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COO Scorecard

Approximately 10 mins

Your Information

When filling in this scorecard, you'll be presented with a set of mindsets to read through. For each one, you'll rate where you currently are, and where you would like to be in the future. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Vision - Aligned with CEO

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have an idea what each other wants. You're always arguing or there is frustration over which direction to go.
1
2
3
4
5
6
You have occasional problems. Some disagreements in front of employees. We second guess priorities of others on the team.
4
5
6
7
8
9
You seem to be on the same page. There are the occasional bumps in the road. Your team sees you as aligned.
7
8
9
10
11
12
You have complete trust due to being on the same page. You refer back to and share the Vivid Vision frequently with everyone.
10
11
12
 

Mindset 2: Strategic Plan in Place

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have no plan and are on different pages. Business areas are confused, frustrated or not planned for. You feel like you are winging it.
1
2
3
4
5
6
You have an OK plan on paper. Rarely looked at. Not sure it's even accurate anymore. Better than we used to be though.
4
5
6
7
8
9
Your plan is in writing. It's reviewed quarterly. Most people know the details of it. You have a fairly ad-hoc process for reviewing it.
7
8
9
10
11
12
Your plan is in Asana (or similar) and is referred to weekly by leadership.You consider money, people, and time. Dependencies are considered
10
11
12
 

Mindset 3: People Systems - Recruit & Hire

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have Cs and Bs working for you. No one is trained in interviewing. You use Craigslist for job postings. People quit frequently.
1
2
3
4
5
6
Your people are mostly good. You promote from within. It's a hard labor market to find good people, but you do OK.
4
5
6
7
8
9
You have solid Bs on the team, hopeful Cs will improve or quit. Basic interviewing skills internally. Some reference checks on new hires.
7
8
9
10
11
12
In person 360 group feedback reviews. Top Grade staff every 6 months. Virtual Bench is in place. All trained & certified in interviewing.
10
11
12
 

Mindset 4: Meetings

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You run unorganized meetings and hate attending them. No idea how to run effective meetings. Not sure what meetings to even have.
1
2
3
4
5
6
No one is trained on running meetings, however, they are pretty good. Not sure what to do differently or how to run them better.
4
5
6
7
8
9
You run them pretty well, and have some fixed meeting rhythms. Casual training about how to run or participate.
7
8
9
10
11
12
Your employees have read Meetings Suck. No time is wasted. Strong focus on outputs. Fun and high impact. People take pride in opting out.
10
11
12
 

Mindset 5: Financial

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
No budget to work from. Financial statements are occasionally produced, with mistakes. Not even sure what to look at when you do have them.
1
2
3
4
5
6
Your numbers are OK but you know there are mistakes. Financials aren't timely. Not sure what to look at or how to read financials.
4
5
6
7
8
9
Your financials are timely and mostly accurate. Some solid financial KPIs are reviewed regularly. Cash flow is good.
7
8
9
10
11
12
You have rolling past & future 12 month budgets. You have a good eye on cash flow. Open book financials for all employees.
10
11
12
 

Mindset 6: Skills to Do the Job of COO

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
No idea where you stack up or how to improve. Feel stuck, overwhelmed & useless at times. You're way over your head, no idea where to turn.
1
2
3
4
5
6
You worry you'll get replaced or made redundant. Thought you were smart until now. Know you have lots to learn, but not where to start.
4
5
6
7
8
9
You turn to books for learning. Sporadic training sessions in house. Attend occasional conference or course. No formal growth plan.
7
8
9
10
11
12
You're always growing as a leader. You focus on learning on your 6-12 month objectives. Part of Masterminds and book clubs.
10
11
12
 

Mindset 7: Mentors

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel alone. No one to regularly turn to. No idea where to actually go for help or what to start learning.
1
2
3
4
5
6
You are not sure where to turn for help. You don't think you can find anyone to help you. How much will it even cost?
4
5
6
7
8
9
You turn to others occasionally. You know where you need to improve. You feel supported in your role.
7
8
9
10
11
12
Have a TOP 50 list of mentors that you call on regularly. Leverage the wisdom of the crowd. Reach out to those you read about for advice.
10
11
12
 

Mindset 8: Culture

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You could describe your culture as "beige". "Don't really have a culture." Never given it much thought. Isn't culture for tech companies?
1
2
3
4
5
6
Your culture is pretty good. No one complains that much. You're sure where you stack up against other companies. Lots to improve on.
4
5
6
7
8
9
Your people are happy working with you. No one complains. You have lots of perks. Recruiting new hires isn't hard.
7
8
9
10
11
12
You have an award winning culture. You leverage tools like TINYpulse and have strong Glass Door ratings. It's easy to recruit A players.
10
11
12