What stage is your business in, and what will it take to reach the next one?
Every business moves through five stages: Independent, Ownership, Growth, Optimization and Scaling. This check shows where yours is today, what to shore up before you move, and what the next stage asks of you.
- Free
- About 8 minutes
- Results as a PDF
The five stages of business maturity.
Every stage is a real business. Your stage tells you what to work on next, not how good you are, and many excellent businesses stay at one stage on purpose.
IndependentStage 1 · Informal delivery
The business is in its early stages, with informal or ad-hoc processes and a focus on survival.
The work of this stage is getting the foundations right: structure, money, brand and reputation.
OwnershipStage 2 · Modeling
Basic processes are in place, but not yet optimized.
The work of this stage is moving the business out of your head and onto paper, and building a team that doesn’t need you for everything.
GrowthStage 3 · Mimicking
Processes are documented, standardized and accessible to everyone.
The work of this stage is standardizing, measuring and aligning the team, so the owner can step out of the day-to-day.
OptimizationStage 4 · Mastering
Metrics and data drive decisions.
The work of this stage is using data to make performance predictable, and developing the people who will lead next.
ScalingStage 5 · Multiplying
The business continuously improves through innovation and adaptability.
The work of this stage is replicating what works, managing the risks of expansion, and planning succession.
The eight areas on your health wheel.
Part 2 asks you to rate each area from 0 to 10. Your three lowest become your focus areas for the year.
Company Culture
Purpose, mission and values. How the team works together, and how people feel about working here.
Market Competitiveness
Marketing strategy, brand, innovation, and how quickly you adapt when the market moves.
Product / Service Delivery
Quality, consistency, and whether customers get the same result every time.
Customer Service
Customer satisfaction, feedback, reputation and repeat business.
HR
Hiring, clear roles, talent development, turnover, and HR compliance.
Operations Performance
Processes, KPIs (leading and lagging), and alignment between daily work and your goals.
Finance
Revenue, profit margins, cash flow and debt levels.
Risk / Legal
Legal and tax structure, regulatory compliance, contracts, and succession.