• Truthful Trasformation through Organizational Narrative Assessment

“The most powerful thing wasn’t the recommendations, though those were invaluable, it was seeing our organization’s real story clearly.”

What is an Organizational Narrative Assessment?

An Organizational Narrative Assessment is a deep cultural diagnostic that uses documentary research methods and organizational psychology to uncover the real story of your organization, not the one in your strategic plan, but the one your team is living every day. Through confidential interviews, observational research, and narrative synthesis, I reveal the gap between the story your leadership thinks you’re telling and the experience your staff is actually having. Then we work together to close that gap. This isn’t your typical consultant assessment. I use the same interviewing techniques I developed as a documentary filmmaker; creating space for truth, listening for what’s unsaid, and finding the narrative patterns that explain everything.

Who is This For?

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Board-Reviews

Conducting ED reviews or considering leadership changes and need objectivity. (This is where I typically get most of my Organizational Narrative Assessment work)

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New Leadership

Taking over and needing to understand the cultural landscape before making moves.

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In Crisis

Something feels off but you can’t name it. Tension, turnover, or unexplained dysfunction.

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Strategic Shifts

Preparing for major strategic changes and need a cultural baseline first.

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Scaling Up

The culture that got you here won’t get you there. Time to professionalize without losing what makes your organization unique.

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Post Merger

Cultures are colliding after a merger, acquisition, or major restructuring.

How it Works

The typical Operational Narrative Analysis process takes 4-6 weeks to complete with an optional 3-6+ month Chief of Staff engagement afterwards to operationalize the changes.

01

Discovery

I conduct confidential one-on-one interviews with staff across all levels of your organization. These aren’t your typical consultant interviews. I use documentary interviewing techniques,open-ended questions, deep listening, creating space for what’s unsaid.

  • Confidential interviews with up to 20 staff members
  • Observational research of meetings and team dynamics
  • Document review (strategic plans, past assessments, internal communications)
  • Leadership interviews to understand intended narrative

02

Synthesis

I take everything I’ve learned and craft it into a narrative report using anonymized quotes, visual synthesis, and thematic analysis.

  • Pattern recognition across all interviews
  • Identification of narrative gaps between leadership vision and staff experience
  • Visual synthesis of cultural themes and dynamics
  • Comprehensive narrative report that reads like a story

03

The Story Forward

I present findings to leadership (or the board) in a format that invites honest conversation, not defensiveness. Then we facilitate sessions to co-create “the story you want to become.”

  • Leadership presentation and facilitated discussion
  • Co-creation of desired organizational narrative
  • Specific, actionable recommendations for cultural and operational interventions
  • 30-day implementation roadmap

04

(Optional) Embedded Implementation

Most assessments end with a report. This one can lead to a Fractional Chief of Staff and Operations Officer engagement where I help you operationalize the changes.

  • 1-3 days per week embedded in your organization
  • Implementation of recommended structural and cultural changes
  • Ongoing cultural pulse-checks and adjustment
  • Leadership coaching through transformation
  • Building systems that reinforce the new narrative

To What End?

Here is what changes when you do this work:

Immediate Outcomes

  • Leadership understands what’s actually happening
  • The “missing piece” becomes visible
  • Language for dynamics you’ve been feeling
  • Roadmap for concrete change

Long-term Transformation

  • Reduced turnover because people feel heard
  • Stronger leadership credibility
  • Aligned narrative across the organization
  • Culture that supports strategic ambitions
  • Place where people want to work

“The goal isn’t perfection. It’s alignment. When your organizational narrative is coherent, when what leadership says matches what staff experiences, everything else gets easier.”