Assessments

When is the right time to engage us?

This offering is a strong fit when:

  • There are signs of low morale or a low-performing culture
  • Tensions exist between senior leadership and other parts of the organization
  • You lack in-depth, objective data to understand where your organization truly stands

How We Work

Our assessment approach is designed to deliver meaningful insights that enable you to cultivate a high-performing culture aligned with your business strategy. A typical process includes:

  • Initial Conversations. We meet with the client to clarify goals, priorities, and expectations.
  • Existing Data Review. We analyze relevant materials such as organizational values, engagement survey results, and previous assessments.
  • Assessment & Evaluation. We tailor a mix of methods to your needs, often including:
    • 1:1 interviews with all leadership team members
    • A custom survey for the wider staff population
    • Focus groups with key internal stakeholders
    • Individual leadership assessments
  • Analysis & Reporting. We provide a comprehensive written report and executive summary, followed by a 3-hour live session with the senior leadership team to present findings and recommendations.
  • Follow-up Support. A debrief call with the sponsor to explore implementation options and next steps.

Focus Areas

You’ll receive a holistic view of how your culture aligns with your strategy and aspirations. Specific areas of assessment may include:

  • Leadership Competencies — Creative and Reactive Dimensions
  • Leadership Effectiveness
  • Stakeholder Feedback
  • Underlying Team Dynamics
  • Trust and Commitment Levels
  • Mission and Values Alignment
  • Potential Derailers and Reputational Strengths

Tools We Use

Depending on your needs, we draw from a range of validated tools, including:

  • Leadership Circle Profile™
  • Hogan Assessment Suite
  • Team Coaching International Diagnostic Tools
  • 1:1 Interviews
  • Customized Culture Surveys

Engagement Scope & Budget

Fees vary based on the tools selected and the number of participants involved.

  • Individual Leadership Assessment. The budget is fixed per participant and includes the assessment, project management, survey administration, analysis, and two 90-minute debrief sessions.
  • Team-Level Reporting and Presentation. The budget for a full assessment report, leadership presentation, and 3-hour live debrief with the senior leadership team.
  • The total cost will be determined based on the scale and scope of the engagement.

Getting Started

If you’re ready to move forward:

  1. Confirm the assessment focus areas with your leadership or colleagues. We’ll follow up with a conversation to align on goals and outcomes.
  2. Once you have clarity on objectives and budget, we’ll provide a formal proposal.
  3. Upon approval, we’ll confirm the overall timeline and schedule the leadership debrief.

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