Discovery Audit

The Discovery Audit is a short, structured assessment designed to help leadership teams gain clarity, align priorities, and identify next steps before committing to longer-term work.

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Many organizations reach out knowing something needs attention — but not yet knowing the best path forward. The Discovery Audit is a short, structured engagement designed to help leadership teams gain shared clarity before committing to longer-term work.

 

​Through review of key materials and targeted conversations, it surfaces strengths, pressure points, and opportunities for alignment.

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Organizations receive:

• A clear summary of observations and insights

• Prioritized recommendations grounded in mission and capacity

• A practical roadmap outlining possible next moves

• Guidance on whether support is best delivered through a project, retainer, or fractional leadership engagement

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A Discovery Audit is often a good fit when:

• Leadership roles or priorities are shifting

• Capacity feels stretched or unclear

• A board or leadership team needs shared alignment

• There’s interest in consulting or fractional support, but scope isn’t yet defined

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Discovery Audits typically begin with an introductory conversation to ensure fit and alignment.

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For organizations unsure whether a Discovery Audit is the right next move, a brief readiness reflection may be offered as part of an initial conversation and we can explore our options together.

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