This is a discussion tool, not a benchmark or a diagnosis. Think about what happens consistently across your team—not what happens only when the owner steps in.
01 / Are the priorities clear?
If these were difficult to check
Start with a single priority statement: “Over the next 90 days, we want to improve ___ because ___.” Choose an owner and a review date. Identify one activity to pause so the priority has room to happen.
02 / Do the systems support the work?
If these were difficult to check
Choose one workflow that regularly creates delays or rework. Map its steps with the people who perform them. Look for unclear ownership, missing information, and repeated manual entry before choosing a new tool.
03 / Does reporting lead to decisions?
If these were difficult to check
Pick one decision you need to make more confidently. Identify the measure that would inform it, agree on its definition, and assign an owner. Build from that decision instead of adding more charts.
Read the reporting guide →Turn the gaps into a next step.
- Choose one unchecked statement. Favor the issue causing recurring friction or preventing a decision.
- Write down a recent example. What happened, who was involved, and what was the consequence?
- Name the first useful change. Keep it small enough to try, with a person responsible and a date to review it.
“We want to improve ___. Today, the main obstacle is ___. A useful first step would be ___.”
Your answers are not submitted. You can use this page on your own or bring the questions to a team discussion.
If the same issue touches priorities, processes, and reporting, it may help to look at those pieces together.
See how we approach the work →
