This tool walks you through a structured self-assessment of your organization — your stakeholders, your strategic considerations, your current tech stack, and the value chain activities those technologies support. The goal is to surface issues, needs, opportunities, and resources across the eight major activity areas of your business, and to sketch a future state.

You don't need an account. You can save your responses by submitting the form at the end; we don't autosave. Allow yourself 30–60 minutes; sections collapse so you can focus on one at a time. There are no required fields beyond your name and email.

Your organization

The legal or operating name of the organization you're assessing.
We'll only use this to follow up about your assessment.
What does the organization exist to do?
3-digit NAICS code preferred (e.g. 541 for Professional, Scientific, and Technical Services).

Your stakeholders

Who depends on you, and on whom do you depend?

Who buys from you or receives the service?
3-digit NAICS code(s), comma-separated if more than one.
Funders, partners, regulators, suppliers, communities — anyone with a meaningful interest in the organization.

Strategic considerations

What's shifting in the world your organization operates in?
Surprises — good or bad — in the last year.

Complete stack assessment

The resources available for achieving your purpose, broken into key resources and key technologies.

Key resources

Skills, knowledge, methods your organization has.

Key technologies

List the digital technologies your organization uses. For each, indicate the functional area(s) it supports and rate it on a 1–5 scale for usability (how easy it is to use) and usefulness (how much value it delivers).

1 = least, 5 = most. Click "Add another row" to add more technologies.

Product type Product name Function(s) U1 — Usability U2 — Usefulness Weight
Add another technology

Value chain analysis

Definitions:

  • Issues — situations that impede creation of customer value.
  • Needs — resources required to create customer value.
  • Opportunities — situations that allow for creating more or new customer value.
  • Resources — capabilities, equipment, or external support available now.

The eight activity areas of your value chain are below. Expand each to record what you see. Leave any field blank that doesn't apply.

Activities and processes for structuring and tracking customers, operations, personnel, and resources.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for acquiring capable personnel and resources required to operate.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for ensuring personnel and resources are in place when and where required to operate.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes involved in producing goods and providing services.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for getting goods and services to customers.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for identifying customers, their interests, needs, and willingness to pay, and transacting with them.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes to ensure customers are satisfied.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes to ensure continuous, efficient operations.

Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Future state

What elements are required for your organization to achieve its purpose in the future? Note resources and the eight value-chain segments separately.

Capabilities, equipment, facilities you'll need.