Diagnose strengths and needs for improvement in teams, boards and organizations.

Tools to assess organizational functioning and culture, guide organizational change, measure team performance, improve board effectiveness, and identify existing opportunities and barriers to change.

Assessment for Organizational Transformation

Key principles, challenges, and best practices in conducting organizational assessments from a transformational perspective.

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Board of Directors Assessment

A tool to assess a Board’s performance, strengths and areas for improvement. Also, very helpful for educating board members about their roles and responsibilities.

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Consulting-Coaching Relationship Assessment

A unique and invaluable tool for consultants or coaches to assess the efficacy and strength of their relationship with clients. Provides insights into how to produce greater impact with key clients.

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Deep Listening Survey

The ability to listen deeply is a critical competency for leaders, consultants and coaches alike. This simple tool helps assess your skills as a listener.

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Force Field Analysis

A simple but elegant tool for planning any kind of change. Identifies and strengthens forces that support change, while identifying and mitigating those forces that restrain the desired change.

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Intuitive Organizational Diagnostic

A tool to focus a leader or consultant’s intuition on what an organization needs and how best to serve it.

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Lifestyle Satisfaction Index

A tool for stepping back and assessing satisfaction with all aspects of one’s life. Helpful for focusing attention on where change is most needed.

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Managing Performance Survey

A 360° feedback instrument to help leaders and teams assess their effectiveness in planning, implementing, and managing high performance.

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Organizational Vision Assessment

An assessment of the effectiveness of an organization’s existing vision, mission, and values.

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Team Performance Inventory

A self-assessment of 30 key factors in team performance. Helps teams initiate honest discussions of what’s working, what’s not, and how to improve team performance.

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Urgency Index

A tool to assess the degree to which you and/or your colleagues are governed by stress-creating mindsets and habits.

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Wheel of Change Planning Template

The Wheel of Change illustrates that to create true and lasting change – transformation – we must work with all three domains of human systems: hearts and minds, behavior, and structures.

Hearts & Minds: Our hopes and dreams, thoughts and feelings, what we believe is possible or impossible; the ideas, perceptions and beliefs that shape our experience.

Behavior: What we do and don’t do, our choices and habits, the norms and unspoken agreements by which we interact with others.

Structures: The external systems in which we live and work: the hierarchies, processes, practices and cultures of our organizations, communities and society.

These three domains continually reinforce each other, tending to keep individuals, organizations and society resistant to change. New Year’s resolutions are notoriously difficult to keep up. Over 70% of organizational change efforts fail. For change to succeed, it must attend to the systemic nature of people, institutions and society.

The Wheel of Change is a simple yet profound model for true, systemic change—guiding us to work in an integrated way to shift our inner experience, our actions and external realities—a roadmap for transformation.

Download this great planning tool to bring a transformative, systemic approach to organizational change.

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