Assessments

Over time, organizations make decisions in response to immediate needs or challenges, and assessments provide a key opportunity to take a step back, bring in an external perspective, and re-align with the needs and direction of the business.

Our HR and Organizational Assessments allow our clients to target specific areas for evaluation and recommendations to ensure both human resources and broader organizational operations are optimized for performance, competitiveness, and sustainable growth.

Exude’s Assessments:

• HR Assessment (compliance, infrastructure, effectiveness)
  • Answers: Are we compliant? Are we doing things right? Are we influencing and driving change to meet the organizational and team needs
• Organizational Assessment
  • Answers: Something is not working, but what is it?

Analysis can be conducted via:​

• Stakeholder Interviews​
• Focus Groups
• Employee Surveys
• Review of Processes and Documentation

Why Hire Exude to Conduct an Assessment? 

Some of the biggest benefits can be:

• Expertise – Our experienced consultants and approach to assessments ensure we are asking the right questions to uncover the path toward opportunity or change.
• Confidence & Trust – Having a third-party administrator provides a level of confidentiality and trust to enable gathering honest feedback.
• Objectivity – We meet you where you are without judgment. As an external resource, we bring different perspectives to mitigate biases that may occur unintentionally.

Exude’s HR Assessment:

Exude Human Capital’s HR assessment framework includes approximately 225 questions covering the major functional areas of HR (such as HR Administration, Recruitment & Selection, Benefits & Leave, Compensation & Payroll, Performance & Development, Discipline & Terminations, Communication & Inquiries). Our research and discovery exercise includes stakeholder interviews and a review of systems, policies, and processes. Our findings and recommendations are summarized in a comprehensive report and presentation, followed by a collaborative action planning session.

Our HR assessment consists of three different focus areas:

• Compliance – review of policies and practices for adherence to federal, state, and local employment laws and regulations.
• HR infrastructure – review of people, processes, and technologies in HR.
• HR effectiveness – evaluate HR’s alignment and ability to support a variety of teams’ needs along with the business strategy.

Common organizational outcomes include:

• Insights to leadership around ensuring compliant policies and procedures are in place, accurately.
• Identification of areas that are missing or requiring accountability and oversight.
• Suggestions for implementing objective, fair, and defensible HR processes.
• Uncovered opportunities for better data management and reporting optimizing system use.
• Recommendations for re-aligning resources, roles, and responsibilities.
• Creation of a roadmap for the HR strategy and future business decisions.

Learn More About HR Compliance: Guide to HR Compliance (Challenges and Best Practices)

Exude’s Organizational Assessment:

Our Organizational Assessment is an agile approach to uncover the root cause of organizational challenges. This may include concerns around organizational culture, workforce planning, ambiguity around allocation and utilization of resources, risk management, capacity planning, and the expectations of roles & responsibilities. Our findings and recommendations are summarized in a comprehensive report and presentation, followed by a collaborative action planning session.

This assessment connects the dots between people, culture, and accountability. It gives leaders a prioritized and validated roadmap to become a healthier organization. After completing the assessment, your organization will have recommendations to better align and engage your employees

Findings and recommendations have helped clients:

• Decrease inhibitors to their desired culture.
• Address systemic lack of collaboration.
• Redefine ambiguous roles or functions.
• Create better transparency.
• Provide clarity to the interdependence of roles.
• Improve manager effectiveness.
• Define clear ownership of functions and/or responsibilities.

What Our Clients Are Saying:

“I want to thank you for your guidance, wisdom, and support throughout this discovery, selection, and contracting process. And I am so happy you will be with us throughout implementation.”

“First, let me say how grateful I am that so many things are being revealed in our meetings. On the one hand, it feels a little embarrassing, but if we don’t look and learn we won’t make the necessary changes. So thank you for what you are processing with us.”

Frequently Asked Questions  

How much time and involvement will we need to put in ourselves?

We will need to conduct interviews and review documents and processes. That can include 1:1s, group meetings, and providing access to review processes and systems.  

What’s the process?

First, we take time to understand the current state. This step understands the history and context of how the organization is structured currently as well as the desired outcomes and reasons for doing an assessment. Then we want to study and analyze current workflow and practices. Finally, we’ll present a list of prioritized recommendations.

What’s the final deliverable for an assessment?

Final deliverables include analysis, findings and recommendations, and key takeaways for moving forward.

What is the consultant’s background?

Our Exude Human Capital consultants have spent decades in the consulting space working with clients in many different industries, levels, and sizes of companies. They bring expertise and experience that allows them to share best practices with clients. Our consultants will work with you on the best ways to conduct the assessment, some messaging recommendations, and what the next steps could be based on the results.

What types of companies will Exude support?

Exude supports clients from all industries including but not limited to, professional services, social services, education, bio/pharma, technology, healthcare, hospitality, entertainment, communications, manufacturing, associations, finance, and construction. We work across any industry in both for-profit, non-profit, and government sectors in the US, regardless of size.