People and Culture Discovery Process

When your business reaches a certain size, the dynamics get trickier.

Conversations don’t flow the same way. Patterns go unnoticed. Pressure builds between departments, across leadership levels, and underneath the surface. That’s where this process comes in.

Our People & Culture Discovery is a 2-3 month immersive process tailored for larger businesses with multiple owners, a layered management team, and a growing employee base. We work side-by-side with you to discover what’s working, what’s not, and—most importantly—why.

It’s not about audits or tick-box HR. It’s about decoding the truth of your people, your leadership energy, and what needs to shift for your business to thrive.

You're not just mapping capability or decoding team dynamics — you're setting the foundation for a values-led culture that can scale. With our strategic tools and deep energetic insight, we uncover the blind spots, surface what's been unsaid, and give you a clear, practical plan to lead with more ease, alignment, and impact.

This process is where clarity meets courage — and where cultural noise gets turned into momentum.

Our Typical Approach:

  • Each team manager will go through clarity session to explore how they lead, where they feel under pressure, and what’s needed to give them clarity, confidence and change.

  • Feedback from peers, team members, and executive leaders to highlight each manager’s true strengths, blind spots, and impact — beyond their self-perception.

  • A business-wide snapshot of how your people are feeling — about leadership, communication, alignment, process, and purpose. Real data. Honest insights.

  • We map each manager’s team — decoding styles, gaps, overlaps, and misalignments. This isn’t personality typing. It’s an integrated approach that brings clarity to team function, expectations, and team fit.

  • We will do a review your policies and procedures, and identify where your gaps are.

    We will be able to help you very quickly, implement a number of processes or policies that provide you a framework aligning with your employer obligations. Policies and Process also help you manage more effectively

  • We pull everything together into a clear, honest picture of your people system and strategy. We will provide

    • The key themes influencing performance and culture

    • Opportunities for role redesign, capability development, or restructure

    • A plan to strengthen leadership and retain your best people

You’ll Walk Away With:

⟩ Aligned leadership with a shared understanding of your purpose, direction, and people priorities

⟩ A data-backed view of what’s working and what needs to shift

⟩ Clear recommendations to close capability gaps and develop leadership consistency

⟩ Practical tools and strategies for each manager to use with their team

⟩ Increased team engagement through more honest, regular communication

⟩ A more connected, accountable culture built around your unique values and vision