Use when findings already exist and the buyer needs priorities, owners, action routines, cadence, and progress review.
Use diagnostic first when findings are unclear, not trusted, or leaders disagree on what they mean.
Avoid when no findings exist, data is not trusted, or leadership alignment must happen first.
Not generic training, communications support, survey administration, or guaranteed behavior change.
Finding trust, priority actions, owner model, manager or leader guidance, cadence, progress signals, and sustainment.
Priority findings; recommended actions; owner map; playbook; cadence plan; progress tracker; manager or leader guidance.
Owner map, review cadence, progress tracker, risk/dependency log, escalation path, and advisory option.
Findings complexity, audiences, action domains, facilitation needs, and handoff support.
For HR leaders preparing a board, CEO, CFO, or executive review where Talent signals must become a decision.
For teams rebuilding survey or assessment reports by hand every cycle.
For HR, People Analytics, and HR Operations teams whose people data is scattered, manual, or not trusted.