Process Readiness Assessment
Know how far your understanding of a process can be relied on.
In about 20 minutes, see how far your understanding of one process can be relied on, which improvement approaches merit a closer look, and what to do first. The guidance below the assessment helps you give answers you can defend.
Find out how much of what you know you can rely on.
- How far your understanding of the process can be relied on.
- Which improvement approaches merit a closer look, and which do not.
- Where ownership, information or controls are unclear.
- The gaps to close first.
- Whether a Process Deep Dive is worth your time.
Who else should see this?
Answer from where you sit. A first view from one person is useful, and it carries more weight once colleagues who own other areas have checked it. Ask them to take the same assessment, then compare.
Your answers carry most weight when
- You are accountable for the area.
- You know how the work is actually done.
- You can say who owns governance, technology and data decisions.
- You can tell fact from assumption.
- You can reach people who can check your answers.
Where you are less sure
Say so. "Unknown" is a useful answer, and the result shows you where to look first.
Assess one process and the basis for what you know.
Answer against the process as it operates today. For each question, say how established the position is and how you know. Confirm existence, ownership and approval status only. Your result appears as soon as you finish. The value is in an honest baseline, not a high score.
Loading the assessment.
How useful was this assessment?
Your feedback is critical to improving this assessment, and every comment is read by the team. Rate it, add a comment if you can, and we will email your result link straight after.
Choose a rating above to send your rating and comments. Skipping does not send them.
Agree the process that makes your answers meaningful.
Assess one clearly defined process or value stream at a time. Do not average different processes into one set of answers: doing so hides the gaps the assessment exists to expose. For the most useful result, have the following to hand.
- The process or value stream being assessed, and its start and end.
- The outcome the process must deliver and who owns it.
- How the work actually runs today, including exceptions and workarounds.
- The people who perform, supervise and receive the work.
- The systems and information the process depends on.
- What is working, what is not, and the reason a change is being considered.
- The controls, legal or regulatory constraints that apply.
- The people who should confirm the answers.
The assessment does not assume that any technology is the answer. It asks what is understood about the process, how it performs, how demand and judgement vary, and which operating options are worth investigating. Every answer carries a basis: an approved position counts for more than one person’s view, and a disputed one counts for least. If the process, its outcome or its owner is still unclear, that is the first thing to fix.
7 sections, 28 questions.
The assessment covers purpose and boundary, process understanding, current fitness, demand, variation and judgement, operating-mode options, information, control and resilience, ownership, justification and next step. Each question is answered against the process as it stands today. Work through them in the questionnaire itself.
Start with the process owner, then confirm across the team.
One informed participant can produce an initial baseline. A decision should not rest on one perspective. Where practical, confirm the answers with the people below. Differences between participants should be recorded as disputed, not averaged away: disagreement often signals unclear ownership, inconsistent performance or undocumented practice.
- The accountable process owner.
- An operational subject-matter expert.
- Data and technology owners.
- Risk, compliance, security, privacy or legal specialists relevant to the process.
- A representative of the people who perform or receive the work.
- The executive sponsor for the intended business outcome.
An actionable baseline for the process, not just a score.
The result is an indicative confidence profile. It is not certification, assurance, or approval to implement a change.
Your report, on screen and by private link, includes
- An overall confidence score and band.
- A score for each of the seven sections.
- Your unknowns, disagreements and not applicable answers, counted and shown.
- The information that would improve confidence, with the expected internal basis.
- A prioritised list of actions, split into confidence and capability improvement.
- A private result link, sent to you by email.
Use the result to decide the next step
- Confirm the process definition and boundary with its owner.
- Compare how the work runs with how it is documented.
- Resolve a disagreement between the people who hold different views.
- Establish who owns an unknown and how it will be answered.
- Take the process to a Process Deep Dive.
See the decision support you receive.
The sample shows the confidence band, the section scores, the unknowns and disagreements, and the prioritised actions.
This is an illustrative result. Complete the 28 questions for one defined process to see your own.
Confidence is not direction.
The score shows how much you can rely on what you know. It does not say which operating mode is right, and a strong average cannot outweigh an unknown, a disagreement or a gap in a control that matters.
-
High confidence (80 to 100)
The position is sufficiently established for indicative reliance. The report states the strengths, assumptions and review triggers.
-
Moderate confidence (60 to 79)
A useful basis exists, but material confirmation or improvement remains. The report names the specific gaps and who should close them.
-
Limited confidence (35 to 59)
The conclusion depends substantially on incomplete or weakly supported information. Do not select a target operating mode without further work.
-
Insufficient confidence (0 to 34)
The present information does not support a dependable conclusion. Clarify the position, or take a facilitated diagnostic.
The practical questions.
Everything you need to know before you spend 20 minutes on this.
- How long does the assessment take?
- About 20 minutes. There are 28 questions across 7 sections. Each takes a response and the basis for it. The only free text is a short reason when you mark a question not applicable.
- What do I get at the end?
- A confidence score and band, a score for each section, the questions you could not answer or where views differ, the information that would improve confidence, prioritised actions, and a private link to the result. A private link to it is emailed to you.
- What does the confidence score mean?
- It shows how much reliance can be placed on your understanding of the process. It reflects how established each position is and the basis on which you gave the answer. It is not a measure of process quality, and it does not assume that automation or Agentic AI is the answer.
- What is the Process Deep Dive?
- A deeper diagnostic of the same process. It challenges the evidence, compares operating options and supports a Process Operating Fit decision. It suits a process where consequences are material, views conflict, confidence is limited or the operating options are disputed.
- Should one person complete this?
- You can, and the result is still useful as an indication. An individual view carries less confidence than a confirmed or agreed one. Treat the result as provisional until the process owner and the people who hold the evidence have confirmed the answers.
- What if we have several processes in mind?
- Assess each one separately. The report title names the process you assessed, and a result must not be read as describing any other process.
- Is it free?
- Yes. There is no charge and no card required. Your result appears on screen the moment you finish.
- What happens to my answers?
- We use your answers to generate your result and email you a link to it. The result is saved to a private, unguessable link for 30 days so you can share it with colleagues. Do not enter budgets, personal data, credentials or other restricted information. We do not share your details with third parties. We only follow up if you tick the box asking us to contact you, or you reply.
Test the position before you act on it.
Where consequences are material, views conflict or confidence is limited, the Process Deep Dive challenges the evidence, works through the operating options that are credible for the process, and records a Process Operating Fit decision with its conditions. If the result exposes wider issues in governance, information or capacity, return to the Organisation Readiness Assessment.
Process confidence depends on documented processes and trustworthy data. If your result points that way, start with discovering your real processes, building a single source of truth, or querying your operating model in plain language.
The assessment provides an indicative confidence baseline based on the answers supplied. It does not constitute legal, regulatory, security or technical advice, certification, assurance, or approval to implement a change. IGX does not independently validate the information unless expressly stated. Validate results with the accountable owners and specialist review for the process, sector and jurisdictions involved.