Project 2: Situation Audit

Step 2: Establish Key Organizational Facts

To start, write a brief overview description  creating an organizational fact sheet of your organization, including the following information:

· when it was established and by whom

· legal forms of organization and tax status

· its current CEO

· its industry or industries

· its size

· its general purpose

Typically, such overviews in a report of this size are no more than one page (approximately 250 to 300 words).

Remember to apply the perspective of an  outside consultant to your analysis. Be as objective as possible. Also, consider the audience for this report: key  stakeholders including, board members, new employees, and anyone else who would benefit from this overview.

When you have finished your overview description, proceed to Step 3, where you will identify the mission, vision, values, and goals of your organization.