Interactive assessment · 8 min

Operational maturity assessment

18 questions across 6 dimensions to map where your agency stands today — and where the 3 critical points blocking growth are.

Progress0 / 18

Dimension 1 of 6

Strategy & Planning

We have written quarterly goals reviewed weekly

Every client in the portfolio has a documented growth plan

Strategic decisions are made based on data, not opinion

Dimension 2 of 6

The sales pipeline has objective stages with written criteria

Quarterly forecast is off by less than 15%

Every proposal uses a standard template with 3 options (not 1)

Dimension 3 of 6

Every project starts with a signed canonical briefing

Actual vs. budgeted hours are measured per project

Approvals have ONE named owner (not a committee)

Dimension 4 of 6

We know the actual net margin per client (not an estimate)

There is an automatic alert when a client's margin drops

Portfolio repricing is a formal process, not improvisation

Dimension 5 of 6

Each person has a documented monthly 1:1 with their leader

There is an active IDP (Individual Development Plan)

Annual turnover stays below 18%

Dimension 6 of 6

The tool stack is mapped and reviewed annually

Client data lives in ONE place (not in 4 spreadsheets)

There is a formal policy on the use of AI in operations