The Challenge
As the clinic expanded, internal challenges began to affect team morale and daily operations. Workload friction grew between the front desk and clinical teams in a fast-paced environment. While everyone prioritized patient care, misaligned values strained communication across the team. Unclear roles also contributed to tension around accountability. Leadership recognized the need for a data-driven way to better understand and improve team culture.
The Solution
OMG Perio partnered with Prevue to implement a Culture Assessment, gathering input from both leadership and employees. Team members rated 40 workplace values based on their their real, everyday experience at work. The results were used to develop a Culture Profile for the organization, highlighting areas of alignment and identifying opportunities for improvement.
“I’m impressed! The results highlight exactly what the problems are. It confirms what we’ve been sensing, and now we have the insight to start making real improvements.” – Owner, Dr. Michael G.
The Results
The Culture Profile revealed strong alignment between leadership and staff, while also uncovering important cultural gaps. Key findings included:
- Balanced core values: The team showed alignment on 7 core values across 6 of the 8 culture categories, indicating a well-rounded foundation. Notably, both leadership and staff were aligned in valuing “Customer Focused”, showing a shared commitment to delivering exceptional patient care.
- Shared view of demands: All employees identified “Jobs Being Demanding” as a top value. This reflected the clinic’s fast-paced environment and the need for stronger support.
- Communication gaps: The biggest disconnect appeared in the Open Communication category, which employees felt least represented their day-to-day experience. Values such as “Clear Set of Rules and Guidelines” and “Good Performance is Praised” were not commonly seen in practice, despite leadership rating recognition as a top cultural strength. This highlighted a clear gap between leadership’s perception and the team’s lived reality, indicating the need for clearer expectations, more visible praise, and open feedback.
These insights validated leadership’s concerns and provided clear direction for ongoing cultural improvement. The process also allowed the team to build an organizational Culture Profile that now serves as a benchmark for future hiring, helping them assess candidates for culture fit and strengthen alignment from the very start.