Off-the-Shelf or Custom Business Operating System Fit Scorecard

1

Nature of Work

25% of total score · 8.3% per question

Q1. How would you describe most of the roles in your business?

Roles are locked in — people follow clear steps and instructions

Clear Steps To Follow

Some roles are clearly defined; others need people to use their judgment

A Mix

Roles call for constant judgment calls, creativity, and figuring things out as you go

Constant Judgment Calls

1

Nature of Work

25% of total score · 8.3% per question

Q2. How predictable is a typical day at work?

Pretty much the same tasks, done the same way, day after day

Same Every Day

Mostly the same, with some days that throw a curveball

Mostly The Same

Constantly different — no two days really look alike

Different Every Day

1

Nature of Work

25% of total score · 8.3% per question

Q3. How much of the work is just executing set steps vs. actually solving problems?

Almost all of it is following steps that are already laid out

Mostly Following Steps

A mix — some steps to follow, some problems to figure out

A Mix Of Both

Mostly figuring things out — thinking, creativity, and judgment calls

Mostly Figuring It Out

2

Management Philosophy

25% of total score · 6.25% per question

Q4. Who does the thinking about how work should get done?

That's mostly on me — I lay out the process and expect people to follow it

I Do The Thinking

I set the direction, but I'll take input from a few people on how to execute it

Mostly Me, Some Input

Everyone's expected to think it through — people spot problems and improve their own work without waiting on me

Everyone Thinks It Through

2

Management Philosophy

25% of total score · 6.25% per question

Q5. How do decisions get made in your company?

Pretty much everything runs through me before it moves forward

Runs Through Me

Some decisions get made without me, but the big calls still land on my desk

Big Calls Still Land On Me

People make real decisions at their level — it doesn't all have to route through me

Made At Their Level

2

Management Philosophy

25% of total score · 6.25% per question

Q6. If you brought in a new way of doing things tomorrow, how much would you need your team bought in for it to work?

Not much — if I say this is how we're doing it now, people do it

Not Much Needed

Some — especially from a few key people, or it won't fully take

Some, From Key People

A lot — without real buy-in from the whole team, it won't stick no matter what I say

A Lot, Or It Won't Stick

2

Management Philosophy

25% of total score · 6.25% per question

Q7. If you put a new rule or way of doing things in place, how do you feel about being the one who keeps it alive?

I don't mind being the one who keeps pushing it and holding people to it — that's part of the job as I see it

Willing To Keep Pushing

I'll do it for a while, but being the enforcer forever is honestly exhausting

Willing, But It Wears On Me

I don't want to be the one enforcing it — I want the team to own it so it runs without me watching

I Want It To Run Itself

3

Environmental Volatility

25% of total score · 12.5% per question

Q8. How would you describe the world your company operates in?

Pretty steady — things don't change all that much, and what's worked keeps working

Steady

Some changes, but nothing our usual playbook can't handle

Some Change

Constantly shifting — what worked last year might not work now

Constantly Shifting

3

Environmental Volatility

25% of total score · 12.5% per question

Q9. How often do you have to change your approach because the market or industry shifted?

Rarely — we've done it basically the same way for a long time and it still works

Rarely

Every so often — we take a fresh look every year or so

Every So Often

All the time — we're adjusting on the fly, regularly

All The Time

4

Growth & Innovation

25% of total score · 8.3% per question

Q10. How would you describe how you grow the business?

We use proven, standard practices that work across the industry

Proven, Standard Practices

We start with proven playbooks, then tweak them to fit us

Proven, But Tweaked

We're constantly trying new things built specifically around our business

Always Trying New Things

4

Growth & Innovation

25% of total score · 8.3% per question

Q11. How does your business treat new ideas?

New ideas aren't really the priority — sticking to what works matters more

Not Really A Priority

We're open to new ideas, mostly when they come from me or leadership

Open, Mostly From The Top

We actively want new ideas from anyone, at any level

Wanted From Anyone

4

Growth & Innovation

25% of total score · 8.3% per question

Q12. How much can employees fix things on their own, without waiting for permission?

Not much — that's not really something we expect or allow

Not Really Expected

They can suggest things, and I decide

Can Suggest, We Decide

They spot problems and fix them themselves, without waiting on me

They Just Fix It

Off-the-Shelf or Custom Business Operating System Fit Scorecard

How This Scorecard Works

What This Scores

Nature of Work

Nature of Work

Nature of Work

Management Philosophy

Management Philosophy

Management Philosophy

Management Philosophy

Environmental Volatility

Environmental Volatility

Growth & Innovation

Growth & Innovation

Growth & Innovation

Almost there — see your results

Your Fit Score

Nature of Work

Management Philosophy

Environmental Volatility

Growth & Innovation

Off-the-Shelf Fit

✓ Leaning Off-the-Shelf

→ Leaning Custom Fit

Ready to Talk Through Your Results?