Culture Index Consulting
Client Journey Roadmap
A milestone-by-milestone guide to implementing Culture Index across your organization. Click any card to explore details.
2-Day Off-Site Leadership Workshop
Complete company-wide surveys 14 days before the workshop. Confirm workshop location.
Action Items- Introduce Culture Index to the company
- Ask all employees to complete the CI survey
Positions — Discuss C-Job Results
Have updated job descriptions and complete 3–5 C-jobs for each open position.
Action Items- Typify positions and open roles
- Write job ads
- Begin using applicant link to collect candidates
Applicants — Review & Refine
Pull applicant names to discuss and confirm all have completed the CI survey.
Action Items- Review applicant survey data weekly
- Adjust job ads and hiring strategy as needed
Full Company Roll-Out
Schedule a 90-minute all-hands meeting. Ensure every employee has a copy of their survey.
Action Items- Trained users review surveys in 1-on-1s (or groups of 6–10)
- Consider survey retake as part of annual reviews
Org Charts — Team Dynamics Review
Build all org charts in CI software by department or team (~15–20 people per chart).
Action Items- Plan needed team or management style changes
- Schedule additional managers for CI workshop as needed
201 "Refresher" — Training Review
Review notes from the 2-day workshop and bring clarifying questions. Consider having the team retake the survey to track movement on bottom graphs.
Action Items- Review updated surveys with your team as needed
📈 Mobilization & Optimization — Quarterly Check-Ins
Ongoing 60-minute sessions to review wins, onboard new hires, examine terminations, and optimize career paths and team structure.
Action: Identify additional leaders for training · Optimize employee career paths & strategic moves