Home / Instruments

Assessment instruments

Turn perceptions about your company into concrete decisions

People in your organization answer online in a few minutes. Within weeks, leadership knows where the company stands, which areas hold the gaps, and which actions to prioritize in the months ahead.

  • A few minutes per person
  • Online, on phone or computer
  • Anonymous answers, results only by group
  • Portuguese, English, and Spanish
Instrument map

Eight pieces that fit together

Each instrument answers one management question. Together they give a complete reading of the organization. Hover over a piece to see what it assesses.

IS InnovationCulture AIR AI Readiness IPE StrategicPlanning IESG ESG andSustainability ICO OrganizationalCulture LID 360°Leadership IPM ChangeReadiness IAO OrganizationalAmbidexterity 360° Index Future Readiness Score
Pick a piece

Hover over or tap a piece of the map to see what the instrument assesses, who it is for and how to start.

At the center, the 360° Index combines two or more instruments in a single survey.

Eight instruments

Which question do you need to answer?

Each instrument answers one management question. Start with the one that weighs most on your agenda today.

IS

Innovation CultureInnovability Score

Is your company ready to innovate?

What it measures
The ability to generate, develop, implement, and sustain innovation.
Who it is for
Innovation, R&D, and new business leaders.
Signs it is time
  • Plenty of ideas, few reach the market.
  • Innovation projects depend on a few people.
How it helps
Shows where innovation really gets stuck: strategy, culture, process, skills, partnerships or results measurement.
ICO

Organizational CultureCulture Compass

Does your culture help or hurt strategy execution?

What it measures
The culture traits that shape collaboration, adaptation, and execution.
Who it is for
HR and executive leadership.
Signs it is time
  • A recent merger, acquisition, or leadership change.
  • Teams that do not work well together.
How it helps
Makes visible what usually stays in the realm of opinion: how decisions are made, how people communicate and how much they trust each other.
IPE

Strategic PlanningStrategyFit Index

Is your strategy ready to move off the page?

What it measures
How strategy is formulated, cascaded, executed, and tracked.
Who it is for
Executive team and board.
Signs it is time
  • Targets do not reach the teams.
  • The plan is reviewed only once a year.
How it helps
Shows where the plan loses strength: analysis, formulation, business model, cascading, governance or communication.
AIR

AI ReadinessAIReady Index

Is your company ready to create value with AI?

What it measures
Strategy, data, technology, people, and governance for AI.
Who it is for
Executive team, IT, and data.
Signs it is time
  • AI pilots that never scale.
  • AI in use without clear data and risk rules.
How it helps
Avoids spending on tools before data, people and rules are ready to use them well.
IESG

ESG and SustainabilityImpactReady Index

Is ESG truly built into the business?

What it measures
ESG strategy, governance, targets, metrics, and value chain.
Who it is for
Sustainability, executive team, and finance.
Signs it is time
  • Customers, lenders, or investors ask for evidence.
  • The report is done, but targets have no owner.
How it helps
Shows what already exists and what is missing in governance, environment, waste, value chain, strategy and transparency.
LID

360° LeadershipLeadScope

Are your leaders seen the way they think they are?

What it measures
How each leader sees themselves and how their manager, peers and team see them.
Who it is for
HR, L&D and executive team.
Signs it is time
  • Leadership programs with no visible change in behavior.
  • Newly promoted managers or succession to decide.
How it helps
Replaces impressions with an organized reading of concrete behaviors: direction, execution, development, communication, trust and adaptability.
IPM

Change ReadinessChangeReady Index

Is your company ready for its next big change?

What it measures
Whether people understand, support and can carry out a specific change.
Who it is for
Executive team, project office and HR.
Signs it is time
  • A new system, merger or restructuring on the way.
  • Past changes left halfway.
How it helps
Anticipates risks of resistance, lack of resources and poor communication before they delay the project.
IAO

Organizational AmbidexterityDualDrive Index

Can your company take care of the present and build the future at the same time?

What it measures
The balance between running the current business and exploring the new, and what sustains that capability.
Who it is for
Executive team, innovation, R&D, strategy and HR.
Signs it is time
  • Many innovation pilots that never reach operations.
  • Innovation budget cut whenever targets get tight.
How it helps
Shows whether daily operations are smothering the new, or whether new ideas fail to produce results.
Compare

Compare the assessment instruments

Choose by the question you need to answer. All of them deliver a 0 to 100 index, the maturity stage and a prioritized action plan.

InstrumentQuestion it answersSign it is timeTypical timelineMain deliverableFree test
Innovation Culture (IS) Is the company ready to innovate on an ongoing basis?“Ideas exist, but few turn into results.”5 to 7 weeksInnovation maturity by area and a priority roadmap Free test
Organizational Culture (ICO) Does the culture help or hinder strategy execution?“What the company says does not match day-to-day work.”5 to 7 weeksCurrent and desired culture, tensions by area and a change plan Free test
Strategic Planning (IPE) Is the strategy ready to be executed?“The annual plan is forgotten by March.”5 to 7 weeksWhere strategy gets lost between formulation and execution, and how to fix it Free test
AI Readiness (AIR) Is the company ready to create value with AI?“Everyone uses a different AI tool, with no rules.”5 to 7 weeksReadiness in data, people and governance and prioritized use cases Free test
ESG and Sustainability (IESG) Is ESG truly integrated into the business?“Clients and banks have started asking for ESG evidence.”5 to 7 weeksESG maturity by theme and a plan for clients, banks and the supply chain Free test
360° Leadership (LID) Are leaders seen the way they believe they are?“The team sees the leader one way and the leader sees it another.”6 to 8 weeksIndividual report per leader and a consolidated leadership view Free test
Change Readiness (IPM) Is the company ready for the next big change?“An ERP, a merger or a restructuring is about to start.”Before and during the changeResistance and risks by group and actions for the rollout Free test
Organizational Ambidexterity (IAO) Can the company take care of the present and build the future at the same time?“The short term is going well, but bets on the future are not moving.”5 to 7 weeksAmbidexterity profile, enablers and a plan to balance operations and renewal Free test

Timelines for the Regular format, from the first conversation to the action plan. They vary with the number of participants and analysis groups.

Start with the decision, not the topic

Think of the decision leadership must make in the coming months and find the closest question in the table.

Take the free test

In two minutes you get a first indication and see whether the instrument fits your challenge.

Does the problem have more than one cause?

When strategy, culture, technology and people are intertwined, the 360° Index combines two or more instruments in one project.

Still unsure

Tell us your challenge in a short conversation and we will suggest the best path.

Rollout

How it works in practice

From the first call to the action plan, a typical project takes 5 to 7 weeks.

  1. 1AlignmentAbout 1 week

    We agree on the goal, audience, format, and analysis groups (area, level, site).

  2. 2Online survey2 to 3 weeks

    One private link per project, with anonymous answers. We track response rates by area and help drive participation.

  3. 3Analysis1 to 2 weeks

    Where the company stands, which areas drive the result, and where leadership and teams diverge.

  4. 4Debrief and planWrap-up

    Presentation to leadership and a workshop to prioritize actions, with a plan for 90 days, 6 months, and 12 months.

Three formats, sized to the decision

Entry

First reading

For smaller companies, pilots, or to validate the topic before scaling up. An overall view of the organization and its main priorities.

Recommended

Regular

Reading by area

For most projects. Results by area and level, perception gaps, and a full action plan.

Complete

In-depth reading

For large organizations, multiple sites, or significant investment decisions. More breakdowns and the highest level of detail.

Proprietary methodology, built on recognized management references. See how we work

Results

Results our clients look for

The starting point is always a business decision.

  • Clear priorities for next year
  • Leadership aligned on where to act
  • Leaders prepared to lead their teams
  • AI investment with a defined return
  • ESG evidence for customers and lenders
  • A shorter innovation cycle
Deliverables

What your company receives

Results leadership can read in one meeting and turn into decisions.

Where the company stands

A 0 to 100 index and a maturity stage, to track progress over time.

What it takes to advance

What separates the company from the next stage, in management terms.

Where the problems are

Strengths and gaps by area and level, and where leadership and teams diverge.

Where to start

Priorities set by business weight, so effort is not spread thin.

A plan with owners

Actions with owners, deadlines, and metrics, ready to execute.

Proof of progress

A new measurement on the same yardstick to show the board what moved.

See a sample reportEach instrument page offers a full sample report in PDF.
360° Index · Future Readiness Score

When the challenge has more than one cause

Big problems usually mix strategy, culture, technology, and people. The 360° Index runs two or more instruments in the same project and combines the results into one roadmap.

  1. Assess
  2. Cross results
  3. Find connections
  4. Set priorities
  5. Build the roadmap
IPE + AIR

Strategy + AI

For: Executive team

Where AI speeds up the plan and what must be in place first.

ICO + IS

Culture + Innovation

For: Innovation and HR

Whether your culture fuels or slows innovation.

IESG + IPE

ESG + Strategy

For: Sustainability and board

ESG tied to strategic choices, targets, and tracking.

LID + ICO

Leadership + Culture

For: HR and executive team

Whether leaders practice the culture the strategy calls for.

IPM + IPE

Change + Strategy

For: Executive team and project office

Whether the organization is ready to carry out the changes in the plan.

IAO + IS

Ambidexterity + Innovation

For: Innovation and R&D

Whether ideas have the structure, budget and leadership to reach operations.

Guided choice

Not sure where to start?

Pick the situation closest to yours.

Strategy does not reach the teams

We suggest: Strategic Planning (IPE)

IPE shows where cascading and tracking break down.

We want to use AI safely

We suggest: AI Readiness (AIR)

AIR checks whether data, people, and governance can support AI.

Customers and lenders ask for ESG evidence

We suggest: ESG and Sustainability (IESG)

IESG organizes targets, governance, and metrics into evidence you can show.

We have ideas, but little innovation reaches the market

We suggest: Innovation Culture (IS)

IS finds where the innovation funnel stalls: process, resources, or leadership.

We went through a merger or leadership change

We suggest: Organizational Culture (ICO)

ICO shows culture differences between groups and where they affect integration.

Climate and culture are slowing execution

We suggest: Organizational Culture (ICO) + Strategic Planning (IPE)

ICO and IPE together separate culture issues from gaps in cascading and executing the strategy.

We want AI to serve our strategy

We suggest: Strategic Planning (IPE) + AI Readiness (AIR)

IPE and AIR together show where AI pays off most within the plan.

We need to develop our leaders

We suggest: 360° Leadership (LID) + Organizational Culture (ICO)

LID shows how each leader is perceived and where to focus development; with ICO, it reveals whether leaders practice the culture the company wants.

We hit today's targets, but the future is not moving

We suggest: Organizational Ambidexterity (IAO) + Innovation Culture (IS)

IAO shows whether the company balances executing and exploring and what blocks renewal; with IS, it reveals where innovation loses strength before reaching operations.

We are about to launch a major change (system, merger, restructuring)

We suggest: Change Readiness (IPM) + Organizational Culture (ICO)

IPM shows who is ready for the change and where resistance will show up; with ICO, it separates resistance to the change from culture.

Next step

What challenge is your organization facing?

Tell us what you are trying to solve. We will suggest the instrument or combination that brings the most value in your case, with no commitment.

WhatsApp