Assessment & Research

Data and strategy go hand in hand, but organizations are often overwhelmed by a data avalanche and don't know what to do next. SWIM analyzes available data and fills the gaps with custom assessments and vigorous research to help organizations understand their environment and develop strategies that can move from data to action.


Need strategic planning for your team or facilitation for your upcoming meeting?

As consultants and trainers, we specialize in visual and active facilitation that helps groups overcome complexity and experience "ah-ha" moments of clarity.


What you can expect from us.

We create clarity and find focus

Our engagement and assessment methods identify pain points and create actionable solutions.

 

We prioritize collaboration

We want you to be co-creators in the process! Your input helps us shape a solution to fit your exact problem.

We are flexible and adaptive

Our plans are custom-tailored to our client needs and organizational culture. We bring expansive network knowledge but listen for your unique requirements.

 

We empower you with tools to continue

We recognize your organization’s change process is just getting underway at the completion of our contract. Our clients benefit from ongoing access to our resource library.


Interested in exploring whether our approach might align with your needs? Let’s talk!

1. Schedule a free consultation by phone or face to face

The goal of this meeting is to learn more about the problem you’re trying to solve and give you a taste of our style as consultants.

 

2. Complete a quick assessment

During your free consultation, we will walk you through an assessment to analyze your needs.

 

3. We will point you in the right direction

Once we know more about your needs, we build a plan that points you to support that could accomplish your goals. From there, we can start to outline a scope of work or refer you to resources.


Stacy is one of the best meeting facilitators I’ve ever met. She took the time to understand the organization in-depth at a level that impressed and surprised me. She showed empathy for the group’s varying positions, in a way that helped all members see the bigger picture. She introduced new frameworks that help us organize our thoughts. And she tied all of that together with substance, style and humor. It really felt like Stacy was part of our team, not just an outside facilitator.
— Andy Stoll

Ready to get started?

Schedule a free consultation.