Assess

Understand what’s working, uncover what’s not, and move from assessment to action.

1

Compliance Program Reviews

Your stakeholders are asking: What’s working? Where are the gaps? What are our priorities?” Our data-driven, evidence-based reviews provide the clarity needed to answer those questions with confidence.

Whether reviewing your entire program or specific elements, like investigations, third-party risk management, monitoring, or risk assessments, we help you move beyond observations to informed decisions. The result is a practical roadmap with prioritized, actionable recommendations that help you invest resources wisely and take your program to the next level.

Outcome: A prioritized roadmap for strengthening your program.

2

Organizational Culture Reviews

Organizational culture influences every decision employees make: it is not only the difference between a paper compliance program a real one, but between a high-performance organization and a low one.

Our culture reviews uncover patterns that traditional engagement surveys often miss—because we use a range of tools, not just surveys, to amplify your employees’ voices. We help you understand the issues impacting performance, where to focus your efforts, and how to strengthen trust, accountability, and ethical decision-making through practical, prioritized recommendations.

Outcome: A clear understanding of your culture and where to focus next.

Want to see examples of recent assessments? Click here!

What to expect from our compliance + culture assessments.

Not only do we have decades of experience assessing and building industry-leading programs, but one of our co-founders was the US DOJ’s first compliance counsel expert—and the architect of the original Evaluation of Corporate Compliance Programs document.
In addition to interviewing compliance, risk, and human resources personnel, we prioritize hearing from leaders and employees at different levels of seniority and from different parts of your business to understand how ethics, compliance, and culture are perceived, received, and understood.
We encourage storytelling as a tool for understanding ways of working, individual experiences, and social norms. In other words, we don’t just want to see your policies or walk through your processes, we want to understand the experience of those living with them each day.
You’ll never get a boring report from us. We use the data collected to design easily digestible, visually rich, and insightful reports. In short, we tell stories with your data—and about your program, people, and organization.

We don’t just assess. Instead, we work with you to analyze the results and build a roadmap for continuous improvement. We’ll also help you execute, where it makes sense.
The work shouldn’t stop with the assessment. Following our initial diagnostic, we’ll jointly develop a simple, cost-effective annual check-up plan to ensure ongoing program health.
Our approach is informed by research from cultural psychology, anthropology, and other social sciences.
We’re on the leading-edge of technology, research, and trends (and are always looking for better ways).