Case Studies

Check out some of the interesting projects we’ve done for our clients:

The challenge:A professional service firm in the Bay Area needed to clarify and create a compelling company vision as new leaders came on board.

How we helped:We designed and conducted an employee engagement survey that provided employee input to their strategic planning. We analyzed survey results and presented to the senior management team at their leadership retreat.

The results:Key issues discovered included unclear company vision and employees’ desire for more work/life balance. We recommended that our client design a comprehensive communication strategy to communicate company vision and review their policy specific to work/life balance to ensure that all employees are treated equitably.

The challenge:A nonprofit organization that provides loans and services to revitalize communities needed help making sense of the tremendous amount of employee survey data and to prioritize areas of improvement in light of budget cuts. They also needed to develop employee skills to keep up with the new, cutting-edge technology.

How we helped:We facilitated an all-day off-site action-planning meeting with the senior management team to clarify their corporate goals and prioritize action plans.

The results:We achieved buy-in from participants regarding top priorities—formalizing a performance management program and instituting metrics of performance, among others. We identified metrics of success and created a communication plan. The team assigned resources to tasks and created a project plan.

Questionnaire Design and Validation graphicThe challenge:A media company that conducts an annual study to select the best employers for minorities needed help with questionnaire review for its validity and rating scale.

How we helped:We consulted with the client about their ultimate goals and how they wanted to use the survey data. We then reviewed the draft questionnaire, revised the rating scales and edited and enhanced questions as needed.

The results:The client received a questionnaire that was comprehensive and valid. They deployed the questionnaire to their study participants.

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