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BOS Diagnostic · free · printable

Score your Business Operating System.

The first step to a business that runs itself. Score each of the 12 components from 0 to 5; the lowest score, not the average, tells you where to start.

Components
12, from strategy to succession
Scale
0 Absent to 5 Self-running
Time
About 10 minutes · free · nothing sent

The rule

Illustrative profile, not a real company

  • Score all 12 at the start, then every quarter.
  • The lowest score sets the next priority.
  • The average is for reference only.

How to score

Score the evidence, not the intention.

Six levels, from Absent to Self-running. For each component, pick the level whose evidence exists in your business today.

  • Score today, not the plan

    Enter at the stage the evidence shows, not the one you hope for.

  • No evidence, no level

    Each level names the evidence a coach checks. If it is not there, the level is not reached.

  • Repeat every quarter

    Businesses slide back after a shock, such as a key person leaving or a large client going.

  1. Level 0 Absent Nothing written; the owner decides in the moment Evidence: No document exists
  2. Level 1 Aware The owner knows the tool and tried it once Evidence: A draft or template, unused
  3. Level 2 Installed The tool exists but is used irregularly Evidence: Records with gaps of weeks
  4. Level 3 Practised Used on schedule by the leadership team without reminders Evidence: 12 consecutive weeks of records
  5. Level 4 Owned Team members maintain and improve it; new hires are trained on it Evidence: Version history shows changes by staff, not owner
  6. Level 5 Self-running Runs and improves without the founder; survives a key-person change Evidence: Passed an absence test covering this component

The lowest score, not the average, decides the next priority: a company is only as independent as its weakest component.

The diagnostic

Twelve components. One honest score each.

Pick one level per component. Your answers stay in this browser; nothing is sent or stored.

  1. 01

    Strategy & vision

    Start here

    Where are we going and how will we win?

    Essential outputs: Core values, core focus, 10-year target, 3-year picture, 1-year plan

    Installed in Stage 1 (Founder readiness) · Stage 8 (Install the BOS)

  2. 02

    Commercial model

    Start here

    How do we create and capture value?

    Essential outputs: Offer catalogue, pricing rules, unit economics

    Installed in Stage 2 (Validate the opportunity) · Stage 4 (Financial viability)

  3. 03

    Organisation

    Start here

    Who owns each outcome?

    Essential outputs: Accountability chart, seat scorecards, decision rights matrix

    Installed in Stage 7 (Team & delegation)

  4. 04

    Growth

    Start here

    How do customers find and buy from us?

    Essential outputs: Marketing plan, CRM pipeline, sales standards

    Installed in Stage 5 (Repeatable sales)

  5. 05

    Fulfilment

    Start here

    How do we deliver the promise?

    Essential outputs: Delivery workflows, capacity plan, quality criteria

    Installed in Stage 6 (Reliable delivery)

  6. 06

    Customer success

    Start here

    How do we keep trust and resolve issues?

    Essential outputs: Onboarding, communication, complaints and warranty process

    Installed in Stage 5 (Repeatable sales) · Stage 6 (Reliable delivery)

  7. 07

    Finance

    Start here

    How do we protect profit and liquidity?

    Essential outputs: Accounts, budget, 13-week cash forecast, approval controls

    Installed in Stage 3 (Establish & launch) · Stage 4 (Financial viability)

  8. 08

    People

    Start here

    How do we hire, train and keep capability?

    Essential outputs: Hiring, onboarding, training matrix, performance routine

    Installed in Stage 7 (Team & delegation)

  9. 09

    Information & technology

    Start here

    Where is reliable information recorded?

    Essential outputs: System of record, data definitions, access rules, automations

    Installed in Stage 8 (Install the BOS)

  10. 10

    Governance & risk

    Start here

    What must be controlled and escalated?

    Essential outputs: Compliance register, risk register, contracts, continuity plan

    Installed in Stage 3 (Establish & launch) · Stage 9 (Founder independence)

  11. 11

    Execution rhythm

    Start here

    How do plans become completed actions?

    Essential outputs: Scorecard, issues list, 90-day priorities, meeting pulse

    Installed in Stage 5 (Repeatable sales) · Stage 8 (Install the BOS)

  12. 12

    Improvement & succession

    Start here

    How does the business improve and endure?

    Essential outputs: Improvement backlog, change control, leadership pipeline, succession plan

    Installed in Stage 9 (Founder independence) · Stage 10 (Expand & renew)

Reading your lowest score

  • 0–1: At least one component is absent or only on paper. Install it first, through the stage that adds it: a company is only as independent as its weakest component.
  • 2: The tools exist but are used irregularly. Next is Practised: used on schedule without reminders, with 12 consecutive weeks of records.
  • 3: The leadership team runs every component on schedule. Next is Owned: the team maintains and improves the tools, and new hires are trained on them. A score of 3 or more in every component is also part of the readiness test before expanding (Stage 10).
  • 4–5: The team owns the system. The test now is absence: the business runs for two weeks without the founder (the Stage 9 gate).

A guide for you, not a sales tool. Repeat it every quarter: businesses slide back after a shock.

What next

Found your lowest component? Start there.

See where it fits in the system, learn the stage that installs it, or work through it with your team.

  • The Business OS

    The 12 components, the maturity scale and the ten stages that install them, in one framework.

    Read the Business OS
  • Programmes for your team

    Every participant takes this diagnostic at entry and every quarter after; the lowest score decides what is worked on first.

    Bring the programme to your team
  • Free lessons

    Short lessons on the stages and the tools: the free first rung, alongside this diagnostic.

    Read Insights