MEDIA

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.

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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):

  1. Inclusion and belonging climate (how people experience the workplace)
  2. Fairness and access signals (growth, opportunity, recognition, voice)
  3. Policies and people practices shaping inclusion (where needed)
  4. ERG effectiveness and organizational support (optional)
  5. 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):

  1. Leadership trust, communication, and decision clarity
  2. Team effectiveness and collaboration patterns
  3. Psychological safety, accountability, and feedback norms
  4. Change readiness and alignment
  5. 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:

  1. Reset priorities and clarify what matters most
  2. Strengthen trust, communication, and collaboration
  3. Define success measures and execution commitments
  4. 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
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