A 40-point diagnostic across people, process, and tooling. Answer each statement as honestly as you can — rate your business today, not the business you're building toward. You'll get an onscreen scorecard the moment you finish.
Every role has a written, current job description.
Each team member has documented quarterly goals.
We run structured performance reviews at least twice a year.
New hires follow a documented onboarding plan.
Managers hold consistent 1:1s with direct reports.
We have a clear internal promotion and growth path.
Team capacity is tracked against workload.
We measure and act on employee engagement.
Key-person risk is identified and mitigated.
Decision-making authority is delegated and documented.
We have a documented hiring and interview process.
Training and upskilling are budgeted and planned.
Team meetings have agendas and documented outcomes.
Core workflows are documented as SOPs.
SOPs are reviewed and updated on a schedule.
We have a documented decision-making framework.
Project status is visible to all stakeholders.
We track and review key metrics weekly.
There is a documented customer onboarding process.
We have a defined quality assurance process.
Issues and incidents are logged and reviewed.
There is a documented handoff process between functions.
We run retrospectives after major projects.
Budgeting and forecasting follow a documented cycle.
There is a documented change-management process.
Compliance requirements are tracked and reviewed.
We have a documented vendor and supplier management process.
Our core systems are integrated, not siloed.
Data is centralized and accessible to those who need it.
We use automation for repetitive tasks.
Access and permissions are managed and reviewed.
Our tools are documented and team members are trained on them.
We have a single source of truth for customer data.
Reporting and dashboards are automated.
Our tech stack is reviewed for ROI annually.
We have backup and disaster-recovery procedures.
Security practices are documented and enforced.
We use AI or modern tooling where it creates leverage.
Our tools scale with team growth without rework.
We track tool adoption and utilization.