Assessments & Strategy
Promena’s Assessments & Strategy services clarify what’s happening across culture and inclusion and what to do next. We turn evidence-based insights into leader-ready strategy, scorecards, and measurable action.
Audits & Inclusion
What it is: A structured review of inclusion and equity signals—focused on identifying barriers, strengthening systems, and improving the employee experience.
What we assess (examples):
- Inclusion and belonging climate (how people experience the workplace)
- Fairness and access signals (growth, opportunity, recognition, voice)
- Policies and people practices shaping inclusion (where needed)
- ERG effectiveness and organizational support (optional)
- Leader behaviors and accountability expectations
How we do it:
- Data review + targeted stakeholder interviews
- Surveys and/or listening sessions (depending on scope)
- Theme analysis with strengths, gaps, and root causes
What you receive:
- Findings report with priority issues and drivers
- Practical recommendations mapped by impact vs. effort
- Leadership actions and communication guidance to support follow-through
Culture Assessment
What it is: A clear view of how culture is operating day-to-day—and what needs to shift to improve trust, performance, and retention.
What we assess (examples):
- Leadership trust, communication, and decision clarity
- Team effectiveness and collaboration patterns
- Psychological safety, accountability, and feedback norms
- Change readiness and alignment
- Values-in-action: where culture matches stated values—and where it doesn’t
How we do it:
- Culture surveys or pulse checks
- Focus groups and listening sessions
- Leader and stakeholder interviews
- Optional team/leader assessments
What you receive:
- Culture strengths + friction points, clearly summarized
- Key themes by level/function/location (as needed)
- A culture improvement roadmap tied to business priorities
Enterprise-Wide Assessments
What it is: A broad diagnostic that establishes a baseline, identifies organization-wide patterns, and creates alignment at the senior leadership level.
Best for: Organizations needing clarity across multiple locations, functions, or leader levels.
What we include:
- Enterprise diagnostic approach (survey + qualitative insights)
- Executive-ready synthesis of trends and root causes
- Prioritized opportunities with measurable outcomes
- Organization-wide recommendations for leadership, culture, and inclusion
What you receive:
- Enterprise summary + heat-map of themes (where applicable)
- Strategic priorities and sequencing (what to tackle first)
- Leadership briefing deck + action-ready recommendations
Department & Team Assessments
What it is: A focused deep dive to address specific challenges within a department, function, location, or business unit.
Best for: Teams experiencing change, growth, conflict, engagement concerns, or performance friction.
What we typically assess:
- Team norms, operating rhythm, and communication
- Manager effectiveness and clarity of expectations
- Workload, role clarity, and decision rights
- Inclusion dynamics within the team environment
- Barriers to collaboration and accountability
What you receive:
- Team-specific findings with root causes
- A manager-ready action plan (what to do Monday morning)
- Recommendations for leader behaviors, systems, and support
Strategy
What it is: Strategic planning that converts assessment insights into a clear direction, prioritized initiatives, and an execution plan leaders can own.
What we do under Strategy:
- Strategic planning sessions to define priorities, outcomes, and owners
- Road mapping (30/60/90 days + annual view)
- Operating rhythm design (cadence, check-ins, governance)
- Change alignment messaging and stakeholder engagement planning
- Integration with learning, ERGs, and leadership development (when relevant)
What you receive:
- Strategy on a page (vision, priorities, measures, owners)
- Implementation plan with timeline and accountability
- Communication and adoption plan for sustained momentum
Retreats (Leadership, ERG, Executive, Team)
What it is: Facilitated retreats that accelerate alignment, strengthen leadership connection, and produce clear decisions and next steps.
Common retreat outcomes:
- Reset priorities and clarify what matters most
- Strengthen trust, communication, and collaboration
- Define success measures and execution commitments
- Align stakeholders around roles, responsibilities, and next steps
Formats (examples):
- Half-day or full-day retreats (virtual or in-person)
- Executive offsites
- ERG leader strategy retreats
- Department/team alignment retreats
What you receive:
- Pre-work + facilitation plan aligned to goals
- Retreat outputs: decisions, priorities, action plan
- Post-retreat summary and 30/60/90-day follow-up structure
Scorecards & Measurement
What it is: Scorecards and progress measures that make culture and inclusion priorities visible, trackable, and actionable.
What we build:
- Enterprise or department scorecards aligned to strategic priorities
- KPIs and success indicators with clear definitions
- Accountability cadence (monthly/quarterly reviews)
- Progress reporting templates leaders can actually use
- Continuous improvement recommendations based on results
What you receive:
- A scorecard with targets, owners, and review cadence
- Leader-ready dashboard or reporting format (as needed)
- A practical measurement approach that supports follow-through