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IPEStrategyFit Index

Strategic Planning Assessment Instrument

An assessment of how your company formulates, cascades and executes its strategy, with a plan to make the plan happen.

The question it answers

Why does the strategy not reach daily work, and is the problem in the plan or in execution?

  • Online and anonymous
  • Formulation vs. execution
  • Action plan included
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Why answer

What this questionnaire does for you

What it is for

Check whether the strategy is clear to everyone and actually leaving the drawing board.

What you get

A picture of the quality of strategy planning and execution, with a 0 to 100 index, the current stage and the most critical gaps. When applied to the team, the report also shows differences between areas and levels, the gap between leadership and team views and an action plan in waves.

How it helps the company

  • Shows where the plan loses strength: analysis, formulation, business model, cascading, governance or communication.
  • Helps correct course before the next planning cycle, not after the year is over.
  • Gives the board an objective basis to discuss priorities, with a plan to close the gaps.

How the information is gathered

  1. People from different areas and levels answer an anonymous online questionnaire, on phone or computer.
  2. Answers are consolidated by pillar, area and level. Groups of fewer than 5 people are never shown.
  3. Leadership receives the full report and a debrief with an action plan in waves.
Who it is for

Signs that it is time

Companies in a planning cycle, a strategy review or rapid growth, executive teams that want to know whether the plan is being executed, and boards that need an independent reading of strategic management.

  • A strategic plan that never goes beyond the annual presentation.
  • Targets that do not reach the areas or have no owner.
  • A budget disconnected from strategic priorities.
  • Review meetings that turn into status reports, without decisions.
  • Teams that cannot say what the strategy is.
What you will learn

The questions the assessment answers

  • Does the strategy start from a solid reading of the market and of the company itself?
  • Are the choices about where to compete and how to win clear?
  • Do the business model and the numbers support the plan?
  • Do targets reach the areas, with owners, budget and follow-up?
  • Is there a forum that decides, holds people accountable and corrects course?
  • Do people know the strategy and see themselves in it?
Results you can expect

What changes in your company

01

A strategy that reaches every area

Each area understands what the strategy asks of it and how its contribution is measured.

02

Cascaded targets with owners

Objectives turned into targets, indicators and owners, from the executive team down to the teams.

03

A budget tied to priorities

Resources follow strategic choices, not last year's numbers.

04

A management routine that decides

Review meetings with an agenda, indicators and course correction, instead of status reports.

05

Clarity between plan and execution

You know whether the next cycle should start by revising the plan or strengthening execution, area by area.

06

Strategic risks under watch

The main risks to the strategy identified, with owners and defined responses.

What is assessed

Six dimensions, one complete picture

Ideavus's own methodology, built on recognized references and applied in companies of different sizes and industries.

  1. Strategic and Context AnalysisA systematic, evidence-based reading of the external environment, competition, customers, and internal capabilities.
  2. Strategy FormulationIdentity, choices about where to play and how to win, objectives, alternatives, and the formulation process.
  3. Business Model and ViabilityBusiness model and value proposition, financial projections, investment analysis, market validation, and sensitivity.
  4. Cascading and ExecutionPlans for each area, indicators, a budget tied to strategy, a tracking routine, and course correction.
  5. Governance and Strategic RisksA formal decision-making body, decision process, strategic risks, compliance, and accountability.
  6. Communication, Culture and MonitoringStrategy communicated, people aligned, an execution culture, and continuous review of results.
Core concept

Formulation vs. Execution

Many companies have a good plan and stumble on execution; others execute with discipline a strategy that no longer fits the market. Beyond the overall index, IPE separates the quality of formulation from the capacity to execute and shows, area by area, which of the two is holding results back. That reading tells you whether the next cycle should start with the plan or with the management routine.

How it works

Four steps, without overloading your teams

A typical project takes 5 to 7 weeks, from alignment to the results debrief.

  1. Week 1Alignment

    A conversation with the sponsor to set the objective, the audience and the breakdowns (areas, levels, sites). We provide a communication kit to invite the teams.

  2. Weeks 2 to 4Anonymous online survey

    Each person answers in a few minutes, on a phone or computer. We track participation by area and send reminders.

  3. Week 5Analysis

    We consolidate the results, compare areas and levels and group the comments by theme.

  4. Weeks 6 and 7Debrief and plan

    We present the report to leadership, discuss the causes and close an action plan with priorities, owners and deadlines.

Anonymity and trust

  • Anonymous answers and results always aggregated.
  • Small groups are merged with others so no one can be identified.
  • Consent under data protection law (LGPD) before starting.
  • Room for open comments, presented by theme.
What you receive

Deliverables designed to lead to decisions

Rolled out with your teams, the full assessment turns the reading into decisions. The report includes:

  • Overall index and maturity band: where the organization stands today and what defines this moment
  • Full pillar profile: the strengths to preserve and the gaps holding results back
  • View by area and hierarchical level: where each team stands and where perceptions diverge
  • Leadership view vs. team view: where those who decide and those who execute see things differently
  • Comparison with other organizations and progress between assessment cycles
  • Priorities: what to tackle first to move up a band
  • Voice of the people: open comments organized by theme, with anonymity preserved
  • Balance between formulation and execution by area
  • Action plan in waves, with owners and indicators
Available in the full assessment
Available in the full assessment
Available in the full assessment

Download a complete sample report

See how an organization receives the StrategyFit Index (IPE) results: position, pillar profile, comparisons, and action plan. Fictitious data.

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Maturity stages

A 0 to 100 index and a clear stage

The result places the company in one of six stages and shows what to do to reach the next one.

  1. StagnantNo formal planning; ad hoc decisions by leadership.
  2. ReactiveInformal, poorly documented planning that depends on a few people.
  3. EmergingA structured plan with gaps in cascading and monitoring; enabling and limiting elements coexist.
  4. StructuredStrategy cascaded into plans, with regular tracking still being consolidated.
  5. AdvancedStrategy built into day-to-day management, with consistent governance.
  6. BenchmarkA consolidated execution culture and a strategy that renews itself with the market; watch for overly formal, rigid processes.
Formats

Three levels of depth, one consistent reading

Every format covers all six dimensions and produces results that can be compared with each other and over time. What changes is the depth.

IPE Entry

A quick, focused first reading.

When to choose it
To start with leadership, test the approach, or for smaller companies that want to know where to begin.
What it includes
Index, stage and results by dimension, with an online debrief.
Time per person
about 5 minutes
Typical length
3 to 4 weeks
Request a proposal
Recommended for most

IPE Regular

A complete reading to set priorities.

When to choose it
To compare areas, levels and sites and build the plan with confidence.
What it includes
Everything in Entry, plus results by area and level, leadership vs. teams, comments by theme and an action planning workshop.
Time per person
about 10 minutes
Typical length
5 to 7 weeks
Request a proposal

IPE Complete

An in-depth transformation project.

When to choose it
For transformation programs, restructurings, or when the results go to the board.
What it includes
Everything in Regular, plus leadership interviews, industry comparison and a transformation plan.
Time per person
about 15 minutes
Typical length
8 to 10 weeks
Request a proposal
Combine with

Integrated readings

Run together, in a single data collection, two instruments let you cross-reference results and explain causes that one alone cannot show.

IPE+IESG

Sustainability strategy

Checks whether material ESG topics actually make it into planning, budgeting and day-to-day execution.

360°

360° Index: build a package with two or more instruments

One data collection, one integrated report and cross-analysis between instruments.

Explore the 360° Index
Frequently asked questions

Before you hire

How long does it take?

In the Regular format, 5 to 7 weeks from alignment to debrief; Entry fits into 3 to 4 weeks. Each person needs only a few minutes to answer, on a phone or computer.

Who answers?

Usually all employees in the defined audience, at every level. You can also start with leadership and expand later.

How do you guarantee anonymity?

Answers are collected in an Ideavus environment, with no company login. The company receives aggregated results only, small groups are merged with others and comments are shown by theme, without identification. All data handling follows data protection law (LGPD).

How many people need to answer?

Each group you want to analyze (an area, a level, a site) needs at least 5 answers. The higher the participation, the more reliable the reading, and we support internal communication to get there.

What happens after the report?

The debrief ends with an action plan with priorities, owners and deadlines. If the company wishes, Ideavus supports execution with consulting and follow-up.

Can I reapply it to track progress?

Yes, and we recommend it. Reapplying every 12 to 18 months shows progress and helps prove the effect of the actions. Results are comparable between cycles.

How much does it cost?

Pricing is by proposal, based on the number of people and the format chosen. In a 30-minute call we learn about your context and send the proposal.

Does it replace strategic planning consulting?

No. The assessment shows where the current process falls short and what to prioritize. If the company wishes, Ideavus runs the planning cycle based on these results.

Free quick test

Find out in 2 minutes where your company stands

A few questions, an instant result and your organization's estimated stage.

Take the free test (2 min)
Next step

Shall we talk about your context?

In a 30-minute call, we learn where the company stands and recommend the most suitable format. No commitment.

Schedule a call Take the free test (2 min)
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