The Situation Portraits
The Situation Portraits are diagnostic tools that offer a clear and objective view of a business reality — whether it is the team's engagement, a leader's leadership style, how far along a business transfer has progressed or the Customer Experience. Each portrait is built on a confidential and structured process that leads to concrete actions.
Situation Portrait — Business Transfer
For owners, shareholders and their successors | Duration: 2 months | Starting at $3,000
Tailored support to establish a clear portrait of how far along the business transfer project has progressed. Through confidential individual interviews with all parties (owners, shareholders, successors), Hélène identifies the zones of harmony and opportunity as well as the zones requiring vigilance and the blind spots — to create a transfer plan that is smooth and beneficial for everyone.
- Pricing: Let’s explore how we can best support you.
- Include : Individual interviews with stakeholders — Situation Portrait document — Personalized schedule of transfer activities — Group meeting to present the insights, align priorities, and co-create the action plan.
Situation Portrait — Business Transfer
For owners, shareholders and their successors | Duration: 2 months | Starting at $3,000
Tailored support to establish a clear portrait of how far along the business transfer project has progressed. Through confidential individual interviews with all parties (owners, shareholders, successors), Hélène identifies the zones of harmony and opportunity as well as the zones requiring vigilance and the blind spots — to create a transfer plan that is smooth and beneficial for everyone.
- Pricing : Let’s explore how we can best support you.
- Include : Individual interviews with stakeholders - Situation Portrait document - Personalized schedule of transfer activities - Group meeting to present the insights, align priorities, and co-create the action plan.
Leadership Portrait of the Leader (LP)
For businesses of 5 employees and more | 50 questions | 4 key indices | Personalized results within 5 business days
A questionnaire completed anonymously by team members that draws a portrait of the leader's leadership style according to four indices: the Employee Experience, Efficiency (know-how), Harmony (knowing how to listen) and Power (knowing how to be). The result guides the leader toward more inspiring, authentic and powerful leadership.
- Without support — $499 per leader (full report + integration workbook)
- With support — $1,499 per leader (report + 3 sixty-minute meetings with Hélène for interpretation and the creation of a personalized expansion journey)
- For more than 4 leadership portraits within the same company, contact us.
- Complimentary: a global overview offered with the purchase of 4 or more portraits for the same company (a $549 value).
Leadership Portrait of the Leader (LP)
For businesses of 5 employees and more | 50 questions | 4 key indices | Personalized results within 5 business days
A questionnaire completed anonymously by team members that draws a portrait of the leader's leadership style according to four indices: the Employee Experience, Efficiency (know-how), Harmony (knowing how to listen) and Power (knowing how to be). The result guides the leader toward more inspiring, authentic and powerful leadership.
- Without support — $499 per leader (full report + integration workbook)
- With support — $1,499 per leader (report + 3 sixty-minute meetings with Hélène for interpretation and the creation of a personalized expansion journey)
- For more than 4 leadership portraits within the same company, contact us.
- Complimentary: a global overview offered with the purchase of 4 or more portraits for the same company (a $549 value).
Express Engagement Quality Portrait (EEQP)
For businesses of 5 employees and more | 12 questions | Personalized results within 5 business days
A 12-question questionnaire completed anonymously by team members that allows management to become aware of the current level of engagement and of the actions to take to foster staff retention and mobilization.
- Without support — 5 to 25 employees: $199 / 26 to 99 employees: $249
- With support — 5 to 25 employees: $1,499 / 26 to 99 employees: $1,999 (includes report + 1 planning meeting + 2 support meetings with Hélène)
Custom pricing for 100 employees and more.
Express Engagement Quality Portrait (EEQP)
For businesses of 5 employees and more | 12 questions | Personalized results within 5 business days
A 12-question questionnaire completed anonymously by team members that allows management to become aware of the current level of engagement and of the actions to take to foster staff retention and mobilization.
- Without support — 5 to 25 employees: $199 / 26 to 99 employees: $249
- With support — 5 to 25 employees: $1,499 / 26 to 99 employees: $1,999 (includes report + 1 planning meeting + 2 support meetings with Hélène)
Custom pricing for 100 employees and more.
Customer Experience Portrait
For businesses of 25 employees and more | Multi-site businesses | Creation of a custom mystery-shopper program
The creation and implementation of evaluation tools — such as mystery shopping and the customer-experience survey — to better understand the perception, the lived experience and the overall experience of your customers toward your business, your products and your services.
-
Depending on your needs, the process can focus on: : customer service — the welcome and the in-branch experience — service standards — the phone experience — compliance and adherence to regulations — the physical environment — or any other reality specific to your organization.
- This assessment allows you to : discover what your customers truly value - better understand the sources of frustration they encounter - verify that your standards align with the reality on the ground - measure the impact of a new product or service - and identify the factors that promote customer loyalty.
Customer Experience Portrait
For businesses of 25 employees and more | Multi-site businesses | Creation of a custom mystery-shopper program
The creation and implementation of evaluation tools — such as mystery shopping and the customer-experience survey — to better understand the perception, the lived experience and the overall experience of your customers toward your business, your products and your services.
-
Depending on your needs, the process can focus on : customer service - the welcome and the in-branch experience - service standards - the phone experience - compliance and adherence to regulations - the physical environment - or any other reality specific to your organization.
- This assessment allows you to : discover what your customers truly value - better understand the sources of frustration they encounter - verify that your standards align with the reality on the ground - measure the impact of a new product or service - and identify the factors that promote customer loyalty.