Before we launch into a workshop to create the type of culture you desire, we’ll spend time in discovery dialogue with you and your leadership team to determine where you are today, what you believe the pain points are and what you believe the root cause of those pains are. The reality of what you think is the root cause and what everyone else thinks is the root cause is often not the same. Which is, in itself, the root of it all.

Discovery and observation is a very important first step in diagnosing and prescribing an actionable culture workshop. While no two workshops take on the same look and feel, most include some base line exercises and actions, including:

• Staff and leadership survey
  
• Client interviews
  
• Competitive assessment
  
• S.W.O.T.
  
• Financial analysis
  
• Roles/Responsibilities assessment
  
• Structure assessment
  
• Process/Procedure assessment
  
• Associate evaluation process assessment
  
• Agency vision/growth plan assessment
  

In the end, a workshop is custom designed for each individual agency.