as data interpretation by our People Insights & Analytics Consultants.
Data Visualization

Data Visualization

The purpose of this phase is to communicate the key findings from the statistical analysis to the client in a concise and understandable manner. This involves the presentation and visualization of diagnostic data to the client and can be in the form of: formal reports, Dashboards, Infographics, and Out-briefs.
Identify Solutions

Identify Solutions

The purpose of this phase is to transform data from results to conclusions and actionable solutions. Actionable solutions often come to light during feedback sessions with the client, these sessions help to create a shared understanding of the results and aim to identify realistic ways to maintain or improve the organization’s climate.
Joint Action Plan

Joint Action Plan

The purpose of this phase is to organize the potential solutions from the previous stage into a trackable plan. This involves working jointly with the client to create achievable goals and strategies for change, while taking into account company culture, technology, expenses, and overall environment.
Initiate Change

Initiate Change

The purpose of this phase is to enact the Action Plan from the previous phase. This involves actively engaging in new methods and procedures as agreed upon by both client and consultant and informally monitoring progress towards goals and change along the way.
After Action Review

After Action Review

The purpose of this phase is to formally monitor progress towards goals outlined in the Action Plan. This involves follow-on assessments to maintain the cyclical process of organizational improvements, as well as reflecting on the results over time and in comparison to previous assessment phases.