The Problem:

All organizations today face constant changes, uncertainty, new rules and regulations, and increasing customer demands.   Organizations continually need to look for ways and areas to improve in order to gain a competitive advantage.

Yet most organizations, no matter how well run, still have issues with communication, alignment of resources, and management.

The Symptoms

Departmental or “Silo” mentalities,

-Competition between departments (i.e. “Winners” and Losers”)

-Reactive management (otherwise known as “putting out fires”)

-Lack of strategic direction and focus,

-Short term thinking,

-Internally focused.


The Implications are wide ranging including stress, lack of productivity, customer service and retention issues, poor attitudes, and turnover to name a few.  And these all impact both the top and bottom lines negatively!


What You Can Do!

Get hard data as to where there are “disconnects” within your organization affecting results. The source of the data is the people within the organization. The data provides a tool for identifying specific issues that may need to be addressed in addition to areas of strength which should be capitalized on.

The approach is outcome focused rather than simply measuring non-relevant activities. It is designed to provide data as to how well critical elements are working together to achieve business and strategic goals.  It also identifies which of these critical elements are working against you.  So that you can make strategic decisions on the actions you want to take.

The critical elements include: Leadership, Strategic Planning, Customer and Market Focus, Knowledge Management, Human Resources Focus, Process Management, and Business Results.

Are you ready to break out of your routines and habits and transform your organization into one which is high performing in all areas?  Contact me today!

Here is the process in more depth:


Leadership: Senior management’s involvement in creating and sustaining values, organizational direction, performance expectations, and a customer focus that promotes performance excellence.

Strategic Planning: How the organization sets strategic direction and how plans are put into action.

Customer and Market Focus: How the organization determines requirements and expectations of customers and how the organization strengthens relationships with customers and determines the level of satisfaction.

Measurement, Analysis, and Knowledge Management:  The use of data and information in the organization to better understand areas for improvement and how the organization is performing.

Human Resource Focus: How Employees are encouraged to develop and utilize their potential and the organizations efforts to build and maintain an environment conducive to performance excellence, full participation, and personal and organizational growth.

Process Management: This category addresses the key aspects of process management to include how key processes are designed, managed, and improved.

Business Results: The organizations performance and improvement in key business areas and how effectively these results are communicated throughout the organization.

Sustainability (optional): How the company employs the competitive business advantage of sustainability and its positive impact on the environment and the organization’s future ability to do business.


Gathering the data:

Two methods are used in gathering the organizational data: Personal interviews and a web-based questionnaire/survey.

The interviews are conducted in order to gain an understanding of the intensity of feelings within the organization.  Typically, they are done over the course of a day. The web-based survey is used to gather the depth of understanding, he views of the employees, and to determine directional trends.  This is done over the course of about 10 days.


Time Line of Key Activities:

  • Personal Interviews are conducted.
  • Instrument is administered over a period of approximately 10 days.
  • Responses are scored.
  • Results are presented.  This meeting consists of a discussion of positive and negative influences. Also “Gap” analysis and directional recommendations.




$2500 plus $40 per participant – Includes personal interview time, setup and administering of report, review of scored responses, preparation for report of findings, and debrief of findings including “Gap” analysis and directional recommendations.

Is the timing right to address what is working and not working in your organization?  If so call or email me today to talk about whether this process is right for you.  I can be reached at or 518-664-5033.

 I look forward to speaking with you!