We do not impose pre-determined tools or processes. Rather, our methods and approaches are driven by your business priorities and challenges.
Our highest leverage work – the work that has the greatest impact on the success of our clients – falls into six categories:
Needs Assessment |
Do you need to strengthen your team's performance to improve the customer experience or key financials? The secret to finding the right prescription among so many options is trusting the diagnosis and identification of the highest impact issue(s). We put in the extra work upfront to save your resources, building high-impact, specific solutions that your team can sustain. |
Services:
- Surveys
- Focus Groups
- 1:1 Meetings
- Customer Interviews
|
Needs Assessment
Do you need to strengthen your team's performance to improve the customer experience or key financials? The secret to finding the right prescription among so many options is trusting the diagnosis and identification of the highest impact issue(s). We put in the extra work upfront to save your resources, building high-impact, specific solutions that your team can sustain.
Services:
- Surveys
- Focus Groups
- 1:1 Meetings
- Customer Interviews

Needs Assessment
Needs Assessment
Do you need to strengthen your team’s performance to improve the customer experience or key financials? The secret to finding the right prescription among so many options is trusting the diagnosis and identification of the highest impact issue(s). We put in the extra work upfront to save your resources, building high-impact, specific solutions that your team can sustain.
Services:
- Surveys
- Focus Groups
- 1:1 Meetings
- Customer Interviews

Strategic Planning

Strategic Planning
Your strategy is your unique path to fulfilling the needs of a market – who you will and won’t be as a service provider and how you will compete and adapt to stay ahead. This strategic plan is also the critical playbook that aligns and focuses the actions of your entire organization. We will bring out your best thinking, generate your best dialogue and together set a course for success.
Services:
- Meeting Design
- Meeting Facilitation
- Communication Plan

Leadership Team Alignment

Leadership Team Alignment
At the heart of any successful organization is the ability and commitment of its leaders to pull together – through all business cycles and circumstances. We at Counterbalance have developed a proven approach for senior leaders and their teams to align to the strategy, execute together and adapt their organizations to a rapidly changing business environment.
Services:
- Identify Strategic Business Direction
- Design Roadmap for achieving the vision
- Align Sr. Leadership Team
Learn more here.

Executive Coaching

Executive Coaching
If your leaders are the everyday catalysts of your culture and your strategy, then developing and sustaining their skills is as critical to your bottom line as any investment or initiative. Our coaching process is an experiential and individualized leader development approach that builds a leader’s capability to achieve short- and long-term organizational goals.
Services:
- Assessment
- Coaching Plan w/Metrics
- Ongoing Meetings

Culture Calibration

Culture Calibration
An organization’s culture is defined by the everyday behaviors that are encouraged or discouraged by its shared values – and it arguably is the most important element in a business’ sustained performance. While traditional wisdom held that a culture could take 3-5 years to change, modern business demands have drastically changed that. A Cultural Operating System must be deliberately built, monitored, measured and managed to deliver for the business. At Counterbalance, we will set up a team of influencers from your management and employee communities and equip them to actively manage your COS.
Services:
- Assessment
- Team Selection & Chartering
- Metrics & Sustainment

Skill-Building Workshops

Skill-Building Workshops
Have you described your employees as “your most important asset?” Your competitive advantage? Then your commitment to equipping, supporting and measuring those “Asset Managers” may be the clearest path to organizational success and Employer of Choice. Counterbalance employs a modular workshop approach to management training, minimizing time out-of-the-office and maximizing retained skill development.
Services:
- Module Workshop Delivery
- Measured Learning
- Post-training partnering
Learn more here.
With a particular focus on expert facilitation, we help teams that work in fast-paced and demanding environments succeed.
Our Focus
We’re business consultants, with an emphasis on Team Alignment, Leadership Coaching and Culture Change. Specifically, we guide client organizations by…
- Clarifying strategic direction and specifying the essential elements of the business
- Defining how the work gets done, with clear accountabilities
- Fostering a cohesive, committed and trusting team
- Building leadership capability
- Supporting leaders as they navigate change
- Enhancing employee commitment through participation