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Scoring

Total Score

Strategic Planning

This section assesses how clearly your leadership team defines and communicates the organization’s vision, mission, values, goals, and priorities. Strong strategic alignment ensures everyone is rowing in the same direction, driving focus and long-term success.

1. Our leadership team defines our long term vision, our mission and our values and they are well understood across the organization.

2. Our leadership team defines our goals and priorities clearly and the organization drives toward those goals.

Product Excellence

This section measures how effectively your organization develops and delivers products or services that meet customer needs. It also evaluates whether there’s a structured innovation process in place and if your value proposition is clearly defined and understood across teams.

3. Our organization develops new products and/or improves existing ones that meet or exceed our customer’s needs.

4. Our differentiated value proposition is well defined and understood by those who sell, produce, or deliver the product.

Order Generation

This section focuses on your marketing and sales effectiveness. It evaluates your ability to reach the right audience, generate qualified leads, and convert them into paying customers with clear targets and consistent performance.

5. Our marketing efforts effectively reach our target customers producing qualified leads.

6. Our sales team has aggressive but achievable targets and they are effective at converting leads to orders.

Order Fulfillment

This section examines how reliably and efficiently your business delivers on promises. It looks at delivery timeliness, operational efficiency, error reduction, inventory management, and supply chain coordination.

7. We consistently deliver products and services on time and as promised.

8. Our order fulfillment operations are efficient, with minimal errors, delays, or rework.

Service Excellence

This section assesses how well you handle customer service. It includes responsiveness, issue resolution, feedback collection, and how you act on that feedback to continuously improve the customer experience.

9. Our sales and service team resolves issues quickly and to the customer’s satisfaction.

10. We proactively ask our customers how we are doing and where can we improve regularly.

People Skills

This section explores internal communication, employee empowerment, and professional development. It gauges how well your organization fosters a culture where people feel heard, supported, and equipped to contribute meaningfully.

11. Employees feel valued and empowered to contribute to company success.

12. We invest in our people to enhance skills and support professional development.

Process Orientation

This section evaluates how consistently your business uses standardized, repeatable processes. It also examines your commitment to process improvement, quality control, and addressing root causes of recurring issues.

13. We follow documented, repeatable processes to ensure quality and efficiency.

14. We regularly review and improve key business processes including implenting preventative actions addressing the root cause of problems.

Technology and Tools

This section measures how well your organization selects, uses, and evolves its technology stack. It includes alignment with business needs, team readiness to use tools effectively, and ongoing investment in productivity-enhancing solutions.

15. Our technology and tools are well-suited to our business needs and our team is proficient in using them.

16. We invest in new technology that improves productivity.

Financial Management

This section assesses the strength of your financial systems, planning, and decision-making. It looks at how well you manage financial records, align budgets with goals, and use financial insights to drive the business forward.

17. We have a clear financial plan and budget aligned with to our strategic goals.

18. We use financial data to make informed decisions to improve the business forward.

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