Template

Self-assessment scorecard

Scorecard archetype

Respondents get a result worth reading, you get a scored lead. Good top-of-funnel bait.

The questions

What it asks.

The real questions, in the real order.

A preview. Nothing here is submitted.

As the respondent sees it

Step 1 of 3

How would you describe where you are today?

Nothing in place yet
Something ad hoc
Documented and followed
Measured and improving

How many people work on this?

Just me
2 – 5
6 – 20
More than 20

What's the biggest thing in the way?

Budget
Time
Skills
Buy-in

Anything else worth knowing?

Optional. It is stored with the enquiry and it is not scored.

Board approved the drainage works in March

The rubric

How it scores.

Every criterion carries a weight, and the weight is its maximum. The bands turn a score into a decision.

Criteria and weights

Maturity

50 pts

Capacity

30 pts

Blocker

20 pts

Total available

100 pts

Bars are drawn as a share of the heaviest criterion, from the bounded step set.

Bands

Nurture

0 – 44

Plenty of ground to make up.

Review

45 – 69

Solid, with room to move.

Hot

70 – 100

Ahead of most who take this.

What copying does

It becomes yours, and it stays yours.

01 A template is a snapshot, not a link.
02 It is copied into your workspace, and it is yours from that moment.
03 Changing the template later does nothing to your funnel.