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ORGANIZATIONVALUESINVENTORYUserGuidePrepare1.Identifywhoshouldrespondtothesurvey.Itisimportantthattheclientsbeveryinvolvedinthisselectionprocess.2.Prepareamemoorkick-offmeetingtoorienttherespondentstotheOVI.AlthoughtheAAteamshoulddraftthemessage,thememoormeetingshouldbepresentedbyaclientmanagerorexecutivewhohascloutandcredibility.Makesurethefollowingpointsarecovered:PurposeoftheOVIStructureoftheinventory-makesurethatrespondentsunderstandthatfuturecharacteristicsshouldbetiedtowhatispracticalanddesirablefortheorganization,nottopersonalpreference.DeadlinesfortheOVI-ensurethatschedulesofrespondentsallowfortimelycompletionoftheOVI.Watchforvacationandoverseastravelaspotentialconflicts,especiallyamonguppermanagement.Generally,thelongerthetimeallowedforresponse,thepoorertheresponserate.Therefore,communicatetotherespondentsthataquickturnaroundisexpected.Confidentialityissues-insomesituations,suchaswhenworkingwithsmallgroupsoftopexecutives,clientsmayfeeluncomfortabledisclosingtheirresponses.However,mostoftenthisisnotthecase.Respondents’candorcanbeincreasedbyensuringtheconfidentialityandanonymityoftheirresponses.Processingschedule-provideaduedate,returnaddress,envelopesandpostage.Itisagoodideatogiveparticipantsthenameofateammembertowhomtheycanreferquestions.Indicateadatebywhichrespondentscanexpecttheinventoriestobeprocessed.DecideamongAAandclientmanagementthedegreeandtypeofresultsdisclosure.Donotpromisetodiscloseresultstotherespondentsunlessthisissuehasbeenaddressed.Conduct1.Conducttheorientation(memoorpresentation)includingthepointslistedabove.2.DistributetheOVI.(SeeFORM1.doc)Thisinventorycanbesentthroughmailorcompletedaspartofanexecutiveoff-sitesession.3.Checkreturnedinventoriesforcorrectcompletion.Follow-uponincompleteinventoriesorthosenotreturned.Thisispossibleonlyifinventoriesaretrackedtoparticipants’names.Trackingdependsontheconfidentialitydecisionsmadeatthebeginningoftheproject.4.Calculatethegapbetweenthecurrentandfutureratingforeachcharacteristic.Thisisdoneforeachquestionbysubtractingtheaverageofthecurrentratingfromtheaverageofthefuturerating.5.Analyzethegapintheratingsbetweenthecurrentorganizationcharacteristicsandthedesiredcharacteristics.Thefollowingaregroupingsofratingsandpossibleinterpretations:Highdesirabilityrating/widegapbetweencurrentanddesiredcharacteristics.Theseratingsindicatecharacteristicsoftheorganizationthatshouldbeaddressedimmediatelyandarevitaltothesuccessofthechange.Highdesirabilityrating/narrowgapbetweencurrentanddesiredcharacteristics.Theseratingsindicatecharacteristicsthatareorganizationalstrengths.Becausetheorganizationhasattainedornearlyattainedthesecharacteristics,theyshouldbeincludedinanyfutureplansasabasefromwhichtogrow.Lowdesirabilityrating/widegapbetweencurrentanddesiredcharacteristics.Theseratingsindicatecharacteristicsthatwillrequireattentioninthelongterm.Lowdesirabilityrating/narrowgapbetweencurrentanddesiredcharacteristics.Theseratingsindicatecharacteristicsthatareoflittleimportancetotheorganization.Follow-Up1.Iftheinventoryresultsarepartofalargerstudy,confirmtheresultsofthesurveythroughone-on-oneinterviews.Theinventoryresultscanprovidetopicsforinterviewquestions,fromwhichyoucanfillintheinformationgaps.Afullunderstandingofchallengesandstrengthsmustbereachedbeforeyoucanmakerecommendations.Interviewsarenotmeanttofollow-uponindividualresponsesbuttoprobeforexplanationsoftrendsinthecollectivesetofresponses.2.Iftheinventoryresultsarepartofavisioningexercise,youcanusetheresultsasinputtodesiredcharacteristicsandgoals.TheresultscanalsobeusedasinputtoaSWOTAnalysis,thedevelopmentofachangestrategy,etc.AdditionalGuidelinesTogatherinformationaboutthereasoningbehindtheratings,attachanextrapagetotheOVIandrequestwrittencommunications.Ifpartofyourproject’sobjectiveistodevelopshort-termandlong-termorganizationalrecommendations,youmightwanttosendoutmultipleOVI’stoeachrespondent.Forexample,OVI“A”couldrepresenttherespondent’sshort-termtargets(within1-2years)andOVI“B”couldrepresentthelong-termtargets(5+years).Thisdistributionmethodfacilitatestheabilityofseniorexecutivestomakerealistictargetswithincertaintimeframes.IftheOVIisbeingadministeredtopersonnelacrossorganizationallevels:stressthattheirresponsesshouldbepracticalandworkablefortheorganization,ORsendtwoversionsoftheOVIandinstructrespondentstomakeversion“A”theirwishlistand“B”theirrealisticestimates.Thiswillassisttherespondentsinseparatingtheirfeelingsandopinionsfromtheirrealisticexpectations.Itwillalsoassistyouinidentifyingrecommendationsthatarebothpracticalandworkablefortheorganization.Iftherespondentsratingsheetsareduplicatedonback-to-backpages,ensurethatrespondentsareawarethattherearequestionsontwosidesofthepage.Participantsoftenskipthebackpage.Usingcoloredpaperstoprintthesurveyformscanhelpcategorizedrespondentsbygroupwithouthavingtonumberthem.