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Project Setup
1
Project Setup
2
Pain Discovery
3
Domain Scope
4
Domain Managers
5
Domain Experts
6
IT Leadership
7
Internal Customers
8
Launch Readiness
✓
You're in.
Your engagement is confirmed. What happens next is straightforward — you will configure your assessment. Then you can schedule an optional walkthrough with your advisor before launching the project. Or you can launch it yourself if you're comfortable with the set-up.
Step 1
Configure your assessment
Tell us about your organization, pain points, and who'll be involved
Step 2
Optional: Strategy session
Book time with your advisor to review your setup before you launch — entirely optional
Step 3
Survey launch
When you're ready, launch to send invitations and activate your live dashboard
Before you begin
A few minutes of prep makes this faster.
As the project manager for this assessment, you'll be asked to enter information about your organization and the people participating. Having the following on hand will make setup a breeze.
About your organization
✓Legal or trading name
✓Industry and headcount
✓Annual revenue (for risk calibration)
✓Executive sponsor name & email
✓Primary contact name & email
✓Your top 2–3 IT operational pain points
About your respondents
✓IT domains you want to assess
✓Domain expert names & emails (full survey)
✓IT leadership names & emails (perception survey)
✓Internal customer names & emails (NPS)
✓Preferred assessment close date
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Your progress is saved to your account as you go.
Need to step away? Use Save & exit (top right), then log back in any time — from any device — and pick up where you left off.
Step 1 of 8 — Project Setup
Let's set up your assessment
This intake helps us configure your assessment correctly. None of this information is shared with respondents.
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Set when this engagement was created. Need it corrected? Contact support.
All fields except context are required
Step 2 of 8 — Pain Discovery
What's driving this assessment?
Select everything that applies. This shapes domain recommendations and the language in your reports. Don't worry if your situation isn't perfectly captured — you'll have full control over domain selection on the next step.
Step 3 of 8 — Domain Scope
Confirm your assessment domains
Based on your pain points, we've recommended a starting set. You can add or remove domains — each adds depth to your findings.
↗Select all 15 domains for a complete maturity picture, or focus on priority areas for a faster assessment window.
0 domains selected
Step 4 of 8 — Removed from flow
Where do you want to be in 12 months?
Set a target maturity level for each selected domain. These appear in the roadmap and give context to the gap analysis. L3 is a solid starting ambition for most organizations.
DomainTarget level
Step 4 of 8 — Domain Managers
Who manages each domain?
Add the manager responsible for each domain in scope and click the domains they manage. Every domain needs at least one manager. Managers take the survey for the domains they manage, and they describe their team (size, work model, tenure and so on) for the workforce analysis.
Domain coverage
Domain managers
0 added
No managers added yet. Click "Add manager", enter their name and email, then click the domains they manage.
Every domain needs a manager
Step 5 of 8 — Domain Experts
Who are your domain practitioners?
These are the ICs and team leads who live in each domain day-to-day. They'll receive the full operational survey for their assigned domains. Add each person and assign their domains. The domain managers you added on the previous step already take the survey for their own domains, so you don't need to add them again here. Each person will pick their manager when they start.
Domains in scope
↗Aim for 3–4 individual contributors per domain for statistically meaningful scores. One person can cover multiple domains. Domain tags turn teal when assigned.
Domain experts
0 added
No domain experts added yet. Click "Add person" to get started.
Uncovered domains
Step 6 of 8 — IT Leadership Perception
Which IT leaders will provide perception scores?
These are VPs, directors, and senior leaders within the IT org. They'll receive a shorter survey — 5 high-level questions per assigned domain. Their scores reveal the gap between leadership perception and practitioner reality.
↗Assign each leader only the domains they have visibility into. The CIO typically covers all domains. A VP of Security might cover 3–4.
IT leadership
0 added
No IT leaders added yet.
Uncovered domains
Step 7 of 8 — Internal Customers
Who are IT's internal customers?
These are the business leaders whose teams consume IT services — CFO, CHRO, Head of Retail, Head of Customer Care, COO, etc. They'll receive a 10-question IT Internal NPS survey. No IT knowledge required.
↗This survey takes under 5 minutes. The more business units represented, the richer the segmented findings. Their verbatim responses to Q10 are often the most impactful findings in the executive report.
Internal customers
0 added
No internal customers added yet.
Step 8 of 8 — Launch Readiness
Your assessment is ready to configure
Review your setup below. Confirming saves your configuration. No invitations are sent yet. Next you can review your respondent list and launch when you're ready, and you can optionally book a strategy session with us first.
