InteractiveForm

Interactive Tool

Baseline Team Self-Assessment

Quick, team-friendly assessment to surface where a small pilot can deliver the most value. Answer honestly — the goal is focus, not judgement.

Team or area name

E.g., Outpatient Reception, Line 2 Assembly, Billing Team

Date

Date of this assessment

Rate your current performance (1 = needs attention, 5 = stable)

For each domain, pick a number that best reflects current team performance and routine reliability.

1 10

Top 3 pain points or recurring problems

List the three issues that cause the most friction, delays, or rework.

Which of those problems feels smallest and most testable in 2–6 weeks?

Pick one that the team can change directly and measure quickly.

How easy is it to measure the outcome and a leading indicator?

Choose the option that fits reality — honest constraints help choose the right pilot.

Easy — data is already tracked or simple to collect

Moderate — needs a small manual or quick digital form

Hard — needs significant system changes or unavailable data

Can the team commit regular time for a short pilot?

Estimate realistic weekly hours the team can allocate to planning, check-ins, and data collection.

Top three next steps to start the pilot

Concrete actions: e.g., assign owner, create data collection form, schedule daily 10-min check-ins.

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.

Comments and conversation will live here.