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.

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.

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.

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.

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.

Google Doc Test

This links off to a google doc not a file on the site

Intuitive Organizational Diagnostic

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

LGBTQ Inclusion Assessment

A tool for assessing the degree of an organization’s engagement with LGBTQ equality.

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.

Managing Performance Survey

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

Organizational Vision Assessment

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

Racial Equity Assessment

A tool for anticipating, assessing and preventing adverse consequences of proposed actions on different racial groups.

Racial Justice Organization Assessment

A tool to assess the degree of an organization’s engagement with racial equality.

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.

Urgency Index

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

Wellness Index

A comprehensive self-assessment of the current state of one’s self-care and wellness: mind, body, and spirit.

Wheel of Change Planning Template

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