Administrative and Organizational Audits

SPECIALIZED ORGANIZATIONAL STUDY

The customized organizational audit is adapted to the needs of various organizations including schools, seminaries, national organizations, social service agencies, and cemeteries. It assists the organization in the review of organizational structures and processes as determined collaboratively before the study. An evaluation of staffing levels, roles, responsibilities, human resource systems and communication, and operating procedures are examples of possible areas of focus.

DIOCESAN ORGANIZATIONAL AUDIT

This audit assists dioceses in the review of the organizational structure and the effectiveness of the diocesan central offices in carrying out the diocesan mission. The Audit evaluates the organizational structure of the diocesan central offices including the placement of various offices and agencies within the organizational structure, their effectiveness and efficiency of operation, and the level of communication and cooperation among offices. It assesses reporting relationships, office policies and procedures, program delivery, and other issues identified by the diocese during the consultation. It evaluates diocesan staffing levels, training and professional development needs, and key personnel practices (placement, training, performance appraisal, compensation, and due process) to ensure high levels of staff morale and competency.

PASTORAL SERVICES AUDIT

NACPA will assist the Diocese in reviewing the services they provide to parishes for their pastoral needs. The Audit surveys and meets with pastors, council members and pastoral ministers to ascertain the pastoral needs of parishes and identify which diocesan services to parishes, if any, should be modified, expanded, limited and/or better coordinated. The Audit also reviews the functioning of the diocesan offices to respond effectively to pastoral needs of the parishes; including organizational structure, staffing, roles, responsibilities, and operating procedures.

PARISH ADMINISTRATIVE AUDIT

The NACPA consultant will assist parishes in assessing their organizational structure, administrative practices and human and financial resource utilization in light of their mission and goals. The Audit evaluates the current organizational structure, operating procedures and personnel policies of the parish; its responsibility and accountability relationships; job descriptions, staffing levels, staff qualifications, the compensation program and other human resource practices; and key programs of the parish such as worship, pastoral services, faith formation, school and child care, development and the volunteer program, paying particular attention to inter-department programs, services and staffing.

MOTHERHOUSE ORGANIZATIONAL AUDIT

This is a review and evaluation of the religious congregation motherhouse struc-ture. Its purpose is to enhance effectiveness, collaboration, accountability, communication and use of human resources. The audit includes the assessment of lines and forms of accountability, communication systems and relationships and staffing needs. Its goals include addressing common problems such as excessive involvement of congregation leaders in motherhouse administration, overlapping structures and functions at the motherhouse, dual accountability and complex communication lines, unclear roles of administrators, and conflicting or merged job responsibilities. The Audit typically includes multiple organi-zations, functions and activities occurring at the motherhouse location (plant and grounds operations, local community life of sisters, congregational administration, administration of institutions such as health care facility, re-treat center, retirement residence and college/school).

POLICES/BENEFITS CONSOLIDATION

The POLICIES/BENEFITS CONSOLIDATION service enables merging organizations to develop uniform and consistent policies and benefits. The service consolidates varying personnel policies and benefits programs for different locations or entities. It includes development of cost estimates prior to final recommendations, implementation strategies and communication plans.