Solutions

Your scope. A clear way forward.

Use the same assessment process within your company, across a portfolio or when managing work for a client.

Assess a function or company

Start with the functions that matter.

An internal team can coordinate a focused functional assessment or bring multiple disciplines into one company assessment.

Runs the assessment

Your company’s assessment lead

Responds and reviews

Named functional participants and authorized reviewers

Receives final results

Your company’s executive sponsors

Choose a published method and participating functions. Assign named people, collect their responses and evidence, resolve review questions and finalize the company result.

These are responsibilities, not reporting lines. Each person’s access is explicitly authorized. Sponsors can follow progress before final results are released.

Assess a portfolio

One program. Independent company results.

A PE team can run the process itself across its portfolio, with a common method and clear accountability in each company.

Runs the assessment

Your portfolio assessment team

Responds and reviews

Named people and reviewers for each company

Receives final results

Authorized portfolio sponsors

Coordinate 25 companies within a program without combining their working records. Monitor company and function completion; each company’s result is released only after its required review is complete.

These are responsibilities, not reporting lines. Each person’s access is explicitly authorized. Sponsors can follow progress before final results are released.

Manage assessments for a client

Separate responsibilities. Connected work.

Your organization can lead an assessment program for a client while involving the client’s sponsors and participating company teams.

Runs the assessment

Your organization’s named assessment leads

Responds and reviews

Company participants and explicitly authorized reviewers

Receives final results

Named executive sponsors from your client

Record the operator and client, establish the method and optional sponsor approval, then coordinate company assignments. Reviewers can come from different organizations when explicitly granted access.

These are responsibilities, not reporting lines. Each person’s access is explicitly authorized. Sponsors can follow progress before final results are released.

Start with your assessment.

Explore the fit for your team and the work ahead.

Arrange a walkthrough →