ISA™ Case Example

Institutional Intelligence Assessment™

Case Study: Riverside County Government, A mid-sized municipal government (42 participants) showing a deceptively healthy IIQ of 61 with 4 active drift indicators. This case demonstrates the ISA™ predictive model in action.

ISA™ Diagnostic Dashboard

Overview

61IIQ™ / 100

Emerging Institution

Organizational Drift Trajectory™

Stable

No active drift

1

Signals

Early warning indicators

2

Friction

Measurable friction emerging

3

Dysfunction

Operating below potential

4

Crisis

Severe performance compromise

You are here

Current Trajectory

Drift is actively progressing across multiple domains. Focused executive intervention is required to prevent organizational dysfunction.

Six-Domain Health Map

Leadership Alignment
75/100
Organizational Trust
48/100

High Drift

Communication Systems
52/100

High Drift

Operational Systems
78/100
Adaptive Capacity
65/100

Moderate Drift

Human Experience
50/100

High Drift

IIQ™, Current State

61/100

Emerging Institution

How healthy is the institution today?

ODI™, Future Risk

Stage 2: Friction

High Risk · 4 of 6 indicators active

Active Drift Indicators™

Trust Drift™ · HighCommunication Drift™ · HighAdaptability Drift™ · ModerateExperience Drift™ · High

ISA™ Institutional Intelligence

IIQ Report, Riverside County Government

Sarah Mitchell · County Administrator · 9/15/2025

Overall IIQ

61/100
Emerging Institutional Intelligence

I³ Profile

High Execution / Low Trust

Systems function, but trust is eroding

Trust
48/100
Alignment
75/100
Communication
52/100
Operations
78/100
Adaptability
65/100
Human Experience
50/100

Executive Summary

Riverside County Government demonstrates healthy levels of operational execution and strategic alignment, indicating leadership credibility and organizational transparency. However, leadership trust and human experience suggest growing strain between strategic intent and day-to-day performance. Targeted investment in the priority areas below will unlock meaningful performance gains and reduce organizational risk.

The organization's profile reflects a High Execution / Low Trust, Systems function, but trust is eroding.

Risk Implications

  • Increased employee disengagement
  • Higher turnover risk

Priority Focus Areas

1Trust
2Human Experience
3Communication

Benchmark Comparison

Your IIQ Score61/100
Peer Average63/100
Executive Leadership Benchmark71/100

I³ Dimensional Profile

TrustAlignmentCommunicationOperationsAdaptabilityHuman Experience0255075100

Pressure Zones

Trust Gap
High
Communication Breakdown
High
Human Experience Vulnerability
High

ISA™ Advisory

Executive Debrief Memo™

Riverside County Government · September 15, 2025

Key Observation

Riverside County Government appears to be operating with strong operational alignment but insufficient interpersonal trust.

This creates a dynamic in which systems and processes function, but the absence of relational trust erodes discretionary effort, collaboration, and long-term commitment across teams.

Executive Risk

If left unresolved:

Increased turnover
Erosion of leadership credibility

Strategic Implications

Riverside County Government is performing at a moderate level of institutional intelligence, but the gap between current performance and the executive leadership benchmark is meaningful. Organizations that close this gap typically see improvements in execution speed, employee engagement, and strategic adaptability within 6–12 months of targeted intervention. The cost of inaction is not immediate crisis, but a gradual erosion of competitive position and organizational cohesion.

Recommended Executive Actions

1Launch a manager capability development program focused on psychological safety, feedback systems, and team trust interventions.
2Implement structured leadership visibility through regular town halls, transparent decision communication, and published strategic rationale.
3Re-administer the Institutional Intelligence Snapshot™ in 90 days to measure progress and recalibrate priorities.

This Executive Debrief Memo™ is generated automatically from the Institutional Intelligence Quotient (IIQ) assessment and is intended for executive leadership review.

Your report will be emailed to smitchell@riverside.gov if provided

The ISA™ Client Journey

From Assessment to Executive Advisory

1

Current State

Institutional Intelligence Assessment™

Answers:

  • 1.How healthy are we?
  • 2.Where are we drifting?
  • 3.What are our risks?
2

Decision Point

Executive Briefing™

Answers:

  • 1.What matters most?
  • 2.What should we tackle first?
  • 3.What happens if we do nothing?
3

Future State

ADVISE™ Partnership

Answers:

  • 1.How do we course correct?
  • 2.How do we maintain progress?
  • 3.How do we prevent future drift?

The assessment should never end with recommendations. It should end with a clear path to executive advisory.

Drift → ADVISE™ Mapping

For Every Drift, a Defined Action Plan

Each Organizational Drift Indicator™ maps to a specific ADVISE™ focus area, a set of prioritized actions, and a measurable 90-day outcome. Active drifts for this organization are highlighted.

Leadership Drift™

Finding

Leadership priorities are inconsistent.

Impact

Strategic execution is slowing.

Top 3 Actions

  1. 1.Establish top 3 organizational priorities.
  2. 2.Implement executive accountability cadence.
  3. 3.Align leadership messaging.
ADVISE Focus:AssessDiagnose

90-Day Outcome

Executive team demonstrates shared priorities and decision consistency.

Trust Drift™

Active

Finding

Trust in leadership is declining.

Impact

Retention and engagement risk increasing.

Top 3 Actions

  1. 1.Conduct executive listening sessions.
  2. 2.Improve transparency around decisions.
  3. 3.Implement trust-building communication plan.
ADVISE Focus:ValidateInfluence

90-Day Outcome

Employees report increased confidence in leadership communication.

Communication Drift™

Active

Finding

Information flow is inconsistent.

Impact

Confusion and duplication increasing.

Top 3 Actions

  1. 1.Standardize leadership communications.
  2. 2.Create formal feedback channels.
  3. 3.Clarify decision communication expectations.
ADVISE Focus:DiagnoseInfluence

90-Day Outcome

Critical information reaches intended audiences consistently.

Operational Drift™

Finding

Systems and processes no longer support strategy.

Impact

Efficiency and accountability declining.

Top 3 Actions

  1. 1.Identify top 5 process bottlenecks.
  2. 2.Clarify ownership and decision authority.
  3. 3.Eliminate low-value workflows.
ADVISE Focus:StrategizeExecute

90-Day Outcome

Improved operational clarity and reduced bottlenecks.

Adaptive Capacity Drift™

Active

Finding

Organization is struggling to adapt.

Impact

Innovation and responsiveness declining.

Top 3 Actions

  1. 1.Identify barriers to change.
  2. 2.Establish innovation review process.
  3. 3.Prioritize one strategic improvement initiative.
ADVISE Focus:StrategizeExecute

90-Day Outcome

Organization demonstrates improved responsiveness to emerging needs.

Human Experience Drift™

Active

Finding

Employee experience is deteriorating.

Impact

Engagement and retention risk increasing.

Top 3 Actions

  1. 1.Identify highest-impact experience pain points.
  2. 2.Implement manager capability supports.
  3. 3.Create employee feedback action process.
ADVISE Focus:ValidateExecute

90-Day Outcome

Employees experience visible improvements in workplace conditions.

Stakeholder Drift™

Finding

External trust and confidence are declining.

Impact

Reputation and service legitimacy at risk.

Top 3 Actions

  1. 1.Conduct stakeholder listening sessions.
  2. 2.Improve communication with key audiences.
  3. 3.Develop stakeholder engagement strategy.
ADVISE Focus:AssessInfluence

90-Day Outcome

Stakeholder confidence and engagement improve.

ISA™ Advisory Opportunity Matrix™

Your Prioritized Action Roadmap

This matrix becomes the roadmap. Every active drift is mapped to its priority level, recommended action, and ADVISE™ phase, creating a clear path from diagnosis to advisory engagement.

FindingDrift LevelPriorityRecommended ActionADVISE Phase
Trust Drift™HighImmediateListening StrategyValidate / Influence
Communication Drift™HighImmediateCommunication SystemDiagnose / Influence
Experience Drift™HighImmediateExperience RecoveryValidate / Execute
Adaptability Drift™ModerateNear-TermChange ReadinessStrategize / Execute
Priority Legend: Immediate Near-Term Monitor

Recommended Advisory Engagement

The Right Engagement Becomes Clear

The retainer tier is determined by the severity and breadth of active drift. The assessment doesn’t end with recommendations, it ends with a clear advisory engagement recommendation.

90 Days

90-Day Strategic Reset™

For organizations with Moderate Drift.

Focused intervention targeting early-stage drift signals. Includes executive briefing, priority action plan, and initial drift reversal monitoring.

Deliverables:

  • Strategic Reset Session
  • 90-Day Priority Action Plan
  • Drift Reversal Checkpoint

6 Months

6-Month Alignment Partnership

For organizations with High Drift.

Structured advisory engagement targeting active drift across multiple domains. Includes leadership team coaching, system redesign, and progress monitoring.

Deliverables:

  • Bi-weekly Advisory Sessions
  • Leadership Team Coaching
  • Communication System Redesign
  • Mid-Point Drift Re-assessment
Recommended for You

12 Months

12-Month Institutional Intelligence Partnership™

For organizations experiencing multiple active drifts.

Comprehensive transformation partnership. Full institutional intelligence development with sustained advisory, accountability structures, and continuous drift prevention.

Deliverables:

  • Monthly Advisory Sessions
  • Quarterly IIA™ Re-administration
  • Leadership Culture Development
  • Institutional Intelligence Embedment
  • Annual Trajectory Report

Recommended Next ADVISE Phase™

Your Next Step

Current IIQ™

61/100

How healthy is the institution today?

Active Drifts

Trust Drift™High
Communication Drift™High
Adaptability Drift™Moderate
Experience Drift™High

Recommended Next Step

Phase 2: Validate & Influence

(12 Months)

Begin with Listening Strategy, targeting your highest-priority drift indicator: Trust Drift™.

What Happens Next

Your Score Is Not the Final Answer.

It is the beginning of a more honest conversation about how your organization is really functioning beneath the surface.

30 minutes · Complimentary · No obligation