ZenLeader Performance Audit

ZenLeader Performance Audit

Pinpoint the real reasons your teams are underperforming, in as little as 4 weeks.

Pinpoint the real reasons your teams are underperforming, in as little as 4 weeks.

Pinpoint the real reasons your teams are underperforming, in as little as 4 weeks.

Stop guessing. Stop investing in solutions that don't move the needle. The ZenLeader Performance Audit uncovers the real drivers behind burnout, low morale, and slipping KPIs, so you can fix the right problem the first time.

Still dealing with the same performance issues month after month? The ZenLeader Performance Audit uncovers the real drivers behind poor performance, low morale, and slipping KPIs, giving you clarity on what changes will move the needle.

ZenLeader Performance Audit

Pinpoint the real reasons your teams are underperforming, in as little as 4 weeks.

Stop guessing. Stop investing in solutions that don't move the needle. The ZenLeader Performance Audit uncovers the real drivers behind burnout, low morale, and slipping KPIs, so you can fix the right problem the first time.

Still dealing with the same performance issues month after month? The ZenLeader Performance Audit uncovers the real drivers behind poor performance, low morale, and slipping KPIs, giving you clarity on what changes will move the needle.

The ZenLeader Performance Audit is a deep dive review of your organization, that pinpoints the blockers of performance and provides concrete recommendations and next steps to fix it.

Summary:

4-week+ comprehensive department-level audit

Team, department or company-wide analysis

Root problem diagnosis & recommendations

Prevent misinvestment & revive staff performance

Summary:

4-week+ comprehensive department-level audit

Team, department or company-wide analysis

Root problem diagnosis & recommendations

Prevent misinvestment & revive staff performance

Summary:

4-week+ comprehensive department-level audit

Team, department or company-wide analysis

Root problem diagnosis & recommendations

Prevent misinvestment & revive staff performance

Summary:

4-week+ comprehensive department-level audit

Team, department or company-wide analysis

Root problem diagnosis & recommendations

Prevent misinvestment & revive staff performance

Are these issues plaguing your organization?

When these patterns persist, it’s a sign the root causes haven’t been identified. The ZenLeader Performance Audit exists to reveal what’s actually going on, and then puts in place a plan to fix it.

Are these issues plaguing your organization?

When these patterns persist, it’s a sign the root causes haven’t been identified. The ZenLeader Performance Audit exists to reveal what’s actually going on, and then puts in place a plan to fix it.

Are these issues plaguing your organization?

When these patterns persist, it’s a sign the root causes haven’t been identified. The ZenLeader Performance Audit exists to reveal what’s actually going on, and then puts in place a plan to fix it.

Sales & service teams consistently missing KPIs

Sales & service teams consistently missing KPIs

Sales & service teams consistently missing KPIs

Sales & service teams consistently missing KPIs

Employees showing up with low energy or poor attitude

Employees showing up with low energy or poor attitude

Employees showing up with low energy or poor attitude

Employees showing up with low energy or poor attitude

Managers struggling to communicate effectively

Managers struggling to communicate effectively

Managers struggling to communicate effectively

Managers struggling to communicate effectively

High employee turnover or early exits

High employee turnover or early exits

High employee turnover or early exits

High employee turnover or early exits

Customer service standards and ratings falling

Customer service standards and ratings falling

Customer service standards and ratings falling

Customer service standards and ratings falling

Training investments failing to move performance

Training investments failing to move performance

Training investments failing to move performance

Training investments failing to move performance

Introducing the ZenLeader Performance Audit

Root cause assessment

Root cause assessment

Root cause assessment

Discover the real issues affecting staff performance

Through interviews, surveys, observation and analysis - across business leaders, HR, and team members - we uncover:

Where the business has been struggling

What metrics haven’t shifted (despite repeated efforts)

What’s driving disengagement or stalled team performance

What your people are experiencing on the ground that leadership can’t see

Strategic recommendations & roadmap

Strategic recommendations & roadmap

Strategic recommendations & roadmap

Get a clear action plan to revive staff performance

Walk away with strategic recommendations, a targeted action plan, and the confidence to stop wasting HR budget on solutions that won’t work.

Precise recommendations of L&D solutions that target the issues actually affecting your KPIs

Know exactly what solutions won’t work so you stop throwing money at ineffective programs

Bottom line impact

Bottom line impact

Bottom line impact

Win back months of HR time & budget

Instead of spending months trialing different training programs, rewriting processes, or troubleshooting cultural issues, the audit pinpoints the exact levers to pull, helping you avoid costly missteps and months of experiments.

Cut months of trial-and-error with one strategic audit

Reduce wasted spend on unnecessary programs and organizational changes

Free up HR capacity with clear direction and a ready-to-execute plan

What can a ZenLeader Audit uncover?

What can a ZenLeader Audit uncover?

What can a ZenLeader Audit uncover?

Rather than stemming from employees' lack of employee ability, underperformance typically comes from organizational conditions and missing internal tools. And that is fixable - with the right diagnosis and turnaround plan.

Rather than stemming from employees' lack of employee ability, underperformance typically comes from organizational conditions and missing internal tools. And that is fixable - with the right diagnosis and turnaround plan.

Rather than stemming from employees' lack of employee ability, underperformance typically comes from organizational conditions and missing internal tools. And that is fixable - with the right diagnosis and turnaround plan.

1
Organizational Structure

Misaligned roles

Roles require people to operate outside their natural strengths, draining motivation and energy.

Misaligned roles

Roles require people to operate outside their natural strengths, draining motivation and energy.

Misaligned roles

Roles require people to operate outside their natural strengths, draining motivation and energy.

Misaligned roles

Roles require people to operate outside their natural strengths, draining motivation and energy.

Unclear success criteria

People can’t achieve consistent performance when “good” is unclear or ever-changing.

Unclear success criteria

People can’t achieve consistent performance when “good” is unclear or ever-changing.

Unclear success criteria

People can’t achieve consistent performance when “good” is unclear or ever-changing.

Unclear success criteria

People can’t achieve consistent performance when “good” is unclear or ever-changing.

Values misalignment

Employees struggle to feel purpose because company values aren’t lived or clearly modelled.

Values misalignment

Employees struggle to feel purpose because company values aren’t lived or clearly modelled.

Values misalignment

Employees struggle to feel purpose because company values aren’t lived or clearly modelled.

Values misalignment

Employees struggle to feel purpose because company values aren’t lived or clearly modelled.

Limited career clarity

Lack of visible pathways creates stagnation, disengagement, and reduced ambition.

Limited career clarity

Lack of visible pathways creates stagnation, disengagement, and reduced ambition.

Limited career clarity

Lack of visible pathways creates stagnation, disengagement, and reduced ambition.

Limited career clarity

Lack of visible pathways creates stagnation, disengagement, and reduced ambition.

Process bottlenecks

Inefficient workflows drain cognitive bandwidth and create constant firefighting.

Process bottlenecks

Inefficient workflows drain cognitive bandwidth and create constant firefighting.

Process bottlenecks

Inefficient workflows drain cognitive bandwidth and create constant firefighting.

Process bottlenecks

Inefficient workflows drain cognitive bandwidth and create constant firefighting.

2
Leadership & Communication

Leadership inconsistency

Different managers enforce different standards, confusing teams and diluting performance.

Leadership inconsistency

Different managers enforce different standards, confusing teams and diluting performance.

Leadership inconsistency

Different managers enforce different standards, confusing teams and diluting performance.

Leadership inconsistency

Different managers enforce different standards, confusing teams and diluting performance.

Lack of recognition

Effort goes unrecognized, eroding confidence, motivation, and loyalty.

Lack of recognition

Effort goes unrecognized, eroding confidence, motivation, and loyalty.

Lack of recognition

Effort goes unrecognized, eroding confidence, motivation, and loyalty.

Lack of recognition

Effort goes unrecognized, eroding confidence, motivation, and loyalty.

Low trust in leadership

Poor communication or shifting priorities weaken belief in the organisation.

Low trust in leadership

Poor communication or shifting priorities weaken belief in the organisation.

Low trust in leadership

Poor communication or shifting priorities weaken belief in the organisation.

Low trust in leadership

Poor communication or shifting priorities weaken belief in the organisation.

Undertrained middle managers

Leaders are promoted without the skills to coach, support, or motivate their teams.

Undertrained middle managers

Leaders are promoted without the skills to coach, support, or motivate their teams.

Undertrained middle managers

Leaders are promoted without the skills to coach, support, or motivate their teams.

Undertrained middle managers

Leaders are promoted without the skills to coach, support, or motivate their teams.

Learned powerlessness

Repeated failed change efforts teach employees that effort doesn’t pay off.

Learned powerlessness

Repeated failed change efforts teach employees that effort doesn’t pay off.

Learned powerlessness

Repeated failed change efforts teach employees that effort doesn’t pay off.

Learned powerlessness

Repeated failed change efforts teach employees that effort doesn’t pay off.

3
Culture & Environment

Rewarding overwork

Cultures that celebrate hustle over effectiveness create burnout cycles.

Rewarding overwork

Cultures that celebrate hustle over effectiveness create burnout cycles.

Rewarding overwork

Cultures that celebrate hustle over effectiveness create burnout cycles.

Rewarding overwork

Cultures that celebrate hustle over effectiveness create burnout cycles.

No psychological safety

People avoid speaking up or asking for help because it feels unsafe.

No psychological safety

People avoid speaking up or asking for help because it feels unsafe.

No psychological safety

People avoid speaking up or asking for help because it feels unsafe.

No psychological safety

People avoid speaking up or asking for help because it feels unsafe.

Risk-averse / fear-based culture

Employees fear mistakes or judgement, reinforcing self-doubt and blocked initiative.

Risk-averse / fear-based culture

Employees fear mistakes or judgement, reinforcing self-doubt and blocked initiative.

Risk-averse / fear-based culture

Employees fear mistakes or judgement, reinforcing self-doubt and blocked initiative.

Risk-averse / fear-based culture

Employees fear mistakes or judgement, reinforcing self-doubt and blocked initiative.

Boundary collapse norms

No separation between work and personal life leads to absenteeism and performance inconsistency.

Boundary collapse norms

No separation between work and personal life leads to absenteeism and performance inconsistency.

Boundary collapse norms

No separation between work and personal life leads to absenteeism and performance inconsistency.

Boundary collapse norms

No separation between work and personal life leads to absenteeism and performance inconsistency.

Perceived inequity or unfairness

Unequal treatment breeds resentment, disengagement, and turnover in key roles.

Perceived inequity or unfairness

Unequal treatment breeds resentment, disengagement, and turnover in key roles.

Perceived inequity or unfairness

Unequal treatment breeds resentment, disengagement, and turnover in key roles.

Perceived inequity or unfairness

Unequal treatment breeds resentment, disengagement, and turnover in key roles.

4
Human Capacity & Skills

Lack of emotional regulation tools

Employees don’t know how to handle stress or triggers, causing reactive behaviour and inconsistent results.

Lack of emotional regulation tools

Employees don’t know how to handle stress or triggers, causing reactive behaviour and inconsistent results.

Lack of emotional regulation tools

Employees don’t know how to handle stress or triggers, causing reactive behaviour and inconsistent results.

Lack of emotional regulation tools

Employees don’t know how to handle stress or triggers, causing reactive behaviour and inconsistent results.

Limited stress-management capability

People push through pressure until they break, leading to burnout, errors, and lost productivity.

Limited stress-management capability

People push through pressure until they break, leading to burnout, errors, and lost productivity.

Limited stress-management capability

People push through pressure until they break, leading to burnout, errors, and lost productivity.

Limited stress-management capability

People push through pressure until they break, leading to burnout, errors, and lost productivity.

Underdeveloped resilience skills

Setbacks hit harder and last longer, reducing momentum, confidence, and performance reliability.

Underdeveloped resilience skills

Setbacks hit harder and last longer, reducing momentum, confidence, and performance reliability.

Underdeveloped resilience skills

Setbacks hit harder and last longer, reducing momentum, confidence, and performance reliability.

Underdeveloped resilience skills

Setbacks hit harder and last longer, reducing momentum, confidence, and performance reliability.

No training in cognitive reframing

Employees interpret challenges negatively, harming motivation, problem-solving, and communication.

No training in cognitive reframing

Employees interpret challenges negatively, harming motivation, problem-solving, and communication.

No training in cognitive reframing

Employees interpret challenges negatively, harming motivation, problem-solving, and communication.

No training in cognitive reframing

Employees interpret challenges negatively, harming motivation, problem-solving, and communication.

Low self-awareness foundations

People can’t identify their patterns or root issues, making sustainable behaviour change impossible.

Low self-awareness foundations

People can’t identify their patterns or root issues, making sustainable behaviour change impossible.

Low self-awareness foundations

People can’t identify their patterns or root issues, making sustainable behaviour change impossible.

Low self-awareness foundations

People can’t identify their patterns or root issues, making sustainable behaviour change impossible.

Cross-team pattern analysis

Cross-team pattern analysis

Cross-team pattern analysis

Team-level analysis to help you make smarter budget decisions

Most performance issues show up differently across teams, managers, and functions. Our audit compares data across groups to reveal:

Which teams are struggling more and why

Whether issues stem from leadership & systems or are isolated to specific teams & individuals

Where interventions will have the biggest impact

Seeing differences between teams allows for more targeted solutions that address issues individually, so you can avoid spending on one-size-fits-all remedies that won't move the needle.

Week 1
Leadership & HR Discovery

We speak with executives, HR partners, and people leaders to understand goals, gaps, patterns, and persistent challenges.

Leadership interviews

Leadership interviews

Leadership interviews

Leadership interviews

KPI review

KPI review

KPI review

KPI review

Context gathering

Context gathering

Context gathering

Context gathering

Week 2
Team Pattern Analysis

Interviews with managers and team members to uncover emotional patterns, behavioral challenges, stresses, and work realities.

Team member interviews

Team member interviews

Team member interviews

Team member interviews

Employee surveys & assessment

Employee surveys & assessment

Employee surveys & assessment

Employee surveys & assessment

Workflow shadowing

Workflow shadowing

Workflow shadowing

Workflow shadowing

Week 3
Synthesis & Root Cause Mapping

We synthesize all inputs to identify the true root causes affecting performance and connect them to their impact on business outcomes.

Root cause mapping

Root cause mapping

Root cause mapping

Root cause mapping

Cross-team pattern analysis

Cross-team pattern analysis

Cross-team pattern analysis

Cross-team pattern analysis

Prioritization & KPI linkage

Prioritization & KPI linkage

Prioritization & KPI linkage

Prioritization & KPI linkage

Week 4
Final Report & Recommendations

We present a tailored, prioritized action plan showing which interventions will best revive performance, based on your organizational dynamics.

Strategic recommendations

Strategic recommendations

Strategic recommendations

Strategic recommendations

Tailored action blueprint

Tailored action blueprint

Tailored action blueprint

Tailored action blueprint

Implementation workshop

Implementation workshop

Implementation workshop

Implementation workshop

Pricing

ZenLeader Audits are designed to scale, whether you're assessing one team, an entire department, or your whole organization.

Pricing

ZenLeader Audits are designed to scale, whether you're assessing one team, an entire department, or your whole organization.

Pricing

ZenLeader Audits are designed to scale, whether you're assessing one team, an entire department, or your whole organization.

Pricing

ZenLeader Audits are designed to scale, whether you're assessing one team, an entire department, or your whole organization.

Short & Sharp

Team Audit

Best for small teams or pilot engagements

Employee coverage: Up to 25 employees*

Interviews: 3 leaders + 10 employees**

Employee surveys & diagnostic review

Workflow shadowing (sample-based)

Team findings report + tailored action blueprint

From

$600

per employee

Short & Sharp

Team Audit

Best for small teams or pilot engagements

Employee coverage: Up to 25 employees*

Interviews: 3 leaders + 10 employees**

Employee surveys & diagnostic review

Workflow shadowing (sample-based)

Team findings report + tailored action blueprint

From

$600

per employee

Short & Sharp

Team Audit

Best for small teams or pilot engagements

Employee coverage: Up to 25 employees*

Interviews: 3 leaders + 10 employees**

Employee surveys & diagnostic review

Workflow shadowing (sample-based)

Team findings report + tailored action blueprint

From

$600

per employee

Short & Sharp

Team Audit

Best for small teams or pilot engagements

Employee coverage: Up to 25 employees*

Interviews: 3 leaders + 10 employees**

Employee surveys & diagnostic review

Workflow shadowing (sample-based)

Team findings report + tailored action blueprint

From

$600

per employee

Most popular

Department Audit

Best for Sales, Customer Service, or multi-team units

Employee coverage: Up to 100 employees*

Interviews: 6 leaders + 20 employees**

Multi-team workflow & process review

90-day & 6-month intervention roadmap

Everything in Team, enhanced for department scale

From

$500

per employee

Most popular

Department Audit

Best for Sales, Customer Service, or multi-team units

Employee coverage: Up to 100 employees*

Interviews: 6 leaders + 20 employees**

Multi-team workflow & process review

90-day & 6-month intervention roadmap

Everything in Team, enhanced for department scale

From

$500

per employee

Most popular

Department Audit

Best for Sales, Customer Service, or multi-team units

Employee coverage: Up to 100 employees*

Interviews: 6 leaders + 20 employees**

Multi-team workflow & process review

90-day & 6-month intervention roadmap

Everything in Team, enhanced for department scale

From

$500

per employee

Most popular

Department Audit

Best for Sales, Customer Service, or multi-team units

Employee coverage: Up to 100 employees*

Interviews: 6 leaders + 20 employees**

Multi-team workflow & process review

90-day & 6-month intervention roadmap

Everything in Team, enhanced for department scale

From

$500

per employee

Full-scale

Company Audit

Best for organizations seeking full cultural & performance clarity

Employee coverage: Up to 500 employees*

Interviews: C-suite + 10 functional leaders + 20 employees**

Company-wide employee survey + cross-team heatmaps

Performance & culture risk-zone mapping

Strategic L&D + wellbeing investment plan

From

$400

per employee

Full-scale

Company Audit

Best for organizations seeking full cultural & performance clarity

Employee coverage: Up to 500 employees*

Interviews: C-suite + 10 functional leaders + 20 employees**

Company-wide employee survey + cross-team heatmaps

Performance & culture risk-zone mapping

Strategic L&D + wellbeing investment plan

From

$400

per employee

Full-scale

Company Audit

Best for organizations seeking full cultural & performance clarity

Employee coverage: Up to 500 employees*

Interviews: C-suite + 10 functional leaders + 20 employees**

Company-wide employee survey + cross-team heatmaps

Performance & culture risk-zone mapping

Strategic L&D + wellbeing investment plan

From

$400

per employee

Full-scale

Company Audit

Best for organizations seeking full cultural & performance clarity

Employee coverage: Up to 500 employees*

Interviews: C-suite + 10 functional leaders + 20 employees**

Company-wide employee survey + cross-team heatmaps

Performance & culture risk-zone mapping

Strategic L&D + wellbeing investment plan

From

$400

per employee

* Employee coverage refers to the maximum number of employees included in organizational surveys & related analysis.
** Additional interviewees available as an upgrade.

Still not sure if this is right for your organization?

Still not sure if this is right for your organization?

Still not sure if this is right for your organization?

Still not sure if this is right for your organization?

Designed for organizations that are:

Struggling to shift KPIs in sales, customer support, or management

Seeing recurring burnout, disengagement, conflict, or turnover

Unsure what’s really driving cultural or performance issues

Worried about investing in more training or org changes that don't stick

Ready to stop guessing and get a clear direction forward

Designed for organizations that are:

Struggling to shift KPIs in sales, customer support, or management

Seeing recurring burnout, disengagement, conflict, or turnover

Unsure what’s really driving cultural or performance issues

Worried about investing in more training or org changes that don't stick

Ready to stop guessing and get a clear direction forward

Designed for organizations that are:

Struggling to shift KPIs in sales, customer support, or management

Seeing recurring burnout, disengagement, conflict, or turnover

Unsure what’s really driving cultural or performance issues

Worried about investing in more training or org changes that don't stick

Ready to stop guessing and get a clear direction forward

Designed for organizations that are:

Struggling to shift KPIs in sales, customer support, or management

Seeing recurring burnout, disengagement, conflict, or turnover

Unsure what’s really driving cultural or performance issues

Worried about investing in more training or org changes that don't stick

Ready to stop guessing and get a clear direction forward

You will come away with:

A precise diagnosis of the root causes affecting performance

A clear map of what’s holding your teams back and why

A tailored action plan that actually moves KPIs (not generic HR fixes)

Confidence your budget is going to the right strategies going forward

Certainty on what to stop doing (so no more wasted time, money, or effort)

You will come away with:

A precise diagnosis of the root causes affecting performance

A clear map of what’s holding your teams back and why

A tailored action plan that actually moves KPIs (not generic HR fixes)

Confidence your budget is going to the right strategies going forward

Certainty on what to stop doing (so no more wasted time, money, or effort)

You will come away with:

A precise diagnosis of the root causes affecting performance

A clear map of what’s holding your teams back and why

A tailored action plan that actually moves KPIs (not generic HR fixes)

Confidence your budget is going to the right strategies going forward

Certainty on what to stop doing (so no more wasted time, money, or effort)

You will come away with:

A precise diagnosis of the root causes affecting performance

A clear map of what’s holding your teams back and why

A tailored action plan that actually moves KPIs (not generic HR fixes)

Confidence your budget is going to the right strategies going forward

Certainty on what to stop doing (so no more wasted time, money, or effort)

Frequently asked questions

1

What’s included in a Performance Audit?

1

What’s included in a Performance Audit?

1

What’s included in a Performance Audit?

1

What’s included in a Performance Audit?

2

What’s the difference between the Team, Department, and Company audits?

2

What’s the difference between the Team, Department, and Company audits?

2

What’s the difference between the Team, Department, and Company audits?

2

What’s the difference between the Team, Department, and Company audits?

3

How long does the audit take?

3

How long does the audit take?

3

How long does the audit take?

3

How long does the audit take?

4

Who is this audit best suited for?

4

Who is this audit best suited for?

4

Who is this audit best suited for?

4

Who is this audit best suited for?

5

What deliverables do we receive at the end?

5

What deliverables do we receive at the end?

5

What deliverables do we receive at the end?

5

What deliverables do we receive at the end?

6

Will this also tell us what solutions we need?

6

Will this also tell us what solutions we need?

6

Will this also tell us what solutions we need?

6

Will this also tell us what solutions we need?

7

How much time is required from our team?

7

How much time is required from our team?

7

How much time is required from our team?

7

How much time is required from our team?

8

Are survey responses anonymous?

8

Are survey responses anonymous?

8

Are survey responses anonymous?

8

Are survey responses anonymous?

9

Can we customize our audit?

9

Can we customize our audit?

9

Can we customize our audit?

9

Can we customize our audit?

10

What if we want help implementing the recommendations?

10

What if we want help implementing the recommendations?

10

What if we want help implementing the recommendations?

10

What if we want help implementing the recommendations?

11

What if the audit doesn’t reveal anything new?

11

What if the audit doesn’t reveal anything new?

11

What if the audit doesn’t reveal anything new?

11

What if the audit doesn’t reveal anything new?

12

What’s the first step?

12

What’s the first step?

12

What’s the first step?

12

What’s the first step?

Avoid the guesswork. Start with clarity.

Book a free discovery call to start a new era for your organization.

Avoid the guesswork. Start with clarity.

Book a free discovery call to start a new era for your organization.

Avoid the guesswork. Start with clarity.

Book a free discovery call to start a new era for your organization.

Avoid the guesswork. Start with clarity.

Book a free discovery call to start a new era for your organization.