How The Process Works

  • You Reach Out
    Contact DATUM by email, message, or through the website.

  • Complimentary Discovery Call
    We schedule a brief conversation to discuss your organization, what you are seeing, and what you would like to better understand.

  • Define the Focus
    Together, we determine the questions, concerns, or organizational areas the diagnostic should examine. If you do not have a specific concern, DATUM can conduct a broader assessment to identify strengths, friction points, and potential blind spots.

  • Information Gathering
    DATUM conducts confidential interviews with selected personnel and reviews relevant organizational information and documents.

  • Independent Analysis
    Information from interviews, documents, and other available sources is analyzed together to identify recurring themes, areas of alignment or disconnect, organizational risks, and opportunities for improvement.

  • Diagnostic Delivered
    Leadership receives a written Organizational Diagnostic outlining what was observed, why it matters, and practical recommendations where appropriate.

  • Leadership Discussion
    If desired, we meet with leadership to discuss the findings, answer questions, and consider potential next steps.

What You Will Receive

Depending on the scope of the engagement, your organization may receive:

  • A written Organizational Diagnostic

  • An independent assessment of organizational strengths and friction points

  • Identification of recurring themes, gaps, or potential blind spots

  • Practical recommendations tied to the findings

  • Prioritized opportunities for improvement

  • Supporting observations explaining why the findings matter

  • An optional leadership briefing to discuss the results

  • A clear starting point for determining what, if anything, should happen next

The objective is not to hand you a generic consulting report. It is to provide an outside perspective that helps leadership better understand what is actually happening inside the organization and make informed decisions about what comes next.

What We May Request From You

Every organization is different. DATUM only requests information relevant to the questions being examined. This may include:

  • Organizational charts or team structures

  • Policies, procedures, or SOPs

  • Strategic plans, goals, or priorities

  • Employee surveys or existing feedback

  • Position descriptions or role responsibilities

  • Internal communication products

  • Relevant performance or operational information

  • Access to approximately 5–7 personnel for confidential, 30-minute interviews

You do not need to prepare everything in advance. We will identify what is actually useful during the Discovery Call.