Guides, Playbooks & Research

Welcome to our library of in-depth guides, playbooks, and research reports. We’ve created these free resources to help leaders, teams, and organizations navigate real-world challenges with clarity and confidence. Whether you’re looking to reduce workplace loneliness, build a culture of recognition, craft meaningful customer promises, or gain executive-level insights, you’ll find actionable, research-backed resources here. These downloadable tools are designed to spark ideas, inspire change, and support your journey toward stronger strategy, leadership, and team alignment.

  • Guides are educational resources to help you learn about a topic, make informed decisions, or explore best practices.  
  • Playbooks are action-oriented, step-by-step resources that outline specific processes or practices to follow to achieve your goals.
  • Research Reports are our original research focused on understanding the human dynamics within organizations.

 

Guides

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Business Assessment

The Business Assessment will help you pivot your business in response to disruptive and uncertain times. Download this roadmap and toolkit to get started repositioning your business to succeed this year.

Strategic Visioning Model

Strategic Visioning Model

Over 80% of strategies fail to be implemented or adopted throughout an organization. It’s our mission in life to help organizations develop a true strategy, a distinctive competitive advantage and activate that strategy like a boss. Check out the roadmap of our process.

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Top Team Model

Stratavize’s Top Team Model® illustrates team development as six stages and four key components that must be present to achieve increasing levels of sustained team performance. Stratavize uses this model in our learning labs and consulting work. This model is the foundation to creating a team.

Assess your team’s performance using the Top Team Model’s Team Assessment.  You will receive your Team Performance Score and a follow-up action plan.

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Business Transformation Ecosystem

Stratavize’s Business Transformation Ecosystem illustration depicts the key components need to truly transform and strengthen an organization. The value to the customer is a driving force for change, and the strategy sets the strategic direction of the organization and operation model roadmap for ensuring success. The culture is the current that runs throughout the organization is what support the people. Download this one page ecosystem and evaluate your organization’s ecosystem.

Playbooks

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Customer Promises Playbook

This is your workbook to increasing customer loyalty, improving customer service and aligning your team on how to deliver a consistent experience. Before you get started, check out our journey from brand values to customer promises.

Wondering how Customer Promises fit into the Customer Experience?  Visit our Client Stories page

Employee Reward & Recognition Playbook

In this roadmap, we focus on one component of a happy team. It’s simple; everyone wants to feel appreciated. Unfortunately, in our fast-paced work environment, it’s becoming increasingly tough for organizations to maintain consistent and meaningful reward and recognition programs. This your roadmap helps you assess where the organization is and where it wants to go with recognition programs.

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Looking for more tools and resources?