Find out why execution keeps stalling before you choose the next fix

The Organizational Readiness Diagnostic is a focused organizational assessment that identifies what is slowing decisions, where coordination is breaking down, and what leadership needs to address next.

Engagement Length

1 to 2 weeks, from intake through executive debrief

Live Session Format


Virtual, 2 hours

Group Size


Ideally 6 to 12 participants, with groups up to 16 depending on scope

Investment


Starting at โ‚ฌ3,500

For leadership teams where the strategy makes sense and the people are capable, but execution keeps getting harder than it should be.

Is this the right starting point?

Something is slowing the team down, but the visible problem may not explain why. Meetings multiply. Decisions stretch across several conversations. People start working around the formal process. Issues that seemed resolved come back again.

The Diagnostic looks at how the leadership team actually makes decisions, handles ownership, shares information, and coordinates work. The aim is to identify the few issues creating the most drag before you invest time and money in another intervention.

It is especially useful before a major change, such as AI adoption, restructuring, rapid growth, or leadership transition. It can also help when the change is already underway and existing ways of working are starting to interfere with execution.

AI implementation is a particularly useful moment to assess readiness. New tools change workflows, decision rights, responsibilities, and expectations quickly. Problems that were manageable before can become much harder to work around once AI is introduced. This Diagnostic looks at whether the leadership and organizational conditions are in place to absorb that change, not whether your technology stack is ready.

This is a good starting point if:

  • Decisions that should be straightforward keep coming back to the table.
  • Cross-functional work takes more coordination than it should.
  • People are working around informal approval processes or blurred ownership.
  • Important concerns are discussed outside meetings but not inside them.
  • You’re preparing for AI adoption or another major change and want to know where the organization may struggle under more pressure.

What happens in the Diagnostic

The Organizational Readiness Diagnostic is a structured assessment process that includes intake, live observation, synthesis, and an executive debrief.

The two-hour session is only one part of the engagement. It gives me the opportunity to observe how the team works through real questions and decisions together. The assessment continues through the synthesis of those observations and the discussion of what leadership should do next.

Phase 1: Intake & Context Gathering

Before the live session, I gather context through a leadership intake questionnaire and a strategic conversation with the sponsoring leader.

We look at current pressures, major initiatives, known problems, and what is at stake.

Goal: Understand the situation well enough to know what to watch for during the session.

Phase 2: Live Diagnostic Session

During the two-hour session, the team works through real questions and decisions rather than following a scripted workshop.

I observe how decisions move, where responsibility starts to blur, what happens when people disagree, and where the team begins relying on workarounds. I also pay attention to what gets discussed directly and what stays outside the room.

Goal: See how the team actually operates when the work becomes complicated.

Phase 3: Synthesis & Findings

Within five working days, I translate what emerged from the session into a written organizational assessment.

The synthesis identifies the two or three issues creating the most drag, where those patterns are showing up, and what may become more consequential as pressure increases.

Goal: Identify what leadership needs to address first.

Phase 4: Executive Debrief

In a 60 to 90 minute debrief, we review the findings and talk through what they mean for the organization.

We look at what needs attention now, what can wait, and whether a larger intervention is warranted.

Goal: Decide what should happen next based on what the assessment revealed.

What You Walk Away With

A written picture of the two or three issues creating the most drag, supported by examples of how those patterns appeared during the session.

A clear sense of what leadership should address first, what can wait, and what may require deeper work.

Documentation of how decisions, information, and ownership move through the team, including places where formal processes and actual practice differ.

An assessment of the conditions most likely to create problems during growth, transformation, AI adoption, or another period of increased pressure.

An assessment of the conditions most likely to create problems during growth, transformation, AI adoption, or another period of increased pressure.

The purpose is not to sell you a larger engagement. Sometimes the Diagnostic is enough. The point is to understand what the organization actually needs before deciding where to invest next.


Not sure whether you need a Diagnostic?

Start with the Organizational Readiness Audit, a 10-point self-check based on common signs that decision-making and coordination are beginning to slow execution.

It looks at everyday patterns such as decisions that keep getting revisited, informal approval processes, permission-seeking, cross-functional handoff problems, and conversations that have moved outside the room.

If several of the statements feel familiar, the Diagnostic can help you understand what is producing those patterns and what leadership should address first.

What People are Saying

Here is what happens when leadership teams stop performing and start doing the honest work of rebuilding their foundation.

  • We left the experience not only with sharper insights and actionable commitments, but also with a renewed sense of courage, collaboration, and shared vision. Itโ€™s a rare thing to walk away from a workshop with both practical tools and genuine inspiration. Heather made that possible.
    Andrea Melhorn
    Director of Operations, MO Studio

FAQ

It is a structured organizational assessment focused on how a leadership team makes decisions, handles ownership, coordinates across teams, and responds when the work becomes more complex.

The live session is only one part of the engagement. I gather context beforehand, synthesize what I observe afterward, and review the findings with leadership in a separate debrief.

The session is useful because the team is doing real work together. Patterns around decisions, ownership, disagreement, and coordination tend to become visible once people are working through something that matters.

You receive a written assessment of the most important issues identified during the engagement, a map of relevant decision and coordination patterns, readiness gaps and risks, prioritized recommendations, one practical tool, and an executive debrief.

The Diagnostic is most useful for leadership teams facing growth, AI adoption, restructuring, leadership transition, or recurring execution problems that cannot be explained by a simple skills gap.

My sweet spot is usually organizations of roughly 50 to 300 people. I also work with focused teams inside larger organizations when there is a specific transformation or cross-functional challenge to address.

Surveys and 360s are useful when you want to understand perceptions across a larger group or gather structured feedback about individual leaders.

This Diagnostic serves a different purpose. I observe how a leadership team works together in real time and look for patterns in decisions, ownership, communication, and coordination that may be interfering with execution.

Sometimes the Diagnostic is enough. Leadership may leave with a small number of changes it can make without further outside support.

In other cases, the findings point toward deeper work such as the Leadership Alignment Intensive or another targeted intervention. The Diagnostic exists so that the next step follows from what the organization actually needs.

Absolutely. Distributed teams often make coordination patterns easier to see because decisions and handoffs have to happen more deliberately across distance and time zones.

The Diagnostic is virtual, so the team works in the same environment where much of its day-to-day coordination already happens.

Ready to find out what is slowing execution?

The first step is a conversation about what is happening, what is coming next, and whether a Diagnostic is the right way to investigate it.