Secure Deal Value
& Accelerate Integration
Don't let the 'human element' erode your investment. The Culture Intelligence Institute (CII) Organisational Health Scan delivers the data-driven diligence required to protect valuation multiples, prevent talent flight, and ensure your merger delivers on its financial promise.
TRUSTED BY
Built on the award-winning The Management Shift (TMS) brand, CII leverages decades of research and has been honored with more than 30 international awards.
The #1 Cause of Deal Value Erosion is No Longer Invisible.
While rigorous financial and strategic diligence are essential, many deals still don't meet expectations, which can lead to deal failure.
The reason is often a hidden variable: the integration of people and culture. Forward-thinking investors and leaders are now adding cultural intelligence to their toolkit, recognising it as a key lever to de-risk deals and unlock a powerful competitive advantage.
Research consistently shows that between 20% and 70% of deal value is at risk due to poor culture fit, leadership misalignment, and employee disengagement. Traditional due diligence overlooks the #1 cause of deal failure: people.
30-50%
of key talent will exit post-close.
50%
Failure rate due to poor team trust and culture.
Synergy Leakage
Cost targets missed due to operational friction.
70-90%
Of deals miss financial targets due to integration misalignment.
30-77%
Drop in engagement from poorly managed integrations.
40% +
More likely to meet synergy targets with active culture management.
Introducing The Solution - The Organisational Health Scan
Quantify the "Human Risk" Traditional Diligence Misses
The Insight: Financials tell you what a company is worth today. OHS tells you if the team can deliver tomorrow’s value.
The Rigor:
A predictive framework built on 20 years of research, not a sentiment survey.
The Speed: In just 20 minutes, our 120-point scan identifies hidden liabilities and cultural assets.
Secure a
Complimentary Leadership Risk Diagnostic
Receive a sample bespoke executive briefing report with key insights for up to five leaders, plus a private strategy call to interpret your results.
Six Core Drivers of M&A Success
This evidence-based diagnostic tool analyzes the six core drivers of organisational success: Culture, Relationships, Individuals, Strategy, Systems, and Resources.
Proven Valuation Uplift Across the Deal Cycle
700%
Profit Increase in One Year
Strategic Turnaround
Global IT company
500%
Profit Increase in 18 Months
Rapid Scale Up
US Management Consultancy
211%
Operating Profit Increase in One Year
Private Equity Exit
Vocational Training Company
1400%
Improvement in Efficiency/Performance
Public Sector Restructuring
Innovation Norway
87%
Culture Index
Regional Integration
SAP, APJ region
55.2%
Revenue Increase in Three Years
Strategic Transformation
FTSE 100 luxury retail
Beyond the numbers, the Organisational Health Scan delivers the strategic clarity needed to act with certainty. For leaders navigating M&A, it provides the critical data to de-risk high-stakes integrations and mitigate the cultural issues that traditional due diligence misses. For CEOs wanting to improve performance, talent retention, health and profit of their organisation, it provides a strategic roadmap for successful transformation.
Maximise Deal Value Across the Lifecycle
Due Diligence & Risk Mitigation
For Private Equity & Corporate Acquirers. Stop buying hidden liabilities. Quantify the 'human risk' in your target before you sign to prevent price chips and validate execution capability.
Post-Deal Performance Acceleration
For CEOs & Integration Directors. 70% of deal value is lost in the first 100 days. Secure your synergies immediately by stabilising operations and removing cultural friction points.
Growth To Exit
For Founders & Sellers. Don't leave money on the table. Prove your business is scalable and independent to maximise valuation multiples and reduce buyer risk.
The data to act with certainty with the Organisational Health Scan
What is included
An evidence-based diagnostic tool that analyses the six core drivers of organisational success: Culture, Relationships, Individuals, Strategy, Systems, and Resources. Based on 25+ years of research, it uncovers the hidden risks and strengths that traditional methods miss.
Our
upgraded (full) report
scans unlimited number of participants anonymously, providing comprehensive, aggregate data for a full organisational diagnostic.
The assessment takes about 20 minutes to complete. Through 120 questions, it collects quantitative and qualitative feedback to pinpoint strengths and areas for improvement in six specific drivers of value creation.
What you receive
A confidential report detailing leadership alignment, cultural risks, and a prioritised "Care Plan" with actionable recommendations. This quick, anonymous scan delivers deep insights without disrupting workflow.
Why it matters
Move beyond guesswork. Our data-driven approach provides the foresight to mitigate cultural and leadership risks before you close the deal. Traditional due diligence overlooks the #1 cause of deal failure: people and culture. Move beyond guesswork with a data-driven approach that provides the foresight to mitigate cultural and leadership risks before you close the deal or insight for successful post deal integration, ensuring your investment achieves significant growth.
Confidential Report Snapshot
Leadership Effectiveness 📊
Strategic Alignment 🎯
Cultural Risk Score ⚠️
SAMPLE REPORT
Click below to see a sample report showcasing the ‘Culture’ section, one of six key areas covered in the full report.
Why Private Equity and Corporate Boards Choose Us
Pre-Deal Culture Due Diligence
Identify hidden liabilities and price chips before finalising your deal. Our thorough assessment ensures you understand the cultural landscape, allowing for informed decision-making.
Integration Planning
Craft a targeted culture integration roadmap that aligns with your strategic goals. We help you navigate the complexities of merging cultures for a smoother transition.
Post-Merger Monitoring
Track progress and make real-time adjustments to ensure cultural alignment. Our ongoing support helps you stay on course and maximise your investment.
Value Acceleration
Maximize exit multiples into a competitive advantage. Leverage our insights to drive innovation and enhance overall performance post-merger.
Built with decades of
interdisciplinary research
Grounded in decades of rigorous interdisciplinary research by Professor Vlatka Ariaana Hlupic, distilled in her award-winning books The Management Shift and Humane Capital, the Organisational Health Scan offers a scientifically validated method for diagnosing hidden blockages and releasing untapped organisational capacity. Evidence from leading organisations, including the FTSE100, NHS, Emergn, SAP, and Bowman Riley, shows that it consistently drives measurable improvements in financial performance, employee engagement, and overall organisational effectiveness.
TRUSTED BY
From Insight to Impact: Our Comprehensive Solutions
At the heart of every thriving organisation lies The Management Shift – a fundamental change in how leadership, culture, and strategy converge to drive exceptional results. Our approach, developed and proven by the pioneering research of Professor Dame Vlatka Ariaana Hlupic, CEO of The Management Shift. Her work offers you a pathway not just to understanding your current state, but to actively shaping your future success.
The Organisational Health Scan: Your Blueprint for Change
Beyond the impressive numbers, the Organisational Health Scan delivers the strategic clarity needed to act with certainty. For leaders navigating M&A, it provides the critical data to de-risk high-stakes integrations and mitigate the cultural issues that traditional due diligence misses. For CEOs wanting to improve performance, talent retention, health, and profit of their organisation, it provides a strategic roadmap for successful transformation.
From Insight to Action: Implementing The Management Shift
We don't just diagnose issues; we provide the remedies to resolve them. In addition to our rigorous culture diligence, we offer comprehensive services to implement improvements and overcome cultural blockages. This includes strategy consulting to align your vision, leadership development to empower your teams, and executive coaching to unlock your leadership's full potential. Explore our full suite of Management Shift Solutions to learn how we can help you achieve sustainable success.
Next steps
A complimentary scan for you + 5 Leaders
A confidential targeted assessment designed to measure the alignment and unique perspectives of your core leadership team for yourself and 5 members of the leadership team. An upgraded version can be requested allowing for unlimited participants.
The Deal-Specific Executive Report
A summary report revealing your team's strengths, risks, and alignment gaps, based on their anonymous feedback. The upgraded report scans unlimited participants anonymously, providing comprehensive, aggregate data for a full organisational diagnostic.
The Integration Roadmap & Consult
A one-on-one feedback session with a TMS-accredited strategy consultant to interpret your results and identify the most impactful first steps. This private consultation will help you form a clear, strategic action plan.
Secure Your Complimentary
Leadership Risk Diagnostic
Equip your leadership team with a data-driven view of
execution risks and cultural liabilities. (Limited to 5 executives).
Contact Us
Your data is confidential.
Includes a private 20-minute strategy call to interpret your results.