This document contains revealing assessment questions that will allow you to conduct a mini-assessment of your team and enable you to go forward. 1. It outlines key conditions to optimize for a group's effectiveness, including aligning vertical and horizontal impulses, managing risk, and establishing dedicated owners for critical issues and relationships. 2. Sample questions are provided to identify primary constraints to growth in each business area and visualize workflows to highlight opportunities. 3. Clarifying the path forward, it encourages applying the logic below to identify where your team may be out of alignment and how to refocus efforts toward sustained success.

1. !
!
"#$%&!'(#)!*+%,-)(-.!*//(//)(-.0!!
12(/.%3-!4(.!
!
9:;5-</"*+;*"=(>";'/";"*/;:"4/;7/'";<7"*+;*"=(>");<*"*(";66/66"*+/"?/'@(':;<A/"(@"=(>'"
*/;:8"B()"7("=(>"C<()"-@"*+/=";'/";4-5</7D"E(>'6":;="F/";<"/<*/'?'-6/"*/;:2";"F>6-</66"
*/;:"('";"@><A*-(<"*/;:8"9*":-5+*"F/"-<";"6:;442"4;'5/2"@('"?'(@-*"('"<(*G@('G?'(@-*"('5;<-H;*-(<8""
"
I+-6"7(A>:/<*"A(<*;-<6"6(:/"'/./;4-<5";66/66:/<*"J>/6*-(<6"*+;*")-44";44()"=(>"*("A(<7>A*";"
:-<-G;66/66:/<*"(@"=(>'"*/;:"K";<7"/<;F4/"=(>"*("5("F;AC";<7"/L?4;-<";");="@(');'78""
"
I+/6/"J>/6*-(<6";'/"F;6/7"(<";"4/;7/'6+-?"?+-4(6(?+="A;44/7"A(<*/L*"F>-47-<58"3"
A(<*/L*"-6";"6/*"(@"C/="A(<7-*-(<6"*+;*"7/*/':-</"*+/");=6G(@G*+-<C-<5";<7";A*-<52"
'/4;*-(<6+-?62";A*-.-*-/6";<7"'/6>4*6"*+;*";'/"6>6*;-<;F4/8"E(>'"A(<*/L*"-6"*+/"F(L"-<"
)+-A+"=(>"(?/';*/8"
"
"
'5(!6#.5!.3!'(#)!788(9.%:(-(//!
!
''''! 1&%234#'56-#"2-+'
!"#$%&'()&*+,-.,/0123124(
&25(6%$24'
!"#$"%&' ''
7-89'":"((
;*+:"8,-.,<-'"+('
''
6'142"5(
;:#&:"41"+('
(")*+&))'
''
,-.&#/)0'
=9$81>"5(
*
)-#3?-@+'
''
'''''''''7-%*8-+$4#'9:;%-6&:&+$'"'
!
"
!
"!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!

2. !
;(<!=(8%-%.%3-/0!
!
3"+(#&(>"-6"6(:/(</")+("-6";AA(><*;F4/"@('"A'/;*-<5"*+(6/"C/="A(<7-*-(<6"*+;*")-44":;C/"6>AA/66"
-</.-*;F4/"@('";"5'(>?8"
"
"
*+%,-)(-."-6")+/<"*+/"C/="A(<7-*-(<6"-<";"A(<*/L*")('C"*(5/*+/'"*(":;C/"6>AA/66"-</.-*;F4/8"
1'/;*-<5";4-5<:/<*"-<"*/;:6";<7"F>6-</66":(7/46"-6";"4/;7/'M6"N(F8"
"
"
3"$>%)#><!93-/.>#%-.!?@A!-6"*+/"(</"C/="A(<7-*-(<"-<";"A(<*/L*"*+;*":(6*"4-:-*6"6>6*;-<;F4/"
?/'@(':;<A/8"!"#$%&'()*+,'-.,/*0$(#1,.'(1#*/'"%2#*13"*3')3"#1*+$##'4%"*,"15,(*$(*'(&"#1-"(1*.(2*
'#*13"*6.#1"#1*+.13*1$*"&$%51'$(7"
"
"
3"B2/%-(//!-6";"6=6*/:G(@G)('C@4()6"7/6-5</7"*("7/./4(?2"6/44";<7"7/4-./'"?'(7>A*6";<7"6/'.-A/6"
*("A>6*(:/'6")-*+"*+/"+/4?"(@"?;'*</'6"-<"('7/'"*("A'/;*/"A(:?/*-*-./";7.;<*;5/8"
!
#!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!

3. !
!
6#>.!C0!! C&(-.%8<!.5(!D3-/.>#%-./!.3!E32>!'(#)F/!788(9.%:(-(//!!
#-&!E32>!G2/%-(//(/!
!
O/"+;./"@(><7"*+;*"-@"@(>'"C/="A(<7-*-(<6";'/"(?*-:-H/72"*+/<";"+-5+4="/@@/A*-./"*/;:"-6"
-</.-*;F4/8"I(5/*+/'"*+/6/"@(>'"A(<7-*-(<6"A(:?'-6/"I+/"P;*+"*("I/;:"Q@@/A*-./</668""3*";<="
5-./<"*-:/2"(</"(@"*+/6/"@(>'"C/="A(<7-*-(<6")-44"F/"6>FG(?*-:;48"I+-6"-6"*+/"A>''/<*"?'-:;'="
A(<6*';-<*"*(";"*/;:"'/;A+-<5";"+-5+/'"4/./4"(@"?/'@(':;<A/8"
"
6+(#/(!>(#&!.5(!83++3H%-,!832>!;(<!D3-&%.%3-/!?CICJA!#-&!#-/H(>!.5(!K2(/.%3-/R"
"
"
CL""J(>.%9#+!M#</I38I'5%-N%-,!#-&!*9.%-,"
!! I+/"./'*-A;4"-:?>46/"STU"-6"*+/"-:?>46/"*("-<A'/;6/"6*';*/5-A"?(66-F-4-*-/68"I+/"+('-H(<*;4"
-:?>46/"SVU"-6"*+/"-:?>46/"*(":;<;5/"'-6C8"W('"6>6*;-</7"6>AA/662"*+/"./'*-A;4"-:?>46/"
6+(>47"7(:-<;*/"(./'"*-:/8"
"
3"6>AA/66@>4"*/;:"A>4*>'/"'/J>-'/6"F(*+"+('-H(<*;4";<7"./'*-A;4"-:?>46/68"I+/"'-5+*":-L"-6"A'-*-A;4";6"
-*"?'(@(><74=";@@/A*6"-<<(.;*-(<";<7"*+/"C-<76"(@"F>6-</66":(7/46"*+;*";'/"6>6*;-<;F4/8""
!
M5#.!%/!.5(!&3)%-#-.!%)$2+/(!38!<32>!.3$I+(#&(>!#-&!.(#)0!:(>.%9#+!3>!53>%O3-.#+P!!
Q-(!%)$3>.#-.!%)$+%9#.%3-P""!
*
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
X" Y" Z" #" %" <[;"
T"/'*-A;4"" " """""""""B('-H(<*;4"V"" "
I("/L?;<7"?(66-F-4-*-/6" " I("A(<*'(4"'-6C" "
"
"
CCL""D3)$+(.(!4</.()I38I"3+(/"
! ! 9<";"A(:?4/*/"6=6*/:G(@G'(4/62"/./'="C/="-66>/";<7"'/4;*-(<6+-?"+;6";"7/7-A;*/7"()</'")-*+"
!
! ! 6>@@-A-/<*";>*+('-*="*("?4;="*+/-'"'(4/8""
"
3"A(:?4/*/"6=6*/:G(@G'(4/6"'/J>-'/6"A+;:?-(<6")+("+;./"*+/";>*+('-*="*("-<<(.;*/";<7"7'-./"
?/'@(':;<A/8""
"
=3!#++!9>%.%9#+!%//2(/!#-&!N(<!>(+#.%3-/5%$/!5#:(!&(&%9#.(&!3H-(>/P!
!
"
CCCL""*+%,-(&!4.>#.(,%(/"
! ! ]*';*/5-/6";'/";4-5</7"*("*+/"/L*/<*"*+;*"*+/="A'/;*/"A(:?/*-*-./";7.;<*;5/";A'(66";<"
! ! ('5;<-H;*-(<8""
"
1(:?/*-*-./";7.;<*;5/"-6":/;6>'/7"F="@(>'"@;A*('6R":;'C/*"?(*/<*-;42"6A;4;F-4-*=2"6>6*;-<;F-4-*=";<7"
'/*>'<8"3<="6*';*/5="A;<"F/"/.;4>;*/7"F="-*6"A(<*'-F>*-(<"*("(</"('":('/"(@"*+/6/"@;A*('68"9<"*+-6"
);=2"7-6?;';*/"6*';*/5-/6";A'(66";<"/<*/'?'-6/"A;<"F/"A(:?;'/7";<7"-<*/5';*/78"
""
$!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!

4. !
*>(!/.>#.(,%(/!#+%,-(&!.3H#>&/!93)$(.%.%:(!#&:#-.#,(P!
CJL!!Q$.%)%O(&!M3>N8+3H/!
! * "
"
^>6-</66/6"5'()*+"-6"*+/"6?//7";*")+-A+"?'(7>A*6";<7"6/'.-A/6";'/"7/./4(?/72"6(47";<7"
7/4-./'/78"3"*/;:"*+;*"6+;'/6"*+-6"><7/'6*;<7-<5"K";<7"6*'>A*>'/6":/*'-A6";'(><7"-*"K")-44"
;4-5<"*("A'/;*/"5'()*+8"
"
_()"4/*M6"7-./"7//?/'"-<*(")('C@4()68"I+/"*'-;<54/"F/4()"-6";");="*(".-6>;4-H/"*+/"
)('C@4()6"-<";"F>6-</668""
"
%!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!

5. !
"
RL!S/%-,!.5(!.#B+(T!+%/.!.5(!&%88(>(-.!B2/%-(//(/!%-!<32>!(-.(>$>%/(L!
"
UL!G<!#$$+<%-,!.5(!+3,%9!B(+3HT!%&(-.%8<!.5(!$>%)#><!93-/.>#%-.!.3!,>3H.5!?$9,!@A!%-!.5(!
H3>N8+3H!38!(#95!B2/%-(//L!SP4;A/";"A+/AC:;'C"-<"*+/"*;F4/"*("-<7-A;*/")+/'/"*+/"?'-:;'="
A(<6*';-<*"*("5'()*+"-68U!
!
! I+/"?A5"-6"-<"`/./4(?-<5"-@"=(>"+;./";")/;C".;4>/G?'(?(6-*-(<8"
! I+/"?A5"-6"-<"]/44-<5"-@"=(>"+;./";"6*'(<5".;4>/"?'(?(6-*-(<";<7"/LA/66"7/4-./'="A;?;A-*=8"
! I+/"?A5"-6"-<"`/4-./'-<5"-@"=(>"A;<"6/44":('/"*+;<"=(>"A;<"7/4-./'8"
"
"
"
!
"" O('C@4()")["?A5"-7/<*-@-/7"
a" ^>6-</66/6" `/./4(?-<5" ]/44-<5" `/4-./'-<5"
%" "" "" ""
"
#" "" "" ""
"
Z" "" "" ""
"
Y" "" "" ""
"
X" "" "" ""
"
"
&!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!

6. !
!
6#>.!CC0!12(/.%3-/!.3!D+#>%8<!.5(!6#.5!V3>H#>&!
* !
* I+/"A'-*-A;4"(FN/A*-./"-6"*("A'/;*/";"*/;:"A>4*>'/"-<")+-A+"/./'=":/:F/'"C<()6";*";44"*-:/6"
)+/'/"*+/"A(<6*';-<*6";'/"K";<7")+;*"*+/"'((*"A;>6/6";'/8"I+-6")-44"=-/47":;L-:>:";4-5<:/<*"
*();'76"5'()*+";<7"'/*>'<8"
"
E(>'";<6)/'6"*("*+/"J>/6*-(<6";F(./"S-<A4>7-<5"<(<G;<6)/'6U"?(-<*"*("*+/";'/;S6U")+/'/"=(>'"
*/;:":;="F/"(>*"(@";4-5<:/<*"-<";");="*+;*"-6"-:?;A*-<5"?/'@(':;<A/8""
"
I("A4;'-@="*+/"?;*+"@(');'72";6CR"
"
C/!.5(>(!#!$#..(>-!%-!.5(!+39#.%3-!38!.5(!$9,F/P!*>(!.5(<!)3/.+<!%-!&(:(+3$%-,T!/(++%-,!3>!
&(+%:(>%-,P!Q-(!%)$+%9#.%3-P!
"
I+/"A;>6/6"@('"*+-6"?;**/'<")-44"4-/"-<"(</"(@"*+/"*(?"*+'//"C/="A(<7-*-(<6R"O;=6"(@"I+-<C-<5"
;<7"3A*-<52"1(:?4/*/"]=6*/:G(@G,(4/62"('"34-5</7"]*';*/5-/68"
"
9@"*+/'/"-6"<("?;**/'<2"=/*"F>6-</66"A(<6*';-<*6";'/"<(*"F/-<5"'/6(4./7"/@@-A-/<*4=2"*+/<"*+/"'((*"
A;>6/")-44";46("4-/"-<"(</"(@"*+/6/"*+'//"*(?"A(<7-*-(<68"
""
83"*,".#$(*6$,*13'#*'#*13.1*13"#"*.,"*0,'1'0.%*0$(2'1'$(#*13.1*2"1",-'("*13"*9'(2*$6*45#'("##*
-$2"%#*/$5,*$,).(':.1'$(*0.(*.(2*0.(($1*#5#1.'(7**
"
W('"/L;:?4/2"-@"=(>'"*/;:"-6"'-6C";./'6/2"=(>'"6=6*/:G(@G'(4/6":;="F/"><A4/;'8"9@"=(>'"6=6*/:G
(@G'(4/6"-6"><A4/;'2"=(>'"6*';*/5-/6";'/"4-C/4="*("F/"><A4/;'8"I+/'/@('/"=(>'")('C@4()6"A(>47"F/"
-</@@-A-/<*";<7"*+/"J>;4-*="></./<8"
!
W3H!/%,-%8%9#-.!%/!.5(!%)$#9.!38!.5(/(!93-/.>#%-./!3-!.(#)!#-&!B2/%-(//!$(>83>)#-9(P!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
X" Y" Z" #" %" <[;"
/'="6-5<-@-A;<*" " """""""""_(*"6-5<-@-A;<*"" "
" " " "
!
W3H!%)$3>.#-.!%/!%.!.3!>(/3+:(!.5(/(!93-/.>#%-./P!
!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
X" Y" Z" #" %" <[;"
/'="-:?('*;<*" " """""""""_(*"-:?('*;<*"" "
!
*>(!<32!$+#--%-,!.3!)#N(!#!9#/(!83>!53H!<32>!.(#)!#-&!B2/%-(//(/!/532+&!#+%,-P!'3!
H53)P!M5#.!H%++!<32!-((&P!
!
"
'!
!"#$%#"&'()*+",-./'"0012"344",-5+*6",/6/'./78"
!