1.See What’s Underbuilt
The Organizational Health Check™
A focused, lean diagnostic to see where you’re underbuilt and what needs to be built next.
You receive a clear diagnosis of your stage of growth, the key gaps holding you back, and the priority next steps to address them. The result is an executive-ready briefing that gives leaders clarity on what’s misaligned and what to do next.
Built through our Organizational Health Check™ and Stage Benchmarking across the critical system layers – strategy, performance & execution, leadership, and culture.
2. Prioritize and Strengthen What Matters
Staged System Building
Customized roadmap across critical system layers: strategy / performance & execution / culture / leadership.
We build one integrated system roadmap across strategy, execution, leadership, and culture in the right sequence.
Each layer reinforces the others, reducing internal friction, avoiding duplicated effort, and creating an integrated system that actually serves the business.
We focus on two things: Growth stage fit: Is your infrastructure built for your current stage of growth? Adaptability: Is it built to operate consistently and adapt as conditions change?
Strategy
Layer:
Ensuring your strategy and business model fit a dynamic market.
What is it?
- A facilitated practical step-by-step process with clear objectives and deliverables in every step that leads to the creation of a strategic plan – in three sessions or less – that is ready to execute.
How is it different?
- Focuses on both the external and internal factors that can affect performance: identifying the strategy needed to “win” in the market, but also addressing what’s underbuilt in the organization and the capabilities needed for the future
- Does not provide off-the shelf solutions, but leads you through the process and provides the tools to address strategic issues.
- Aligns the entire organization on a clear and easy to monitor set of strategic goals and priorities to enable effective execution
Underbuilt? Together, we guide you in aligning on key strategic decisions. We partner with you to formalize and implement an effective strategic plan and planning process to support your current and next stage of growth.
Not agile? Build the future-ready capabilities to take advantage of the changing environment and thrive in ambiguity. Strengthen your team, how work flows, and how decisions get made.
Performance & Execution Layer:
Building the performance infrastructure that fosters accountability.
What is it?
- A brief, but systematic check of how all elements promoting execution and accountability are currently built
- Tools, templates and short briefings to build and implement what is missing
How is it different?
- Focuses on more than just goals.
- Builds and aligns all elements necessary for execution and accountability: clear roles and structure, performance metrics, feedback loops and reporting practices.
- Links to strategy and culture to ensure execution in the desired way
Underbuilt? Define clear responsibilities, performance metrics, and feedback loops. Align roles, responsibilities, processes and measures to ensure execution and performance.
Not agile? Optimize your current design and practices for more flexibility and faster delivery.
Leadership
Layer:
Develop the leadership capabilities required to run the business now and support the next stage of growth.
What is it?
Identifying gaps between what leaders have and what they need to effectively execute their roles, given the organization’s current and next stage of growth.
Providing leaders at all levels with the knowledge and tools that they need to use in leading their teams and in supporting the achievement of the organization’s goals.
How is it different?
- A holistic approach that focuses not just on building skills, but also on behavior and mindset.
- A curriculum of skills that builds from the fundamentals of management to the “strategic” skills that the organization’s most senior leaders need to effectively execute their roles.
- Programs and processes tailored to specific organizational and leadership level needs.
Underbuilt? Define the management roles and competencies needed to support your current operations and longer-term goals. Develop and implement programs and processes to close any gaps and equip leaders at all levels with what they need to effectively fulfill their roles.
Not agile? Develop empowering leadership styles and adapt leadership roles to the speed of the business.
Culture
Layer:
Build a strong, functional culture - close the gap between the culture you want and the culture you currently have.
What is it?
- Assessing the extent to which the culture you want and need is the culture you have
- Developing and implementing a roadmap for closing culture “gaps” and building a strong and functional culture that drives success
How is it different?
- Empirically validated framework identifying five culture dimensions to focus on for sustainable organizational success
- Customized surveys to match your company’s values definitions
- Practical approach that “speaks” to business leaders and helps them become “culture management champions”
- Precise definition of the tools that impact culture and strategies for using them
Underbuilt? Develop the practices that will turn your culture into a true strategic asset.
Not agile? See what aspects of your current culture do not support adaptability and change and what cultural norms would enable agility in your organization.
3. Make it Sustainable
Capability Transfer
We help you build internal capabilities to grow sustainably through structured knowledge transfer, upskilling, tools, and certification.
Internal Certification: Training a “Chief of Staff” or “Organizational Health Lead” within your firm to leverage the The MS PlaybookТМ methodology and support current and future business performance.
Quarterly Sequencing Reviews: A recurring “check-in” where we acts as the “air traffic control,” ensuring supporting your success and validating your roadmap progress, ensuring that you’re building the right things in the right order.
Coaching for the senior leadership to support their personal journey in applying the Playbook.
