
The DREAM Assessment™
Workplace DEI, Discrimination,
& Climate Assessment
The DREAM Assessment™ isn’t just a survey—it’s your organization’s launchpad for meaningful change. Grounded in the values of Diversity, Respect, Equity, Advancement, and Metrics, DREAM, this powerful assessment tool goes beyond surface-level feedback to uncover workplace dynamics, reveal actionable insights, and drive real transformation. Whether you're just beginning your DEI journey or seeking to measure your progress, DREAM offers a clear, customizable path forward.
What Is the DREAM Assessment™?
More than a traditional employee engagement or DEI climate survey, the DREAM Assessment™ is an all-in-one Organizational Equity & Culture Assessment designed to:
Capture anonymous staff feedback
Uncover patterns around equity, inclusion, and belonging
Provide real-time data and expert-backed insights
Deliver customized, high-impact DEI recommendations
Whether your goal is to increase staff retention, reduce bias, or improve equity across departments, the DREAM Assessment™ helps you measure what matters—and take action that works.
What Makes The DREAM™ Assessment Unique?
Searching for a DEIB survey, DEI assessment, or an employee engagement survey? Look no further than the DREAM Assessment! This powerful tool isn't just another workplace climate assessment - it's your key to fostering a more diverse, equitable, and inclusive workplace.
Unlock Workplace Culture Insights
Understand employee perceptions and initiate conversations for improvement, fostering inclusivity and collaborative change.
Empower Real Conversations
Utilize our anonymous, user-friendly survey platform to inspire open and honest feedback from employees, sparking genuine conversations and deeper understanding of workplace challenge
Tailored Solutions for Transformation
Customize survey questions using our proven templates or receive expert guidance to craft entirely new ones, empowering you to drive impactful change with flexibility and ease.
Transforming DEI Challenges
The DREAM Assessment doesn't just gather data; it ignites change. We identify your organization's pain points, craft tailored strategies, and measure impact through ongoing assessments. Your feedback isn't just crucial - it's the key to our success.
DREAM™ Assessment Consulting
Workplace assessments don’t create change on their own—it’s what you do with the data that counts. The DREAM™ Assessment Consulting services are designed to help you turn climate feedback into real progress. Whether you're just beginning to explore culture and inclusion data or trying to make sense of complex survey results, our consultants guide you through each stage with clarity and purpose. From survey design to data interpretation to action planning, we help you move from numbers to narratives—and from feedback to measurable, equity-driven results.
Consulting Solutions
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Foundational support for navigating climate assessment challenges.
Launching or managing a workplace climate initiative comes with countless questions: Where do we begin? What should we measure? How do we avoid unintentional harm? This consulting session provides expert guidance to help you think through the design, implementation, and application of the DREAM™ Assessment—or any other climate assessment you’re exploring.
We draw from experience with hundreds of organizations to help you anticipate challenges, frame the process thoughtfully, and navigate the cultural and logistical complexities that often arise when measuring workplace inclusion.
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Get the questions—and the data—right.
Asking the right questions is both a science and an art. In this consulting session, we support your team in designing and refining survey instruments that produce meaningful, measurable results—whether you’re using the DREAM™ tool, another framework, or a custom-built assessment.
We’ll help you understand when to use qualitative vs. quantitative data, how to balance emotional insight with numerical patterns, and how to avoid data that confuses more than it clarifies. The result? Clearer analysis, stronger storytelling, and actionable results.
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Don’t let valuable data sit in a folder. Put it to work.
Far too often, organizations collect feedback but lack the skills or structure to turn insights into impact. This consulting service is designed to help you move from raw data to concrete action. We’ll support you in reviewing your survey results, identifying themes, and building action plans that are both measurable and meaningful.
You'll learn how to filter out low-impact ideas, prioritize initiatives that align with your goals, and communicate your plans in ways that build trust and momentum. We also provide guidance on synthesizing open-ended feedback to ensure qualitative insights drive decision-making alongside your metrics.
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Launching a DEI-focused workplace survey isn’t just about asking questions—it’s about building a process people believe in. This consulting session is designed to help you lay the groundwork for a successful initiative by focusing on:
Clear communication
Cultural readiness
Message alignment
Structural support for feedback loops
We’ll help you avoid common missteps and ensure your survey launch generates not just data—but deeper understanding, participation, and shared commitment to change.
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When things get stuck, tense, or unclear—we’re here to help.
Even with the best intentions, climate assessments can spark disagreement, fear, or frustration. This consulting service is designed to help your team pause, reflect, and regroup when facing conflict or confusion about your data journey.
Whether you're unsure how to interpret results, debating how to message findings, or facing resistance about what to share and how, our team helps you problem-solve with transparency and care. Together, we’ll co-create solutions that reduce tension, protect trust, and keep your work moving forward in ways that feel responsible and aligned.
Why the DREAM™ Assessment Works - Data-Driven Results for Equity, Accountability, and Measurable Impact
Real change doesn’t happen without data—and in the world of training, consulting, and change management, it can be difficult to know whether your efforts are truly making a difference. That’s exactly why we created the DREAM Assessment.
Born out of direct requests from our diverse clients, the DREAM Assessment was intentionally designed to measure meaningful workplace culture data points—with a focus on identifying inequities and experiences of discrimination. But it’s more than a survey; it’s a strategic tool for climate committees, managers, and senior leaders to develop targeted, informed action plans that improve workplace culture from the inside out.
Designed To Be Used 2+ Times To Gather Baseline Data and Then Measure Impact Over Time.
The tool is designed to be used multiple times over a period, making it ideal for tracking progress and refining strategies. However, its power lies in how it’s integrated: as part of a larger cycle that includes data collection, analysis, and targeted planning. When paired with thoughtful implementation, organizations see faster, more visible improvements in equity, inclusion, and team engagement.
Our clients have used the DREAM Assessment to uncover hidden barriers, make informed decisions, and demonstrate real progress over time—with results they can measure, trust, and build on.
DREAM Assessment™ Customizable Features
Visual Data Report
Receive a visually engaging report breaking down positive and negative responses, accessible via PDF and live link for easy sharing and analysis.
Survey Flyers & Publicity
Let us design eye-catching flyers to build excitement and awareness about the survey's importance and purpose, saving you the time and effort of crafting promotional materials.
Customized Survey Quetsions
Tailor your survey questions to fit your industry and organizational needs with our expert guidance. Every aspect of the DREAM assessment is fully customizable, from wording adjustments to adding or removing questions.
Survey Monitoring & Reminder Emails
Stay updated on response rates with regular check-ins and receive customizable email templates to encourage participation from your staff throughout the survey period.
Tailored DEI Recommendations
Benefit from personalized recommendations based on our thorough analysis and discussions, providing actionable guidance to drive your organization's diversity, equity, and inclusion efforts forward.
Data Analysis Meetings With Our Experts
Stay updated on response rates with regular check-ins and receive customizable email templates to encourage participation from your staff throughout the survey period.
Department or Region Specific Data
Gain nuanced insights by segregating data by departments or regions, allowing you to compare and understand variations in workplace culture across different areas of your organization.
Support Meetings & Materials
Gain nuanced insights by segregating data by departments or regions, allowing you to compare and understand variations in workplace culture across different areas of your organization.
The DREAM™ Assessment In Action
A Brief Walkthrough of the Process
1. DREAM™ Prep
Org Assessment
Plan with purpose.
We meet with key stakeholders to align on goals, clarify logistics, and customize your DREAM™ experience. Together, we’ll discuss survey design, explore optional data collection tools like focus groups, and map out your path to impact.
2. DREAM™ Discovery
Baseline Survey
Gather insights that matter.
Kick off your inclusive workplace journey with our customizable Baseline Survey package. You’ll receive communications and marketing support, one full survey cycle, and a detailed summary of your organization’s current climate.
3. DREAM™ Action Targeted Action Plans
Target what matters most.
Using insights from your baseline results, we help you develop strategic, high-impact action plans focused on your key opportunity areas. Our team supports you in cutting through ineffective noise to focus on what actually moves the needle.
4. DREAM Progress Comparison Survey
Track progress. Celebrate wins. Refocus where needed.
Run the assessment again to measure changes over time. You’ll receive a comprehensive comparison report, progress analysis tools, and guidance on adjusting strategies, sustaining momentum, and identifying new areas for growth.
5. The DREAM™ Form
Committee Creation
Empower your people to lead the change.
Establish a DEI Committee or Task Force equipped to analyze data, drive initiatives, and support long-term progress. With training and consulting support from our team, your committee becomes a powerful engine for equity and inclusion. (This step can be done before or after the survey process.)
Pricing Table
Additional Customizations May Change Price
What's Included | DREAM™ Discovery | DREAM™ Progress | DREAM™ Kit |
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Price | $9,890 | $4,945 | $13,835 |
Data Summary Report | ✓ | ✓ | ✓ |
Customization of Survey Questions | ✓ | ✓ | ✓ |
Expert Data Analysis Meetings | ✓ | ✓ | ✓ |
Tailored DEI Recommendations | ✓ | ✓ | ✓ |
Survey Flyers & Publicity | ✓ | ✓ | ✓ |
Survey Monitoring & Reminder Emails | ✓ | ✓ | ✓ |
Regional/Department Data Comparison | ✓ | ✓ | ✓ |
Facilitated Presentation to Leadership/Committee | ✓ | ✓ | ✓ |
Support Meetings & Materials | ✓ | ✓ | ✓ |
DREAM™ DEI Consulting Meetings (x3) | ✓ | ✓ | |
One Comparison Survey | ✓ | ✓ | |
DREAMForm™ Consulting Meetings (x2) | ✓ | ||
DREAM™ Assessment Getting Started Workshop | ✓ | ||
Third Comparison Report & Meeting | ✓ | ||
DREAM™ Kit Comparison Report of 3 Assessments | ✓ |
Explore DREAM Add-Ons
DEI Consulting Package
Elevate your DEI efforts with our DEI Coaching & Consulting Package, designed to provide expert guidance in developing initiatives and problem-solving.
Staff Data Presentations
Enhance engagement with our Staff Presentations & Data Analysis Meetings. We'll facilitate insightful presentations to analyze survey results collaboratively with your staff.
Frequently Asked Questions
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The DREAM Assessment isn't just another survey; it's your organization's key to unlocking a truly inclusive and thriving workplace culture. Imagine a tool that delves deep into the heart of your organization, measuring crucial metrics like relationships, inclusion, and how effectively diversity is embraced and discrimination addressed. It's not just about gathering data - it's about capturing the essence of your workplace, regardless of employee tenure. Our unique 4-point scale ensures precise feedback, avoiding the dismissal of ambiguous data. But the magic doesn't stop there. Our expert team analyzes the results, providing you with invaluable insights to drive your DEI initiatives forward. Picture a tailored plan, crafted specifically for your organization's needs and concerns, ensuring maximum impact and success. And it doesn't end with implementation. We offer the option to administer the assessment again, measuring the impact and progress of your initiatives. This continuous feedback cycle ensures ongoing improvement and maintenance of a diverse, equitable, and inclusive workplace culture, because we understand that it's not a one-and-done process.
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You bet it is! We believe in tailoring every aspect of the assessment to fit your organization like a glove. From the wording of each question to the overall structure, every element is fully customizable to ensure it aligns perfectly with your objectives. But wait, there's more! Need assistance, guidance, or expertise in crafting the perfect questions? We've got you covered. Our team is here to help you hone in on what you want to achieve and ensure your questions hit the mark. And here's the cherry on top - even the name of the survey itself can be customized to reflect your organization's identity! Looking to add a special touch? With our custom branding option, you can elevate your survey experience further.
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While we understand the desire for independence, our commitment to excellence means that certain aspects of the DREAM Assessment are best left in expert hands - ours! Per our copyright parameters, organizations are not permitted to run this survey or variations thereof using their own survey methods or materials. Even customized survey questions and branding still fall within CircleUp's intellectual property to ensure the integrity and effectiveness of the assessment. However, fear not! The raw data results belong to you. We’ll provide you with the raw data in Excel and PowerPoint format, allowing you to access both the numbers and summary graphs for as long as you like. This empowers you to dive deep into the results, share them internally as you wish, and integrate them into your organization’s DEI journey seamlessly.
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The standard DREAM Assessment in its original form typically takes 10-15 minutes for employees to complete. However, depending on the customizations you make, this timeframe can either be shortened or extended. Don't worry though - Our team will be there to guide you through the process, ensuring you strike the perfect balance between gathering vital data and keeping things efficient.
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Launching the standard survey template is a breeze, taking just 3 business days from contract signing to get you up and running! But when it comes to customization, we've got options to tailor the survey to fit your unique needs:
Reviewing and customizing survey questions allows us to fine-tune the assessment to your specific workplace focus areas. This process typically takes 1-4 weeks, with room for 1-2 meetings to discuss and finalize changes.
Once your revisions are in, our expert team swings into action, incorporating your requested changes with precision. This customization process takes a minimum of 3-5 days, ensuring your survey reflects your organization's goals and priorities.
When it's time to launch, we're here to support you every step of the way. Depending on your internal approval processes, survey launch can take 1-2 weeks. If you'd like us to present the survey, additional planning is required, but trust us, the extra effort is worth it!
Throughout the survey period, we'll keep you in the loop with regular updates and reminders to boost response rates. We recommend keeping the survey open for 2-2.5 weeks to maximize engagement and participation.
Finally, once the survey closes, you'll gain access to an online dashboard bursting with insights and analysis. Within 1-2 days, you'll receive a link to explore your survey results and unlock valuable data-driven insights to fuel your organization's growth and success.
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Absolutely! When it comes to feedback, anonymity is our top priority. We don't collect any identifying information such as names, emails, or employee ID numbers. While our survey platform tracks IP addresses to prevent duplicate responses, this data is never shared with us, you, or your employees.
Now, let's talk about gathering specific data. Say you're keen on comparing results between different departments or regions. We'll work closely with you to ensure that asking for department or regional information doesn't compromise the anonymity of the survey. Your trust and honesty in the survey are paramount to us, so rest assured, we'll find broader options to gather the insights you need while maintaining anonymity.
As for demographic data, we tread carefully. While it can offer valuable insights into the diverse experiences of your workforce, we highly caution against it. Questions related to race, gender, or age can understandably make respondents wary of answering honestly. Moreover, lumping employees together based on demographic data can inadvertently fuel negative biases and tensions within the workforce.
Our goal with the DREAM assessment is to transform workplace culture positively, not create divisions. We'll always provide guidance on navigating these potential risks, ensuring that the DREAM assessment remains a tool for unity and growth within your organization.
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Of course! We understand the importance of seeing the data in action. During your free assessment, we'll provide you with a personalized preview of the survey, results summary, and comparison report. CLICK HERE to get a firsthand look at the insights and analysis that await you, and see how the DREAM assessment can transform your workplace culture for the better!
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Timing is key when it comes to meaningful results from the DREAM Assessment. While the soonest reassessment typically occurs at 3 months, 6 months, or 1 year, the frequency ultimately hinges on your organization's ability to implement changes effectively. Some organizations have seen rapid changes and opted for shorter intervals, even as soon as one month. Conversely, others have preferred longer intervals, waiting up to a year to complete their first cycle of DEI initiatives.
However, it's crucial to strike the right balance. Waiting too long may risk the momentum of your initiatives or overlook evolving workplace dynamics. Our team can work with you to determine the optimal reassessment schedule tailored to your organization's pace and goals, ensuring continuous progress and impact.
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The recommendations stemming from the DREAM Assessment are tailored to the unique and specific trends uncovered in your organization's survey, as well as the insights gathered during our data analysis discussions with you. These recommendations can range from targeted initiatives such as providing training on implicit bias or how to respond to microaggressions, to broader strategies aimed at fostering relationships among staff across departments.
Each recommendation is meticulously crafted to address the distinct needs and challenges identified in your organization's survey results. Our approach ensures that the recommendations provided are not only relevant but also nuanced, taking into account the intricacies of your organization's culture and dynamics. Together, we'll develop actionable strategies to promote diversity, equity, and inclusion, driving positive change and fostering a more harmonious workplace environment.
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Without a doubt! The DREAM Assessment is designed to cater to organizations of all sizes and industries, from small startups with just a handful of employees to large corporations with thousands on their payroll. No matter the scale, the insights gleaned from our assessment are equally impactful. We take great care in how we handle the survey process, ensuring that every voice is heard while maintaining anonymity and confidentiality. So whether you're a small team or a multinational corporation, the DREAM Assessment is here to guide you on your journey toward a more inclusive and equitable workplace."