What to expect

Week 1-2: Assessment Phase

We diagnose culture health through surveys, interviews, and observation. This phase identifies strengths, drag points, and root causes.

01 / What happens

Kickoff Meeting (Day 1, 90 minutes)

Meet with leadership to understand your culture challenges, history, and goals. We identify who to interview and what to observe.

Attendees:

Founders, owners, key managers (2-5 people)

Pulse Survey (Days 1-3)

Anonymous 5-minute survey sent to all team members. Measures morale, engagement, trust, communication, and belonging.

Participation:

Full team. Results are aggregated and confidential.

1-on-1 Interviews (Days 2-7, 30 min each)

We talk to 5-8 team members across roles and seniority. Conversational, not interrogational. We ask what's working, what's not, and what would improve work life.

Topics:

• What do you love about working here?
• What frustrates you?
• Do you feel heard and valued?
• What would make this a better place to work?

Team Observation (Days 3-7, 2-3 hours)

We observe meetings, workspace dynamics, and team interactions. Non-invasive “fly on the wall” approach. We watch how people communicate, collaborate, and handle conflict.

What we look for:

Energy levels, body language, communication patterns, engagement, psychological safety indicators.

Environment Audit (Days 5-7)

We assess physical and digital workspace. Does the environment support focus, collaboration, and well-being?

What we evaluate:

• Layout, noise, lighting, comfort
• Tool sprawl and digital organization
• Meeting culture and notification norms

Data Synthesis (Days 8-10)

We analyze survey results, interview themes, and observation notes. We identify patterns and root causes.

This happens behind the scenes

No time required from your team.

02 / Your time investment

Leadership

• 90-min kickoff meeting
• 30-min individual interview
• 5-min pulse survey

Total: ~2 hours

Team Members

• 5-min pulse survey
• 30-min interview (5-8 people)
• Work normally during observation

Total: 5-35 min per person

03 / What you get at the end

By Day 10, the Culture Flow Report is complete:

✓ Executive Summary (top 3 strengths, top 3 drag points)
✓ Detailed Findings (survey data, interview themes, observation notes)
✓ Prioritized Recommendations (quick wins + system changes)
✓ Cultural health score (1-10)

We present this in Week 2 during the Leadership Coaching Session.

Part of Culture Optimization Process

Assessment happens during Week 1-2 of the Culture & Environment Optimization engagement.

Learn more about the full service