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construction ADAPT® Toolkit  ·  The Helix Group

Tools that compound.

Every tool saves a result your other tools can use. The Change vs. Transformation Assessment recalibrates the Culture Survey. The Culture Survey informs the Operating Model. The AI Adoption Audit feeds the Governance Model. Run the chain in sequence and each tool produces better analysis than it would running alone.

rocket_launch New to the Toolkit? Start here — Getting Started Guide arrow_forward
51Tools
5Clusters
AIIn every tool
+4Agents coming
saveResults save to your account
hubResults flow into downstream tools
smart_toyAI analysis in every tool
downloadOutputs downloadable
How results compound across tools

The core intelligence chain

Save a result in any tool and it becomes available to downstream tools. The Change vs. Transformation verdict recalibrates the Culture Survey. The Capability Gap Scanner sequences your entire ADAPT path. The AI Readiness Gap informs the AI Adoption Audit. Run the chain in order and each tool produces better analysis than it would running alone.

C vs T
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Culture Survey
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TRD
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CGS
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AI Readiness
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AI Adoption
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AI Governance
compare_arrowsCluster 1 · Transformation Intelligence

Diagnose before you act.

The most expensive mistake in transformation is misdiagnosing what you are actually undertaking. These tools establish the ground truth — what kind of initiative this is, whether the organization has the readiness and capacity to run it, and which gaps must be closed before the next investment is made. Run Cluster 1 before anything else.

8 tools
compare_arrows
Live
Change vs. Transformation Assessment™
Six-dimension AI assessment that determines whether your initiative requires better execution of what you already do — or requires you to become a fundamentally different organization. The result is saved and recalibrates every downstream tool. Most initiatives fail because they are resourced as one when they are actually the other.
6 dimensionsAI verdictCalibrates all tools
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travel_explore
Live
Transformation Readiness Diagnostic
A structured assessment across ten domains of transformation readiness — covering culture, leadership, funding model, workforce and talent, technology, measurement, and strategy. Identifies which domain is the most dangerous gap for your specific initiative and tells you which toolkit tool to open next based on where you actually are.
10 domainsStage diagnosisPrioritized gaps
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radar
Live
Capability Gap Scanner
Maps your organization across five capability domains: Leadership & Organizational Maturity, Execution Discipline, AI-Enabled Insight, Strategic Alignment, and Measurement & Feedback Loops. Each domain scores on a 1–5 maturity scale. The AI identifies which two or three gaps are highest priority, how they compound each other, and produces a recommended ADAPT learning path sequence.
5 domainsMaturity 1–5Path sequencing
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battery_alert
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Change Saturation Diagnostic
Measures how much transformation capacity your organization has left — across all concurrent initiatives, not just the one you are assessing. Makes the critical distinction between saturation (requires load reduction and sequencing) and resistance (requires trust-building and reframing), because they look identical on the surface but require opposite interventions.
Saturation vs resistanceFunction-level mapPortfolio sequencing
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model_training
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Organizational Learning Velocity Assessment
Measures how quickly and reliably your organization converts experience into changed practice — because every ADAPT tool produces insights, but most organizations are not structured to act on them. Scores capture rate, integration rate, and propagation rate. Identifies which tool outputs are most at risk of being acknowledged and then ignored.
3 dimensionsSingle vs double loopIntegration rate
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science
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Quest Design Lab
A structured workspace for designing, running, and debriefing the 30-day experiments that ADAPT puts after every learning module. The AI guides five pre-experiment questions covering the assumption being tested, what success looks like, the smallest runnable version, who needs to be involved, and what you predict. After the Quest runs, a structured debrief captures what happened and how to design the next one differently.
Experiment designPre/post debriefJourney Board
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hub
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Transformation Stakeholder Engagement Mapper
Maps the full stakeholder landscape for a specific transformation initiative — senior sponsors (genuine versus nominal), external stakeholders whose behavior constrains the transformation, internal veto players who do not appear on any change management plan, and the specific interests each stakeholder needs to see served to remain supportive. Produces a tailored engagement strategy and communication calendar.
Full landscapeVeto playersEngagement calendar
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directions_walk
New
ADAPT® Change Management Workshop
A full structured workshop integrating four change frameworks — Switch, Bridges Transition Model, ADKAR, and the Kübler-Ross Change Curve — into a single coherent change plan. Unlike standalone change tools, this workshop pre-populates from your Transformation Readiness Diagnostic, Stakeholder Mapper, Saturation Diagnostic, Narrative Builder, and Incentive Audit results, producing a change plan anchored to your actual diagnostic data rather than generic templates.
4 frameworks integratedPre-populates from 6 toolsADKAR + Switch + Bridges
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group_workCluster 2 · Culture & Organization

Culture is either your asset or your obstacle.

You cannot mandate culture change. But you can measure where your culture actually is, identify which gaps are critical blockers for your specific initiative, and surface the organizational patterns that are limiting what the transformation can achieve. These tools make culture legible and actionable — not as a sentiment survey, but as a structural diagnosis.

7 tools
groups
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ADAPT® Culture Survey
A 70-question Westrum-based culture diagnostic measuring your organization across seven dimensions — Information Flow & Safety, Cooperation & Bridging, Failure & Learning, Leadership & Trust, Adaptability & Resilience, Mission Clarity, and AI Readiness. Loads your Change vs. Transformation result and recalibrates — the same culture gap scores differently depending on whether your initiative is change or transformation.
70 questionsWestrum model7 dimensionsC vs T aware
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monitoring
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Leadership Behavioral Signal Monitor
A recurring 15-question pulse instrument administered monthly to a leader's direct reports. Measures five behavioral dimensions — psychological safety architecture, adaptive vs. technical problem response, authority-without-control, feedback loop behavior, and stress regulation. After three months, produces a Leadership Signal Report showing behavioral trend by dimension. Results go to the leader only, not to HR or their manager.
Monthly pulseBehavioral signalsLeader-only results
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troubleshoot
Live
Impediment Archaeology Workbench
Guides Agile practitioners through a five-why analysis of a specific persistent retrospective impediment. The AI conducts a structured sequence, pushing back on surface answers and asking for organizational evidence at each level. Produces a Root Cause Classification — structural, process, incentive, or governance — with a Resolution Tool Recommendation and a Presentation Brief to take to the right leader.
5-why guidedRoot cause class.Presentation brief
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shield_person
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Psychological Safety Architecture Assessment
A 35-question team-level instrument that measures psychological safety not as a feeling but as architecture: the structural conditions that determine whether safety is real or performed. Measures five architectural dimensions: error signal transparency, dissent pathway clarity, authority gradient management, learning loop speed, and recovery cycle design. Produces the specific structural gap most likely to be suppressing learning right now.
Safety as structure5 dimensions30-day intervention
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New
Team Effectiveness Diagnostic
Assesses team performance across five structural dimensions — Clarity of Mandate & Role, Decision-Making Quality, Conflict Resolution Patterns, Interdependency Management, and Learning Behaviors. Unlike individual capability assessments (Leadership Behavioral Signal Monitor) or organizational culture surveys (Culture Survey), this tool targets the team-level structural conditions where most transformation effort disappears. Produces the single structural change most likely to improve effectiveness in 30 days.
5 dimensionsStructural diagnosis30-day experiment
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dashboard
Live
Transformation Progress Dashboard Builder
Builds a transformation measurement framework from first principles — behavioral leading indicators, structural leading indicators, and cultural leading indicators — rather than vanity metrics or activity counts. The three-layer framework distinguishes compliance evidence (people following the process) from capability evidence (people applying the thinking in novel situations) from outcome evidence (the transformation producing business value). Includes a six-month test that would convince a skeptic.
3-layer frameworkLeading indicators6-month test
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auto_stories
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Transformation Narrative Builder
Builds the change narrative for your specific transformation — not a communication plan, but the four-part architecture of a narrative that creates commitment rather than compliance: current reality, the challenge, direction, and invitation. The AI challenges vague drafts and tests each component against four narrative failure modes. Output feeds the ADAPT Change Management Workshop and the Stakeholder Engagement Mapper.
4-part architectureCommitment vs complianceAI challenge
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inventory_2Cluster 3 · Strategy & Product

From project thinking to product ownership.

These tools work in sequence — each one produces a structured result that the next tool uses. The chain runs from understanding what your products actually are, through setting direction, designing OKRs, building roadmaps, redesigning the operating model, and producing a living intelligence document that synthesizes the whole picture for leadership.

9 tools
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Product Taxonomy Builder
The foundation for every other product tool. Guides a leadership team from an application-and-function view to a customer-outcome view — producing a three-level taxonomy of Portfolio → Product Groups → Products, each with lifecycle stage, product type, and team ownership. The AI proposes an initial taxonomy from natural language inputs and flags misclassifications: projects disguised as products, technology labeled as the product rather than the vehicle.
3-level taxonomyLifecycle stagingAI draft
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north_star
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Product North Star Generator
Two-phase tool. Phase one creates the transformation-level North Star — why your organization is moving from project to product, in language anyone can understand. Phase two creates a product-level North Star for each product in your taxonomy. The AI actively challenges vague drafts, asking what is specific to your customers and your context. North Stars are saved and seed the OKR Designer.
2 phasesAI challengeFeeds OKRs
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flag
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OKR Designer
Per-product OKRs anchored to the product North Star and lifecycle stage — because an Explore-stage product needs learning metrics, not revenue metrics. The AI flags output-based objectives and proposes outcome rewrites. Checks internal consistency across products and flags OKR sets that will force teams to compete for the same resources.
Lifecycle-awareOutcome vs outputCross-product check
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hub
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OKR Architecture Builder
Takes a team through the complete OKR design process — integrating OKRs with KPI design and flow thinking simultaneously. Six structured questions covering time horizon, capability vs. activity metrics, the behaviors the OKR needs to change, and who needs to agree for it to stick. Output: Objectives with Key Results, a KPI set distinguishing capability KPIs from activity metrics, the failure mode for each OKR, and a 90-day review protocol.
OKR + KPI + flowFailure modesReview protocol
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timeline
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Product Roadmap Builder
Now/Next/Later roadmaps built from your OKRs — not from feature wishlists. The AI checks for two failure modes: roadmaps that are too certain (no learning checkpoints in far-out quarters) and roadmaps that are feature-centric rather than outcome-centric. Forces prioritization discipline by asking which items would be cut if capacity dropped 30%.
Now/Next/LaterOKR-linkedPressure-test
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conversion_path
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Value Stream Mapper
Maps your end-to-end workflow from the trigger that starts work to the outcome the customer receives. Calculates the efficiency ratio — value-add time versus total elapsed time. The AI identifies the single highest-leverage handoff to eliminate and flags which handoffs will survive the operating model redesign because they are entrenched in governance or compliance. Output feeds the Operating Model Designer and the AI Workflow Redesign Lab.
Efficiency ratioHandoff analysisFeeds operating model
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schema
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Product Operating Model Designer
Designs the operating model for each product in your taxonomy: team structure, business engagement model, planning cadence, and measurement system. The AI compares your design against documented failure modes — teams organized around functions, partial allocation, PMO-controlled prioritization. Loads Culture Survey results and Change vs. Transformation context to flag culture gaps that will limit the model before you deploy it.
7 failure modesCulture-awareC vs T aware
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people
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Workforce & Talent Transition Planner
For each product team being formed, maps current-state workforce against future-state roles. Produces a skills gap analysis, a role transition plan, and a development roadmap. For each gap, the AI recommends build, buy, or borrow — and specifically warns against the buy-everything approach that creates dependency and fails to build internal capability. Connects to ADAPT learning paths for the build option.
Skills gapBuild/buy/borrowPath connections
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description
Live
Product Intelligence Document
A living document generated from all product tool outputs — taxonomy, North Stars, OKRs, roadmaps, operating models, and workforce plans — with an AI-written executive summary that synthesizes the full picture. Regenerates as inputs are updated. The executive summary gives a C-level sponsor a clear view of where the transformation stands, what the risks are, and what decisions need to be made.
Auto-generatedAI narrativePDF export
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smart_toyCluster 4 · AI Adoption & Governance

The 5% getting real value from AI spent 70% of their effort redesigning how work moves.

Most AI rollouts produce license adoption, not workflow change. The tools in this cluster build the organizational capability that the $120K AI Delivery Lead role is being posted to supply — governance, workflow redesign, accountability architecture, and measurement design — without the hire.

14 tools
analytics
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AI Readiness Gap Analyzer
Separates personal AI readiness from organizational AI readiness. McKinsey research shows organizational readiness accounts for 48% of the difference between leaders getting real value from AI and those not — personal readiness accounts for 25%. Shows which side you are investing in, which side is the actual bottleneck, and produces a 90-day Organizational Readiness Sprint targeting the three changes most likely to move the needle.
Dual-track48% vs 25%90-day sprint
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search_insights
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AI Adoption Reality Audit
Three-layer survey run simultaneously across individual contributors, managers, and senior leaders. Produces the Adoption-License Gap — the delta between seats purchased and seats generating genuine workflow change, in dollar terms. Classifies your adoption bottleneck as friction, trust, workflow-design, or culture. Produces a prioritized 30-day action list with the single highest-leverage intervention per bottleneck type.
3-layer auditLicense vs usage gapBottleneck type
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account_tree
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AI Workflow Redesign Lab
Three-session workshop tool. Session one maps a current workflow and calculates the Workflow Friction Score — value-add time versus total elapsed time. Session two identifies three AI intervention points that eliminate handoffs rather than accelerate them, checked against five documented failure modes. Session three produces a 30-day pilot design with a specific success metric, named owner, cost ceiling, and rollback plan written before the pilot starts.
3 sessionsFriction scorePilot design
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policy
Live
AI Governance Model Builder
Six-session tool producing a complete AI Governance Playbook. Covers: Authority Map (who can authorize an AI agent to act autonomously), Data Access Matrix (what data agents can read or write), Cost Governance Protocol (per-agent spending ceilings and shutdown triggers), Incident Response Design, Shadow IT Audit Protocol, and a 90-day Governance Adoption Plan. Downloadable as a formatted playbook.
6 sessionsAuthority mapDownloadable playbook
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calculate
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AI Business Case Builder
Forces the business case to be defined before any AI investment is approved. Requires a named workflow, a specific performer, and a measurable output. Builds a conservative value model including the Checking Tax — the ongoing cost of reviewing AI output that most organizations omit from their projections. Requires an accountability architecture: who owns the metric, what proves it worked at 30/60/90 days, and the decision rule for stopping if evidence does not appear.
Checking taxAccountability designStop rule
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robot_2
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AI Agent Design Workbench
A structured canvas for designing any AI agent deployment before a developer builds it — tool-agnostic, works for Claude, GPT, Copilot Studio, or any custom agent. Seven questions covering trigger definition, authorization matrix (what the agent can and cannot do, and under what conditions), authority transfer design at three points (Human→Agent, Agent→System, System→Human), cost ceiling, failure mode mapping, rollback protocol, and governance architecture. Output is an Agent Design Brief with governance built in from the start.
Tool-agnosticAuthorization matrixAgent design brief
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psychology
Live
Workforce Impact Planner
Maps every role or task category where AI has absorbed work that was previously building junior staff judgment. Calculates the Bench Development Gap — the expected timeline until your organization faces a shortage of people with the judgment that the absorbed work was developing. Produces deliberate development redesign patterns and a succession risk assessment for decisions that require years of accumulated experience.
Bench gapSuccession riskDevelopment redesign
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supervised_user_circle
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Botsitting & Botshitting Audit
Measures the hidden cost of AI adoption most organizations are not tracking. Botsitting — the average 6.4 hours per week per moderate AI user spent feeding context, supervising outputs, debugging errors, and cleaning up results. Botshitting — offloading understanding, judgment, and responsibility to AI output without verification. Produces a Botsitting Burden Score per team and a Botshitting Risk Profile by role.
6.4 hrs/week avgBurden scoreRisk profile by role
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rule
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AI Metrics Audit
Most AI measurement creates the wrong behaviors. Goodhart's Law applied to AI: when a measure becomes a target, it ceases to be a good measure. The audit examines your current metrics against the five-metric gap between transformative and non-transformative organizations and identifies which behaviors each metric is actually incentivizing. Produces a Metrics Integrity Score and flags tokenmaxxing, approval-rate gaming, and completion-rate inflation patterns.
Goodhart's LawMetrics integrityGaming patterns
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balance
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AI Judgment Capacity Assessment
The judgment paradox: AI makes oversight more important while eliminating the disfluency cues that used to trigger it. Polished AI output gets processed faster and questioned less — regardless of accuracy. This assessment measures whether your organization has built the judgment infrastructure to compensate: explicit quality bars, structured review practices, when-not-to-use-AI norms, and the Centaur framework. Produces a Judgment Infrastructure Score per function.
Judgment paradoxCentaur frameworkPer-function score
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manage_accounts
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AI Ownership Mapper
Shared ownership is not ownership. Maps who is accountable for each of six functional AI responsibility zones: Strategic Direction, Operational Process, Technical Foundation, Compliance & Risk, Customer-Facing Trust, and Last-Mile Employee Use. Every blank zone is an AI risk. Produces an Ownership Gap Summary identifying unowned zones, single-person concentration risks, and shared-ownership zones with no documented tie-breaker for decisions.
6 zonesOwnership gapsTie-breaker analysis
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menu_book
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AI Strategy Framework Navigator
BCG, Gartner, Bain, McKinsey, and NIST have each published a framework that fixes a different AI strategy problem — pilot chaos, adoption stalls, governance gaps, budget misallocation. Nine diagnostic questions identify which two or three frameworks apply to your specific situation and produce a Framework Application Brief showing how to use them together.
6 frameworksMatched to problemApplication brief
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swap_vert
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Middle-Out Activation Mapper
Identifies and sequences the managers and senior practitioners who are the actual AI adoption activation mechanism. Maps who in this layer has the influence, credibility, and motivation to carry AI adoption forward to their teams — and who is the unintentional blocker. Produces a three-phase activation sequencing plan with specific conversations to have and specific roles to engage first.
Middle layerActivation sequenceInfluence map
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currency_exchange
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Incentive-Behavior Misalignment Auditor
Identifies where your evaluation system rewards the behaviors your AI adoption requires people to stop doing — rewarding hours worked when AI makes work faster, rewarding volume when AI makes volume trivial, measuring prompt counts when you want workflow change. Produces a Misalignment Report with each conflict named, which roles are affected, and the specific system changes that must precede the behavioral changes.
Incentive conflictsAffected rolesSystem-change sequence
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device_hubBridge Tools · Product & Portfolio ↔ AI Adoption & Governance

Where product strategy and AI governance meet.

These two tools bridge the gap between Cluster 3 (Strategy & Product) and Cluster 4 (AI Adoption & Governance). They are designed for teams that are simultaneously building and deploying AI — either embedding AI into a product, or redesigning how a team works when AI agents are part of that team. Each tool reads from both clusters and produces outputs that flow back into both.

2 tools
extensionAdditional Tools

Supplementary diagnostics and practice tools.

Standalone tools that address specific transformation challenges — pattern recognition, portfolio management, leadership development, and practice environments. These tools can be run independently or used to complement work done in Clusters 1–4.

10 tools
replay_circle_filled
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Active Inertia Diagnostic™
Identifies which of Donald Sull's five Active Inertia traps are operating in your organization — Strategic Frames, Processes, Resources, Relationships, and Values. The trap that made you successful becomes the obstacle to what's next. This diagnostic names it before it derails the transformation.
5 trapsActive InertiaSelf-assessment
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map
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Transformation Portfolio Mapper
Visual assessment of transformation readiness across key organizational dimensions. Produces a map showing your strongest assets and highest-risk gaps as a visible picture of where the transformation has organizational support and where it will encounter the most resistance.
Visual outputReadiness mapGap picture
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psychology_alt
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Leadership Decision Simulator™
Scenario-based decision simulator that surfaces leadership patterns under pressure. Each scenario presents a realistic organizational situation. Your responses reveal which Active Inertia traps are operating in your own leadership behavior — before they become visible to the people you lead.
ScenariosLeadership patternsBehavioral signals
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crisis_alert
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Transformation Portfolio Stress Test™
Evaluates whether your transformation portfolio is coherent — or a collection of initiatives that will compete for the same limited organizational change capacity. Most organizations are running 3–5x more change than their culture can absorb simultaneously. This diagnostic makes that visible before the initiatives start undermining each other.
Portfolio coherenceChange capacityLoad assessment
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target
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OKR Practice Tool
Hands-on OKR design and evaluation environment. Guides practitioners through writing, stress-testing, and refining OKRs against the 12 characteristics of good metrics — checking for output disguised as outcome, lagging indicators disguised as leading ones, and objectives that measure activity rather than impact.
OKR design12 characteristicsPractice environment
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compare_arrows
Live
Change vs. Transformation Diagnostic
A quick-format version of the Change vs. Transformation Assessment — a rapid directional read on whether an initiative is change or transformation. Good for a first-cut classification before running the full Cluster 1 sequence, or for use in a workshop or facilitated session where speed matters.
Quick formatDirectional readWorkshop-ready
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explore
Live
The ADAPT Strategy Compass
A structured strategic orientation tool that maps an organization across four compass points — where you are coming from, where you are trying to go, what is pulling you off course, and what would need to be true for the strategy to succeed. Surfaces the underlying strategic assumptions and tests whether they hold.
4 compass pointsStrategic orientationAssumption testing
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precision_manufacturing
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Resilient Operating Model Workshop
A facilitated workshop tool that guides a leadership team through the five design decisions that determine whether an operating model can absorb disruption or breaks under it — decision rights, resource allocation mechanisms, information flows, accountability structures, and team boundaries.
5 design decisionsResilienceFacilitated format
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pie_chart
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Organizational Culture Profile
A rapid culture typology assessment that places your organization across four culture archetypes and shows the gap between the culture you have and the culture your strategy requires. Identifies which cultural features are your strongest assets and which are the most likely friction points for the change you are trying to make.
Culture archetypesAsset vs frictionStrategy alignment
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sync_alt
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Change Management Workshop
A public-access structured workshop tool for planning a specific change initiative — covering stakeholder mapping, resistance anticipation, communication architecture, and milestone design. For the full ADAPT-integrated version that pre-populates from your diagnostic results, see the ADAPT® Change Management Workshop in Cluster 1.
Change planningStakeholder mappingPublic access
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theaters
Coming Soon
Capability Theater Detector™
Identifies where your organization is performing transformation activity without producing transformation outcomes — running standups without psychological safety, holding OKR reviews without actual learning, measuring velocity without measuring value. The gap between ceremony and capability is where most transformation effort disappears.
Ceremony vs capabilityTheater patternsDiagnostic
psychologyCapstone Tool — Run after significant platform use

Transformation Intelligence Synthesis

The only tool in the platform designed to be run after you have accumulated data across multiple clusters. It reads your complete toolkit history, identifies cross-cluster patterns invisible to any single instrument, surfaces tensions and alignments between your transformation, culture, strategy, and AI adoption signals, and produces an integrated organizational intelligence picture — including a three-paragraph executive brief suitable for sponsor or board review.

Capstone
When to run this: After completing tools in at least two clusters. Most valuable at engagement midpoints, before leadership reviews, when something in the diagnostic picture feels contradictory, or when you need a single integrated view to share with a sponsor or executive team.
Coming next — Agentic Layer

The toolkit reads your work, not just your inputs.

These four agents read across all tool results saved to your account and act on what they find — surfacing patterns no single tool would catch, briefing facilitators before client sessions, and identifying signals that span multiple tools and cohorts.

monitor_heartCross-Tool Signal MonitorComing Soon
Detects when combinations of tool results produce patterns no single tool would flag — high TRD readiness paired with low Change Saturation, strong AI adoption metrics alongside a failing Botshitting Risk Profile.
summarizeWeekly Digest AgentComing Soon
Reads every tool result updated in the last seven days for a cohort or client and produces a single-page digest — what changed, what needs attention, and what conversation the next session should open with.
person_searchFacilitator Intelligence BriefComing Soon
Before a client session, reads everything the client has run — all tools, all results, all saved outputs — and tells the facilitator the two or three things that matter most right now and why.
corporate_fareCorporate Cohort AnalyzerComing Soon
Reads across an entire organization's toolkit activity and identifies structural patterns that individual teams cannot see about themselves — which departments are consistently at capacity, which transformation patterns repeat.