The Team Momentum Audit
Stalling on innovation or transformation – AI-driven or otherwise? The Team Momentum Audit identifies the cultural and failure-learning bottlenecks keeping your team from executing.
Is fear or flawed processes limiting or slowing down your team’s ability to innovate or transform?
Find out in a 90-minute private strategy session for leaders to pinpoint what is stalling execution, map your team's culture, and unlock forward momentum.
Recognize any of these roadblocks on your team?
Initiatives lose steam: Your AI rollout, operational transformation, or new innovation project starts – sometimes with excitement, sometimes with quiet dread on your team – but stalls out when it comes time to execute.
Failures are swept away: When failures happen … and they will any time people are learning new ways of working … the team rushes past them or buries them rather than analyzing them, thereby leaving valuable insights – and potentially better solutions -- on the table.
You feel the pressure: You are accountable for driving real change, but you suspect a hidden undercurrent of fear or a lack of failure-learning processes is capping what your team can achieve.
When innovation or transformation stalls, it's rarely a technical problem. It's an execution problem.
To successfully navigate continuous change, your team must be able to experiment, speak up, and learn rapidly from the failures that come with doing something new.
But as a leader, how do you know what is actually broken?
Is it a cultural issue where your team lacks the baseline psychological safety to speak up and take smart risks?
Or is it a system issue where your team wants to innovate or transform, but lacks a repeatable framework to extract value from the inevitable failures that come with learning and experimentation?
Without knowing the root cause, you risk guessing at the solution – spending time and budget on the wrong interventions while your initiatives continue to lose traction.
The Team Momentum Audit is designed to give you the clarity you’ve been looking for. We examine both sides of the performance equation to find exactly where your team is stuck and show you how to get them moving forward.
01.
The Reality Snapshot
Before we meet, you’ll complete a short 10-15-minute questionnaire to capture what you're seeing, what's concerning you, and what you want to change. This is not a formal assessment or a psychometric instrument – it’s just enough to get us thinking about your specific situation before we connect.
One question in particular does the heavy lifting: What is one situation that makes you think fear or friction may be getting in the way of your team’s willingness or ability to innovate or transform?
02.
The Live 90-Minute Strategy Session
A collaborative, private working session where we evaluate your team's innovation and transformation capabilities across five critical areas:
The Performance Pressure: The innovation or transformation targets you are being asked to accomplish (or would like to accomplish).
Team Behaviors: What you are observing when your people are asked to take risks, challenge assumptions, work in new ways, or disagree.
Cultural Friction: Where fear or unhelpful behavioral patterns are actively impeding your team's ability to innovate and transform.
The Failure Response: How you and your team respond when things don't go as planned.
The Capability Gap: The gap between how your team operates today and what your innovation and transformation goals require.
Following the call, we’ll synthesize our findings to isolate the single highest-leverage shift you can make over the next 30 days, which will be delivered directly in your Team Momentum Blueprint.
How the Team Momentum Audit Works
03.
After the Session
Following our session, you’ll receive your customized Team Momentum Blueprint (a 2–3-page executive briefing). We’ll then reconnect for a 30-minute Action Alignment Call to review the findings, answer questions, and align on the one leadership move you’ll experiment with over the next 30 days. Your blueprint includes:
The Core Obstacles: A clear picture of the cultural and behavioral barriers that may be limiting innovation and transformation on your team.
The Primary Capability Gap: The single biggest cultural or failure-learning gap to address first.
Your 30-Day Leadership Experiment: One specific, practical leadership action to take in the next 30 days.
Indicators to Watch: Clear signs to look for over the next 30 days to see if behaviors are shifting.
Plus:
A Strategic Recommendation: A clear, professional recommendation on your best path
forward – whether that means diving into deeper Psychological Safety Consulting, a Fail Smarter team engagement (e.g., The Fail Smarter Framework workshop), or both. Or, continuing working on your own…
Your 30-Day Win
We don’t promise to completely rewrite your team culture or failure-learning processes in 90 minutes.
Instead, you'll leave with something more immediately useful:
A clearer understanding of what's happening beneath the surface – and following the live session, one specific leadership move you can make over the next 30 days to start changing it.
Is This for You?
-
You're a Director, Senior Director, or VP leading — or about to lead — a team through innovation or change, and you're sensing something's off but can't quite name it.
-
You're not ready for a full engagement. You want an initial, clear-eyed diagnosis first.
What This Is – And Isn't
-
This is not a formal <br> psychological-safety assessment.
It's a focused leader-level strategy session designed to help you understand what you're seeing and determine what to address first.
-
This is not a <br> team workshop.
We work privately with you, the leader, so you can gain clarity before deciding whether and how to engage your broader team.
-
This is not a full <br> failure-learning intervention.
If we uncover a need for deeper work, we'll help you determine whether Psychological Safety Consulting, The Fail Smarter Framework, or both are the right next step.
Investment
Your Investment for The Team Momentum Audit & Team Momentum Blueprint: $850
FAQs
-
Good question. Psychological Safety Consulting and the Fail Smarter Framework are our deeper engagements. One assesses your team's dynamics. The other is an experiential learning experience that equips leaders and teams with a practical, repeatable framework to better learn from and leverage failure to design better solutions and outcomes. The Team Momentum Audit sits before those — a low-risk, 90-minute strategy session focused strictly on your executive observations to figure out which of those deeper steps, if either, actually makes sense for your business outcomes.
-
No. The Team Momentum Audit is intentionally conducted privately with the leader. The goal is to give you a clearer picture of what you're seeing and help you determine what to do next before involving the broader team.
-
That's entirely possible, and a completely valid outcome. Our recommendations are strictly tied to what your audit reveals — if that means no further engagement, we'll tell you so. Building trust matters more to us than upselling.
-
At this time, we only offer The Team Momentum Audit virtually.