Organizational Effectiveness Inventory®
The Organizational Effectiveness Inventory® (OEI), developed by Dr. Robert A. Cooke, complements the Organizational Culture Inventory® (OCI®) by providing valid and reliable data on the structures, systems, technologies, and skills shaping an organization’s culture. It offers actionable insights to drive long-term effectiveness at individual, group, and organizational levels.
The Organizational Effectiveness Inventory® (OEI) measures performance outcomes and internal factors influencing culture, including systems, technologies, and structures, while serving as a lever for cultural change. It complements engagement surveys by offering deeper insights into organizational effectiveness. The OEI helps signal the need for cultural transformation, assess attitudes and stress levels, identify performance targets, build the case for improvement, and monitor the impact of development initiatives, enabling organizations to drive meaningful and sustainable change.
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Why Use Organizational Effectiveness Inventory®
The Organizational Effectiveness Inventory (OEI) evaluates performance at the individual, team, and organizational levels. It highlights the internal practices and conditions that drive effectiveness, both directly and indirectly, by influencing organizational culture.
The OEI serves as a valuable tool in organizational change initiatives, enabling:
- Evaluation of employees’ attitudes, motivation, and stress levels.
- Identification of performance goals for the organization, as well as for teams, subunits, and individual members.
- Building a strong case for improvement and driving change by documenting organizational needs.
- Selecting the most effective strategies and tools for culture transformation and development.
- Tracking and assessing the outcomes of change and development efforts over time.
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How Organizational Effectiveness Inventory® Works?
The Organizational Effectiveness Inventory (OEI) is a 128-question survey designed to gather confidential feedback from employees about:
- Their experiences and perceptions regarding factors that influence organizational culture and performance, focusing on areas that can be improved.
- The impact of the culture on individuals (e.g., engagement levels), teams (e.g., collaboration and teamwork), and the organization overall (e.g., adaptability and quality of products or services).
The survey takes approximately 20 minutes to complete and allows the addition of up to 40 custom questions tailored to your organization’s needs.
The responses are aggregated and analyzed electronically to create a detailed report, which serves as a foundation for organizational development or culture change initiatives. When combined with the Organizational Culture Inventory® (OCI®), a joint OCI/OEI feedback report is provided, offering an integrated view of cultural and performance-related findings. A Human Synergistics consultant or an accredited practitioner then helps interpret the results and outlines actionable steps for effective change management.
The OEI survey is accessible online via most digital devices and is also available in hard copy format for convenience.
Organizational Effectiveness Inventory® Offerings
OEI Assessments
The Organizational Effectiveness Inventory (OEI) is a comprehensive diagnostic tool that evaluates performance across individual, team, and organizational levels. It measures:
- Internal practices and conditions that influence organizational culture and performance.
- Employee attitudes, motivation, and stress levels.
- Cultural outcomes such as engagement, teamwork, adaptability, and product/service quality.
The OEI provides actionable insights through aggregated, electronically analyzed reports. It can be enhanced with up to 40 custom questions to align with organizational priorities and is available both online and in hard copy.
Consulting Services
Organizations can leverage the OEI as part of their cultural and performance enhancement initiatives. Accredited consultants guide you through:
- Identifying internal levers for culture change and organizational improvement.
- Setting clear performance goals for individuals, teams, and the organization.
- Designing and implementing tailored development strategies to address areas of improvement.
- Monitoring and assessing the impact of organizational change interventions.
When combined with the Organizational Culture Inventory® (OCI®), the integrated OCI/OEI feedback report provides a holistic view of cultural norms and their impact on effectiveness, making it a powerful tool for transformational consulting.
Certification & Accreditation
The OEI requires accreditation through Human Synergistics, ensuring that practitioners have the expertise to administer the assessment and interpret results effectively. Key features include:
- Accreditation programs pre-approved for International Coach Federation (ICF) Continuing Coach Education (CCE) credits and HR Certification Institute® (HRCI) recertification hours.
- Comprehensive training on using OEI and its integration with OCI for maximum impact on organizational development and change.
Workshops and Training
Human Synergistics offers workshops and training programs designed to support organizations in applying OEI findings effectively. These include:
- Training for leaders and HR professionals on understanding OEI reports and leveraging insights for cultural transformation.
- Workshops focused on improving engagement, teamwork, and adaptability by addressing the key findings from the OEI.
- Programs to build internal capacity for sustained change, including leadership development and skills enhancement tailored to address the specific gaps identified through OEI.
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FAQs - Culture Transformation
The OEI is designed to assess organizational performance at individual, team, and organizational levels. It identifies internal practices, conditions, and cultural outcomes that influence effectiveness and provides actionable insights to improve culture, engagement, and performance.
Unlike traditional surveys that focus solely on outcomes like job satisfaction, the OEI examines the underlying systems, structures, and practices that impact culture and effectiveness. It also highlights causal factors and levers for change, making it a comprehensive diagnostic tool for organizational development.
The OEI is beneficial for organizations of all sizes and industries. It is particularly useful for leadership teams, HR professionals, and change agents looking to:
- Enhance employee engagement and motivation.
- Improve teamwork and adaptability.
- Drive culture transformation and monitor the impact of change initiatives.
The OEI involves administering a 128-question survey, which takes approximately 20 minutes to complete. Organizations can add up to 40 custom questions for tailored insights. Responses are aggregated and analyzed to generate a detailed feedback report, which can be used independently or alongside the Organizational Culture Inventory® (OCI®) for integrated insights
Yes, accreditation through Human Synergistics is required to administer the OEI and interpret its results. Accredited practitioners receive training and certification, enabling them to use the OEI effectively as part of culture change and organizational development initiatives. This accreditation is recognized by ICF and HRCI for continuing education credits.
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