Audit

Organizational Intelligence Diagnostic Scorecard

An interactive diagnostic audit teams can use to collect evidence, assign owners, rate capability (1–5), and record recommended follow-ups across core organizational intelligence domains. Structured responses can be saved to the platform for tracking, reporting, and remediation planning.

Interactive Tool

Organizational Intelligence Diagnostic Scorecard

Use this diagnostic to quickly identify where knowledge, decisions, metrics, meetings, experiments, governance, and remediation processes are working — and where leaks and risks exist. For each section, paste or describe evidence (links, documents, examples), assign an owner, give a rating (1–5) using the rubric below, and add concrete notes or next steps. Saved responses can seed remediation backlogs, evidence banks, and follow-up huddles.

Quick scoring rubric

  • 1 — No systematic practice; repeated failures or major risk
  • 2 — Ad-hoc, fragile, or incomplete; frequent gaps
  • 3 — Partial practice; inconsistent results; limited measurement
  • 4 — Reliable practice, some refinements needed
  • 5 — Well-integrated, measured, demonstrably improving

Be specific in Evidence fields (URLs, document names, meeting examples, decision records). Use Suggested Actions to propose practical quick wins.

List artifacts, documentation, wikis, search indexes, example tickets, or links that show how knowledge is captured and found. Be concrete (URLs, file names, folder paths, example tickets).
Person or role responsible for knowledge capture and discoverability (e.g., Head of Ops, Knowledge Lead, Site Manager).
Rubric: 1 = no capture / inaccessible; 3 = partial capture; 5 = systematic capture + searchable
Concrete next steps: who will do what by when. Example: 'Tag and index 3 priority procedures; assign owner; add to onboarding pack.'
Link or describe decision records, RACI/clarity docs, meeting minutes that show who decides and how decisions are captured.
Person or role accountable for decision hygiene (e.g., Product Lead, Governance Owner).
Rubric: 1 = decisions informal/unrecorded; 5 = clear decision rights + accessible decision records
Examples: 'Adopt decision record template; assign DEC owner; surface decisions in dashboards.'
Provide examples of KPI definitions, dashboards, data sources, and one or two leading indicators used by teams.
Person or role accountable for KPI definitions and data quality (e.g., Data Lead, Quality Manager).
Rubric: 1 = unreliable or undefined metrics; 5 = clear definitions, reliable sources, meaningful leading indicators
Suggested actions: 'Define metric owner, add an upstream leading indicator, document measurement method.'
Attach or link agendas, decisions from meetings, meeting minutes, and examples of actions that came out of meetings.
Owner for meeting effectiveness (e.g., Team Lead, Meeting Facilitator).
Rubric: 1 = frequent unproductive meetings; 5 = meetings consistently produce decisions, actions, and follow-through
Actions: 'Apply meeting templates, define expected outputs, shorten cadence.'
Provide links to experiment briefs, protocols, results, and where experiment outcomes are stored.
Owner for experimentation practice (e.g., Improvement Lead, R&D lead).
Rubric: 1 = no structured experiments or record; 5 = experiments designed, tracked, and reused as organizational learning
Examples: 'Adopt experiment brief template; store results in evidence bank; run pilot next sprint.'
Provide governance charters, lifecycle policies for documents/processes/products, or approval workflows.
The role accountable for governance or lifecycle management.
Rubric: 1 = no lifecycle controls; 5 = clear governance + lifecycle & periodic reviews
Actions: 'Set periodic review cadence; publish roles & responsibilities; automate lifecycle reminders.'
Link or describe the remediation backlog, prioritization method, and an example item with status.
Owner of remediation backlog or improvement pipeline.
Rubric: 1 = no visible backlog; 5 = prioritized, resourced, and tracked backlog
Concrete next steps: triage, resource needs, expected impact, and owner for key items.
High-level observations that apply across sections (e.g., culture, tooling gaps, leadership attention).
A short recommendation for leadership triage based on findings.
Concrete, prioritized actions you propose to close the most important gaps.
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