A rapid but powerful check on all aspects of how your company is running - tools, process, culture etc. Aimed for small to mid size tech companies or agencies.

It's fast to complete - takes just a couple of minutes, with just 8 slider questions (plus optional 'notes')
It should remind you of a few areas to check / improve while you're doing it - use the 'notes' field for that.

You'll get a quick report afterwards with your score and notes, followed later by a more detailed set of recommendations and insights.

Tools (1 of 8)

Consider how your tools and systems support efficient, effective day-to-day work: eg task management; project management; holidays; HR; internal comms...

• Are the tools are thoughtfully chosen and adjusted to your company needs?
• Is tools information and training such as ‘our preferred practice’ and ‘how to’ guides are easy to find, especially for newbies?
• Do you have a robust approach to let people try out new tools to improve efficiency while not winding up with unused licences - or a chaos of similar tooling?

Delivery Process (2 of 8)

Think about how revenue-driving projects or products are delivered

• Do you have well-written, generally followed, and frequently improved, defined processes for delivering projects or products with a good balance of speed and risk?
• Do you have ways of measuring delivery process quality - eg: cycle time, live bugs, budgets.
• Do your projects tend to run to plan (time/budget), with minimal wasted effort, and good quality levels?
  Are clients/customers and teams generally happy?

Measurability (3 of 8)

The ways you measure progress / success / performance in the company, and use it to drive improvement

• Do you have qualitative and quantitative ways of measuring ‘good’ for the company and for departments/teams?
• Do you occasionally check that as a company, you’re measuring the right things in the right way?
• Are the numbers are accessible, reviewed and acted on?

Innovation and AI (4 of 8)

Making thoughtful use of modern technologies (AI and beyond)  to improve the company

• Do you have a well-written and well-used approach to AI that enables and encourages people to experiment?
• Is there an efficient way to improve and disseminate ideas and new practices?
• Do you have a systematic approach to innovation, rewarding people for helpful ideas using new technology or other innovations?

Culture (5 of 8)

The "way we do things around here" - is this pretty much where you want it to be? Whether that’s risk-averse and systematic, or fast paced and proactive.

• Are the teams are broadly happy with the culture and actively participate in helping the company do better - and is this measured somehow?
• Is the culture (value, norms, etc) written down - and lived - and nourished? IE: do people's actions align with the stated values?
• Do people feel safe to open up to management with concerns, disagreements and suggestions, without fear of negative consequences?

People (6 of 8)

Think about how people are set up to thrive in the company - and to help the company thrive.

• Do people have clear performance goals and progression / development routes, with regular performance reviews, education/learning support, and 121 meetings with managers? 
• Do people generally enjoy working here - is turnover fairly low for your industry, with efficient onboarding / offboarding?
• Does the recruitment process have a good balance of effort/expense to quality of hire?

Communications and Knowledge Management (7 of 8)

How you manage information and communications.

• Is it easy for people to find the information they need - whether it’s around process, tools, projects or company performance?
• Are there good practices for internal communications - eg, regular all-hands meetings; agreed best practice for Slack comms; etc?
• Is there is a permanent 'one stop shop' information repo that is kept reasonably  up to date - a wiki, intranet or similar.
  • This should cover all key company information - eg structure and people; processes; tools; onboarding info; project/product info etc. 

Sales and Marketing (8 of 8)

Most companies depend on their clients for income - which needs some way to get and retain clients.

• Is there a solid approach to ensuring the company is well viewed by potential clients - reputation; outreach; advertising; thought leadership etc
• Do we ensure Sales outreach effort is appropriate to the level of inbound wins and to continually improve this?
• Are there ways to resolve conflicts between Sales estimates and Delivery estimates? Sales often want to offer a 'cheaper' price, less than the effort needed to deliver.
• Is client retention at a healthy level? If the budgets have been slashed for a quick sale, the delivery may disappoint and the retention drops.

Job done!

To get an immediate email summarising your results, and a  longer email with recommendations - fill in your details below.

All information is held securely and in full confidentiality.