Situation Assessment
Aligning on a past successes, future ambitions, and current barriers.
Overview
We help leadership teams get aligned on where they’ve been, where they’re going, and what’s standing in their way. Our process distills multiple perspectives into a single, shared narrative — grounded in past success, focused on future ambition, and honest about current barriers.
By engaging stakeholders and customer teams early, we not only uncover insights but also spark alignment, so the change process starts from day one.
Did you know?
The likelihood of success increases by 30% when employees are genuinely invested in change.
Are your teams ready to own the change?
What To Expect
Competitive Assessment
Most companies operate with only a vague sense of what their competitors are doing. They may assume they know but rarely take a structured, outside-in look. Without that clarity, it’s easy to miss shifts in positioning or gaps in differentiation. Competitive Assessment gives leaders a fact-based view of the landscape so they can sharpen their edge.
Do you really know where you stand against competitors?
What is a competitive assessment?
A structured analysis of how your competitors position their products, services, and value propositions compared to your own.
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How do we do it?
We review competitor websites, social media activity, messaging, and promotional content to understand how they present themselves in the market and what they emphasize.
Stakeholder Interviews
Big initiatives often stall because leadership voices aren’t aligned. Each stakeholder may have their own vision, priorities, and success criteria, leading to competing agendas and unclear direction. Stakeholder Interviews uncover these differences, surface shared goals, and create a foundation for unified decision-making.
Do your leaders share the same vision?
What are stakeholder interviews?
A series of structured conversations with leaders who either drive or are impacted by the project.
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How do we do it?
We interview members of the leadership team and key stakeholders to capture their perspectives on vision, growth ambitions, barriers, strengths, weaknesses, and success criteria.
Team Interviews
Frontline employees often see customer frustrations firsthand, but their insights don’t always make it back to leadership. As a result, gaps between strategy and execution go unnoticed until they hurt the customer experience. Team Interviews capture these on-the-ground perspectives, bridging the disconnect and revealing actionable opportunities for improvement.
What is your frontline hearing that you are not?
What are team interviews?
An opportunity for functional and regional teams—especially those closest to customers—to share their experiences and perspectives.
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How do we do it?
We conduct interviews with frontline and customer-facing employees to understand how they believe customers experience the company, including pain points, successes, and common challenges.
