Self-assessment

ORI Readiness Assessment

12 questions across 4 dimensions. Answer based on current documented evidence — not aspiration. Output: a numbered readiness finding with remediation targets specific to your score band.

1. 01Do you have documented SOPs for every core process your business depends on?

   NoRarelyMostlyYes

2. 02Can you state your gross margin by product line or service segment this month?

   NoRarelyMostlyYes

3. 03Does every direct report have written KPIs reviewed on a weekly cadence?

   NoRarelyMostlyYes

4. 04Is your 3-year strategic plan broken into quarterly milestones with named owners?

   NoRarelyMostlyYes

5. 05Is process cycle time measured and tracked for your top 5 workflows?

   NoRarelyMostlyYes

6. 06Do you have a rolling 13-week cash flow forecast updated every week?

   NoRarelyMostlyYes

7. 07Are role boundaries and swim lanes documented between departments?

   NoRarelyMostlyYes

8. 08Can you identify your top 3 strategic risks with written mitigation plans?

   NoRarelyMostlyYes

9. 09Is procurement spend consolidated and benchmarked against market rates?

   NoRarelyMostlyYes

10. 10Do you produce a monthly P&L reviewed within 10 business days of close?

    NoRarelyMostlyYes

11. 11Do you have a documented change management budget for active initiatives?

    NoRarelyMostlyYes

12. 12Is revenue concentration measured — no single client exceeding 20% of total?

    NoRarelyMostlyYes