Please answer each question below.

There are no “right or wrong” answers. Honest answers will lead to a more valuable Roadmap Review.

Section 1: Let's Begin

1. Your Role *
3. How long has the company been operating? *
4. How many people currently work in the business, including owners? *
5. What is the company’s approximate annual revenue? *
6. Who is involved in making decisions about strategic or operational improvement? *

Section 2: The Breakthrough You Want

14. Which three outcomes matter most right now? *
Select up to 3 responses
15. How confident are you that the company has a clear, shared plan for achieving those outcomes? *

Section 3: Business Health Check

**Instructions for questions 18–29:**

Rate each statement based on what is "consistently true today—not what is planned or occasionally true".

18. Our leadership team is aligned on the company’s priorities. *
19. Important decisions are made promptly and carried through. *
20. Team members understand who owns each major outcome. *
21. We hold people accountable consistently and constructively. *
22. Our core workflows are documented, understood, and followed. *
23. Work moves across people or departments without frequent delays, confusion, or rework. *
24. Leaders have timely access to reliable information for making decisions. *
25. The business can operate effectively without the owner or CEO being involved in every important decision. *
26. We have the people and capabilities required to reach our next stage. *
27. Our customers receive a consistent experience from first contact through delivery and follow-up. *
28. We understand which customers, services, or products create the greatest value and profitability. *
29. Our current systems, capacity, and cash position can support additional growth. *

Section 4: Where Momentum Is Breaking Down

30. Which issues are creating the most drag inside the business? *
Select 3 or more.
31. Where do problems most often become visible? *
Select up to 3 responses
32. How much leadership time is spent resolving preventable issues or answering questions that should be handled elsewhere? *

Section 5: Growth Readiness

35. Which growth opportunities are you actively considering during the next 12–24 months?
Select all that apply
36. How clearly have you identified the best growth opportunity for the business? *
37. What is the greatest uncertainty surrounding growth? *
38. If demand increased significantly next month, how confident are you that the business could deliver without harming quality, culture, or profitability? *

Section 6: Readiness to Act

40. How urgent is it to address these issues or opportunities? *
41. How willing is the leadership team to examine root causes and make meaningful changes? *
42. Which resources could the company realistically commit to the right course of action? *

Privacy Note: Your responses will be treated as confidential and used to prepare for your Roadmap Review.