Case Study
Team Assessment & Debrief for a Six Person Team

🚩 The Challenge
The team was navigating:
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Organizational growth and evolving team dynamics.
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A strong focus on compliance, which sometimes overshadowed people-centered collaboration.
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A desire to better understand team communication styles and motivators to enhance internal alignment and influence senior leadership more effectively.
Team members were deeply committed to the mission, yet needed a common language to improve communication, collaboration, and clarity across roles and initiatives.
💡 The Solution
I facilitated a customized DISC and Motivators debrief session with the team. The experience included:
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Individual DISC & Motivators assessment and report for each team member.
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A comprehensive team report highlighting collective strengths, gaps, and motivational alignment.
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A 4-hour interactive Zoom workshop with tailored content, case studies, and live group activities to:
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Explore behavioral styles (DISC) and communication preferences
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Identify top motivators and potential points of alignment and tension
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Practice adapting communication using real-world scenarios
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Post-workshop resources: A custom team summary, deeper insights into the assessments, and practical strategies for gaining senior leader buy-in
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✅ Outcomes
✔ Greater Self-Awareness & Team Understanding
Team members gained clarity on their natural and adapted communication styles and how to flex more effectively with peers.
✔ Practical Application of Motivators
The team learned how to align their internal values with daily work and broader organizational goals.
✔ Improved Communication & Influence Strategy
They developed talking points and strategies to tailor their messaging to leadership styles—improving advocacy for people-centered initiatives.
✔ Stronger Mission Alignment
The debrief helped bridge the gap between compliance-heavy responsibilities and the organization’s people-first mission.
🔑 What Made It Work
This engagement blended behavioral tools and human-centered design to deliver a debrief that was practical, adaptable, and meaningful. By centering empathy and collaboration, the solution aligned personal growth with organizational goals.
The use of DISC insights and real-world application gave the team tools they could use right away, while building the foundation for long-term leadership impact.
Want to Optimize Your Team?
If you’re ready to elevate your team’s communication, alignment, and impact—let’s connect for a free discovery call or email me to learn more.