• Determine organization sponsor's appraisal needs and goals
  • Identify appraisal model scope: Development domain, Services domain, or both?

  • Identify organization scope: which specific parts of the organization are going to be appraised?
  • Identify which type of appraisal: benchmark, evaluation or gap analysis?
  • Identify site coordinator*

  • Agree on appraisal outputs

* The site coordinator, a critical position, ensures sponsor involvement, identifies and supports appraisal participants and appraisal team members, secures facilities, equipment and supplies, and provides adequate documentary evidence.