InteractiveForm

Interactive Tool

Organizational Intelligence Audit — Team Assessment

This short team assessment captures a shared snapshot of where knowledge, decisions, and measurement are working — and where they aren’t. Run it live with 3–6 participants or have each person complete it in advance. The results are a starting point for interviews and experiments, not a final diagnosis.

Team or unit name

Who is completing this assessment? Use a short, clear name.

Assessment date

When did the team complete this snapshot?

Knowledge capture: How reliably does your team capture working knowledge, playbooks, and lessons so others can reuse them? (1 = not at all, 5 = consistently)

Think about onboarding, handoffs, and documentation that practitioners actually use.

1 10

Decision quality: How clear, transparent, and recorded are important decisions? (1 = ad hoc & opaque, 5 = explicit rationale & learning)

Consider whether decisions include assumptions, options, and owners, and whether outcomes are reviewed.

1 10

Metrics & measurement: Do the KPIs you track lead to learning and better actions rather than busywork? (1 = vanity/unclear, 5 = meaningful leading indicators)

Think about whether metrics predict outcomes and guide experiments.

1 10

Meeting effectiveness: Do meetings reliably produce decisions, owners, and next steps? (1 = status updates, no action; 5 = short, decision-focused, accountable)

Include recurring and ad hoc meetings.

1 10

Learning loops: How often does the team run experiments, document outcomes, and adapt practices? (1 = rare, 5 = routine & documented)

Consider whether failures are reviewed and whether learnings change behavior.

1 10

Roles & ownership: How clear are responsibilities for knowledge, metrics, and decisions? (1 = unclear, 5 = explicit owners & handoffs)

Think about who is responsible for keeping knowledge current and for following up on decisions.

1 10

Evidence: Give 2–3 concrete examples that support your scores (incidents, missed handoffs, recurring errors, meetings that failed to produce action).

Specific examples are more useful than general feelings.

Top 3 problems — write short, prioritized problem statements (one sentence each).

Use a format like: 'When X happens, we lack Y, which causes Z.'

Potential quick wins: List 1–3 low-effort experiments or fixes you could try in the next 30 days.

Focus on actions you can do in a week or less that will produce measurable learning.

Key stakeholders to involve next (names, roles, or teams).

Who needs to see the findings to act?

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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.

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Organizational Intelligence Audit — Team Assessment

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