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PERFORMANCE TRANSITION AUDIT | STAGE 02 OF 03
A board-ready picture of where your organization is most exposed.
The Performance Transition Audit™ is a strategic diagnostic that maps your transition risk, scores your organizational exposure across four dimensions, and delivers a sequenced 12-month roadmap your executive team can act on.
ENGAGEMENT TYPE
Strategic diagnostic
TYPICAL TIMELINE
5-6 weeks
PRIMARY DELIVERABLE
Strategic roadmap +exec presentation
WHAT YOU RECEIVE
The Audit produces evidence, not opinions.
Every Audit engagement delivers four primary artifacts — a quantified risk picture, a visual exposure map, a sequenced roadmap, and a board-ready executive presentation. Your organization moves from "we think we have a problem" to "we know exactly where the problem is and what to do about it.
Transition Risk Index (TRI)
A composite scoring framework across four dimensions — Energy Stability, Structural Support, Leadership Readiness, and Policy Maturity — that quantifies your organization's current exposure to transition strain. Built from leadership interviews, employee pulse data, and Manager Readiness surveys.
01 - THE RISK PICTURE
STRATEGIC REPORT
Strategic Performance Roadmap
A sequenced 12-month plan with prioritized recommendations across the P.E.A.K.™ pillars. Identifies which transitions to address first, what manager enablement is needed, where DeskRx deployment would have most leverage, and what policy maturity work to begin.
03 - THE ROADMAP
IMPLEMENATION READY
Risk-coded organizational map
A visual segmentation of your organization showing where transition strain is concentrated — by population, by function, and by transition type. Risk-coded across four levels (🟢 Stable / 🟡 Watch / 🟠 Elevated / 🔴 High Exposure) so executives can see exactly where to focus first.
02 - THE EXPOSURE MAP
VISUAL DELIVERABLE
Board-ready findings deck
A live findings presentation delivered to your executive team or board, with a take-home deck that frames the risk picture, the roadmap, and the business case for moving forward. Designed to be circulated internally for budget and approval conversations.
04 - THE EXECUTIVE PRESENTATION
LIVE PRESENTATION + DECK
THE PROCESS
Five to six weeks. Structured, transparent, executive-paced.
You'll know exactly what's happening each week. No black box.
WEEK 1: KICKOFF
Engagement launch & stakeholder confirmation
Signed engagement agreement, 60-minute kickoff call, stakeholder list confirmed, survey rollout plan and internal communications drafted.
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Discovery findings reviewed and confirmed
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Interview roster finalized
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Survey communications drafted for your internal use
WEEK 2-4: DATA COLLECTION
Interviews, surveys, and documentation review
Structured organizational diagnosis across leadership, manager, and employee layers — plus policy and documentation review.
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Leadership and stakeholder interviews
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Full organizational employee pulse survey
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Manager Readiness & Exposure Survey
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Performance Recovery & Capacity assessment
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Policy and documentation review
WEEK 4-5: ANALYSIS & SYNTHESIS
TRI scoring and roadmap construction
Risk segmentation, scoring synthesis, and roadmap drafting. Your deliverables take shape during this phase.
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TRI scoring across all four dimensions
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Risk segmentation by population, function, and transition type
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Roadmap drafting with P.E.A.K. pillar prioritization
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Executive deliverables prepared
WEEK 6: DELIVERY
Findings presentation & roadmap walkthrough
The Audit closes with a live findings presentation to your executive team and a complete deliverable package.
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Executive findings presentation
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Full Audit report delivered
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Roadmap walkthrough and Implementation pathway conversation
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30-day post-engagement support window
WHAT IT LOOKS LIKE
Not opinions on a slide. Evidence on a page.
The Audit deliverable is engineered for an executive audience. Every score is sourced to specific data. Every recommendation is mapped to the structural driver it addresses. Every priority has an estimated time horizon and resource requirement.
The roadmap is the artifact your team will reference for the next 12 months. It's designed to be circulated, defended, and acted on.
SAMPLE
PERFORMANCE TRANSITION AUDIT™
ABC Corp — Risk Picture & Roadmap Summary
ENERGY STABILITY
2.1/5
HIGH EXPOSURE
STRUCTURAL SUPPORT
3.2/5
ELEVATED
LEADERSHIP READINESS
2.8/5
ELEVATED
POLICY MATURITY
3.7/5
WATCH
12 MONTH PRIORITY SEQUENCE
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Manager Readiness rollout — high-strain teams first (Q1)
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Return-from-leave protocol design (Q1–Q2)
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DeskRx ENDURE deployment, pilot teams (Q2)
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Promotion transition framework (Q2–Q3)
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Manager enablement scale to org-wide (Q3–Q4)
IS THE AUDIT RIGHT FOR YOUR ORGANIZATION?
A focused engagement for a
specific moment.
The Audit isn't right for every organization. Here's how we think about fit — so you can self-assess before our scoping call.
THE AUDIT IS RIGHT FOR YOU IF
You're past the question of whether you have a transition problem.
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You've seen retention loss or reduced engagement in returning parents, promoted leaders, or critical-role hires within the last 18 months
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You have the organizational complexity to warrant a structural diagnostic
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You have an executive sponsor or are one — someone with authority to act on the roadmap
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You can allocate ~3 hours of leadership time across the 5–6 week engagement
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You're looking for a board-ready artifact and a sequenced plan, not a workshop
THE AUDIT ISN'T RIGHT FOR YOU IF
The timing or fit isn't there yet — and that's okay.
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You're early-stage and your transition challenges are still hypothetical
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You're looking for a wellness program, not strategic infrastructure
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You need answers in two weeks rather than five to six
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You don't have executive buy-in yet — start with the Discovery to build the internal case first
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You'd prefer a single-team focused engagement — we'll discuss that on the scoping call
WHAT EVERY AUDIT ENGAGEMENT INCLUDES
The methodology is consistent.
The scope flexes.
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Leadership and stakeholder interviews (60 min each)
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Organizational employee pulse survey deployment & analysis
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Manager Readiness & Exposure Survey
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Performance Recovery & Capacity assessment
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Transition risk mapping across role types and transition categories
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Burnout vulnerability analysis
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Transition Policy Maturity assessment
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Full TRI scoring across four dimensions
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Risk-coded organizational map
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Strategic Performance Roadmap (12–25 page report)
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Board-ready executive summary deck
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Live findings presentation to executive team
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30-day post-engagement support window
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Implementation pathway scoping conversation
COMMON QUESTIONS