Set up your organisation

A clear setup helps teams run assessments consistently and understand who is responsible for each stage.

Agree on the review

Define the subject, purpose, scope and period before people start answering questions. Choose assessment content that fits the review and explain what is outside scope.

Bring in the right people

Identify who will coordinate the assessment, who can provide supporting information and who will review the result. Give people access suited to their responsibilities and revisit it when roles change.

Set a review rhythm

Agree how findings will be checked, how actions will be assigned and when the result will be revisited. That makes the assessment easier to repeat and helps leaders see progress over time.