Cover image for The Drucker Foundation self-assessment tool : process guide
The Drucker Foundation self-assessment tool : process guide
Stern, Gary J.
Personal Author:
Revised edition.
Publication Information:
New York : Drucker Foundation ; San Francisco : Jossey-Bass, [1999]

Physical Description:
xv, 157 pages ; 28 cm
Format :


Call Number
Material Type
Home Location
Item Holds
HD62.6 .S745 1999 Adult Non-Fiction Non-Fiction Area-Oversize
HD62.6 .S745 1999 Adult Non-Fiction Central Closed Stacks-Oversize
HD62.6 .S745 1999 Adult Non-Fiction Central Closed Stacks-Non circulating

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The Peter F. Drucker Foundation for Nonprofit Management

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

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, agAndas 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

Frances HesselbeinPeter F. Drucker
Exhibitsp. vii
Foreword: An Adventure in Organizational Self-Discoveryp. ix
Acknowledgmentsp. xiii
About Gary J. Sternp. xv
Part 1 The Drucker Foundation Self-Assessment Process
Introductionp. 3
Definition of Termsp. 7
Governance and Management in Self-Assessmentp. 9
The Self-Assessment Processp. 11
Part 2 Step-by-Step Guidelines for Self-Assessment
Phase 1 Preparing for Self-Assessmentp. 19
Step 1 Gain Commitment from the Board and Managementp. 21
Step 2 Determine Participants and Process Designp. 22
Step 3 Form the Assessment Teamp. 30
Step 4 Select a Facilitator and a Writerp. 31
Step 5 Announce the Process, Invite Participation, and Confirm Key Datesp. 34
Step 6 Conduct an Environmental Scan and Gather Internal Datap. 34
Phase 2 Conducting the Self-Assessment Processp. 47
Step 1 Orient Participants; Distribute Internal Data, Environmental Scan Summary Report, and the Participant Workbookp. 49
Step 2 Hold Group Discussion on the First Three Drucker Questions or Hold a Group Retreatp. 50
Step 3 Conduct Customer Research and Depth Interviewsp. 67
Step 4 Hold Group Discussion on the Fourth and Fifth Drucker Questionsp. 90
Step 5 Prepare and Distribute Final Reportp. 94
Phase 3 Completing the Planp. 101
Step 1 Revise the Mission (If Needed); Confirm Goals and Resultsp. 103
Step 2 Develop Objectives, Action Steps, and Budget [Management]p. 105
Step 3 Prepare the Plan for Presentation to the Boardp. 108
Step 4 Present the Mission, Goals, and Supporting Budget for Board Approvalp. 110
Step 5 Distribute the Plan; Confirm Responsibilities and Dates for Initial Appraisalp. 110
Part 3 Resources for Self-Assessment
1 Uses of the Drucker Self-Assessment Tool: Four Examplesp. 113
2 Effective Facilitationp. 125
3 How to Develop a Mission Statementp. 133
4 Sample Plansp. 141
5 Recommended Readingp. 149
About the Drucker Foundationp. 152
Self-Assessment Tool Customer Feedback Formp. 154