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LEADERSHIP TEAM INTENSIVE + ORG ASSESSMENT

Groundwork

Groundwork

Groundwork helps you close critical gaps between strategy and execution by assessing your organizational design flaws and co-creating a roadmap on how to improve them.

THE NEED

Are you treating the symptoms, or the system?


Some signs you're working without a clear picture of your org.

Strategy doesn't land

Strategy
doesn't land

Strategy looks good on paper but always stalls in execution.

Competing realities

Competing realities

Leaders describe something different depending on who you ask.

Problems keep recurring

Problems
keep recurring

You believed you fixed them, then they came back again.

Bets without confidence

Bets without
confidence

You have audacious goals but only tentatively commit to them.

Data without insight

Data without insight

Dashboards are in place but nothing tells you what to do.

Blame without cause

Blame
without cause

You think it's a people problem, yet new people still fail.

THE SOLUTION

An aligned picture of what your problems are, and a roadmap for how to fix them.

Groundwork Assessment

Groundwork
Assessment

Deep observations on the systemic issues you have to address to get where you want to go. Prioritized and tied to the organizational system.

Strategic Narrative

A story that connects your current reality to your future vision. The "from here, to here" in language your whole leadership team can use.

Both deliverables are co-created through listening, conversation, and a facilitated session with your leaders.

THE PROCESS

Run by senior consultants and custom-built to the questions you need answered.

1. Alignment

Understand your strategy, goals, needs.

2. Deep Dive

2.
Deep Dive

Read the existing documentation.

3. Listening

1:1 interviews and team survey.

4. Prep with CEO

4.
Prep with CEO

Read out findings and define the agenda.

5. Co-Creation

5.
Co-Creation

Lay the groundwork in an intensive offsite.

6. Synthesis

Compile, refine, and validate the findings.

7. Delivery

7.
Delivery

A formal roadmap for organizational change.

8. Integration

Read out and define next steps.

THE SCOPE

What's included.

  • Sponsor alignment and a strategy deep dive


  • Confidential 1:1 interviews with your leaders


  • Broad listening and alignment surveys


  • Analysis and read-out of what we hear


  • A planning session with the CEO


  • A 2-day intensive retreat to work the findings with your team


  • Polished final deliverables — an actionable roadmap


  • Dedicated program management

4–6 weeks

From Start to Deliver

2 deliverables

Narrative + Assessment

1 fixed price

Chat with us to learn more

WHY BOxD

The BOxD difference.

Senior Eyes and Insights

Experienced operators read your organization. You get judgment and a clear point of view, not an algorithm scoring you and a dashboard.

Address the Root Causes

We look at the full organizational system so you can see the underlying problems and redesign what's holding you back.

Build Your Own Capacity

Build Your Own Capacity

We help your leaders get aligned and co-create the solution together. This deepens your commitment and ability to carry the work forward, so it doesn't just sit in a report.

PAST SUCCESSES

Examples of what groundwork has unlocked for past clients.

For a credit union in Pennsylvania.

Challenge

Wanted to prioritize efficiency and innovation while aligning its senior leadership team around real behavioral change to make it real.

Result

A 2-year roadmap of high priorities drove immediate operational efficiency gains the following year. The groundwork led to a culture playbook that transformed middle managers.

For a credit union in Pennsylvania.


Challenge


Wanted to prioritize efficiency and innovation while aligning its senior leadership team around real behavioral change to make it real.


Result


A 2-year roadmap of high priorities drove immediate operational efficiency gains the following year. The groundwork led to a culture playbook that transformed middle managers.

For a credit union in Pennsylvania.


Challenge

Wanted to prioritize efficiency and innovation while aligning its senior leadership team around real behavioral change to make it real.


Result

A 2-year roadmap of high priorities drove immediate operational efficiency gains the following year. The groundwork led to a culture playbook that transformed middle managers.

For a marketing company in Chicago.

Challenge

Growing on paper but churning underneath, a founder-led marketing software firm saw decision-making pile onto a few leaders. An acquisition added complexity, and roles blurred.

Result

Leaders broke silos with shared "cockpits" and dashboards, and began working "on the business, not just in it," per their COO.


For a marketing company in Chicago.

Challenge

Growing on paper but churning underneath, a founder-led marketing software firm saw decision-making pile onto a few leaders. An acquisition added complexity, and roles blurred.

Result

Leaders broke silos with shared "cockpits" and dashboards, and began working "on the business, not just in it," per their COO.

For an accounting firm across North America.

Challenge

Internal dysfunction and low trust among equity partners. Despite national expansion goals, the firm struggled with role clarity.

Result

The assessment moved the team from its founder-led roots toward a mature, CEO-driven model. Leaders reported "new levels of dialogue" and a shift toward high performance.


For an accounting firm across North America.

Challenge

Internal dysfunction and low trust among equity partners. Despite national expansion goals, the firm struggled with role clarity.

Result

The assessment moved the team from its founder-led roots toward a mature, CEO-driven model. Leaders reported "new levels of dialogue" and a shift toward high performance.

GET IN TOUCH

Interested in doing Groundwork for your organizaiton?

Complete this contact form and we'll reach out to setup a free initial consultation.

You can't fix what you can't see clearly. Let's get you the ground truth.

Rachel Harner
VP, Growth and Client Impact

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Lead from the front with fresh perspectives and pragmatic tips on building high-performing organizations.

BOxD will never sell or share your personal data with third parties.

Get insights in your inbox.

Lead from the front with fresh perspectives and pragmatic tips on building high-performing organizations.

BOxD will never sell or share your personal data with third parties.

Get insights in your inbox.

Lead from the front with fresh perspectives and pragmatic tips on building high-performing organizations.

BOxD will never sell or share your personal data with third parties.