For organizations · Formal Assessment · Merger path
Engagement Readiness. An honest read before anything is scoped.
Your organization's name, three questions about your situation, then sixteen questions on motive, feasibility, what is driving the change, and what you are prepared to give or make room for. About twelve minutes.
About twelve minutes
Sixteen scored questions
Ready, Conditional, or Not Yet
Shown when you finish
Confidential
Kept from any other organization
What this does
An engagement should begin where it can finish well.
This is the Formal Assessment on the merger path. It returns an honest Ready, Conditional, or Not Yet, so a Transition Engagement begins only where your organization is positioned to finish it well.
A Not Yet is a real answer, and a useful one. It has spared organizations a merger that would have struggled. Built for churches, nonprofits, and mission-driven businesses.
You will see your full read on screen as soon as you finish. A copy goes to Andrew Moroz, who may reach out if a follow-up conversation would help. Your answers stay private from any organization you may be in conversation with. You can take this before any formal meeting with a partner: it asks what you are prepared for. Answer as your leadership would.
Where this leads
Four free steps before anything is scoped.
01
Direction Check
Which path are you on?
02
Readiness Check
A deeper read on your path.
03
Discovery Conversation
Thirty confidential minutes.
04 · YOU ARE HERE
Formal Assessment
Ready, Conditional, or Not Yet.