Organization Assessment Consulting
Smart Organizational Strategy Consulting Goes Beneath the Surface
When something’s not working, most leaders feel it, but they can’t always name it. Strategy stalls, performance dips, and teams struggle to align. That’s where clarity matters most. Our organization consulting approach goes beneath the surface—identifying what’s helping or hindering performance, and what to do about it. We blend human insight with data-backed analysis to give you a 360-degree view of how your organization truly functions across culture, structure, systems, and behaviors. Our organizational assessment and action plan gives you more than a diagnosis—it delivers a roadmap that’s aligned, actionable, and built for transformation.
Schedule Your AssessmentDiscover the Power of Clarity through Organization Assessment Consulting
Alignment and Vision
Every effective transformation starts with alignment. That’s why our organizational assessment begins by convening your sponsor team in a focused, facilitated workshop. Together, we clarify your current challenges, articulate your future state vision, and establish what success looks like. We define the strategic questions that matter most, identify key stakeholders, and set a clear timeline for the work ahead. This step ensures alignment across your leadership team. By the end of this phase, you’ll have a shared definition of where you’re headed, business goals, and what success looks like.
AI-Enabled Organizational Assessment
With alignment in place, we move into a rigorous discovery phase using our AI-enabled approach to collect insights from across your organization. Through a combination of conversational surveys, stakeholder interviews, observational analysis, and material review, we uncover the patterns shaping how work actually gets done. Our organizational strategy consultants examine your systems, structures, roles, processes, and culture to reveal what’s enabling performance and what’s holding it back. This phase blends quantitative depth with qualitative nuance, producing a diagnostic report that connects the dots between your strategy and day-to-day execution. The result is a clear, evidence-based picture of your organization’s current state.
Assessment Insights Workshop
Armed with insights, we come back to the table with your leadership team for a collaborative workshop. Here, we make sense of the data together—validating findings, pressure-testing interpretations, and surfacing the implications for your business. We explore what strengths to build on, what gaps need to be addressed, and what priorities must come first. This step is designed not just to inform, but to align. It enables your leadership team to rally around the right challenges and opportunities, creating shared clarity on where to focus energy and resources.
Organization Action Plan
Now it’s time to translate insight into action. In this phase, we deliver a clear, prioritized action plan tailored to your organization. The plan includes recommendations across people, structure, process, and culture, which are prioritized and sequenced to drive momentum and impact. We also facilitate planning sessions to ensure the blueprint is owned by your team and refined to fit your unique dynamics. What you’re left with isn’t just a report—it’s a strategic roadmap that builds alignment, activates leadership, and accelerates progress toward your desired future state.
Alignment and Vision
Every effective transformation starts with alignment. That’s why our organizational assessment begins by convening your sponsor team in a focused, facilitated workshop. Together, we clarify your current challenges, articulate your future state vision, and establish what success looks like. We define the strategic questions that matter most, identify key stakeholders, and set a clear timeline for the work ahead. This step ensures alignment across your leadership team. By the end of this phase, you’ll have a shared definition of where you’re headed, business goals, and what success looks like.
AI-Enabled Organizational Assessment
With alignment in place, we move into a rigorous discovery phase using our AI-enabled approach to collect insights from across your organization. Through a combination of conversational surveys, stakeholder interviews, observational analysis, and material review, we uncover the patterns shaping how work actually gets done. Our organizational strategy consultants examine your systems, structures, roles, processes, and culture to reveal what’s enabling performance and what’s holding it back. This phase blends quantitative depth with qualitative nuance, producing a diagnostic report that connects the dots between your strategy and day-to-day execution. The result is a clear, evidence-based picture of your organization’s current state.
Assessment Insights Workshop
Armed with insights, we come back to the table with your leadership team for a collaborative workshop. Here, we make sense of the data together—validating findings, pressure-testing interpretations, and surfacing the implications for your business. We explore what strengths to build on, what gaps need to be addressed, and what priorities must come first. This step is designed not just to inform, but to align. It enables your leadership team to rally around the right challenges and opportunities, creating shared clarity on where to focus energy and resources.
Organization Action Plan
Now it’s time to translate insight into action. In this phase, we deliver a clear, prioritized action plan tailored to your organization. The plan includes recommendations across people, structure, process, and culture, which are prioritized and sequenced to drive momentum and impact. We also facilitate planning sessions to ensure the blueprint is owned by your team and refined to fit your unique dynamics. What you’re left with isn’t just a report—it’s a strategic roadmap that builds alignment, activates leadership, and accelerates progress toward your desired future state.
An Adaptive Workforce for an Evolving Industry
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Anna Grome – Principal 