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Taking Your First Assessment
A step-by-step guide to getting the most value from your diagnostic assessment.
Before You Begin
Taking a few minutes to prepare will help you get more accurate and valuable results from your assessment.
Time and Environment
- Set aside 15-20 minutes uninterrupted
- Choose a quiet, comfortable space
- Have a stable internet connection
- Close distracting applications
Information to Have Ready
- Recent team size and structure
- Key metrics and performance data
- Recent challenges and wins
- Current processes and systems
During the Assessment
1
Answer Honestly
The most valuable insights come from honest answers. Don't worry about "perfect" responses - the assessment is designed to help you identify areas for improvement, not to judge your performance.
Tip: If you're unsure about a question, think about your typical experience over the last 3-6 months.
2
Take Your Time
There's no time limit on individual questions. Take the time you need to provide thoughtful, accurate responses. Rushing through questions can lead to less useful results.
3
Use the Progress Indicator
The progress bar shows how much of the assessment you've completed. This helps you manage your time and know when you're approaching the end.
4
Don't Skip Questions
While you can skip questions if absolutely necessary, try to answer all of them. Each question contributes to a more complete picture of your business health.
Saving and Resuming
Your progress is automatically saved as you go, so you can pause and resume your assessment at any time:
Automatic Saving
- Progress saved after each question
- No risk of losing your work
- Can close browser and return later
Resuming Your Assessment
- Return to where you left off
- Previous answers are preserved
- Can change previous answers
Common Challenges
"I'm not sure how to answer this question"
If a question doesn't apply to your situation or you're genuinely unsure, select the most appropriate option or skip it. The assessment is designed to work with partial information.
"My situation varies a lot"
Think about your typical or most common experience. If you have multiple teams or departments with different experiences, consider the overall company perspective.
"I want to change my previous answer"
You can go back and change any previous answer by using the navigation buttons or clicking on completed questions in the progress indicator.
"I need to take a break"
No problem! Your progress is automatically saved. Simply close your browser and return when you're ready to continue.
Question Types
Our assessments use different types of questions to gather comprehensive information:
Rating Questions
- • Scale from 1-10 or 1-5
- • Rate your current performance
- • Consider your typical experience
- • Don't overthink the exact number
Multiple Choice
- • Select the best option
- • Choose your most common experience
- • "Other" option available when needed
- • All options are valid responses
After Completing the Assessment
Once you complete the assessment, you'll receive your results immediately:
Instant Results
Your scores and insights are calculated immediately and displayed on the results page.
Actionable Recommendations
Get specific, prioritized recommendations based on your results.
Downloadable Report
Save your results as a PDF report for sharing with your team or investors.
Next Steps
Ready to take your first assessment? Here are your options: