Organization-Level

EDI's perceptionsplusOTI™ survey is a multi-rater feedback tool designed to assess perceptions of key organization-, team- and individual-level issues. EDI's survey team will work with clients to create a survey that is customized to address their specific business issues and needs in the context of their unique business environment, strategy, and culture. Examples of common organization-level inquiries include gauging employees' understanding of and commitment to the organization's vision, identifying perceived barriers to achieving the vision with recommendations for overcoming them, and establishing critical business issues and/or decisions facing the organization. Common team-level issues include assessing perceptions of the leadership team on a number of dimensions (e.g., conflict management, decision making, etc.), and common individual-level issues include assessing perceptions of key leaders in terms of their perceived strengths and areas for development.

After developing the customized perceptionsplusOTI™ survey, EDI's survey team will administer the survey. Administration can be done via the web, via paper-and-pencil format, or via one-on-one interviews with an EDI survey team member. After administration, data will be consolidated and, if requested, broken down by rater group (e.g., departments, levels, locations, etc.). Next, a series of trends analyses will be performed to identify patterns in the survey responses. Finally, a custom, comprehensive perceptionsplusOTI™ Survey Report will outline practical recommendations for addressing each identified trend and for involving key constituents in the action planning, communication, and change management processes.

The perceptionsplusOTI™ tool can also be integrated with EDI's other professional solutions, such as Strategic Planning, Business Planning, Culture Change, Leadership Development Programs, Teambuilding/Team Coaching, Team Skills Training, and Team Communication Planning.

EDI's perceptionsplusDUEDILIGENCE™ survey is a multi-rater feedback tool designed to tap concerns specific to the due diligence and integration phases of a merger or acquisition. All too often due diligence efforts focus exclusively on obtaining financial information and/or information "on the record" and fail to give sufficient consideration to an organization's intellectual and human capital. Human assets, unlike financial assets, don't show up on the balance sheet but are as important to the success of a merger or acquisition. EDI's survey team will work with clients to create a survey that is customized to address their specific business issues and needs in the unique context of the merger or acquisition. Examples of common M&A-related issues include determining employees' understanding of and commitment to the strategy behind the merger or acquisition, identifying perceived barriers to integration (e.g., "culture clashes") with recommendations for overcoming them, and clarifying critical business issues and/or decisions facing the combined organization.

After developing the customized perceptionsplusDUEDILIGENCE™ survey, EDI's survey team will administer the survey. Administration can be done via the web, via paper-and-pencil format, or via one-on-one interviews with an EDI survey team member. After administration, data will be consolidated and, if requested, broken down by rater group (e.g., organization, levels, locations, etc.). Next, a series of trends analyses will be performed to identify patterns in the survey responses. Finally, a custom Integration Plan will delineate practical recommendations for addressing each identified trend and for involving key constituents in the action planning, communication, and change management processes in order to facilitate successful integration.

The perceptionsplusDUEDILIGENCE™ tool can also be integrated with EDI's other professional solutions, such as Strategic Planning, Business Planning, Culture Change, Merger and Acquisition Integration, Leadership Development Programs, Teambuilding/Team Coaching, Team Skills Training, and Team Communication Planning.