KnowledgeVine Assessment Services
Our Assessment Approach
Two pathways to understanding performance — from field observation to full organizational diagnostic. Click each card to explore.
Standard
Strategic Gap Analysis
SGA · Field-Based Observational Assessment
2–3
Days On-Site
2
Components
Survey +
Field Observation
Field Observation
Method
$14K
Investment
Overview
A field-based snapshot of organizational performance through direct crew interaction and a culture survey. Establishes a baseline using the REMEDY Matrix to identify where current behaviors deviate from desired standards — and why.
Two Components
01
Organizational Culture Survey
Anonymous ~15-minute survey using the REMEDY Matrix to establish a performance baseline. Multi-language capable. Multiple individuals can use a single device.
02
Field Assessment
KV Coach embeds with field crews to observe day-to-day operations. Non-intrusive observation approach identifies behavioral gaps against desired standards across 5 required topics.
5 Assessment Topics
T-01
Leadership & Supervision
Role clarity, accountability, coaching effectiveness, corrective action follow-through, and communication quality.
T-02
Human Performance
Pre-job control verification, coaching quality, and in-the-moment HOP tool use during high-risk steps.
T-03
Worker Behavior & Culture
Safety ownership, peer intervention, procedure compliance, and learning culture / speaking up.
T-04
Risk Identification & Mitigation
Hazard ID quality, control effectiveness, and change management response (pause/re-brief).
T-05
Organizational Systems & Processes
Procedure usability, corrective action system effectiveness, and demonstrated workforce competency.
Deliverables
Assessment ReportA single report combining culture survey results and field observations — what we saw, where the gaps are, and how they connect.
Executive DebriefA webinar walkthrough of findings showing how the REMEDY process directly addresses the gaps identified in your organization.
Expanded
Expanded Strategic Gap Analysis
ESGA · In-Depth Field Assessment & Recommendations
4–5
Weeks
2
Components
Survey +
Field Observation
Field Observation
Method
$25K
Investment
Overview
Everything in the SGA — culture survey and field assessment — but with significantly more time on the ground and a deeper deliverable. Goes beyond relating findings to REMEDY by providing specific recommendations and actions your organization can act on immediately.
Two Components
01
Organizational Culture Survey
Same anonymous REMEDY Matrix survey administered across executive, leader, and employee levels to establish a performance baseline.
02
Extended Field Assessment & Interviews
2–3 weeks of in-field observation combined with structured interviews across leadership and workforce. More sites, more interactions, and deeper conversations than the standard SGA.
5 Assessment Topics
T-01
Leadership & Supervision
Role clarity, accountability, coaching effectiveness, corrective action follow-through, and communication quality.
T-02
Human Performance
Pre-job control verification, coaching quality, and in-the-moment HOP tool use during high-risk steps.
T-03
Worker Behavior & Culture
Safety ownership, peer intervention, procedure compliance, and learning culture / speaking up.
T-04
Risk Identification & Mitigation
Hazard ID quality, control effectiveness, and change management response (pause/re-brief).
T-05
Organizational Systems & Processes
Procedure usability, corrective action system effectiveness, and demonstrated workforce competency.
Deliverables
Assessment ReportCombines culture survey results and field observations with specific, actionable recommendations and prioritized actions — not limited to REMEDY implementation.
Executive DebriefA webinar walkthrough of findings, recommendations, and a prioritized action plan for leadership to act on immediately.
Comprehensive
Organizational Performance Assessment
OPA · Data-Driven Multi-Phase Diagnostic
14
Weeks
5
Phases
Survey + Data
+ Programs + Field
+ Programs + Field
Method
~$90K
Investment
Overview
A full diagnostic of how the organization actually works — combining 24 months of incident data, systemic causal analysis, SMS benchmarking against EPRI and OSHA VPP standards, structured interviews, and multi-site field validation. Everything in the SGA, plus the data science and executive-grade reporting to back it up.
5-Phase Methodology
Wk 1–2
Phase 1 · Preparation & Culture Survey
Kickoff meeting, scope alignment, and data collection — incident records, outage data, and safety reports. Includes administration of the REMEDY Culture Survey to establish an organizational performance baseline across executive, leader, and employee levels.
Wk 3–6
Phase 2 · Incident & Data Review
RCA techniques (5-Whys, Fishbone), Pareto trend analysis, and systemic causal mapping across 24 months of recordable incidents, MVAs, outages, and near misses. Investigation process gap evaluation included.
Wk 7–9
Phase 3 · Program Review
SMS assessment benchmarked against EPRI guidelines and OSHA VPP standards. Covers Observation Program, JSA/Pre-Job Briefing, training systems, safety communication, and leadership frameworks. 20–30 structured interviews.
Wk 10–11
Phase 4 · Field Assessment
2–3 days per location across selected job sites and active project areas, with site selection driven by incident data trends. Assesses culture, leader behaviors, and field practices — informed by findings from Phases 2 and 3.
Wk 12–14
Phase 5 · Reporting & Recommendations
Prioritized implementation roadmap with success metrics. Weekly updates, mid-project preliminary summary at Week 7, and final executive close-out presentation.
Sampling Approach
Data
Stratified by incident type, location, and severity — 100% review of high-severity events; 50–70% of low-severity for trend identification.
Interviews
20–30 targeted interviews across executives, supervisors, and field workers for a full vertical cross-section.
Field Sites
Sites selected based on incident data concentration and trend analysis — not random selection.
Deliverables
Comprehensive ReportA single report synthesizing findings across all five phases — incident data, program review, and field assessment — into a prioritized implementation roadmap with supporting data visuals and interview summaries.
Executive Close-Out PresentationVirtual or in-person delivery with a PowerPoint deck focused on key findings, organizational implications, and actionable next steps. Includes Q&A.