Bring clarity and consistency to what you already have.
Audit & Improve helps small teams make sense of how learning is working across their organization. Rather than jumping straight into redesign, this service looks at your learning ecosystem to identify what’s working, what’s missing, and where small changes can reduce friction and improve consistency.
When an audit is helpful.
You might consider an audit if training feels messy, inconsistent, or hard to sustain, especially when onboarding relies on informal knowledge sharing, managers carry the burden of teaching everything, or your team isn’t sure where to focus next.
Learning depends on “who you ask” instead of a shared structure
Onboarding varies depending on who’s involved
Expectations feel unclear or inconsistent across roles
Materials exist, but people don’t use them (or don’t trust them)
You want clarity before investing in new design
What you can expect.
A guided look at how the audit works, the insights you’ll walk away with, and how those insights can support next steps.
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Every audit is tailored, but the foundation is a guided review of your learning ecosystem, including:
People: who learning depends on right now
Expectations: what “good” looks like (and how it’s communicated)
Materials: where knowledge lives at a high level (not a full content review)
Timing: when learning happens—and when support drops off
Systems: where learning lives, how it’s organized, and how it stays reliable
Optional add-ons are available if you want a deeper review of specific materials (onboarding documents, training decks, job aids, etc.).
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Rather than a long report, you’ll receive a clear and usable set of insights you can act on right away, including:
A summary of what’s working and where learning breaks down
The top friction points creating confusion or extra load
Priority recommendations (what to tackle first vs. later)
A practical next-step path based on your goals and capacity
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Some organizations use the audit to make improvements internally. Others move into Design & Update to refresh key materials, or choose Ongoing Partner Support for continued iteration and maintenance. The next step depends on your goals, capacity, and timeline.
Get the Learning Ecosystem Questionnaire.
This short reflection helps you notice where learning may be scattered, unclear, or unsupported — without judgment or overwhelm.