Organizational Intelligence Starter Checklist

Overall readiness (1 = low, 5 = ready to act)

Rate your team’s overall readiness to start a focused organizational intelligence effort. Use 1 for minimal readiness and 5 for a clear mandate, owners, and early wins identified.

1.0 10.0

Leadership alignment: mission and strategy explicitly support learning or knowledge flow

Acceptance criteria: leadership can state why learning/knowledge flow matters for the mission. Evidence: a sponsor or short written statement linking the effort to goals.

Evidence or notes for mission alignment

Paste a short excerpt, link, or note that demonstrates alignment (one or two sentences).

Sponsor assigned (executive or leader who can remove barriers)

Acceptance criteria: a named sponsor who will clear cross‑team obstacles and allocate small resources.

Sponsor name (if assigned)

Enter the sponsor’s name or role.

Sponsor confirmation or notes

Email excerpt, meeting note, or brief confirmation that the sponsor agreed to support the work.

First owner assigned (day‑to‑day owner or convener)

Acceptance criteria: a named person will coordinate initial actions and run the first huddle or experiment.

First owner name (if assigned)

Enter the person responsible for initial implementation.

Owner confirmation or notes

Meeting note, chat confirmation, or calendar invite showing the owner committed.

Knowledge base: at least one accessible repository or collection exists

Acceptance criteria: a root location (wiki, drive folder, KB tool) with recent content and a point of contact.

Knowledge base evidence (link or note)

Paste a link or short note describing where knowledge currently lives.

Meeting cadence: recurring meetings are documented and timeboxed

Acceptance criteria: an existing recurring meeting and owner; captures actions or decisions.

Meeting cadence details

List the recurring meetings and owners (e.g., weekly ops huddle, monthly review).

Decision records: at least a simple way to record important decisions

Acceptance criteria: a template or place where decisions and rationale are stored.

Decision record evidence

Link or short example of a decision record or template.

Low‑effort wins to implement quickly (select those you’ll try first)

These are small, visible changes that demonstrate value within weeks.

Create a single operational dashboard (one page)

Run one recurring KPI huddle (timeboxed)

Introduce a knowledge capture ritual (end‑meeting 3‑sentence note)

Introduce a decision template and store it

Add a simple onboarding checklist for new hires

Acceptance criteria and quick evidence for chosen wins

Describe what will count as 'done' for the selected wins and what quick evidence you’ll collect (links, screenshots, meeting notes).

Owner(s) for the low‑effort wins

Name the person(s) who will implement and measure the win.

Roles to assign for the initial effort

Select roles you plan to assign; use the detail field to name people or rotate roles.

Knowledge owner (maintains KB)

Experiment lead (runs experiments and tracks results)

Decision steward (ensures decisions are captured)

Data/metric owner (maintains dashboard/KPIs)

Role assignments or short rotation plan

Map chosen roles to people or describe a rotation schedule (one sentence per role).

First 90‑day plan (high level)

Describe the core objective, 2–3 activities, and who will lead them. Keep it measurable and timebound.

Measurable outcomes and targets for 90 days

List 2–4 metrics you’ll track (e.g., dashboard live, x decisions recorded, onboarding time reduced) and specific numeric or binary targets.

Communication & celebration plan exists

Acceptance criteria: a plan to announce progress to stakeholders and celebrate small wins to build momentum.

Communication and celebration details

How you will share progress (channel, cadence) and what small celebrations or recognition you’ll use.

Prioritized first actions (select top actions to start immediately)

Choose the most important initial actions to schedule in the next two weeks.

Assign owner and calendar time for the first action

Run the quick audit and capture evidence

Implement a chosen low‑effort win

Build the single dashboard

Start the KPI huddle

Top risks or barriers to success (brief)

List 2–3 barriers and one small mitigation you’ll try first for each.

Submitted by (name)

Who completed this checklist?

Optional additional notes

Any contextual notes the team should keep with this submission (one or two sentences).

You can explore this tool now. Sign in or create an account to save your responses and return to them later.

Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.

Organizational Intelligence Starter Checklist

Organizational Intelligence Starter Checklist

Discussion

Services

Explore

Contact