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Caring Team Health Assessment

Caring Team Health Assessment

You have been invited to assess your company’s implementation of the caring plan within your organization. Please complete the following questions to the best of your ability.

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Step 1 of 9

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Name*

Caring Activities/Caring Matrix

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
1. The Caring Activites we offer are aligned with true, authentic needs of our employees.*
2. We have checked in with employees to identify emerging needs within this past year.*
3. We regularly (at least semi-annually) review our Caring Matrix and add, end, or modify Caring Activities to keep up with changing needs.*
4. Our Caring Matrix includes activities for the benefit first of our employees, their families, and then community, providing support for their physical, emotional and spiritual needs in the proportion defined by our Caring Strategy or Vision for Caring.*
5. We have an up-to-date Caring Activity Document for every Caring Activity and all are included in the Caring Team Manual.*

Caring Team Decision Making

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
6. The decisions for how to care for employees are made by the Caring Team members, not by leadership or the Caring Team Facilitator.*
7. The Caring Team members fully engage in discussions and decision making.*
8. Caring Team decisions balance generous love and compassion with encouraging responsibility in the requestor.*
9. Caring Team decisions are fair and consistent from person to person and situation to situation.*
10. The Caring Team explores ways to support the requestor in love beyond fulfilling the specifics of their request (and beyond providing money). EX: Providing a repeat questor for money a free personal financial management course.*
11. Our Caring Team is very familiar with local private and governmental organizations which provide for people in need and refer our employees to them for assistance.*

Caring Team Member Rotations

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
12. Our Caring Team members roll on/off the team in accordance with the terms and shedule set out in the Caring Team Manual.*
13. New Caring Team members are selected by their peers in accordance with the process set out in the Caring Team Manual (not designated or appointed by leadership, the Caring Team, or Caring Team Facilitator).*
14. When new people rotate onto the Caring Team, our CEO/Owner shares their mini-testimony with them so that they can easily understand why we strive to have a caring culture supported by a Caring Team.*

Budget and Metrics

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
15. The Caring Team uses cost, reach (and effectiveness, when possible) metrics to evaluate whether Caring Activities are meeting needs.*
16. Our Caring Team stays within budget while spending substantially all of it.*
17. The Caring Team spends its budget first for the benefit of our employees, their families, and then community, providing support for their physical, emotional and spiritual needs in the proportion defined by our Caring Strategy or Vision for Caring.*
18. Our budget and metrics are reviewed at every Caring Team meeting and Vision (Leadership) Team review.*
19. We conduct employee surveys about how well our company lives out our Core Values at least 2x per year.*

Communication

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
20. The Caring Team regularly communicates with employees using multiple channels of communication to encourage and reinforce a culture of caring.*
21. Our Caring Team members regularly interact with employees to stay connected to their needs.*
22. Answer this question if you have a chaplain: We invite our chaplain to our monthly Caring Team meetings and he/she attends regularly. (This is a good idea so the chaplain can know about all the Caring Activities the Caring Team offers to care for employees and their families. They can encourage employees to seek help from the Caring Team.)*

Vision/Leadership Team Engagement

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
23. Our Vision/Leadership Team regularly acknowledges and celebrates employees' accomplishments.*
24. The Mission Director/Caring Facilitator meets with Leadership at least quarterly for a full Caring Team review.*
25. The Vision/Leadership Team holds the Mission Director/Caring Facilitator accountable to their mission and budget.*
26. Our Vision/Leadership Team empowers the Caring Team to make decisions and refrains from taking control.*
27. The Vision/Leadership Team supports the Caring Team's work and actively refers needs to the Caring Team.*
28. Members of the Leadership Team are diligent about participating in events planned by the Caring Team*
29. Our Vision/Leadership individual team members are supportive and encouraging of the Caring Team members in their role and responsibilities so the Caring Team feels they are truly invested in the success of caring in the company.*
30. When I lead a meeting, as President or Mission Director/Caring Facilitator, I regularly acknowledge our Vision for Caring and company Purpose as I begin meetings.*
31. Our Vision/Leadership Team provides an advisor who attends our Caring Team meetings in case we need leadership team support.*

Impact and Employee Participation

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
32. Employees of our company feel cared for.*
33. Employees know about Caring Activities and are comfortable asking for help.*
34. Employees care for each other outside the efforts of the Caring Team. We call this "organic caring".*

Mission Director/Caring Team Facilitator

Rate your company on each statement.
1 = Strongly Disagree and 5 = Strongly Agree
35. I have the capacity to keep up with my Mission Director/Caring Team Facilitator responsibilities alongside my employee position responsibilities.*
36. Being the Mission Director/Caring Team Facilitator brings me joy.*
37. I coach Caring Team members to encourage their full engagement and effective participation as a member of the team during meetings and Caring Team supported activities.*

Phone: 866.570.1229
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