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What To Expect With A Fearless Organization Scan—Step by Step

If you're considering investing in The Fearless Organization Scan as part of your psychological safety journey, but aren’t sure how the process unfolds, read on to learn the steps and what to expect. The Fearless Organization Scan isn’t just about collecting data—it’s about sparking a cultural transformation rooted in trust, learning, and continuous improvement.

Led by a certified practitioner like Shari Soroka, Founder of InKNOWnative and Fearless Organization Certified Practitioner, the Scan is structured to provide meaningful insights while building the conditions for psychological safety as it measures them.

 

Step 1: Discovery & Intent Setting

Every engagement begins with a strategic conversation. Shari meets with key stakeholders to clarify organizational goals, assess team readiness, and align on scope and expectations. This sets the foundation for trust and ensures the Scan delivers actionable insights rather than surface-level metrics.

 

Step 2: Team Selection & Setup

Shari collaborates with leadership to select relevant teams for assessment—whether they are cross-functional squads, departments, or leadership groups. A minimum of five participants per team is recommended to ensure data anonymity.

Communication is key. Participants are introduced to the Scan through clear, transparent messaging, emphasizing confidentiality and the purpose behind the initiative. This communication primes psychological safety from the start, encouraging honest participation.

 

Step 3: Running the Scan

Participants complete a brief, anonymous survey rooted in the research of Dr. Amy Edmondson. The Scan evaluates psychological safety across four dimensions:

  • Willingness to Help

  • Inclusion and Diversity

  • Attitudes Toward Risk and Failure

  • Openness of Conversation

The simplicity of the survey belies its power. Its structured format enables consistent benchmarking across teams and industries.

 

Step 4: Data Analysis & Insight Generation

Once the survey closes, Shari analyzes the results to identify patterns, outliers, and actionable insights. She contextualizes findings to reflect organizational dynamics and business needs, providing both team-specific feedback and broader enterprise themes.

This step turns raw data into meaningful stories—illuminating both where teams thrive and where psychological friction may be slowing down performance.

 

Step 5: Feedback & Facilitation

Each team receives its results in a facilitated session—never just a data dump. These debriefs are psychologically safe environments where team members can reflect on their scores, share interpretations, and explore next steps together.

This step builds shared ownership and catalyzes action. It is where insight begins to turn into culture change.

 

Step 6: Leadership Briefing & Strategic Planning

After team debriefs, Shari meets with organizational leaders to present a systemic overview. This includes key themes, blind spots, and strategic opportunities.

Using the Fearless Organization Leader’s Toolkit, leaders co-develop practical plans to embed psychological safety into leadership practices, team rhythms, and transformation strategies.

 

Step 7: Sustained Development

The Scan is a beginning, not an end. InKNOWnative provides follow-up support such as:

  • Executive coaching

  • Psychological safety workshops

  • Pulse scans

  • Team rituals and trust-building practices

Culture change becomes an ongoing practice, not a one-time initiative.

 

A Trust Catalyst—Not Just a Survey

The Fearless Organization Scan is more than a diagnostic. Done well, it builds the very thing it measures: trust.

By partnering with a certified, neutral practitioner like Shari Soroka, your organization ensures the process is handled with care, rigor, and heart.

Want to uncover what’s really happening beneath the surface of your culture? Start with the Scan. Start with Shari. Start now.

 

Citations

  • Edmondson, A. C. (2019). The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. Wiley.

  • The Fearless Organization (2020). Leader’s Toolkit and Team Scan Guide.

  • Center for Creative Leadership. (2021). Leadership That Builds Psychological Safety.

  • Goleman, D. (2006). Emotional Intelligence. Bantam Books.

 Brought to you by InKNOWnative 

The spark of innovation & knowledge is native to each of us. Empowering organizations to build fearless, high-performing, learning cultures through psychological safety, inclusion, and innovation.

📩 Contact: https://www.inknownative.com/contact
🌐 Website: www.inknownative.com
📱 Instagram: @inknownative

#PsychologicalSafety #FearlessOrganizationScan #SpeakUpCulture #InKNOWnative #LeadershipTools #TrustBasedCulture #OrganizationalHealth #CultureChange #TeamPerformance #CourageousLeadership #FromInsightToAction

 

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