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  1. Company Information

  14. 1.General Business Performance Information

  16. 2.Revenues
  17. a.For profit organizations
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  22. b. Non-profit, Government or Education
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  24. I.People Information

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    (Those working from location other than firm’s office for majority of work hours)
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    (Employees that work from the field using mobile devices, but have workspace in company office)
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  32. II. Learning Culture Index

  33. IIA.Strategy

  35. If Yes





  43. 4.Which of the following programs does your organization offer, at which frequency and/ or virtually?


































  61. 5.What percentage of training hours are conducted by:(0-100%)
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  77. IIB: Learning Culture Audit

  78. 10.On a scale of 1 to 5, 5 being always, and 1 being never, rate your organization on the following elements

  105. IIC: Collaborative Culture Audit

  106. 1.What level of collaboration technology does your organization display. Rate on a scale of 1-10, where level 1 is lowest):
  107. (1)Lowest – Classic collaboration, e-mail still predominates, phone and fax are also used widely, IM not heavily used or supported and little or no social networking
    (10) Highest – High speed network allows employees to connect both to the collaborative infrastructure inside and outside the firewall. Liberal use of SaaS (software as a service)for specific applications and functions, virtual team spaces, videoconferencing or Telepresence, and unified communications are all available and used regularly.
  108. 2.Does your organization’s culture support collaboration? Are there collaborative behaviors such as information sharing, consensus-based decision making, support for teams, and the ability to fail and learn. (Rate on a scale of 1-10, where level 1 is lowest):
  109. (1) Lowest - A “feudal” organization, very siloed environment, often there is a strong manager for the group that deals with all external group interactions. There are strong and competitive boundaries between this and other groups in the organization. You are told, “Keep your nose to the grindstone, and don’t worry about anyone else, do your work!”
    (10)Highest - A “familial” organization with open sharing of information, a commitment to transparency and participation (Web 2.0), open discussions or forums for both those inside and outside the fire wall (trusted partners, professionals, consultants and regulatory agencies). Often there is community consensus on a decision before any action is taken.
  110. 3. For-profit organizations: What financial or economic impact does collaboration have to your organization? (Rate on a scale of 1-10, where level 1 is lowest):
  111. (1) Lowest - Collaboration has no financial impact on current organizational goals and objectives. No real metrics are used, nor is there an attempt at quantification or ROI. The idea is that we have done this well without collaboration (i.e. social networks) and don’t really understand or need it to be successful in the future.
    (10)Highest - Collaboration has an enormous impact on our organization, and we could not run it without the collaboration tools we currently have. Interactions with our customers, suppliers and partners (value network) are encouraged and believed to be of great economic and financial benefit.
  112. 4.For non-profit organizations: What impact does collaboration have on achieving organizational goals? (Rate on a scale of 1-10, where level 1 is lowest):
  113. (1) Lowest - Collaboration has no impact in meeting our stated goals and objectives, and we should probably continue to work as we have. Collaboration also has very little effect on me as an individual in meeting my goals.
    (10) Highest- Collaboration is required to meet program goals. We know we can do it better, faster, more efficiently if collaboration were better. Collaboration is critical to a group, program or project, as budgetary constraints will eliminate them if our goals are not met.
  114. 5.What impact does collaboration have on you as an employee? How does organizational collaboration help you to meet my ideological and financial goals? ? (Rate on a scale of 1-10, where level 1 is lowest):
  115. (1) Lowest - Collaboration has little effect on my meeting my goals, salary, bonus or stock options. I am not acknowledged for my innovation and contributions.
    (10)Highest – Collaboration has a great effect on my realizing my personal and financial goals in this organization.
  116. 6.What is management’s attitude and behaviors towards collaboration? (Rate on a scale of 1-10, where level 1 is lowest):
  117. (1)Lowest - Management gives collaboration “lip service” but does not really believe it will help, they don’t readily participate in any Web 2.0 tools and don’t understand how this technology will make a critical difference to the organization.
    (10) Highest - Management not only believes that collaboration is critical to the organization but they also model collaborative behaviors, participate in a variety of forums and conversations as well as espousing collaboration to their partners and suppliers.

  118. III: Narrative:

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Sources: 1) Conner, Marcia and Clawson, James. “Transforming Culture: An Executive Briefing on the Power or Learning,” The Darden School Foundation. 2) David Coleman, Collaborative Strategies, July 2010


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