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Consulting

Client Diagnostic Assessment

A structured diagnostic for consulting engagements. Help clients articulate their challenges and priorities, then deliver an AI-generated insights report to kick off the engagement.

14 questionsEstimated 15 minutes4 dimensions
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Assessment dimensions

Each respondent is scored across these dimensions. The AI uses these to identify patterns and generate personalised insights.

Business Strategy
Operations & Processes
Technology & Systems
People & Culture

Questions preview

All 14 questions included in this template. You can customise, reorder, or remove any question after importing.

1

What is the single most important challenge your organisation is trying to solve right now?

Open Text
Free-text response field
2

How clearly defined is your organisation's strategy for the next 12 - 24 months?

ScaleBusiness Strategy
1 - We lack a clear strategy - direction is uncertainto5 - We have a well-defined strategy with strong alignment
3

How well is your current strategy understood and acted upon by leaders and teams across the organisation?

Multiple ChoiceBusiness Strategy
It exists on paper but rarely influences day-to-day decisions
Some parts of the organisation are aligned, others are not
Most leaders understand the strategy and act accordingly
The strategy is embedded throughout - everyone understands their role in delivering it
4

How would you rate the overall efficiency of your core business processes?

ScaleOperations & Processes
1 - Very inefficient - significant time and resource is wastedto5 - Highly efficient - processes are lean and well-optimised
5

Which of the following best describes the state of your operational documentation and process standards?

Multiple ChoiceOperations & Processes
Little to no documentation - knowledge lives in people's heads
Some documentation exists but it is incomplete or outdated
Key processes are documented and reasonably up to date
Comprehensive, current documentation that teams actively use
6

How significant are operational bottlenecks or process failures as a drag on performance?

ScaleOperations & Processes
1 - Severely impacting - they are a major daily issueto5 - Minimal impact - operations run smoothly
7

How well does your current technology stack support your team's day-to-day work?

ScaleTechnology & Systems
1 - Poorly - systems are a constant source of frictionto5 - Very well - technology enables us to work effectively
8

How integrated are your core business systems (CRM, finance, operations, communications)?

Multiple ChoiceTechnology & Systems
Highly fragmented - teams use disconnected tools and manual workarounds
Partially integrated - some systems talk to each other but gaps remain
Reasonably well integrated with minor gaps
Fully integrated - data flows seamlessly across the organisation
9

How prepared is your organisation to adopt new technology or digital approaches if required?

ScaleTechnology & Systems
1 - Very resistant - adoption of new tools is typically slow and painfulto5 - Highly adaptable - the team embraces new technology readily
10

How would you describe the overall culture and morale across the organisation?

Multiple ChoicePeople & Culture
Low morale - there is significant disengagement or dysfunction
Mixed - some areas are positive but there are real cultural challenges
Generally positive with some areas for improvement
Strong, healthy culture with high engagement and trust
11

How capable is your leadership team of driving the changes needed to address your current challenges?

ScalePeople & Culture
1 - Leadership capability is a significant constraintto5 - Leadership is a genuine strength and competitive advantage
12

How ready is your organisation for change - in terms of appetite, resources, and capacity to absorb it?

ScalePeople & Culture
1 - Low readiness - change fatigue or limited capacity is a real constraintto5 - High readiness - the organisation is energised and has capacity to act
13

What does success look like for your organisation in 12 months? What specific outcomes would tell you this engagement was worthwhile?

Open Text
Free-text response field
14

Are there any previous improvement efforts, initiatives, or approaches that have been tried and failed? What happened?

Open Text
Free-text response field

What the AI report covers

Each respondent receives a unique, personalised report. Here is a sample of the topics the AI analyses based on this template.

Priority areas ranked by urgency and impact
Key themes and patterns across responses
Recommended focus areas for the engagement
Quick wins vs longer-term strategic initiatives
Readiness assessment and change management considerations

Reports are generated by AI (Claude by Anthropic) and tailored to each respondent's specific answers. No two reports are the same.

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