Audit Process

Discovery - to understand your perspective and challenges. Through an in-depth executive briefing, we listen:

  • To your mission, goals, values, issues and concerns to develop audit objectives and identify target audiences
  • Pick up your current marketing and communication plans and copies or links to current materials
  • Discuss who to interview inside and outside of your organization.

You Decide - based on an audit proposal with suggested question areas, plan approach, schedule and budget:

  • We assimilate what we’ve heard and read and develop a proposal
  • If you choose to move ahead with the audit, we work with you to further tailor the plan
  • And engage an employee team from your organization to work with.

We Share Research - sharing identified key issues and insights about strengths and opportunities to make your strategies more effective:

  • We conduct agreed interviews
  • Review your materials in detail
  • Assess whether to propose additional research of key target audiences
  • Understand your competitive environment and critical success factors

We Deliver - actionable recommendations with priorities, costs and benefits of implementation:

  • We test findings with your employee team
  • Work with them to develop audit conclusions and recommendations

Together We Enable - we engage your employee team to develop an action plan for review with your management team:

  • Since you don’t need another notebook to merely place on your bookshelf, we engage your team in the plan of action, so that you are prepared to implement
  • If you want implementation assistance to support your team, we can provide further help or identify others to meet your needs