Organizational Leadership and Capacity Assessment

2026-11-03

2 . 2 . 5 Tasks and Activities Phase 1 : Project Initiation and Planning 1 . Conduct kickoff meeting with district leadership . 2 . Work directly with the MUTD Board Executive Committee in defining assessment parameters , roles and responsibilities , success criteria , and communication protocols . 3 . Develop detailed project plan and timeline . Phase 2 : Data Collection and Review 1 . Gather and review organizational documents ( strategic plans , budgets , policies , performance reports , surveys , etc .). 2 . Conduct interviews with board members , executive leadership , and key staff . 3 . Obtain feedback from staff and stakeholders on leadership and organizational effectiveness . 4 . Define ideal state for leadership and operational excellence . Phase 3 : Analysis 1 . Perform Leadership Assessment : a . Management team structure , decision - making processes , leadership alignment and accountability , board oversight process . 2 . Conduct Capacity Analysis : a . Staff skills , staffing adequacy and workloads , succession planning . 3 . Conduct Gap Analysis : a . Identify mismatches between current and ideal states , as well as barriers and opportunities . 4 . Benchmark against peer transportation districts on KPIs recommended for ongoing tracking . a . Organizational structure b . Management Phase 4 : Reporting and Recommendations 1 . Prepare Comprehensive Assessment Report : a . Findings , gaps , SWOT , and prioritized recommendations . 2 . Develop Leadership Development Plan : a . Structural changes , training programs , succession planning strategies , CEO assessment toolkit with annual timelines that routinize best practices

Montana

2026-04-29