Document Review

Conducted off-site, Navigate collects and evaluates documents and tools you use today to manage, control, and communicate your processes.  We compare them to Best Practices and identify those that measure up and those that don’t, including any that are missing.  We study Marketing, Sales, Operations, Implementation, Finance, Administration, Human Resources, IT Systems, and Corporate Culture.

Personal interviews

Navigate visits you for a day or two to see your facilities and interview selected staff.  Additional staff are interviewed by phone or web conference to explore staff views of current issues and opportunities.  Staff is selected from all departments, levels, and disciplines for a cross-functional, 360-degree survey.  As many as fifteen people may be interviewed.

On-Line Surveys

A broader cross-section of staff (sometimes all) complete an on-line survey of opinions which we tabulate, analyze, and report to management.  These anonymous surveys often reveal differences between management and employee perceptions of “how things work here.”

Findings and Recommendations

At completion of our review we report our findings and recommendations to management. This may be either on-site or via web conference and will include:

  • Candid, direct, and objective language about what we learned
  • Recommended and prioritized improvement actions
  • How Navigate could help should you choose to engage us
  • Estimated time required and duration of selected initiatives
  • Methods we would use and next steps