Tools built on real engagements
Assessments, scorecards, and frameworks you can put to work today. Take any assessment online for a personalized score and action plan, or download the resource to bring back to your team.
Where Do Your Rules Run Out?
A seven-question control test that reads your operating model across Adaptive, Governance, and Execution. Find out whether you run a control or hold a good intention, and where your rules run out before a regulator does.
The AGE Diagnostic™
Are you governing well enough to trust what you built? Fifteen questions across three dimensions, Adaptive, Governance, and Execution, return a score on each and a composite, so you see which dimension is carrying you and which one is quietly exposed.
The Paired Diagnostic
You have scored how well you govern and how fast you govern separately. This reads them together and plots you on one map, with your quadrant, your band on each axis, and the one move to make first. An eight-minute read, or a two-minute quick read, with results on screen.
PMO Maturity Self-Assessment Checklist
Evaluate your PMO across governance, methodology, tools, and talent. This 25-point checklist identifies gaps and prioritizes the improvements that move project success forward.
Healthcare IT Readiness Checklist
Is your healthcare organization ready for digital transformation? Evaluate 20 critical areas across strategy, technology, capability, and operations. Score your readiness on a 100-point scale and find your biggest gaps.
Project Triage Assessment Template
Quickly diagnose troubled projects and determine the right recovery path. This structured template guides you through risk assessment, root cause analysis, and action planning.
Digital Transformation Readiness Assessment
Ready to measure where your organization stands? Take the interactive assessment online, or download the PDF to complete at your own pace. Both evaluate readiness across people, process, and technology.
Digital Transformation Readiness Guide
Assess your organization's readiness across people, process, and technology. Includes a scoring framework and recommended next steps based on your results.
Executive Dashboard Template
Stop guessing what leadership wants to see. This Power BI template is purpose-built for PMO leaders who need to communicate project health, portfolio performance, and risk in language executives understand. Pre-built KPIs, status indicators, and risk visualizations ready to customize.
PMO C-Suite Credibility Scorecard
Does your PMO speak the language of the boardroom? This scorecard helps PMO leaders measure their executive presence, strategic alignment, and business impact, and close the credibility gap that keeps great PMOs from the seat they have earned.
Stakeholder Alignment Matrix
The number one reason transformations fail is not technology. It is people. This matrix helps you map stakeholder influence, identify resistance early, and build the alignment strategy to move your initiative forward with buy-in at every level.
SOP Readiness Assessment
Are your standard operating procedures ready for an AI-driven workplace? This assessment evaluates your SOPs across documentation quality, currency and maintenance, accessibility and adoption, and AI and automation readiness. Get a personalized score with priority action recommendations.
Program Recovery and Stakeholder Communication Assessment
Identify where communication is breaking down in your program, how aligned your stakeholders are, and what to do next. Three sections, eight minutes, and a clear recovery path.
AI Readiness Self-Assessment
Is your organization actually AI-ready? Evaluate where you stand across strategy, data, talent, and governance, and get a personalized score with the priorities that matter most before you invest.
The TransformXperience Velocity Governance Framework™
Governance does not have to slow you down. This white paper introduces the Velocity Governance Framework™, a proprietary approach that helps organizations move faster while maintaining the oversight, accountability, and risk controls that enterprise transformation demands.
TransformXperience Factsheet
A quick overview of TransformXperience: who we are, who we serve, and how we help mid-market companies modernize their PMO and accelerate digital transformation. Built for sharing with your team.
Fifteen minutes of operator-grade thinking, every weekday morning
A live 15-minute broadcast on PMO modernization, AI readiness, and transformation, drawn from real engagements. Season 2, Operational Fortitude: Who Has the Conn?, launches August 31. Register once and you are on the list.