When an organisation is undertaking a change initiative, it is important that the current reality be clearly defined and measured before it can move to the desired future state. Houle Rutherford Consulting Inc. (HRCI) has developed various tools to assist organisations in identifying the current state of workplace health, organisational climate, collaboration, creativity, and employee engagement.

Research shows that an organisation to build and develop effective collaboration with partners the following six factors must be in place:

  1. Trust must exist among all partners and everyone must be working towards achieving a common goal.
  2. There is a shared vision and a clear aim for a joint working arrangement.
  3. There is a commitment among partners to make a difference.
  4. All partners integrate expertise, ideas, and information into the operations.
  5. There is open and honest communication.
  6. Individual partners leverage their strengths for the benefit of all organizations in the partnership and diversity is well managed.

Building on this research, HRCI has developed an on-line survey questionnaire that measures the extent to which these factors are present in an organization.  Furthermore, based on our experience we have incorporated additional dimensions such as the workplace climate, the exercise of leadership, the quality and skills associated with teamwork and the presence of various processes that are known to support collaboration, creativity and teamwork with the view to indentify the strengths and the areas for improvements, so that key issues can be addressed. The survey was designed to act as a useful tool to help organizations understand their current state and support them as they move through the change process.

Objectives of the Intervention

  1. Define and understand the process of collaboration, wellness and engagement.
  2. Understand the key success factors that need to be in place for effective collaboration and the development of creativity.
  3. Develop an understanding of employee (and in some cases stakeholder) perceptions of collaboration and engagement within the client organization.
  4. Assess the perception of the skill levels required for effective collaboration and engagement.
  5. Collect data that can be used to discuss and identify actionable strategies for improving collaboration both within the client organization and between the client organization and its partners.


  1. A comprehensive report containing the qualitative and quantitative results and key findings from a survey designed to measure employee perception of the leadership, organisational climate, collaboration, creativity and engagement in the workplace.
  2. A facilitated workshop with senior staff members, and employees focused on identifying workplace collaboration and engagement issues and the strategies that need to be implemented to address them.

Approach and Methodology

As an exemple, one of HRCI’s survey tool gathers both quantitative and qualitative data in five key areas:

  1. The Leadership Team:  Is there clear engagement and support?
  2. Purpose, Goals and Objectives - Results: Are we clear on what it is we want to achieve?
  3. People - Relationships / Climate Creation:  Are we involving the right people, do we trust each other, and how de we treat each other?
  4. Skills Necessary to Collaborate and Work Together as a Team:  Do we know how to work collaboratively and do we believe it is worthwhile and useful?
  5. Process:  Do we have the right processes in place to work collaboratively?

To ensure the data gathered addresses the strategic and operational needs of the target organization, HRCI consultants work closely with their clients to customize the tool accordingly. Once the survey has been finalized, HRCI transfers it to an online platform and distributes the survey to the target population. (The survey is administered using HRCI’s online survey tool.) Once the data has been collected, HRCI creates a report (in both French and English) that contains all results as well as a description of key findings. HRCI then works closely with its client to design an appropriate feedback process which may include 2 half-day workshops. The goal of the first workshop is to engage senior staff members to review the key findings from the survey, identify collaboration issues within the organization and to develop strategies for addressing the issues. An second workshop can be designed to involve other members of the organisation in the development of strategies to address the issues raised in the survey and encourage engagement and participation of all staff.


For a free estimate, please contact HRCI directly.