Engagement Audit
Engage and empower your people to uncover innovation and value.
We bring our expertise and highlight deeply practical ways to improve
Our audits are based on your specific context and priorities
Your choice of specific engagement type, initiative, or organization-wide efforts
Overview
For decades, we've supported organizations as they design and deliver effective engagement strategies. This audit provides an independent review of your organization's engagement strategies, processes, and tools to determine what's working, what isn't working, and where improvements can be made.
Effective employee engagement creates market disrupting innovation and value, increases retention, spurs recruitment, and elevates the sense of ownership and care your people feel for your organization.
For decades, we've supported organizations as they design and deliver effective engagement strategies, and our independent review rapidly helps you prioritize action to unleash value in your teams.
Relying on outdated engagement approaches and channels inhibits your ability to stay competitive in today’s dynamic business environment.
Conducted by Rob, a seasoned expert with three decades of experience in effective organizational engagement programs, this interactive audit equips leaders with powerful recommendations to maximize value.
Rob's passion for helping individuals and teams achieve their full potential shines through in this hands-on experience, that includes options for a focus on a specific engagement channel, engagement for a particular initiative, or an organization-wide engagement audit.
Drawing from his extensive background in effective teaming, Rob guides participants through a proven framework that has consistently delivered results across various industries and organizational levels.
The outcome is an independent report with practical recommendations and fresh perspectives across your key stakeholders to assure accelerated and elevated success by targeting blind spots and offering innovative solutions.
Key Outcomes
Our audit recommendations enable you to:
Understand the engagement landscape of your initiative or organization
Clearly see how effective your engagement approaches are
Proactively identify and mitigate obstacles/risks
Prepare for the smooth execution of initiatives
Minimize resistance to change
Plan for seamless engagement
Avoid negative impact on day to day work
Facilitate effective engagement across the entire internal and external network
Increase the likelihood of success in your key priority areas
Promote employee engagement and retention
Foster a culture of continuous improvement
Embrace communication, engagement, and collaboration to drive innovation
Our engagement audit workshops enable you to:
Gain insights into the science of effective teamwork
Learn and apply powerful engagement frameworks
Practice techniques on your real challenges
Identify strategies to overcome common obstacles
Develop an action plan to implement practices
Agree on accountability mechanisms
Commit to winning together as a team
31% Employees Are Engaged At Work (Gallup, 2024)
Key Engagement Audit Areas
One: Context As The Frame For Change
Understand your organization’s history, culture, and ways of working, along with the intent of the engagement efforts from a business point of view
Two: People Problem Solve And Drive Innovation
So critically important, we call out key stakeholder analysis as a separate focus area, and review the roles, expected and actual engagement of priority audiences, plus identify areas of resistance and the causes therein. For critical stakeholder groups, we identify potential actions to bring about critical shifts in engagement
Three: Engagement Basics
Review the full engagement methodology for your specific context (channel, initiative, or organization-wide). This covers core engagement topics and includes gathering samples, collecting audience feedback, analyzing the as-is state, comparing the current approach to the intent of the approach, reviewing the engagement plan (planning, preparation, delivery, measurement, and other phases), and more. An effective engagement assessment details the organization’s use of key engagement channels and summarizes the utilization and effectiveness of these
Four: Increasing Adoption
To uplevel stakeholder teams and manage resistance, we propose effective outreach, engagement, and involvement strategies, while assuring monitoring mechanisms are in place to enable successful implementation. Key levers in this space will include reviews of typical engagement channels as well as coaching, innovation, training, development, and other initiatives to assure success
Five: Practical Recommendations
Create a heat map showing the critical prerequisites for effective engagement strategies, with recommendations to enhance success and maximize the return on investment. Identify engagement maturity (current and potential). The audit findings serve as a basis for developing corrective actions and improving the overall engagement strategy
Six: Implementation Support (Optional)
Where applicable and available, offer implementation support for the recommendations or a Train The Trainer-style experience to support your colleagues in their efforts
Why This Audit Is Different
We design and deliver global engagement programs
Our audit goes beyond theory; it’s truly hands-on
Practical recommendations to apply when identified
Designed for long-term sustainability and re-use on your other initiatives
We’re proud of our references and we guarantee our work
Your Flexible Format Options
We focus on your context and priorities
Hands-off and co-created workshop audit options available
In-person, remote, or hybrid participation
Optional support post-audit completion
Our goal is to accelerate your success
23% Profitability Increase From Engaged Workforces
Benchmark Your Comms Now!
Use our free team diagnostic to understand your team
Benchmark your team against our research
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Receive a custom report with tailored recommendations
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