Transition Engagement
Step one of four · free

Which conversation are you actually in?

Start the check

Four questions, ninety seconds, and an honest first read on whether you are facing a merger, a revitalization, or something that needs stabilizing before either.

Most leaders in transition are not sure which of those they are in. That uncertainty is normal, and it is expensive, because the two paths begin in different places and the wrong start is hard to undo.

This check exists to name it, not to sell you anything.

Not sure which?

Begin with the Direction Check.

Four short questions, ninety seconds. An honest first read on whether you are facing a merger or a revitalization, and which deeper check to take next. The honest answers are the most useful.

Question 1 of 4

How would you describe your organization right now?

Question 2 of 4

What is actually on the table?

Question 3 of 4

If you are honest, what is driving this?

Question 4 of 4

How ready are you to actually change?

Your read

If a Transition Engagement looks like a fit after our conversation, we run the Formal Assessment together. There are two, and which one you take depends on the path. Merger runs Engagement Readiness. Revitalization runs the Decline Diagnostic. Either way it is completed before any scope is committed, and either one can end the process.

Or save your read

Send your result to Andrew and he will follow up personally to see whether a conversation makes sense.

Mergers and turnarounds are sensitive. Your details go only to Andrew, and the conversation is confidential.
Sent. Andrew will receive your read and reach out within a few days.
What this check does

It points you to the right question

Four questions cannot know your organization. What they can do is tell you which of two very different conversations you are actually in, so your energy goes to the one that matters.

It opens a conversation

You leave with a direction and a next step. Every path this check names ends in thirty free minutes with a person, and you decide from there.

It gives you the honest answer

Sometimes the honest answer is that the timing is wrong and the work is worth waiting a year for. Sometimes it is that you are in better shape than you feared. Both are real answers and we give them.

Where this sits

Four steps before anything is scoped, and every one of them is free.

This is the first. Nothing is committed until it is honestly the right next step, and every one of these steps is willing to tell you it is not.

01

The Direction Check.

Four questions, ninety seconds. Which path you are on. You are here.

02

The Readiness Check.

Six questions, five minutes. A deeper read on the one path you are actually on. This check decides which version you take.

03

The Discovery Conversation.

Thirty minutes. Confidential, and no proposal comes after it unless you ask for one.

04

The Formal Assessment.

Two instruments, one for each path. Merger runs Engagement Readiness, sixteen scored items returning Ready, Conditional, or Not Yet. Revitalization runs the Decline Diagnostic, which reads trajectory alongside mission health, structural health, and will to change. Both are completed before any scope or contract exists, and both are willing to end the process. That is the whole point of having them.

Only then is anything scoped. Four chances to find out this is not the right work, before it costs you anything.

Begin with a
Discovery Conversation.

If your organization is in transition, or you can see one coming, this is where we begin. An unhurried thirty minutes to listen to your situation, name what is actually in front of you, and determine whether a Transition Engagement is the right next step.

No cost. No obligation.

Request a Discovery Conversation