Services

Organizational Assessment

We begin with a simple, yet comprehensive evaluation of your organization. This external assessment reviews your programs, marketing efforts, fundraising and revenue generation, and administrative systems. Using sector benchmarking, we identify actionable opportunities for growth and development.

During leadership transitions—whether short-term or long-term leaders resign, retire, or are released—an external assessment becomes even more critical. It provides fresh insights that help you:

Identify potential threats to the organization.
Uncover opportunities for growth and innovation.
Address overreliance on perceived strengths.
Detect hidden weaknesses that may hinder progress.

From there, we guide you through the change management process, empowering your organization to increase its impact and achieve sustainable growth.

Philanthropy coaching

Charities need funding.

We love raising money for great causes. We’ve been doing it for decades. It starts with an assessment of your current efforts. Then, we figure out how to tell the story of the great impact and benefits of your programs. Finally, we help your team ask others to join us on a journey to transform our world. Our specialty is at the major donor end of the scale.

Healthy Incoming CEO and C-Suite Transition

Leadership changes are inevitable, but they don’t have to be disruptive. At DeepRoots, we ensure leadership transitions are smooth, strategic, and beneficial for all stakeholders. Whether a CEO announces plans to retire, transition to a new career, or resigns, or when the organization recognizes the need for change, we step in to facilitate the process. Our coaching includes:

Supporting the outgoing CEO, Board, and staff in managing the transition effectively.
Engaging key stakeholders to ensure continued trust and support.
Establishing a strong foundation for the incoming leader.

If handled well, the transition strengthens the organization’s credibility and enhances the incoming leader’s ability to succeed.

CEO Transition Coaching

Onboarding isn’t just about filling a role—it’s about setting leaders up for success. A strong onboarding process integrates new executives into the organization’s culture, values, processes, and strategic objectives. At DeepRoots, we partner with Boards and senior teams before a new executive joins and continue supporting them for three to nine months after their start. Our approach ensures:

Seamless integration into the organization’s unique environment.
Enhanced decision-making and leadership capabilities.
Alignment with strategic goals to drive meaningful progress.

With our expertise, your organization’s leadership transitions become opportunities for growth and lasting impact.

Extended DISC behavioural assessments

Understanding your team members’ natural styles and behaviours and how these are worked out in daily personal interactions is vital to every manager and supervisor. Understanding these can make or break a team.

There are a lot of personality and behavioural assessments available in the marketplace that can help about. We believe that Extended DISC is the best behavioural assessment. Period.

Extended DISC measures engrained behaviours without accounting for environmental influences. In other words, it looks at the natural you and the business you. Extended Disc is used in over 80 countries, in 70 different languages by millions of users.

The foundation of the Extended DISC suite is the individual assessment. This is a 10-minute web-based assessment that generates a 30+ page multifaceted customized report for each participant. Extended Disc takes the input data and provides customized reports on individuals, teams, and whole organizations. The reports are:

– Easy to read and implement

– Cost-effective

– A great tool for strategic and tactical decision-making

– A customizable training, consulting and coaching tool

Then combining a team’s data using the Work Pair Analysis, Team Analysis or Oopen 360 tools provides astounding insight into team performance and opportunities for improvement. DeepRoots is a certified Extended Disc trainer. We’d love to show you how it can transform your organization.