Intake assessment
Record the organisational context from your intake session. Select the assessment path, score each LA dimension, and add your session notes. The LA score is computed immediately and will appear in the prep and decision-maker reports.
"What proportion of senior time goes into reviews, approvals, and status updates versus substantive work? Where does work typically slow down or wait for someone?"
Review meeting hours per person/week, approval layers per decision category, and coordinator vs producer role ratio.
"Walk me through a typical operational decision — who gets involved and in what order? What can people decide without checking in with you?"
Review elapsed time for operational and tactical decisions, and delegation status per recurring decision category.
"How many of your regular workflows run without someone needing to intervene? What typically needs a person in the loop, and what runs on its own?"
Review the percentage of workflow completions requiring zero unplanned human intervention, and the proportion of active processes that are fully automated end-to-end.
"Can you walk me through a time in the past 12 months where you changed how a team or process worked? What triggered that change — was it planned or reactive? Are there any active experiments running right now?"
Review the number of process redesigns or structural changes initiated in the past 12 months, the trigger type (proactive vs reactive), and the proportion currently in active experimentation.
"Over the past two years, has your output per person increased? Are you doing more with the same headcount, or have you added people in proportion to growth? How does that compare with others in your space?"
Review revenue or output per FTE over a 2-year period and compare with available sector benchmarks. Note headcount growth relative to output growth.
If the client cannot provide a reliable LT estimate, leave the score blank. LA will be computed from CE, DV, and AW only, and the report will note LT as unscored.
Fill in CE, DV, AW, and AA to compute the LA score. LT is included in LA raw when provided.