Palmer OSG Tools Guide

Compelling Purpose

Purpose Quick-Start

A simple tool that allows anyone in your organization you choose to share insights, ideas, and inspiration to help uncover the business’s compelling purpose.

Leadership Retreats

Discovering and articulating your organization’s purpose is not as lofty as it sounds. We’ll facilitate a retreat with your leadership team to generate and uncover new possibilities that can energize and propel your organization to move into a future of optimized performance and continuous improvement.

Like no two organizations are the same, nor are any two retreats. We’ll partner with you to find the best design and timeframe for your team’s goals. Many of the tools we use can help guide and inform portions of the retreat – here are a few of them:

  • Everything DiSC Work of Leaders: With a unified leadership model—vision, alignment, and execution—Work of Leaders® focuses on helping leaders understand their own leadership styles and how their tendencies influence their effectiveness in specific leadership situations. The workshop connects unique leadership styles to real-world demands, focusing on tangible steps to effectively move an organization forward.
  • Five Behaviors of a Cohesive Team: Five Behaviors of a Cohesive Team® has the simple goal to help people discover how to build a truly cohesive and effective team. Based on Patrick Lencioni’s best-selling leadership fable, the 1- to 3-day team training guides you and your team through The Five Behaviors™ model so you can establish a foundation of trust that creates better results for the organization.

Company Summits

Company summits get your people out of the day-to-day and in a space to “freely focus” and think creatively about solutions, improvements, and new possibilities.  With our facilitation, large groups stay focused on tasks or challenges too complex for a single team to tackle, generating powerful & positive results.

  • Appreciative Inquiry Summit: Appreciative Inquiry is an action-oriented planning process that focuses on what a team knows to be possible based on past positive experiences. The summit follows its “4-D” model: Discover the factors that energize the team; Dream up the future based on what we know is possible; Design the norms, values, structures, and strategies to get to the best future; Deploy the new future with action steps.
  • Design Conference: A diverse set of stakeholder groups engage in powerful, iterative design sessions during a Design Conference. Based on organizational experience, the large group assesses events and trends, identifies customer needs, analyzes relationships and systems at play, and creates a plan for an ideal organizational design.
  • Future Search: Design around Kurt Lewin’s concept of action research, a Future Search brings together diverse stakeholders to discover solution to a complex or large-scale organizational challenge. We facilitate the group through meaningful discussions over a 3-day session to generate solutions and ownership of results.
  • Open Space Technology: When a team or organization needs to be renewed or reenergized, Open Space Technology provides a platform for high-level engagement from a large group to share ideas and ideals. Open Space forums are structured in a way that generates ideas for change as dialogue increases energy and channels productivity.

Organizational Health

Thrive Snapshot

Our Thrive Snapshot gets to the core strengths to put to use and the roadblocks to be removed for long-term results. The tool allows you to invite feedback from anywhere in the organization to inform priority areas for gaining or improving organizational health.

Executive & Leadership Coaching

  • Energy Leadership Index: iPEC’sEnergy Leadership Index (ELI) is a one-of-a-kind assessment that enables leaders to hold up mirrors to their perceptions, attitudes, behaviors and overall leadership capabilities. The ELI forms the initial launching point for the Energy Leadership Development System, by providing you with a baseline for your current level of awareness, performance, and effectiveness. You progress through a debriefing and orientation process that then enables you to plan your development roadmap. You’ll understand the concept of levels of energy, and how they are related to leadership excellence. You’ll then learn how to shift your energy to present yourself in a way that inspires greatness in others.
  • Everything DiSC 363 for Leaders: 363 for Leaders is a dynamic 360-degree feedback tool plus 3 personalized, actionable strategies for development. The richness of Everything DiSC® combined with the research-based Eight Approaches to Effective Leadership help any leader—from emerging to experienced—incorporate critical feedback from direct reports, peers, and bosses into a development plan to increase their effectiveness in a leadership role.
  • Emotional Intelligence: Emotional Intelligence (EQ) is the ability to sense, understand, and effectively apply the power of emotions to facilitate higher levels of collaboration and productivity. TTI Success Insights’ EQ profile examines five key areas that pertain to inter- and intrapersonal relations, providing practical data for how and where one might enhance mental health, job performance, or strong leadership skills through EQ.

Team Development

  • Everything DiSC Workplace: Everything DiSC Workplace® delivers a comprehensive workplace development solution that engages every employee—regardless of title, department or function—in building more productive and effective relationships at work. Team members walk away understanding and appreciating the different priorities, preferences, and values everyone brings to the workplace, and how they can adapt to others’ styles.
  • Productive Conflict: Workplace conflict is inevitable. Everything DiSC® Productive Conflict helps improve self-awareness around conflict behaviors. Rather than focus on a step-by-step process for conflict resolution, Productive Conflict gives your people the tools to curb destructive behavior and make conflict a productive and healthy element of relationships, improving workplace results.
  • TriMetrix DNA: TriMetrix DNA provides a comprehensive profile of one’s behaviors, motivations, and natural competencies. It’s a powerful tool for individual coaching and development, and can also be used in a team setting to provide a feedback benchmark specific to your organization. Understand behaviors, motivations, and competencies and you’ll understand success in your role, team and organization.
  • What Motivates Me Engagement Training: The What Motivates Me assessment and training is a powerful resource for enhancing value, increasing fulfillment, and accomplishing more in your organization. Understanding specific motivators that drive you and each of your team members, then aligning roles and responsibilities to motivations can be a valuable way to unleash power and positivity in your organization.

Job Design

  • Job Diagnostic Survey: The Job Diagnostic Survey is a tried-and-true tool for measuring the core elements of any job: Skill Variety, Task Identity, Task Significance, Autonomy, and Feedback. First developed in 1975 by Hackman & Oldham, we’ve updated the JDS for the characteristics of today’s jobs. Results provide a clear view into how jobs in your organization can be redesigned for maximum performance, productivity, and employee fulfillment.

Change & Communication

  • Change Intelligence*: Created by Barbara Trautlein, PhD, principal and founder of Change Catalysts, the Change Intelligence Assessment® helps you understand and articulate your style when it comes to leading change. It is a powerful tool for developing the right leadership team for your change initiative and prepares the team to use its strengths and address its blind spots.
  • OSG Change Communications Framework: We’ve had great success helping change leadership teams manage the effective communications it takes to communicate and implement transformational change. Our model creates a network that’s easy to navigate, creates multiple communication channels, and ensures engagement from all levels of leadership—from the CEO to field supervisors. With our model, leadership teams reach the critical mass they need for successful change.

*Change Intelligence® / CQ® are registered trademarks of Barbara Trautlein, all rights reserved–www.changecatalysts.com.

Authentic Culture

Culture Quick-Start

Culture doesn’t have to be elusive. The Culture Quick-Start is a 90-day program to get clarity on how your current operations are driving your culture, and the data to draft the best blueprint for your organization’s positive culture shift.

Organizational Culture Inventory®

We’re certified in Human Synergistics’ Organizational Culture Inventory® (OCI), a tool that offers an unmatched, data-driven, practical approach to understanding and shifting organizational culture. It allows you to uncover those underlying norms and expectations and compare them to those that underlie your ideal culture. With our support and guidance, see where operational changes will create the most positive culture shifts and prioritize practical next steps.

Organizational Effectiveness Inventory®

The companion to the OCI, this tool identifies the business outcomes shaped by your culture. With Palmer OSG’s support, you’ll be able to see, plan, and implement the changes that can be made at the individual, group, and organizational levels to improve those outcomes.

Organizational Culture Inventory® and Organizational Effectiveness Inventory® are registered trademarks of Human Synergistics International. Kiersten Rippeteau of Palmer Consulting Group has completed the Accreditation program for OCI and OEI by Human Synergistics International.

Maximum Positive Impact

Impact Discovery

We’ll partner with you to dive deep into your purpose to explore the possibilities and opportunities for Maximum Positive Impact. Using approaches like company summits or leadership retreats, we’ll facilitate the “how” behind your positive impact so you can take your organization to new levels of thriving success.

B Corp Certification Consulting

Earn the certification that puts you in a community of other great leaders. We’ll help you complete the B Impact Assessment, a simple way to see where your organization could make workplace, social, or environmental improvements.

  • If you choose to become a Certified B Corp, we’ll get to work with you on the “quick fix” items and prioritizing and implementing the more complex policies and practices that will earn you the B Corp certification.
  • We invite you to take the B (Quick) Impact Assessment to get started and find out if it’s the right move for your organization.