The diagnostic is the first intervention.
Most organizations know something is off. They feel the friction. But they can't name it precisely enough to act on it. The Bearing Diagnostic maps your organization across eight domains and produces a written report with a clear path forward.
It is not a sales call. It is a working session that produces a deliverable you can use whether or not you engage Fulcrum further. The diagnostic is grounded in the Fulcrum Approach and connects directly to our planning engagements.
Three deliverables from a single session.
01
60-90 min structured interview
A senior consultant walks through the full 10-pass methodology with your leadership. The session is recorded for reference during our research phase.
02
12-18 page Bearing Report
A branded deliverable covering domain analysis, constraint mapping, ecosystem research with citations, and prioritized recommendations.
03
90-day execution roadmap
Clear next steps with package recommendations matched to your actual capacity, budget, and timeline.
10 analytical passes. One conversation.
Each pass targets a distinct dimension of organizational health. Together they surface the constraint chain that no single perspective can see alone.
Technical vs. Adaptive Triage
Culture Layer Depth
The Miracle Question
Doom Loop vs. Flywheel
The Immunity Map
4D Time Audit
Formal vs. Informal Gap
Constraint Identification
Motivation Geography
Bright Spots Scan
12-18 pages of actionable analysis.
Not a generic template. Every report is custom-researched for your organization, sector, and constraint landscape — with cited sources and peer benchmarks.
Your overall Bearing Score, top 3 findings, and the single most important insight about your organization's current state.
Scores and insights across all 8 domains — strategy, operations, finance, people, technology, marketing, revenue, and programs — with peer benchmarks.
Sector-specific data with citations — funding trends, peer benchmarks, and what organizations at the next stage did differently.
Not just your weakest domain, but the sequence of constraints — which one, if relieved, cascades improvement through the rest.
A Rumelt strategy kernel — diagnosis, guiding policy, coherent action — designed around your specific constraint and team capacity.
Specific packages and investment levels mapped to your gaps, so you know exactly what to prioritize if you choose to continue.
$750
One-time engagement. Complete organizational diagnostic with no obligation to continue.
A complete organizational diagnostic. You walk away with a clear picture of where you stand and what to do next, whether you continue with Fulcrum or not.
Four steps to clarity.
Book and pay
$750 one-time investment
Schedule your session
60-90 minutes via video conference, recorded for reference
We research your organization
Sector analysis and ecosystem mapping before and after the call
Receive your Bearing Report
12-18 pages delivered within 5 business days
What to expect.
It helps to have your most recent strategic plan (even if it feels outdated), a list of your current technology tools, any recent funder reports or board presentations, and a sense of where your team spends the most time versus where you wish they were. None of this is required — but it sharpens the conversation.
60-90 minutes via video conference. The session is recorded so our team can reference it during the research and report writing phase.
A senior consultant trained in the Bearing Framework methodology.
The report is valuable on its own. You walk away with a clear constraint map, execution roadmap, and prioritized recommendations regardless of whether you continue with Fulcrum. If you want to explore first, start with our free assessment.
Book the Bearing Diagnostic.
Fill out the form and we will reach out within one business day to schedule your 60-90 minute session and collect payment.