Wendworks - Organizational Health Assessment

First Name*

Last Name*

Primary Email*

We know who we are as an organization. We have a clear sense of our identity that is shared by internal stakeholder and communicated clearly, consistently, and succinctly with our customers, partners, and other external stakeholders.*

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We are clear about what we do. If you asked 10 of our people what our organization is called to do, provide, or carry out for our stakeholders you would receive answers that are clear, consistent, and directly informed by the work that we do.*

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We are clear about why we do what we do. Our staff, partners, customers, and other stakeholders, know exactly what we hope to accomplish, why it matters, and can share it succinctly with others.*

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Who we serve: if you ask our staff, partners, and stakeholders about who we serve, they will answer with clarity and consistency about who our target audience(s) is(are), how we find them, and how we know when a prospect is (or is not) a fit for us.*

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My organization’s values are clear, meaningful, and evident in both our culture and our business practices.*

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We have deep knowledge about our customer(s) that allows us to find and connect with them across multiple channels.*

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When we connect with our customer(s), we offer compelling value (addressing one or more felt needs) that resonates with them deeply.*

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Our organizational leaders, employees, and stakeholders know how we make money. They understand all of our revenue streams and how they relate to each other.*

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We have identified, prioritized, and adequately resourced the key business activities and processes that must continue at all times for our organization to function and grow.*

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We have a clear and defined set of (one or more) key partners who are vital to our ability to connect with and/or serve customers that we know how to partner with effectively.*

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We understand why our customers choose us over the competition (eg: cost, value, or uniqueness).*

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We allocate organizational resources, develop human capital, and prioritize business decisions to maximize our ability to deliver on the reasons our customers choose us.*

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We understand the competitors in our space well enough that nearly anyone in our organization can articulate what we have in common and what differentiates us.*

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We understand which differentiators matter most to our customer(s), communicate them clearly, and repeat them often.*

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We have organizational key performance indicators (KPIs) and metrics that we rely on to show us whether our strategy is working.*

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Employees in our organization know what it looks like to “win” at every level of the organization. Everyone has clear performance targets with objective metrics and feedback to indicate whether they are performing above, at, or below expectations.*

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Leaders in our organization monitor the skills, knowledge, and abilities (SKAs) of current staff and regularly consider the SKAs that will be needed in the future.*

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People leaders within our organization are effective at developing people, managing performance, and retaining good people.*

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Our people rapidly adopt best practices and performance habits that promote consistency and effectiveness in meetings, communications, workflows, and decision-making.*

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People at my organization feel they are treated fairly. They work hard, produce great results, and are rewarded fairly.*

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Leaders in my organization consistently pull in the same direction.*

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Leaders in my organization reliably break down annual priorities into a clear set of short term (ex: quarterly, monthly) priorities that guide immediate focus and clarity.*

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Our leadership team consistently focuses their people (and each other) on the most important priorities, making sure that less important projects and tasks do not get in the way of critical outcomes.*

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Leaders in my organization hold themselves (and each other) accountable to meaningful and objective performance standards that are measured using reliable performance indicators.*

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Leaders in my organization give credit to others where it is due, regularly calling out and recognizing the ideas, efforts, and results driven by others.*

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Our people value effectiveness, efficiency, and proactively seek out ways to improve both client outcomes and organizational processes.*

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At our organization, meetings are typically productive, purposeful, and result in good decisions with clear action steps.*

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We use a defined planning cycle to review past results, set priorities, and allocate operating resources.*

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Our organization monitors performance-relative-to-plan in real time.*

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We know what our costs, margins, staffing needs, and net profits will be for any product/service volume before contracting the business.*

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Our employees reliably use our tech in ways that expedite and enhance the work of individual contributors and senior leaders alike.*

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Our technology makes decision-making faster and more reliable. Users do not have to “go looking” for information because it is proactively provided to employees, stakeholders, and decision-makers when they need it.*

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Our employees and senior leaders rarely, if ever, feel the need to utilize “hacks” or “work-arounds” to side-step technology limitations or gain access to functionality that they need but don’t have.*

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Our organization has a defined process for identifying and addressing technology gaps.*

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We have allocated resources (in the form of staff, contractors, etc.) to support our organization’s technology implementation and use.*

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My organization’s identity creates a strong sense of belonging, purpose, and impact across the members of our team.*

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We have a clear sense of our history as a startup, mature, or transitional organization.*

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Newcomers are quick to learn “war-stories” about the origin of the company, navigating hard times in the “right” way, and/or organizational heroes who impacted the business through their courage, hard work, creativity, or business results.*

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Employees have strong positive connections with each other.*

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Team members feel secure enough to take professional risks, share ideas freely, and bring their whole selves to work.*

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What is the name of your company?*

Complete this field with your official company name.
If you are associated with a franchise, please include the name of the franchise and the primary operating / holding company (FranchiseBrand - MyHoldCo).

Your Role*

Business / Org Lifecycle Stage*

Company size (Employees)*

What was your revenue last year?

How many people sit on your firm's leadership team?*

Count anyone who owns a function or has other leaders reporting to them.

Would you like to see how your team's answers compare to yours?

A group report is available to show where you agree, disagree, and what the gaps mean.

Primary Industry*

Org Technology Orientation*

What products or services does your company offer?*

Who is your ideal client?*

What do you enjoy most about your business?*

What are the biggest obstacles to your success?*

How motivated are you to make changes to improve your organization?*

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What areas are you most interested in improving?

(Select all that apply)

Leadership

Strategy

Culture

Mobilized Vision

Business Model

People Strategy & Development

Operations

Technology & Automation

What services would you like to know more about?

(Select all that apply)

Fractional leadership (COO, CFO, etc)

Executive coaching for me

Coaching for my team

Emerging leader / manager development

Peer advisory / Mastermind groups

Assessments (team or individual)

Management / Org consulting

Process design and automation

AI tools and staff augmentation

Strategy and marketing support

Bookkeeping, finance, or accounting

HR support

Web development / digital ops

Workshops & keynotes

Self-paced & DIY resources

Not sure, but let's talk