P5 Baseline Assessment

Is your business positioned for sustainable success?

The P5 Baseline Assessment is a strategic diagnostic tool designed to evaluate how well your organization is aligned for growth, transition, or a potential sale.

Through 20 focused questions across five key areas—People, Purpose, Playbook, Perform, and Profit—you’ll uncover strengths, identify blind spots, and gain clarity on your path forward.

For each statement, rate your business on a scale from 1 (weak) to 5 (strong). Be honest, think strategically, and use this as your launchpad for building a stronger, smarter, more scalable business.

Let’s get started.

Baseline Assessment

Name(Required)
People(Required)
1. We have Right People in the Right Seats (doing the Right Things Right) throughout the organization.
People(Required)
2. We have clearly defined what GREAT looks like in each seat (in writing + easy to understand).
People(Required)
3. We have a high level of trust and rapport on the Leadership Team and throughout the organization.
People(Required)
4. We consistently reward and recognize our people based on our defined/shared Values/Principles.
Purpose(Required)
5. Our long-term Vision and Plan are clear, updated, and communicated Quarterly.
Purpose(Required)
6. Everyone in the organization knows Why we exist, Where we are going, and Wants to be part of The Journey.
Purpose(Required)
7. We regularly strength-test and improve our strategy with clear differentiation (brand promises + differentiating activities).
Purpose(Required)
8. Our ideal client(s) are clearly defined and we are laser focused on them.
Playbook(Required)
9. Our “Playbook” is documented, simplified and is driving the results we want.
Playbook(Required)
10. Each Play (Process) we run is practiced regularly, performed at a high-level, and has clear ownership/accountability.
Playbook(Required)
11. The way we attract, serve and develop our customers is consistent, clear and differentiates us from competitors.
Playbook(Required)
12. The way we attract, hire, retain and develop our people is clear, consistent and helps drive engagement.
Perform(Required)
13. Each person throughout the organization is part of a regular weekly tactical meeting and/or daily “stand-up.”
Perform(Required)
14. Every week, each Team/Department works to overcome obstacles and identify opportunities.
Perform(Required)
15. Everyone knows what “winning the week” looks like – as a company and as an individual.
Perform(Required)
16. We have clearly identified what drives sustainable momentum in our business.
Profit(Required)
17. All team members consider and share ideas on how we can become more efficient (make things better, faster, cheaper, easier).
Profit(Required)
18. We employ a “stack” of differentiated activities which enable us to sustain higher profit margins.
Profit(Required)
19. Everyone in the company understands our #1 most critical company metric.
Profit(Required)
20. Clarifying, simplifying and moving the needle every 90 days has become part of our DNA.
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