Diagnostic

The Diagnostic

Before the next hire. Before the next raise. Before the audit finds you first.

The Organizational Performance Assessment™ delivers the same depth of insight as a $2,000 professional HR audit. Personalized to your company size, industry, and regulatory profile. In as little as 8 minutes.

Founders and executive teams use it to understand where they’re exposed, what it’s costing them, and what to fix before it becomes a liability, a turnover crisis, or a due diligence problem.

Sample Assessment Output
63
Overall Performance Score
Developing
Compliance
Exposure
48
Leadership
Enablement
61
Systems
Infrastructure
74
Culture
Integrity
68
Change
Readiness
38
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Free  ·  8–12 minutes  ·  Personalized findings
$2,000 The professional HR audit this replaces. Same depth of findings. Delivered in minutes, not weeks.
5 Dimensions that together reflect the complete state of your people infrastructure, from compliance exposure to change readiness.
90 days A sequenced action plan mapped to your lowest-scoring dimensions. Not recommendations. A prioritized roadmap.
Strategic Value

The people infrastructure question every investor, acquirer, and board member eventually asks.

Most founders don’t realize they have a people infrastructure problem until it surfaces during due diligence, a leadership departure, or a regulatory audit. By then the cost is real: valuation adjustments, retention crises, or compliance exposure that should have been caught 18 months earlier.

The Organizational Performance Assessment™ is the diagnostic that closes that gap. It reads your organization the way a senior advisor would, calibrated to your exact size, industry, and regulatory footprint. The report doesn’t produce a generic score. It produces a specific, prioritized picture of where you stand, and what it costs you to stay there.

M&A-ready output. Due diligence-focused findings. Written in language your board can read and your leadership team can act on.

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The Framework

Five dimensions. Every one tied directly to valuation, retention, or operational risk.

Dim.
01

Compliance Exposure

Compliance gaps don’t stay invisible. They surface during audits, acquisitions, and lawsuits, usually at the worst possible moment. This dimension identifies classification risks, documentation gaps, and regulatory obligations that are silently accruing liability before anyone has named the problem.

Valuation Protection

The dimension most likely to surface findings that directly affect company valuation. Critical or At-Risk scores here are the first thing a buyer’s counsel and an OFCCP auditor will find. The report names the exposure and what it takes to close it.

Dim.
02

Leadership Capacity

Every hour you spend resolving a people problem your managers should have handled is an hour not spent on revenue, strategy, or growth. This dimension measures whether your management layer is an asset or a bottleneck, and quantifies what it’s costing you either way.

Executive Time ROI

Leadership teams that score Developing or below here typically absorb 5 to 10 hours per week in avoidable people escalations. The report identifies the specific gaps and the fastest path to reclaiming that capacity.

Dim.
03

Systems Infrastructure

Undocumented processes don’t just create operational friction. They create key-person dependency, onboarding failures, and the kind of institutional knowledge loss that compounds every time a senior employee exits. This dimension maps the gap between the infrastructure you have and the infrastructure your next stage of growth requires.

Scale Readiness

Investors and acquirers evaluate whether a company can scale without its founder. Weak scores here signal key-person risk and operational fragility. The report tells you specifically what to build and in what order.

Dim.
04

Culture Integrity

Replacing a mid-level employee costs 50 to 150 percent of their annual salary. Replacing a senior leader costs more. Culture misalignment is the most expensive invisible cost in a growing company. This dimension identifies the gap between the culture your leadership describes and the one your employees are actually experiencing.

Retention Risk

A Critical or At-Risk score here predicts elevated voluntary turnover within 6 to 12 months. The report surfaces exactly where the trust breakdown is occurring and what it will take to close the gap before your best people name the exit.

Dim.
05

Change Readiness

The companies that break during rapid growth, leadership transitions, or market disruption don’t break because of the change itself. They break because the organizational infrastructure underneath the change wasn’t built to absorb it. This dimension tells you whether yours is.

Organizational Resilience

Particularly relevant ahead of a fundraise, restructuring, acquisition, or rapid headcount expansion. The report identifies whether your organization can execute through disruption, or whether the disruption will execute through you.

Why This Report Is Different

The closest alternative costs $15,000 and targets Fortune 500 companies.

Enterprise platforms like Mercer, Gallup, and CultureAmp serve organizations with thousands of employees at $15K to $200K per year. The fractional HR standard is a static intake form with no routing, no flags, and no report. This fills the gap that nothing else in the market addresses.

01  /  Calibrated to Your Stage

The questions a 40-person company needs to answer are not the ones a 120-person company needs.

A founder with 18 employees gets asked about I-9 readiness, founder knowledge dependency, and first formal HR hire timing. A COO with 120 gets asked about performance calibration across teams, AI in employment decisions, and organizational design maturity. The assessment selects the right questions before you answer a single one.

02  /  Findings, Not Scores

Two companies can score the same and face completely different risks.

The report doesn’t summarize a number. Every weak answer produces a specific finding tied to your business, your industry, and your stage. The same Compliance Exposure score produces different written findings for a SaaS company in three states versus a federal contractor with a workforce in six. Specific because generic is useless.

03  /  M&A and Due Diligence Ready

The report your next investor or acquirer will want to see you have.

Compliance exposure, leadership fragility, systems infrastructure, culture integrity, and change readiness are exactly the dimensions a buyer’s counsel and a quality-of-earnings team will evaluate during diligence. This report gives you the picture before they do, and the roadmap to address what they’ll find.

04  /  Industry-Grade Precision

Built from real enforcement patterns, not HR textbooks.

Technology/SaaS, Professional Services, and Government Contracting each have their own pathway with deeply researched questions that surface sector-specific risks. GovCon questions are updated for 2026 enforcement reality. Tech covers the computer professional exemption and remote worker tax nexus. Professional Services covers restrictive covenant enforceability in the post-FTC landscape.

What You Walk Away With

The depth of a $2,000 HR audit. In 8 to 12 minutes. Free.

A branded PDF report, written in language your board can read and your leadership team can act on. No jargon. No ambiguity. No generic recommendations.

Report Section 01

Dimension Findings, Ranked by Priority

Each dimension is scored, classified, and accompanied by a written narrative calibrated to your company’s specific result. A Critical score on Compliance Exposure reads differently than a Developing score. Both are specific to your business. Neither is generic. Industry-specific findings are surfaced under their own header.

Report Section 02

Business Impact Analysis

The report names what each gap costs you, not just what the gap is. Retention risk is quantified. Compliance exposure is named. Leadership bottlenecks are described in terms of executive hours and organizational velocity. The findings are written to inform a business decision, not just an HR to-do list.

Report Section 03

First 90-Day Prioritized Roadmap

Three phases, mapped to your three lowest-scoring dimensions: Days 1–30 immediate actions, Days 31–60 foundational builds, Days 61–90 structural work. Written in service-agnostic language. No pitch. No package names. The plan your leadership team can hand off and execute.

Adaptive by Design

The assessment changes based on who you are.

By Company Size

Four Headcount Tiers

Questions are written for your actual stage. The same dimension produces entirely different questions depending on where you are.

  • 15–25 employees (Foundation): I-9 readiness, founder knowledge dependency, first formal HR hire timing, complaint handling basics.
  • 26–50 employees (Growth): Onboarding systems, manager accountability, compensation structure, first-line leadership gaps.
  • 51–100 employees (Scaling): Performance architecture, multi-state compliance, organizational design, calibration across teams.
  • 101–150 employees (Maturing): Succession planning, AI in employment decisions, leadership bench depth, culture drift at scale.
By Industry

Three Targeted Pathways

Industry-specific questions surface what generic assessments miss entirely. Each pathway is built from real enforcement patterns and compliance risk.

  • Technology/SaaS: Remote worker tax nexus, computer professional exemption, IP assignment gaps, pay transparency across distributed teams, equity comp education, engineering offboarding and code security.
  • Professional Services: Mid-engagement knowledge transfer risk, senior consultant classification, utilization-driven burnout, restrictive covenant enforceability post-FTC, client revenue concentration.
  • Government Contracting: Updated for 2026 enforcement reality. OFCCP audit readiness, AAP currency, VETS-4212 filing, VEVRAA and Section 503 alignment, DCAA timekeeping, pre-award workforce planning, clearance portfolio management.
By Geography

Multi-State Compliance Overlay

Triggered automatically when a company operates in two or more states. Adds questions most multi-state employers don’t know to ask.

  • State-specific handbook addendum requirements.
  • Pay transparency and salary range posting compliance by state.
  • Employer registration obligations across jurisdictions.
  • State leave law interaction with federal FMLA.
  • Manager training on location-specific employment law.
  • Distributed culture cohesion and equity of experience.
For LATAM & International Expansion

U.S. Market Entry Overlay

Triggered when a company is headquartered outside the U.S. Covers the employment law landscape that surprises every international founder entering the American market.

  • U.S. entity structure and employment classification.
  • At-will doctrine and what it actually means for termination.
  • I-9 verification requirements and employer liability.
  • U.S.-compliant employment documents and offer letters.
  • Payroll and benefits compliance from the first U.S. hire.
  • Cross-cultural integration and workforce cohesion.
Free  ·  8–12 minutes  ·  Personalized to your company

You could be one audit, one resignation,
or one due diligence process away from wishing you had done this sooner.

The Organizational Performance Assessment™ gives you the full picture of your people infrastructure, specific to your company, your stage, and your risk profile, before any of those moments arrive. No generics. No guesswork. Just clarity.

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No commitment required. Results delivered within 30 seconds.