Learning Strategy Audit

Service Description

When it comes to designing an effective learning strategy, context is everything. The Learning Strategy Audit adds a vital layer of insight by combining structured input with direct, strategic conversation. The 60-minute assessment session gives us the opportunity to dig deeper—beyond the data—into your unique challenges, team dynamics, business priorities, and goals. By connecting in real time, we uncover the nuance behind the numbers and better align your report’s recommendations to the realities you face. If you're ready to move from surface-level insights to strategy that’s tailored, relevant, and executable, this is the ideal starting point. The Pro Package ensures that your audit doesn’t just reflect your current state—it accelerates your path forward. The Learning Strategy Audit Package -Intake Questionnaire - Designed to assess the current state of your learning products, programs, and strategy (sent to you ahead of our meeting). -60-Minute Assessment Session - A live, virtual consultation that allows us to uncover specific pain points, contextual challenges, and strategic opportunities that may not be fully captured in the intake form. It also gives space to discuss your organizational goals, target learner populations, and the future direction of your learning and development initiatives—ensuring the resulting report is grounded, targeted, and actionable. -Learning Strategy Report (PDF) - Using your responses, I will deliver a fully customized Learning Strategy Report that identifies key gaps, outlines actionable recommendations, and details a roadmap of supports and next steps tailored to your organization’s needs and goals (sent to you a week after our meeting).