What a Future State Assessment Process Looks Like

A future state assessment is a strategic planning tool that helps organizations envision and evaluate their desired future state in comparison to their current state. This process enables organizations to identify gaps, set goals, and develop action plans to achieve their desired future state. Here is a step-by-step guide to conducting a future state assessment:

1.       Define the scope: Determine the scope of the assessment by identifying the specific areas or functions you want to assess, such as operations, technology, culture, or market position.

2.       Assemble a team: Bring together a diverse team of stakeholders, including representatives from different departments, functions, and levels within the organization. This ensures a comprehensive and collaborative assessment.

3.       Assess the current state: Document and analyze the organization’s current state in terms of its strengths, weaknesses, opportunities, and threats (SWOT analysis). Identify any areas that need improvement or change to achieve the desired future state.

4.       Develop a vision and mission statement: Create a clear and inspiring vision statement that describes the desired future state of the organization, and a mission statement that explains the purpose and objectives of the organization in achieving that vision.

5.       Set goals and objectives: Based on the vision and mission statements, develop specific, measurable, achievable, relevant, and time-bound (SMART) goals and objectives for the organization to work towards its desired future state.

6.       Identify gaps and barriers: Analyze the differences between the current and desired future states, and identify any gaps, barriers, or challenges that the organization needs to address to achieve its goals and objectives.

7.       Develop strategies and action plans: Create strategies and action plans to bridge the gaps and overcome the barriers identified. Assign responsibilities, resources, and timelines for each action plan, and ensure that the plans align with the organization’s overall vision and mission.

8.       Communicate and engage: Share the future state assessment results, vision, mission, goals, and action plans with all stakeholders, including employees, customers, and partners. Encourage feedback and involvement from all levels of the organization to ensure buy-in and support for the change process.

9.       Monitor progress and adjust as needed: Regularly review and evaluate the progress of the action plans, and make adjustments as necessary to stay on track towards achieving the desired future state. Update the future state assessment as needed to reflect changes in the organization’s environment, goals, or priorities.

10.   Celebrate successes: Recognize and celebrate the achievements and milestones accomplished during the journey towards the desired future state. This helps to maintain motivation, commitment, and momentum throughout the change process.

By following these steps, organizations can effectively conduct a future state assessment and develop a clear roadmap for achieving their goals.