Tuesday, November 25, 2008

Needs Assessment?

I have read the October Minutes. I understand that an RFP was issued advertising for management companies to offer proposals to meet our management needs here at the Elizabeth. As a long-time consultant, my first question is does the Elizabeth have a current Needs Assessment?

For those not familiar with a Needs Assessment, it is a study that establishes clearly and concisely what is required (and in this specific case) to effectively manage the ongoing and long-term business of running the Elizabeth Condominium. It includes gathering together in one place: standards, job descriptions, training plans, a catalogue of problems/deficits, the strengths and weakness of personnel and current operating procedures, a profile of the culture that is the Elizabeth, evacuation plans, financial data/budgets, etc.

A Needs Assessment is a road map. It states:

This is where we are currently.
This is where we want to go. (a list of priorities)
These are the obstacles and current benefits.
The options for possible solutions and growth opportunities

It also establishes upfront why a Needs Assessment is required.

I believe that hiring a company to evaluate RFPs from various management companies will be a wasted exercise if we have not documented our requirements.

So again, I ask do we have a current Needs Assessment?

Jim Rich

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