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Organizational Discovery Assessment

Developer Preview v0.4

This guided discovery is designed for a follow-up conversation after the Organizational Intelligence Assessment. It captures the organization’s operating environment, challenges, priorities, readiness, and desired outcomes, then translates them into a practical improvement roadmap.

Organization Snapshot

Organization name Industry Organization type Number of employees Number of locations Years in business Annual revenue, optional Primary contact Contact email Date of discovery Consultant

Current Business Systems

Select how each area currently manages its work. Enter the system name when software or a custom system is selected.

Operational Snapshot

Use approximate figures. Blank fields are treated as unknown, not zero.

Customers Suppliers Contractors Assets Vehicles Projects per year Work orders per month Inventory items Field employees Office employees

Current Challenges

Select every challenge that is meaningfully affecting the organization.

Other challenge

Improvement Priorities

Select up to five priorities. Use the priority number to show their order.

AI and Digital Readiness

Employees currently use AI Leadership support for AI AI policy exists Privacy or security concerns Interest in AI training Overall digital readiness

Desired Outcomes

Choose the outcomes that matter most and rank up to five.

Consultant Notes

These notes remain in the working view and are excluded from the client printout unless included below.

Private working section

Key observations Potential quick wins Potential champions Potential blockers Other opportunities or ideas Follow-up actions

Include consultant notes in the generated workbook