Purpose of an Organizational Assessment

An organizational assessment is a systematic process of gathering information about how well a clinic performs and factors affecting its performance, including its structure, policies, practices, and other characteristics. A solid assessment will highlight areas of strength in a clinic and targets for improvement, which can then be used to plan for the desired change. For this toolkit, the organizational assessment is critical in supporting improvements in the health and health care of SGM patients.

Organizational change for enhancing SGM health is a process of continued growth requiring ongoing monitoring and reflection. For this reason, organizational assessments should be conducted regularly, as often as is necessary, to evaluate the impact of the activities outlined in Action Plans (see Chapter 8). When used regularly, such assessments may reveal areas of achievement and areas requiring new Action Plans. Organizational assessments can make sustained change possible when used repeatedly.