Achieve Your Goals with an Organizational Assessment

Start time:
December 5, 2023 10:00 AM PT
1 hour
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:

As mission-driven organizations evolve and set goals for their future, they often expect to achieve success by operating in the same way they have for years. However, new challenges require new approaches.

By evaluating how existing structures, people, processes, and systems contribute to or detract from progress toward strategic goals, organizational assessments are a critical tool to identify what needs to change to achieve success.

Join us for our webcast, Achieve Your Goals with an Organizational Assessment. We’ll share examples of how social and public sector organizations have used this type of assessment to:

  • Promote operational alignment
  • Improve services
  • Make tangible progress toward their strategic goals


Tammy Lohr, CFE, ODCP, Senior Manager, Moss Adams

Tammy assesses operational performance for public sector organizations including state and local government, school districts, and higher education institutions. Her engagements are informed by rigorous analysis and employee engagement to evaluate operations, which may include the efficacy of existing organizational structure and resourcing strategies, enhancing workplace culture, identification of system needs, and streamlining processes.

Annie Rose Favreau, Senior Manager, Moss Adams

Annie Rose helps public and social sector clients increase their impact through organizational assessments, strategic planning, succession planning, and governance initiatives. With a focus on strategy and organizational development, Annie Rose’s areas of expertise include leadership facilitation, stakeholder engagement, performance measure development, qualitative research, and policy development. Annie Rose has provided strategy, operations, governance, and organizational consulting services to local, state, and Tribal governments; not-for-profits and foundations; and K–12 and higher education clients.

Registration Form

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CPE Information

Program Level:
Business Management & Organization: 1
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to define organizational development; explain what triggers an organizational assessment; identify the steps involved in an organizational assessment; and describe the benefits of an organizational assessment.

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: