Dreaming a New Reality

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Organization*

Participating People*

Vission Session Date*

MM slash DD slash YYYY

Lead Contact*

Email*

Phone*

Part 1 | The Bricks and Mortar of You

1. Full Company Name*

2. Are you a subsidiary of another organization?*

Yes

Please provide details

3. What’s your industry?

4. What’s the size of your organization?*

Please breakout leadership/middle management/front-line employees (FT/PT)

5. Mailing Address*

Street Address City Province Postal Code

6. Physical locations*

7. Website*

8. Are you unionized?*

Yes

Please provide details

9. Please share the current approach to work locations? Who is onsite? Who works from home? Is there a hybrid model you’ve adopted?*

Part 2 | Understanding Your Now

Whether you’re experiencing imminent pain points or building your progressive-full-steam-ahead culture commitments, please share your primary priorities.

1. Bottom-line - what’s the situation/problem/gap you’re looking to prioritize?*

2. Share what you believe is the backdrop that got the organization/people to this place?*

3. Has there been any significant shifts recently?*

(re-organization, change in senior leadership etc.)

4. Are you currently under any obligation to do this work?

(i.e. outcome of an investigation, legal order/direction from Board etc.)

Yes

What is motivating you/the organization to focus on this now?*

Part 3 | Exploring the Future

The only constant is change and you are seeking something intentional, and we are deeply interested in understanding what you envision the future to look like.

1. What immediate shift/change are you looking for?*

2. What would be the impact? To the organization? To key stakeholders?*

3. What long-term and permanent shift/change are you looking for?*

4. What would be the impact? To the organization? To key stakeholders?*

5. If the shift/change doesn’t happen, what does the future look like?*

6. What would be worst case scenario if you didn’t lead through the current situation?*

7. Do you currently have thoughts around the services you are seeking?

Leadership Development Programming

Re-Imagining Systems (Policies/Procedures)

Post-Investigation restoration

Team Coaching

Individual Coaching

Education Sessions (Management and/or frontline staff)

Skills Development

Speaking Engagement / Conference Workshop

Advisory Services

Other

Part 4 | More About The Organization

Our Colours of Culture^© framework helps organizations see layers that are both interdependent and dependent. The following questions informs us of some of the relevant context to better understand your current reality and assess where your efforts can be best directed.

A: Aspirations

1. Please share your mission and vision*

2. Core Values: Do you have core values/guiding principles? If so, please share.*

3. On a scale of 1-5 how well do you feel your organizational culture lives up to your mission/vision/values?*

1 (dismissal)

2 (rarely)

3 (meh)

4 (not bad)

5 (fantastic)

4. Please describe your current organizational culture? What does it feel like? What are its characteristics? Attributes?*

5. Has your organization’s culture been recognized through any awards? If so, please share.*

B: Systems

1. Do you have a strategic plan?*

If yes, please share any key points relevant to this potential initiative and the relevant timeframe. (If there’s a summary we can review, that would be great!)

2. Do you have policies/procedures that relate to behavioural obligations*

(Code of Conduct, Respect in the Workplace, Harassment/Discrimination)

Yes

3. If yes, these inform the plan we will propose, and we’d love to peak at them now.

Accepted file types: pdf, doc, docx, Max. file size: 10 MB.

Please upload a PDF or Word document

4. Please briefly share your organization’s approach to equity, diversity and inclusion.*

C: Practices

1. Please share the organization’s current approach to training/professional development/leadership development?*

2. Do you have a performance management system?*

Yes

Please share any pertinent details (i.e. timing etc.)

3. Do you do employment engagement surveys?*

Yes

Please share any details that would help us understand what you do and how you use the data.

4. Please share any current practices around communicating with staff and/or other ways their engagement is solicited?*

(i.e. town halls etc.)

5. Do you collect data on internal complaints/investigations/mediations etc.?*

Yes

D: Behaviours

1. Are there any systemic behaviours that have contributed to the current situation?*

(Please no names, the behaviours and level within the organization is sufficient)

2. Are there any new behaviours that have contributed to the current situation?*

(Please no names, the behaviours and level within the organization is sufficient)

3. Do you believe there are any barriers that impact the ability for people to speak up?*

(i.e. fear of reprisal, complicity, lack of skills etc.) If so, please share.

4. What are behaviours at the senior leadership level that are consistent and can be celebrated as modelling your core values?*

(No names please, just insight on some of the good stuff happening.)

Part 5 | Tough(ish) Questions We Ask Now

It’s important for us to have an honest check-in upfront. These are our questions for you, and we encourage you to have questions for us too.

1. Is there anything either internally or externally that could disrupt the efforts being directed to these priorities?*

2. Is there unity amongst leaders and key influencers regarding the prioritizes and future shifts expected?*

3. What would be a reason you’d not recommend us to others?*

4. Are there similar initiatives from the past that did not materialize the expect success? If so, what was the insights/learnings that we can bring into our work together?*

Part 6 | Assuming It’s a Go

We want to come back to you with clear, crisp and clever next steps. The following questions help us understand the commitment of resources that are being contemplated. This is a starting point and we appreciate things can change.

1. Who would likely be the primary contact/lead?*

2. Who else internally would contribute and what would be their role?*

3. Who is/are the decision maker(s)?*

4. What budget range is available for this initial initiative?

$0 - $5000

$5000 - $10,000

$10,000 - $20,000

$20,000+

Unsure

5. When ideally would the engagement start?

6. Are there key dates for any specific deliverables to be achieved?

7. Are there periods of time your organization is closed?

8. Are there any critical events that happen where sharing the success would be ideal?

(i.e. annual leadership retreats / staff recognition events etc.)

9. What could we do to help this be an easy onboarding from exploration to project start?

10. Is there anything we’ve missed?