Want to create lasting behavior change? Stop only assessing behaviors, and start assessing mindsets

Many organizations invest large sums in assessments and training programs, but too often, employees revert to their previous ways.
This occurs because the initial assessment and resulting intervention targeted the symptom (behavior), rather than the root cause (mindset), of a performance gap.
So, how can an organization create long-lasting, business-improving behavioral change?
Assessments should expose the subliminal thoughts, feelings, assumptions, and beliefs that drive an employee’s current performance, or that may obstruct their full potential. Only then can assessors accurately design interventions that shift mindsets, and therefore behaviors, for the better. Here are three instances of how your organization can use this approach.
From individual insight to customized coaching
Oftentimes, excellent salespeople-turned-sales managers struggle to share their wisdom and drive peak performance from their teammates. Why? Because their individual insights into the art of selling are not universal.
No one skillset nor tried-and-true script makes a great seller. Rather, successful salespeople have a certain belief system that drives their curiosity towards customers, reactions to rejection, and general stamina. A simple shift in any of these mindsets can transform a sales team.
So, how do you implement this within your own team? Start by leveraging a mindset assessment that identifies the beliefs, values, and experiences currently at play. Then, follow up with a behavior-changing tool, such as personalized coaching, to help team members shift to mindsets that cement learning and ensure long-term behavior change.
Mindset shifts in multitudes
Pod coaching, also known as small-group coaching, is another way to leverage mindset assessments. Mindset assessments can be deployed at scale to provide cohort-level data, helping you select the key mindsets that need to change within a larger community.
For example, a leading multinational energy organization leveraged mindset assessments to map out a pod-coaching journey for its teams. The organization assessed 80 employees, identifying and creating customized coaching content to address the group’s most-needed mindset shifts. As a result, the journey was highly relevant to the teams’ most critical needs.
Some organizations have adopted cloud-based, self-paced individual learning journeys, the design of which is informed by mindset assessments. These mindset assessments identify individuals’ most beneficial shifts, which are then incorporated into their individually-personalized learning journeys.
Armed with this data, organizations can prioritize the shifts they see as critical for their people’s development today and save the shifts that will be more impactful in the future for a later date. The result is an ongoing personalized journey that grows with employees.
To ensure that your people’s default behaviors are the right ones for your organization, consider using mindset-evaluation assessments rather than behavior assessments. Mindset assessments allow you to identify and address the root cause of your peoples’ existing beliefs, shift them to ones that are aligned to your organization’s values, and structure a sustainable future for your organization.
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Organizations have long wanted to scale coaching, but have been limited by cost and capacity. With AI, that's beginning to change as new platforms make coaching more accessible, flexible, and available on demand, extending support beyond a select group of leaders to entire populations.
For talent leaders, this shift creates both opportunity and complexity. With greater reach comes a new set of trade-offs: how to balance access with depth, flexibility with accountability, and efficiency with meaningful development.
The limits of unlimited (coaching).
Unlimited coaching sounds like the obvious answer. Remove the barriers, give everyone access, let people engage on their own terms. What's not to like?
In practice, quite a bit.
When coaching has no defined structure or cadence, engagement tends to become episodic - people show up when something feels urgent and step back when it doesn't. The coaching relationship never quite deepens. Conversations cover ground but don't build on it. And the development that was supposed to happen keeps getting pushed to the next session, and the next.
Three patterns emerge:
- Sporadic engagement over sustained development. Without a rhythm to anchor the work, coaching becomes reactive. Clients bring whatever is most pressing that week rather than working toward something larger. Progress happens in bursts, if at all.
- Insights that don't compound. Great coaching reveals patterns over time - things a client can't see in one session but can't unsee after several. Without continuity, and without a consistent coaching relationship to hold the thread, each conversation starts close to zero.
- Outcomes that are hard to measure. No milestones. No defined endpoint. No clear way for the organization, or the client, to know whether it's working. Activity fills the gap where impact should be.
The result is a model that's easy to scale and hard to defend. Which is exactly the problem talent leaders are navigating right now.
The relationship is the lever.
Decades of research into what makes coaching work keeps arriving at the same answer: it's the relationship. Not the platform, not the methodology. The relationship.
When a coach and client build trust over time, developing shared language, and returning to the same themes with increasing depth, something shifts. Conversations get more honest. Insights stick. The client starts doing the work between sessions, not just during them. That's when coaching becomes genuinely transformative, and it can't be rushed or replicated in a one-off session.
The ICF and EMCC are clear on this: continuity is what dives outcomes. The coaching engagements that produce lasting change are the ones where each session builds on the last, not the ones that simply offer more access.
Three principles make that possible: Consistency, Continuity, and Completion.
1. Consistency
The foundation everything else is built on.
The temptation when designing a coaching program is to treat flexibility as a feature - let people book when they want, swap coaches freely, engage on their own schedule. But frequent coach changes reset the clock. Every new coach has to earn trust, learn context, and find their footing with the client. That's time spent getting started, not getting somewhere.
A stable coaching relationship works differently:
- The coach starts to see around corners, uncovering patterns the client can't see on their own
- The client stops performing and starts being honest
- The relationship itself becomes a source of accountability, not just the sessions
Consistency doesn't constrain the work. It's what makes the deeper work possible.
2. Continuity
What turns a series of sessions into genuine development.
Without continuity, coaching tends to be additive at best- each session offers something useful, but nothing compounds. With it, the work builds on itself in ways that can't happen in isolated conversations.
What continuity makes possible:
- A limiting belief surfaced in session three becomes a thread that runs through the rest of the engagement
- A behavioral pattern the client couldn't see at the start becomes impossible to ignore by the end
- Space opens up for the harder work - the kind that requires sitting with discomfort across multiple sessions, not resolving it quickly and moving on
That slower, deeper work is where lasting change actually happens. It doesn't come from more sessions. It comes from the right sessions, in the right order, with the same person.
3. Completion
The most underrated principle of the three.
In a world of unlimited access, there's no finish line, and without one, it's surprisingly hard to know what you're working toward, or whether you've gotten there. A defined endpoint changes the entire shape of an engagement.
A clear endpoint creates urgency and focuses every session on what matters most.
- Shifts the question from "what should we talk about this week?" to "what do we need to accomplish before we're done?"
- Gives both coach and client a body of work to look back on, not just a log of conversations
For talent leaders, this is also what makes coaching legible as an investment. Sessions logged is an activity metric. A cohort of leaders who completed a structured engagement and can articulate what changed, that's a result.
Don't just scale it, design it (here’s how)
The opportunity in front of talent leaders right now is significant. The organizations that will get the most from this moment are the ones that treat coaching design as seriously as coaching delivery.
Practical design decisions:
- Define the arc before you launch: set the number of sessions, the cadence, and the goals upfront, not after people have already started booking
- Protect the coaching relationship: Make coach switching the exception, not the default, and design your program to discourage unnecessary re-matches
- Build in milestones: create structured check-ins at the midpoint and end of each engagement so progress is visible to both the coach and the organization
- Separate on-demand support from developmental coaching: Use AI-enabled tools for in-the-moment guidance, and reserve structured engagements for the deeper work
- Measure completion, not just activation: Track how many people finish an engagement, not just how many start one
Questions to pressure-test your design:
- Does every participant know what they're working toward before their first session?
- Can your coaches see enough context about a client's journey to pick up where they left off?
- Would you be able to show, at the end of a cohort, what changed, and for whom?
Access opened the door. Intention is what makes it worth walking through.

Last night I started reading a book by Irvin Yalom, a psychiatrist who has written several novels that I’ve loved. But right now I’m reading something different—a book of short lessons he’s learned from many years of working with patients.
Early in his career, Yalom was inspired by something he read. The gist of it was that all people have a natural tendency to want to grow and become fulfilled—just an acorn will grow up to become an oak—as long as there are no obstacles in the way. So the job of the psychotherapist was to eliminate the obstacles to growth.
This was a eureka moment for Yalom. At the time, he was treating a young widow. Suffering through grief for a long while, she wanted help because she had a “failed heart”—an inability ever to love again.
Yalom had felt overwhelmed. How could he possibly change someone’s inability to love? But now he looked at it differently. He could dedicate himself to identifying and eliminating the obstacles that kept her from loving.
So they worked on that—her feelings of disloyalty to her late husband, her sense that she was somehow responsible for his death, and the fear of loss that falling in love again would mean. Eventually they eliminated all of the obstacles. Then her natural ability to love—and grow—returned. She remarried.
Reading this story made me think of the responsibility of leaders toward the people they need to develop—and for the growth and learning that leaders themselves require to be the best that they can be.
Many leadership development challenges seem overwhelming—even impossible. The leaders that we coach usually have a list of areas where they want to get better, but how? How do you “build better relationships with your peers and direct reports”? How are you supposed to “get out of the weeds and demonstrate enterprise-wide thinking” or “build executive presence”? All of these goals are as abstract as they are huge.
So the best approach is to not focus on the huge and fuzzy goal. What we try to do is to break these goals down into concrete actions through working on real-time business problems. To put it simply, though, we do just as Yalom does: We identify the obstacles and work toward knocking them off, one at a time.
Leadership development is not usually a quick fix. You’re not going to develop executive presence through a half-day workshop or a one-time meeting. If you’re interested in meaningful, lasting growth—whether for yourself or for those who work for you—it’s a commitment.
But don’t ever forget that we’re all capable of growth throughout life and our careers. The trick is to find the right coach or mentor who will guide you through that obstacle course.

You already know strategy matters. You’ve likely spent months—maybe years—crafting one that’s bold, clear, and built to win. But when progress stalls, the issue often isn’t the strategy itself—it’s whether the organization can move with it.
That’s where culture comes in.
The culture that once fueled your success may no longer be fit for what’s next. And even if things look fine on the surface, early signals might be telling a different story—signs your culture isn’t accelerating your strategy the way it used to.
Culture is what turns intent into impact. It’s not the values on the wall or the message at a town hall—it’s the unwritten rules that shape how people decide, collaborate, and lead. It’s how things really get done.
When those patterns align with your direction, momentum builds. When they don’t, even the best strategy struggles to stick.
→ Let’s chat about leveraging culture to manage change fatigue at your organization.
You see it in:
- The stories people tell about what gets rewarded
- The choices teams make under pressure
- The habits that show up when no one’s watching
And in the everyday:
- How decisions get made
- How people collaborate
- How accountability is managed
- How change is received
If your strategy has shifted but progress still feels stuck—or strained—it’s worth asking:
Is your culture still serving your business, or is it starting to slow you down?
A case in point
Two years ago, BTS partnered with a global organization that had just launched an ambitious growth strategy. Excitement was high—but results didn’t follow.
Leaders were frustrated by a lack of speed and ownership. Employees said they didn’t feel empowered. The word that kept surfacing? Bureaucracy.
That term became a catch-all for inefficiency, but no one could quite define it. So we helped them unpack what was really going on:
- Unclear decision rights
- Too many committees for too many decisions
- Outdated knowledge-sharing systems
- Manual processes slowing everything down
We visualized the findings in a “bureaucracy tree” to connect the dots. That clarity helped leaders prioritize where to focus first. And that’s when momentum returned.
The power of pivotal moments
The breakthrough didn’t start with a bold new initiative. It started with a shift in focus—from broad ideas to specific moments.
We worked with leaders to identify the everyday situations where culture is shaped and signaled: subtle, unscripted moments that reflect what’s truly expected and rewarded.
- A decision point with no obvious answer: do we act, or wait for perfection?
- A team member hesitates: do we jump in to solve, or create space for them to step up?
When leaders could name these moments, they could begin to shape them—making small, deliberate choices that sent a different signal. These weren’t one-time actions. They were repeatable patterns, practiced consistently.
And they’re just as available to you. Start by asking: where are the moments I tend to default to safety, silence, or control? And how could I begin to respond differently to shift the story?
Breaking old habits and building new ones
With these pivotal moments in mind, the leadership team reflected on their own patterns. How were they showing up? What were they reinforcing?
They focused on three shifts:
- Stop reinforcing slow, complex decision-making
- Start modeling clarity, ownership, and speed
- Shift systems that quietly rewarded caution over empowerment
These weren’t abstract goals. They were grounded in real behaviors:
- How many people are involved in a decision?
- Are roles and responsibilities clear?
- Are our tools helping—or slowing us down?
By focusing on what people could see, track, and practice, change became tangible. It gave people something to act on—and believe in.
Scaling change through experimentation
The organization didn’t treat culture change as a campaign. They treated it as a learning process.
Top leaders ran small, coordinated experiments—turning abstract values into visible behaviors.
In one experiment, leaders committed to returning authority to managers who had “delegated decisions up” to them. In another, they redefined decision rights to cut through ambiguity and accelerate action.
These weren’t pilots. They were deliberate repetitions of new behaviors, designed to build muscle memory across the organization.
The results:
- Decisions moved faster
- Long-stalled initiatives were shut down
- A new product feature launched in half the usual time
- Employees reported feeling more empowered and accountable
If you’re wondering what this could look like for your organization, start here: What’s one behavior you could test out—or let go of—for a week? What’s one decision you could delegate? One moment you could coach instead of solve?
That’s how momentum builds—quietly, visibly, and fast.
Four common patterns to surface
Now that you’ve seen how small cultural habits shape (or stall) strategy, the next step is to spot where those habits are hiding in your organization. Here are four patterns we often see when momentum is missing—along with what they may be signaling.
Element of Culture What It Shapes What It Might Look Like Today Why It Might Be Time to Rethink Decision making Speed, ownership, and accountability Teams slow down not because the path is unclear, but because they’re unsure who’s empowered to choose it. Decisions stall in ambiguity—or escalate unnecessarily. Legacy approval structures often reflect yesterday’s risks. Today’s pace requires alignment over consensus, and trust in judgment at every level. Meeting norms Focus, decision velocity, and participation Meetings are packed with updates, but few decisions get made. Real conversations happen in sidebars—after the meeting ends. When meetings become status dumps, they signal that the real work happens elsewhere. Reclaim meetings for collaboration and visible decisions to shift how teams show up—and move with more speed. Leadership modeling Credibility and cultural integrity Leaders talk about agility or empowerment—but in high-stakes moments, default to control, caution, or top-down decisions. Culture isn’t shaped by slides—it’s shaped by what leaders do when it counts. If words and actions diverge, people follow the behavior. Find misalignments and try a new tack. Feedback Learning, adaptability, and momentum Leaders see something misaligned—but let it go to avoid discomfort or protect relationships. Feedback is delayed, diluted, or disappears. Without feedback, small misalignments calcify. Cultures that learn fast don’t wait—they normalize feedback as a lever for shared growth.
Which one shows up most in your team? That’s your next pivotal moment.
Shining a flashlight on your invisible “monsters”
When it comes to culture, the hardest part is often what you can’t see—or don’t know how to name.
Think back to childhood. Most of us, at some point, were convinced there was a monster in the closet or under the bed. In the dark, a pile of clothes becomes something menacing. A shadow turns into something to fear.
But then the light comes on. You see clearly. The fear fades. What once felt huge and scary becomes harmless—even a little silly.
That’s what culture can feel like inside an organization. Bureaucracy. Resistance. Complexity. These forces seem big and hard to define. They slow us down and sap momentum. But more often than not, they’re just old habits and assumptions lurking in the dark.
When leaders learn to spot the subtle, pivotal moments that shape behavior, they turn the light on. What felt intangible becomes specific. What felt impossible becomes actionable.
You don’t need a total reinvention. You need clarity—a way to see what’s really happening and where to shift, simply and deliberately.
When to bring in reinforcement
Not every culture challenge needs an outside partner. But some moments call for reinforcement—especially when change needs to stick at scale.
At BTS, we help organizations turn invisible cultural friction into visible forward motion. Whether you’re shaping a new strategy, integrating after a merger, or building a leadership culture that unlocks ownership—we help leaders shift from insight to impact.
Here are a few signs it might be time to partner
- You’ve named the strategy—but execution keeps stalling.
- You see the issues—but can’t align on how to shift behaviors.
- Leaders are bought in intellectually, but behavior hasn’t changed.
- Teams say the right things—but culture feels stuck in old habits.
If you’re facing one of these moments, it’s not a failure—it’s a signal. The good news? You don’t have to tackle it alone.
Let’s talk about what it would take to move from insight to sustained culture change.
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There’s a specific kind of strategy meeting getting scheduled right now, in nice hotels with bad coffee: the AI reset off-site.
And for good reason. In a 2026 WRITER survey, 48% of leaders described their AI rollout as, in their own words, a "massive disappointment." That's nearly half the room.
What that number really measures is the distance between what these tools can do and what people are doing with them. In our experience, that distance is almost entirely human.
Which is why the off-site is the right instinct. Making the most of that time is the harder part.
What separates an AI reset that actually changes the game from an expensive two-day conversation? In our experience, it comes down to avoiding four common design mistakes.
Mistake 1
Blaming the bots
The gap between AI investment and real adoption is almost always about people, not technology. And when adoption stalls, we usually find it's one of four things.
- They don't think it will help them
- Nobody around them is using it
- They don't feel capable
- Or they don't have real access to the tools they were promised
Four different problems, and four completely different fixes.
That's why diagnosis comes first. If you don't know which barrier you're dealing with, every intervention becomes an educated guess. And you cannot tell which one you have by staring at a dashboard. A belief gap and a skill gap look identical in a status report and need opposite interventions. Show up guessing, and you'll spend real money teaching people to use a tool they simply don't trust yet. Congratulations - you've just catered the wrong conversation.
Mistake 2
Letting leaders off the hook
One of the biggest predictors of whether change sticks is also one of the most overlooked: leadership.
If your executives show up as observers, nodding along and quietly answering email under the table, your people clock it in about four minutes.
That doesn't mean your CEO has to emcee the thing. It means they use the tools in front of everyone, participate in the conversation, and make it clear this isn't someone else's initiative.
Recently we’ve been working with a Fortune 200 global professional services firm who’s top 120 leaders were at very different points with AI. Some were redesigning entire processes. Others were using it to summarize emails, or not at all. Rather than focus on the technology, the four-hour session focused on what leaders could do with AI, applying it to a live strategic challenge and ending with a personal commitment to lead differently. The response was strong enough that the organization is now cascading the experience globally.
The lesson is simple: when leaders experience AI as a strategic capability, they're better equipped to model the behavior that makes adoption stick. Nothing you build during those two days survives without that entire chain of leadership doing its part.

Mistake 3
Chasing the wrong outcome
Without a behavioral baseline, you have no way to prove anything actually moved. No baseline, no ROI. You're just hoping the energy in the room was good, which is a wonderful feeling and a terrible metric to bring to your CFO.
But the baseline isn't just about proving the off-site worked. It's about understanding where you're starting in the first place. And you'll want that clarity, because the quiet resistance is real. In that same 2026 research, nearly a third of employees admitted to actively working around their company's AI strategy. If you don't win their belief in the room, some of them will keep politely ignoring the whole thing from their desks. You can't measure your way out of that. You have to earn your way out of it.
Which brings us to the biggest reframe of all.
Mistake 4
Leaving follow-through to chance
We've been working with a Fortune 100 medical device company on their AI strategy for three years. It started with their leadership team, a three-hour session built around what those leaders would do differently, and it landed. What became clear afterward was that the same experience needed to happen everywhere else. So, it expanded: 90-minute activations for 15,000 people, and this year intact teams redesigning their own workflows.
Three years in, that first session is the smallest part of the story.
Your event is where momentum gets created. What happens at 30, 60, and 90 days is where results get made.
If you're planning one of these and want to change what happens on Monday, not just how everyone feels on Friday, that the work we do.
We'd be glad to help you design it.

Candidates now arrive at interviews pre-coached by AI, with their resumes optimized to pass every checkpoint. Polish has stopped being a signal. The traditional hiring process was built to read exactly the cues that AI is now best at producing, and the signals hiring managers once relied on have weakened as a result. And for roles where the wrong hire carries real business consequences, losing the ability to tell who will actually perform is not a minor inconvenience. It is a material risk, and it exposes the business to unnecessary turnover, reduced performance, and heavier investment for talent growth and development.
So how do you observe the behaviors that matter most, before someone is in the role?
Not by asking better questions, but rather by putting candidates in situations designed to elicit that behavior.
The limits of predicting from paper
Credentials tell you what someone has done. Structured interviews tell you what someone says they would do. Neither lets you observe what they actually do in the moments that count.
This distinction matters most in client-facing, relationship-driven roles, where the performance gap between a strong hire and a weak one plays out in real business outcomes (revenue, retention, client growth). Organizations that hire at scale in these roles carry that gap across hundreds of decisions at a time.
The better approach is to watch candidates do the work before you hire them. Put them in simulated, role-relevant scenarios, and pair the simulation with a second, different kind of measure so no single method carries the whole decision. That combination is what lets you evaluate real performance before anyone is in the role. Organization-specific simulations provide a clear read on who is ready and capable of performing on day one. In a world of AI-supported candidate signals, the use of simulations makes the process harder to prep for. It is harder to fake. And, when designed well, it is substantially more predictive than other hiring methods.
What counts as evidence
Claims about predictive power are easy to make. Evidence for them is rarer than you would expect.
A predictive validity study, the kind that links pre-hire assessment scores to how someone actually performs once hired, is some of the hardest evidence to produce and the rarest to see. Many assessments are validated against proxies: another test, or a theoretical model of the role, rather than real results on the job. Connecting scores to concrete business outcomes and doing the statistical work to show the link holds, takes years of shared data and a level of commitment from both the assessment provider and the client that most partnerships never reach. That is precisely why it is worth asking for. A provider who can show how assessment scores track to training completion, retention, and first-year output is offering something categorically different from one who can only show a correlation with another test.
Why simulation holds up where other methods do not
When a candidate sits across from a trained assessor (someone playing the client or prospect on the other side of the conversation) and has to work through a real situation, they cannot rely on a rehearsed answer. The scenario is specific. The stakes feel real. What you see is close to what you would get on the job.
That is the value of simulation-based assessment: it does not test what candidates know about the role.
It shows how they use what they know when a real person is on the other side of the conversation, before the stakes are real.
For roles that carry significant business responsibility, this distinction is the whole game. The cost of the wrong hire in a high-stakes client-facing role is not just a missed quota for a quarter - It plays out in relationships that do not develop, clients who leave, and productivity losses that compound over time. Getting those hiring decisions right, at scale, with consistency, requires methods that are built for predictive accuracy, not just candidate experience or hiring speed.
What this means for how organizations think about hiring
Most organizations are still optimizing the wrong things in their hiring process. They invest heavily in employer branding, application flow, and interview structure, all of which matter, but less in the core question: does our hiring process actually predict who will succeed in this role?
AI has sharpened the stakes here. If every candidate can present as polished and prepared, screening based on presentation becomes less useful. What holds up is direct observation of the behaviors that the job requires.
A few principles worth building from:
- Measure what the job requires, not what is easy to measure. Cognitive tests and personality questionnaires have their place, but they do not look much like the job. The closer the assessment is to the actual work, the better it predicts performance in it.
- Ask what your assessment predicts. Training completion? Retention? First-year output? Most organizations cannot answer that question today, largely because providers have rarely been asked to prove it. It is a fair thing to ask for.
- Take the human element seriously. In a simulation, a candidate is having a real conversation, responding in real time, navigating a situation that requires judgment. Even with the help of AI, that is hard to game. And it remains one of the strongest predictors of on-the-job performance available.
The data exists to make hiring decisions more accurate, fairer, and more directly tied to business outcomes. For organizations operating in high-stakes roles at scale, there is too much on the line to rely on methods that cannot hold up to that standard.
You may be interested in BTS’ thought leadership in the five talent shifts AI is forcing now.

La IA ya forma parte del día a día de las ventas. Hoy cualquier asesor puede llegar a una reunión con datos, tendencias e insights generados en segundos. Sin embargo, disponer de más información no garantiza conversaciones de mayor valor.
A través de una experiencia real con un consultor comercial, este artículo explica por qué la inteligencia artificial funciona como un GPS: ayuda a interpretar el entorno, pero no conduce la conversación ni entiende las prioridades del cliente.
En este artículo descubrirás:
- Por qué el acceso a la información ya no supone una ventaja competitiva.
- La importancia del business acumen para interpretar los datos con criterio.
- Cómo hablar el lenguaje del cliente genera credibilidad y diferenciación.
- Por qué las relaciones B2B evolucionan hacia relaciones P2P basadas en la confianza.
- Qué capacidades consultivas seguirán siendo exclusivamente humanas incluso en la era de la IA.
La tecnología seguirá evolucionando, pero la ventaja competitiva estará en quienes sean capaces de combinar inteligencia artificial con conversaciones centradas en el cliente, pensamiento estratégico y relaciones de largo plazo.