Get Started Free
🏢 Business & Strategy

Free Organizational Capability Diagnostic Template

Diagnose structure, processes, systems, skills and collaboration speed, and get an AI report pinpointing the capability limiting everything else.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Diagnose structure, processes, systems, skills and collaboration speed, and get an AI report pinpointing the capability limiting everything else.

💡

About this template

Capability problems hide: a process gap looks like a people problem, a missing system looks like a culture issue. This diagnostic scores five capability layers separately so cause and symptom stop blending together, then produces an AI report naming the layer that most constrains delivery. It is designed for leaders changing what the organization can do, not for ranking individuals.

🗂️

Template at a Glance

TemplateOrganizational Capability Diagnostic
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forCOOs and chiefs of staff · HR leaders · Consultants
CostFree to copy and customize on FormLM
📐

What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

🖥️

Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

loading...
…
Fill it in to see how responses flow.
loading...
…
Sample AI report with scoring visuals and recommendations, printable as a PDF.
loading...
…
Scan the QR on the report to start an AI consultant chat.
📦

What's Included

Everything you need to run this template.

1

Five weighted dimensions

Structure, Processes, Systems, People skills, Collaboration speed — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

🧭

How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

👥

Who Is This For

Pick your role — see how it fits your workflow.

1

COOs and chiefs of staff

Localize capability bottlenecks with evidence.

2

HR leaders

Separate structural problems from skill gaps.

3

Consultants

Open engagements with a shared baseline.

⭐

Key Features

What makes this template work as a professional deliverable.

📝

Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Our org structure matches how work really gets done (1–5)
  2. Key processes are documented, followed and improved (1–5)
  3. Our systems reduce effort rather than add steps (1–5)
  4. People's skills match what the strategy requires (1–5)
  5. Cross-team decisions take days, not weeks (1–5)
  6. Where does your organization wait the longest? (open)
  7. Which capability would unlock the other four? (open)
❓

Frequently Asked Questions

What makes this a diagnostic rather than a survey?
It scores five distinct capability layers, so a symptom in one (slow delivery) can be traced to its likely layer (processes, systems or skills).
Should the whole team fill it in?
Different functions usually should; comparing leadership and frontline answers on the same layers is where blind spots surface.
How is the result delivered?
A weighted capability score with per-layer breakdown inside a printable AI PDF report, plus a QR into an AI consultant for follow-up questions.
Is this a replacement for an org audit?
No — it is a structured self-diagnostic to focus an audit or intervention, not an external assessment.
How often should we run it?
Before and after major org changes, plus annually to catch drift.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.

Run the Organizational Capability Diagnostic this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.