“Summarize recent customer and team sentiment. Highlight human‑related risks or opportunities such as morale shifts, communication gaps, or emerging relationship strengths.”
Pulse Trends
“Assess workload patterns from the past 90 days. Where are teams overextended or underutilized? Recommend ways to rebalance responsibility and improve well‑being and output.”
Team Capacity
“Highlight the products or segments driving the strongest financial performance. Identify where team strengths or customer relationships contributed most, and suggest how to build on them.”
Margin Drivers
“Identify where role clarity, workload distribution, or team coordination broke down this year. Recommend structural adjustments that improve ownership and reduce friction.”
Structure Fixes
“Based on this year’s performance data, identify the top human or team‑based constraints slowing growth. Recommend actions that improve communication, collaboration, and execution.”