A Survey-based Management Tool for Moyer Lewis Business Clients

Has your company’s management team:

  • Identified and assessed risks that could impact the company's success?
  • Gained insight through feedback from a ready resource, the company's employees?
  • Tracked data that could help it manage business risk and retain employees?

If not, consider the Annual Strategic Checkup we developed for our business clients and call us!



Annual Strategic Checkup


  • Online Management Survey
  • Online Employee Survey

Management Survey

  • Identifies critical risks from a risk inventory
  • Ranks a standard set of 22 risk issues for the next 12 months, then compares results to those from the same survey of several hundred global C-level executives and board members

Employee Survey

  • Generates responses related to:
    • work/life balance
    • contentment (stay/leave mindset, engagement)
    • perception of management leadership practices
    • customer service & quality


  • Provide foundational data for:
    • ongoing risk management
    • data-driven targeted improvements
    • relevant employee communication
    • benchmarking management, employee, & industry peer alignment


Sample Output: Management Survey

Click an image below for larger version.

Summary Risk Map

  • Plots likelihood and most severe impact
  • Identifies critical risks

Color Dot Chart

  • Standard set of risk issues color-rated
  • Responses based on 12-month outlook
  • Compares results with global executives
  • Comparison data segmented by industry


Annual Strategic Checkup Also Includes

Copies for your management team of Employee Engagement 2.0, by Kevin Kruse, which is a step-by-step guide that will teach you:

  • What employee engagement is (it does not mean happy or satisfied)
  • How engagement directly drives sales, profits, and even stock price
  • The secret recipe for making anyone feel engaged
  • How to quantify engagement, even if you have no budget
  • 7 questions to ask that will identify your engagement weakness
  • What to say to facilitate a team meeting on engagement
  • A communication system that ensures rapid, two-way flow of information
  • How to make your strategic vision memorable and "sticky"
  • How to implement a complete engagement plan in only 8 weeks!

The author, Kevin Kruse, is a former Best Place to Work winner, serial entrepreneur, and NY Times bestselling author. He has advised dozens of organizations, from Fortune 500 companies to startups and non-profits, and even the U.S. Marines.

(Moyer Lewis & Patton has no affiliation or compensation arrangement with Mr. Kruse. This book is just a great practical resource and complement to the Annual Strategic Checkup process.)

View the following YouTube video to hear the author explain The Business Case for Employee Engagement.



Moyer Lewis & Patton is an established law firm located in the Houston Energy Corridor that provides legal services in the areas of business law and estate planning/probate.