Operational Readiness Assessment

HOW OPERATIONALLY FIT IS YOUR ORGANIZATION?

This 5-minute assessment gives you an honest snapshot of your operational foundation—where you're solid and where the gaps are likely to slow you down.
Customer Experience
We've mapped out our customer touch points from start to finish—we know the steps they go through, where they get stuck, and who they interact with.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Our people understand enough about other roles to help customers beyond their specific job—they can either solve issues themselves or make sure the handoff actually happens.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Customer Experience Score
Process & Capacity
We know how much work we can handle right now and how close we are to capacity—whether that's people's time, equipment, or space.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Our core processes are documented well enough that new employees can execute them without constant handholding.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
We track leading indicators (e.g., rework, scheduled utilization) that predict bottlenecks and issues before they impact the monthly financials.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Process & Capacity Score
Accountability
Roles, responsibilities, and decision-making authority are clearly defined throughout the organization.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Accountability Score
Financial Management
We have a clear understanding of our unit economics, including the true, fully-loaded cost to produce each product or deliver each service.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
We know how much cash we have on hand right now and how long it will last us at our current spending rate.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Financial Management Score
Technology & Data
Our technology actually helps us get work done faster—we're not constantly fighting with clunky systems or working around them.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
People can get the data and reports they need to make decisions without having to bug others for help.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
We're weaving AI into how we improve our work, not treating it as a separate project that nobody has time for.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Technology & Data Score
Risk
We've thought through what would happen if disaster struck (cyber incident, fire, key person loss) and have an up-to-date plan for keeping the business running.*

Strongly DisagreeDisagreeNeither Agree nor DisagreeAgreeStrongly Agree
Risk Score
Name*

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example@example.com
Organization Name*
Overall Score Total
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HOW OPERATIONALLY FIT IS YOUR ORGANIZATION?

Customer Experience

Process & Capacity

Accountability

Financial Management

Technology & Data

Risk