Getting Started#
Before investing in new technology or modernizing your business operations, you need to understand where you stand. This tool guides you through these critical questions:
What specific business challenge are we trying to solve?
Where are you experiencing friction in your operations?
Which problems are costing you time or money?
What opportunities are you currently missing?
How will we measure meaningful progress?
What does success look like for your business?
Which metrics matter most to your goals?
How will you track improvement?
Are your people and processes ready for change?
Does your team understand and support the need for change?
Are your current processes documented?
Do you have the right foundation for improvement?
Take the assessment#
Rate each statement based on your current situation:
Ready (3 points): You've completed this and have documentation
Needs Work (1 point): You've started but need more development
Not Started (0 points): You haven't addressed this yet
Strategic Clarity
- We have clearly defined and communicated our company's strategic goals
- We have identified specific business challenges we need to solve
- We have documented our current pain points and their impact
- We have clear, measurable objectives for improvement
- We have executive/leadership support for change
Team Readiness
- Our key stakeholders understand and support the need for change
- We have assessed our team's current skills and capabilities
- We have identified who will lead and champion the changes
- We have a plan for training and supporting our team
- We have a way to communicate changes effectively
Process Foundation
- We have documented our current workflows
- We understand where our processes need improvement
- We know how different parts of our business need to work together
- We have ways to measure our current performance
- We have identified regulatory or compliance requirements
Scoring Guide (Total possible: 45 points)#
35-45 points: Ready for Implementation
You're well-prepared for change!
Next steps:
- Solution design and selection
- Implementation planning
- Change management execution
20-34 points: Building Foundation
You have a good start but need to strengthen some areas.
Next steps:
- Process mapping and optimization
- Detailed requirements gathering
- Team preparation planning
0-19 points: Starting Your Journey
You're at the beginning of your journey - and that's okay!
Next steps:
- Vision and strategy development
- Stakeholder alignment
- Initial assessment and planning
Wish to Discuss Your Results?
Schedule a complimentary consultation to review your assessment and explore your next steps.
