Planning Readiness Assessment
How ready is your organization to plan for the future? See where you stand with this snapshot of your planning capabilities and of where your opportunities for improvement are.
Name
*
First Name
Last Name
Email
*
example@example.com
Title
*
e.g., CEO, CFO, COO
Company
*
Your Data Foundation
1. How confident are you in the accuracy of your company's key business data?
*
Very confident — we trust our numbers completely
Mostly confident — minor differences occasionally appear
Somewhat confident — we often need to double-check
Not confident — data is often inconsistent across systems
2. How well is your data connected across different departments or systems?
*
Fully connected — everyone works from the same information
Partially connected — some manual updates needed
Mostly separate — departments often use different spreadsheets or systems
Completely separate — no connection between systems
3. When leadership reviews numbers, how often is time spent fixing or reconciling data instead of making decisions?
*
Almost never
Occasionally
Frequently
Most of the time
Enterprise Visibility
4. How easy is it for leadership to see how the company is performing?
*
Very easy — dashboards show everything in real time
Somewhat easy — reports are available but take time to gather
Not very easy — we rely on spreadsheets or periodic reports
Difficult — it’s hard to get a clear picture
5. Are key metrics (like sales, costs, performance) defined the same way across the organization?
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Yes, completely
Mostly yes, with a few variations
Not really — different departments define metrics differently
No, there is no consistency
Planning for the Future
6. How does your company plan for the future?
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We continuously update forecasts and plans
We review plans quarterly or monthly
We plan once a year and rarely update
We don’t have a formal planning process
7. How confident are you that forecasts or models actually help leadership make decisions?
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Very confident — decisions rely on them
Somewhat confident — they are a guide
Not very confident — sometimes used, sometimes ignored
Not confident — they don’t really influence decisions
Preparing for Change
8. How easily can your company model different scenarios (e.g., a drop in revenue, cost changes, or market shifts)?
*
Very easily — we can run multiple scenarios quickly
With some effort — we can model a few scenarios
Limited capability — only basic models exist
Not at all — we don’t model scenarios
9. When unexpected changes happen, how ready is your company to respond?
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Very ready — we have clear plans
Somewhat ready — we can react with some effort
Not very ready — we are often scrambling
Not ready — we react only after problems arise
Making Decisions
10. How are major decisions made in your company?
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Mostly based on data and structured analysis
Some data, some intuition
Primarily based on experience
Mostly reactive or urgent decisions
11. Do executives have insights ready to act on, or do they need to dig through data first?
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Insights are ready and easy to use
Sometimes ready
Rarely ready
Never ready
Turning Plans Into Action
12. How closely are strategic plans linked to day-to-day operations?
*
Fully aligned — everyone knows how to execute the plan
Mostly aligned — minor gaps exist
Loosely aligned — not always clear how plans translate to action
Not aligned — plans rarely connect to operations
13. How often do you review progress and update plans based on new information?
*
Continuously — plans evolve as we get new info
Regularly — monthly or quarterly
Occasionally
Rarely
Current State
Primary Concern
Planning
Forecasting
Reporting
Transactions
Growth
Other
What is your biggest challenge with planning right now?
AIQ_Level
AIQ_Score
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