Logo

360° Assessment

WHY CONDUCT A CLIENT, EMPLOYEE, AND LEADERSHIP STUDY

(360° Assessment)?

Change is a natural part of life (and business), but not all change is good. Before making any decision for change, it’s best to understand the current state of your organization—what’s working, what’s not, and where hidden issues might be lurking. Without a clear picture, you risk fixing problems that don’t exist or overlooking the ones that do. A thorough assessment of your people and processes ensures that any changes you implement are strategic, targeted, and effective. By gathering and assessing autonomous data from clients, employee, and your leadership, you need not gamble with guesswork. Our customized "Finding of Facts and Recommendations Report" will equip you with  the insights needed to drive meaningful, sustainable growth.


SCHEDULE A FREE INTRODUCTORY ASSESSMENT AND CONSULTATION.

1. Client Experience Study (Perceptions, Satisfaction, and Loyalty)

Purpose: To gain a deep understanding of how clients or customers perceive your brand, products, services, engagement with your team, what drives loyalty, and overall business.

Why Conduct It:

Customer-Centric Improvements:

A client experience study will help you assess satisfaction, uncover pain points, and identify areas for improvement in your product offerings or services. Understanding what clients value most will enable you to tailor solutions to better meet current and future customer needs.

Market Insights: 

A client study can provide you insights into broader market trends, competitor performance, and emerging needs. This will help you adjust your strategies to stay competitive and seize new growth opportunities.


Retention and Loyalty:

Gathering feedback allows you to identify factors that influence your customer loyalty and retention. When clients feel heard and see that their feedback results in positive changes, they are more likely to stay and recommend your business to others.


Regularly checking in with clients to understand their experiences will aid you in managing and enhancing your brand image. Satisfied clients are more likely to provide positive word-of-mouth, which can strengthen your reputation.


2. Employee Experience Study (Engagement, Satisfaction, and Well-being)

Purpose: To evaluate employee satisfaction, engagement, and overall workplace culture.

Why Conduct It:

Glean Best Ideas to Advance Company:

Gain valuable insights and innovative suggestions from your employees on ways to improve processes, culture, and overall business performance. By incorporating their feedback, you foster a sense of ownership, improve engagement, and implement practical solutions that will drive growth and enhance company success.

Attracting and Retaining Talent:

A positive employee experience is crucial for attracting and retaining top talent. Identifying areas of dissatisfaction or areas for growth can help you create a better, more inviting work environment and improve retention.

Addressing Concerns and Enhancing Well-being: 

Your employees are the backbone of your organization, and understanding their concerns—whether related to management, work-life balance, processes, compensation, or professional development—will enable leadership to address issues before they impact the company’s success.


Boosting Morale and Productivity:

Employees who feel valued and engaged are more productive, motivated, and committed to their work. An employee study will help you identify factors that contribute to job satisfaction or dissatisfaction, so you can improve morale and enhance productivity.


Workplace Culture and Alignment: 

Conducting this study will allow you to evaluate whether your company’s values, mission, and vision are aligned with employee expectations. This alignment can drive a stronger, more cohesive culture that enhances collaboration and reduces conflict.


3. Leadership Experience Study (Strategic Vision, Leadership Effectiveness, and Organizational Alignment)

Purpose: To assess leadership performance, strategic direction, and how leadership decisions impact your company culture and operations.

Why Conduct It:

Leadership Effectiveness: 

A leadership study will help you evaluate how well leadership is performing in terms of decision-making, communication, and team management. It will offer you insight into leadership styles, effectiveness in guiding teams, and alignment with company goals.

Employee and Client Relations: 

Leadership greatly influences both employee satisfaction and client perceptions. Effective leaders create positive work environments and customer experiences.

Strategic Alignment: 

Understanding whether the leadership’s vision and actions align with the overall business strategy is crucial for ensuring that all efforts contribute toward common objectives. This study helps you highlight areas where leadership may need to adapt to foster better alignment with organizational goals.

Growth and Development: 

Studying leadership can also uncover opportunities for you to offer greater development within the leadership team. Identifying strengths and areas for growth will allow you to foster a culture of continuous improvement among those at the helm.

Benefits of Conducting Client, Employee, and Leadership Experience Studies

1. Holistic Insights

Gain a comprehensive view of your organization by understanding how clients, employees, and leadership interact with your business, guiding strategic decisions.


2. Informed Decisions

Use data from clients, employees, and leadership to make evidence-based decisions, aligning operations and culture with stakeholder needs.


3. Continuous Improvement

Identify inefficiencies and misalignments to drive growth in customer service, employee engagement, and leadership strategies.


4. Positive Work Environment

Understand employee concerns to create a better workplace, boosting morale, retention, and productivity for overall success.


5. Aligned Goals

Ensure your mission, vision, and strategies align with the needs of clients, employees, and leadership, fostering cohesion and results.


6. Strengthened Trust

Engage stakeholders to show you value their input, building trust and long-lasting relationships for sustained success.

Why Synergy?

Conducting your 360-degree study is something we take seriously. Our team guarantees honest, unbiased feedback that you simply can’t get internally.  When employees, leaders, and clients know their responses are anonymous and handled by an outside expert, they’re more likely to be open and truthful. This means you get real insights—not just what people think you want to hear. By cross referencing all of the collected data, we seek to identify trends, offering an objective perspective. Our "Finding of Facts and Recommendations Report" highlights patterns and issues you might be too close to see. If you’re serious about making informed, impactful changes, Synergy is your partner!

Share by: