High Performance Culture System Implementation-Intake

Business & Contact Information

This information ensures we can properly identify your business, connect your submission to your assessment, and communicate with you regarding implementation. **Please be as detailed as you can when completing this intake, if needed you can save and continue as well, the button for such is at the bottom of the page. If you run into any problems at all, don’t hesitate to send us a message.**
Legal Name of Business or Organization
Full Name of Person Completing This Form
Title / Role Within the Organization

Hiring Structure & Alignment

Based on your assessment, we are now reviewing your current hiring structure, alignment standards, and supporting materials. This allows us to validate your process, identify gaps, and align your hiring system with performance expectations.
Include each step from when a candidate applies through onboarding. Type N/A if not applicable.
Examples: values, beliefs, work ethic, communication style, expectations. Type N/A if not applicable.
Examples: Length of employment at jobs, how often they move, etc.
Describe how interviews are conducted within your organization. Type N/A if not applicable.
Provide your current interview questions (if available). Type N/A if not applicable or you can upload below as well.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload your most recent or commonly used job posting. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload any hiring-related documents currently in use. Examples include applications, interview guides, hiring policies, or screening procedures. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
If hiring materials or documents are not available, explain what is currently used and who is responsible for them. Type N/A if not applicable.

Onboarding & New Hire Introduction

Based on your assessment, we are now reviewing how new hires are introduced, trained, and brought into your organization. This helps us identify where consistency, clarity, and early alignment may be missing
Describe your current onboarding process from a new hire’s first day through their first weeks. Type N/A if not applicable.
How are company values, standards, and expectations currently introduced to new hires? Type N/A if not applicable.
How do new hires learn what success looks like in their role and how it will be measured? Type N/A if not applicable.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload your current employee handbook, written policies, or policy acknowledgement materials. If not available, upload what you do have or explain in the field below. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
If onboarding documents, handbook materials, or written policies are not currently available, explain what is being used now and who is responsible for it. If documents were uploaded above, type N/A.

Leadership, Accountability & Discipline

Based on your assessment, we are now reviewing how accountability, performance expectations, and disciplinary actions are structured and enforced within your organization. This helps identify consistency, leadership alignment, and operational control.
Describe how accountability is currently enforced within your organization. Include how expectations are communicated, monitored, and addressed. Type N/A if not applicable.
How do employees receive feedback on their performance? Include frequency, format, and who delivers it. Type N/A if not applicable.
Describe your current disciplinary process from initial issue through resolution. Include steps taken, escalation process, and how decisions are made. Type N/A if not applicable.
How are employee infractions, performance issues, and disciplinary actions currently documented and tracked? Type N/A if not applicable.
How is management held accountable to the same or higher standards as employees? If not enforced, state how accountability is currently handled. Type N/A if not applicable.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload any documents related to accountability, disciplinary actions, or performance tracking. Examples include write-up forms, warning notices, performance reviews, incident reports, or policy documentation. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
If documentation or structured processes are not currently in place, explain what is being done today and who is responsible. If documents were uploaded above, type N/A.
Where does accountability break down most often in your organization? Examples: inconsistency, favoritism, lack of follow-through, unclear expectations, leadership gaps. Type N/A if not applicable.

Training & Development

Based on your assessment, we are now reviewing how training is delivered, tracked, and maintained within your organization. This helps identify gaps in consistency, skill development, and long-term employee performance.
Who is responsible for training employees and ensuring training is completed? Include roles, supervisors, or departments involved. Type N/A if not applicable.
How do employees continue to develop skills after initial onboarding? Type N/A if not applicable.
How is employee training progress tracked or measured? Include any systems, documentation, or informal methods used. Type N/A if not applicable.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload any training materials or documentation currently in use. Examples include training manuals, SOPs, checklists, videos, or written procedures. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
If structured training materials or processes are not currently in place, explain what is being done today and who is responsible. If documents were uploaded above, type N/A.
What is the biggest weakness in your current training and development process? Examples: inconsistency, lack of follow-up, no structure, time constraints, or lack of accountability. Type N/A if not applicable.

Financial & Incentive Structure

Based on your assessment, we are now reviewing how financial performance, incentives, and compensation structures influence employee behavior and accountability within your organization
Describe how employee incentives are currently structured within your organization. Include how incentives are earned, how often they are paid, and what they are based on. Type N/A if not applicable.
What specific behaviors or outcomes are employees rewarded for? Examples: production, quality, attendance, sales, teamwork, safety, etc. Type N/A if not applicable.
How are consistency and fairness ensured across incentive or bonus structures? Type N/A if not applicable.
What financial or performance metrics are visible to employees, if any? Examples: revenue, profit, job performance, scoreboards, KPIs. Type N/A if not applicable.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload any documents related to compensation, incentives, bonuses, or performance tracking. Examples include bonus plans, commission structures, scorecards, or written incentive programs. If your files exceed size limits or you have multiple documents, you will be provided a secure upload method after submission.
If structured incentive or compensation systems are not currently in place, explain what is being done today. If documents were uploaded above, type N/A.
Where do you see the biggest gap between employee behavior and desired performance? Examples: lack of urgency, inconsistent quality, low accountability, poor communication, etc. Type N/A if not applicable.

Operational Impact & Implementation Readiness

Based on your assessment, we are now reviewing how workforce performance, consistency, and engagement are impacting day-to-day operations and overall business performance. This helps identify where immediate improvements can be made and how prepared your organization is to implement change.
Where are operational issues most commonly impacting your business today? Examples: callbacks, rework, delays, attendance issues, inconsistent performance, communication breakdowns. Type N/A if not applicable.
How does employee turnover currently affect your operations, team performance, or profitability? Type N/A if not applicable.
How does training time or ramp-up impact your team’s productivity? Include delays, reduced output, or impact on experienced employees. Type N/A if not applicable.
What types of performance or quality issues occur most often within your team? Examples: mistakes, missed steps, lack of follow-through, inconsistency, etc. Type N/A if not applicable.
How do attendance issues or reliability impact your day-to-day operations? Type N/A if not applicable.
How would you describe your team’s current level of engagement and ownership in their work? Type N/A if not applicable.
Who will be responsible for ensuring implementation is followed, maintained, and executed within your organization? This should align with ownership or leadership accountability. Type N/A if not applicable.
Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.
Upload any additional documents you believe are relevant to your operations, culture, or employee management.

Final Review & Submission

Please review your responses and ensure all required fields and document uploads have been completed before submitting. Incomplete submissions may delay implementation.
Submission Confirmation
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