The Organizational Effectiveness Evaluation Checklist (OEC) is a tool for professional evaluators, organizational consultants, and management practitioners to use when conducting an evaluation of organizational effectiveness. It can also be used for designing and metaevaluating an organizational effectiveness evaluation.

The OEC is designed for use in business and industry. However, the explicit focus on common organizational activities (input, output, transformation, and exchange) allows the checklist to be used in virtually all organizational settings regardless of the organization’s type, purpose, structure, or environment.

The first part of the checklist provides a process overview followed by an outline of the checkpoints for the user to ensure that important components are not omitted in error or oversight. The second part of the checklist provides explanations of each step and checkpoint, and includes the universal criteria of merit for evaluating organizational effectiveness.

Martz, W. (2010). Validating evaluation checklists using a mixed method design. Evaluation and Program Planning, 33, 215-222.

Evaluating Organizational Effectiveness: A New Perspective
presented by Dr. Wes Martz at AEA 2008, Denver

Evolution of Evaluation Checklists: From Development to Validation
presented by Drs. Wes Martz and Daniela Schröter at AEA 2008, Denver