Consulting

---

An assessment is a starting point. Consulting is where the patterns you've seen become the changes your team actually feels. 

We help leaders translate SWI data into concrete shifts in how their teams collaborate. Depending on what your data shows, that can look like leadership coaching, team design, culture strategy, or system redesign.

For Businesses

• Leadership development grounded in how your team actually works — not a generic framework
• Team building that names the tensions between profile types and makes them productive
• Culture alignment that connects internal systems to shared purpose and long-term resilience

For Higher Education

• Reveal how students, faculty, and staff build connection across campus life
• Identify gaps in belonging, participation, and leadership pipelines
• Apply SWI insights to programs, policy, and community-building efforts

For Nonprofits and Mission-Driven Organizations

• Make group dynamics and relational patterns visible, so coalitions can collaborate more effectively
• Strengthen stakeholder trust, leadership capacity, and adaptability under resource pressure
• Design processes and practices that foster connection and shared purpose without burning out your team

The standard Social Wealth Inventory tells you how individuals build trust, stay motivated, and make sense of complexity. For team and organizational engagements, we can build on the SWI with tailored modules that measure what's specifically at stake in your context.

Every custom survey is designed to answer the questions you're actually trying to answer — not a generic set of questions built for someone else. Typical modules we add for clients include:

Team dynamics modules

Layered on top of the SWI to capture how a specific team works together:

• Psychological safety — whether team members feel safe speaking up, disagreeing, or raising concerns
• Team trust — how trust shows up (or doesn't) in day-to-day collaboration
• Conflict patterns — how disagreement is expressed, avoided, or resolved
• Team learning — how the team adapts, reflects, and improves over time

Organizational context modules

For larger engagements that need to situate a team inside its broader organization:

• Collective efficacy — whether the team believes it can accomplish what it's being asked to accomplish
• Perceived organizational support — how supported team members feel by the broader institution
• Fairness in organizational processes — whether people feel decisions are fair and that they have a real say
• Culture type — which cultural archetypes (collaborative, competitive, hierarchical, innovative) dominate the organization

Fully customized questions

For situations that don't map neatly onto established modules — a specific transition, a post-merger integration, a retention crisis, a leadership succession — we design custom items grounded in the same research base as the SWI. Every custom item is reviewed for clarity, bias, and alignment with what you're trying to learn.

All custom survey work is built and administered through SurveyMonkey or a similar secure platform, with aggregated reporting that protects individual confidentiality. Minimum respondent thresholds are set to ensure no one's responses can be identified.

For Businesses

• Leadership development grounded in how your team actually works — not a generic framework
• Team building that names the tensions between profile types and makes them productive
• Culture alignment that connects internal systems to shared purpose and long-term resilience

For Higher Education

• Reveal how students, faculty, and staff build connection across campus life
• Identify gaps in belonging, participation, and leadership pipelines
• Apply SWI insights to programs, policy, and community-building efforts

For Nonprofits and Mission-Driven Organizations

• Make group dynamics and relational patterns visible, so coalitions can collaborate more effectively
• Strengthen stakeholder trust, leadership capacity, and adaptability under resource pressure
• Design processes and practices that foster connection and shared purpose without burning out your team

• We don't just measure — we translate. Insight matters only when it connects to the structure, process, and people decisions you're already making.
• Everything is grounded in your actual data. Your reports, profiles, and coaching reflect your team — not a generic model applied to everyone.
• We focus on outcomes. Better collaboration, stronger engagement, and cultures that compound over time.

Every engagement starts with a free 20-minute consultation. We'll learn what you're working on, share how the SWI fits (or doesn't), and outline what a first engagement could look like.