
Organizational Assessment
As you prepare for the next phase of growth, ensure that your executive talent and organizational capabilities align with your aspirations. We can help you clarify leadership team issues and opportunities, design your team to increase your chances of success, and bring professionalism and rigor to decisions that are far too important to be made by "gut feel". PE and VC firms can particularly benefit from this analysis as an component of their diligence and value creation planning.
You want to know how to reach your organization’s goals faster, with less disruption, and lower risk. What will it take to increase sales, reduce costs, optimize team effectiveness, improve culture, accelerate your product roadmap, or integrate an acquisition? We help you answer those questions and build a clear action plan by getting to know your key players deeply.
Our process consists of:
1. Custom 360 survey based upon the Lominger (Korn Ferry) competency framework
2. Discussions (1:1 via video) with each of your key stakeholders (CEO, senior leadership team , selected 2-downs, Board members, investors)
3. Leadership Team Effectiveness survey based upon the Table Group methodology (5 Dysfunctions of a Team)
4. Private debrief and action planning session with CEO
5. Facilitated debrief and working session with all process participants
At the conclusion of an organizational assessment, there will usually be a list of potential follow-up actions. We can support most follow-up actions, but will refer clients to experienced providers whenever we encounter a need that is not our expertise.
Generally, an organizational assessment can be completed ~4 weeks from project kickoff to CEO debrief.
We will typically be able to conduct a full Organizational Assessment, depending on the size and complexity of an organization for $30,000, plus any expenses.

