Define Objectives, Determine Current State or Environment
The Assessment phase is the foundation of every Coeur Ouvert engagement. Before any improvement can be designed or implemented, we must establish a clear, factual understanding of where your organization stands today — across strategic objectives, operational activities, and the people and systems that support them.
Our structured assessment methodology examines both high-level strategic decisions and the day-to-day operational and administrative activities that drive performance, giving your folks a complete and honest picture of your current environment.
We construct our assessment and audit programs using the latest tools and best practices guidance per IRS, FASB, INPAS, FAR, GASB, GAGAS, GAAS, ISSB, GRI, and Nat'l Council of Nonprofits standards as applicable