Step 1. Situation analysis and recommended plan of action

We start by understanding your objectives, so we can align our process with your needs. Next, our team will conduct a series of initial one-on-one interviews with key decision-makers, and request and review available documentation you are able to provide.

Based on this initial intake process, we provide:

• Recommended assessment options,
• Projected ROI,
• Recommended next steps, timing, and costs.

We will help you develop a custom solution for your particular personnel needs.

Step 2. Assess human-factor issues, risks, opportunities, and options

We work with your team, virtually or in-person, to swiftly gather data using 4 primary tools of inquiry:

1. Strategic employee opinion surveys
2. Focus group discussions
3. One-on-one interviews
4. Ongoing dialogues with key individuals

Step 3. Comprehensive report and briefings

Based on all qualitative and quantitative data gathered, we develop and deliver comprehensive written reports, accompanied by:

• Briefings
• Advisory sessions
• Executive coaching

For a deeper dive, we can prepare a comprehensive talent dossier, profiling:

• High-potentials,
• Bench-strength, and
• Performance gaps from C-level to the front lines.

We give you a full picture of the human risks and opportunities within your organization.

Step 4. Ongoing support

Following our initial analysis and report, we may also provide ongoing leadership training, executive coaching, and organizational development at all levels.

Avoid The Costs of Personnel Mistakes

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Hiring mistakes:

• Placing the wrong people in key roles
• Leaving key positions open for way too long
• Over-relying on headhunters (who fail to secure the quality candidates you need)

Increased turnover:

• Losing high-value talent
• Chronically low morale, especially among high-performers, due to low-performers, change-resisters, and troublemakers being left in place
• People throughout the organization believing nobody knows about their wants and needs, or even worse…nobody cares

Missed opportunities:

• Failing to anticipate human friction in structural changes, making transition that much more difficult for everyone
• Delayed implementation of improvements which could make things smarter, faster, and better for everybody
• Overlooking amazing talent ripe for more responsibility, already within your organization

Maybe you could do this yourself… But will you?

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Our team of objective third-party experts are already great at conducting deep dive investigative assessments very well, very fast.