Self-assessment tool

Score Your Reports

Pick your most-argued-about report. Score it honestly. Know exactly where to start.

01   Before you score

3 signals you already have this problem

If any of these are true, you don't need a new tool. You need to fix the foundation.

01

Someone keeps a personal spreadsheet "just in case" the official dashboard is wrong.

02

Two people cited different numbers for the same metric in the same meeting - and it wasn't resolved in the meeting.

03

Nobody can name, in under a minute, who's accountable when your most-viewed report is wrong.

02   Score your report

The evaluation framework

Pick one report - your most-argued-about one. Score each criterion 1 to 5. Three or more low scores means you already have the pattern, whether or not it's visibly broken yet.

Architecture
Source-of-truth mapping

Can you name the one system that's authoritative for this number - not the easiest to pull from, the actually correct one?

Governance
Definition consistency

Does your core metric mean the exact same thing everywhere it appears - not approximately, exactly?

Ownership
Ownership visibility

Can you name every downstream report that depends on a given field, before someone changes it?

Governance
Change-governance

When something changes upstream, is there an actual rule requiring a downstream check - or does everyone find out when the report looks wrong?

- / 20
Maturity level
Score each criterion above
03   Where you stand

Maturity levels

A shared name for where you are makes the conversation easier - in a budget meeting, a reorg, or a vendor evaluation.

Level 1Level 2Level 3
Architecture Fragmented - no single source of truth; nobody's mapped what feeds what Mapped - documented for your most-argued-about report only Unified - every core report has a documented source; new reports must declare theirs
Ownership Unassigned - nobody's accountable in under a minute; seams between systems are nobody's job Named - key reports have owners; seams still fall through Covered - every report and handoff has a named owner that survives reorgs
Governance Informal - rules are tribal knowledge; changes ship with no downstream check Emerging - a changelog exists for one system, followed inconsistently Enforced - the downstream check happens automatically, every time
04   Start Monday

Five actions, starting this week

None of this needs a budget or a committee. Check them off as you complete them.

0 of 5 done
Pick your most-argued-about report and write down its single source of truth. One system. One field.
Assign one named owner for that report. Not a team - a name. Tell them, out loud, this week.
Start a shared changelog for CMS content types and fields. One line per change, anywhere - a doc, a Slack thread, a spreadsheet.
Get three people to agree on one definition for your most-argued-about word. Write it down somewhere everyone can see it.
Put a recurring 15-minute check on the calendar between the CMS owner and the data owner. Monthly. Non-optional.
05   Test yourself

Quick knowledge check

Five questions. A gut check on what stuck.

Question 1

According to the framework, what's the real cause of dashboard mistrust?

Question 2

What's the correct order to fix the three pillars?

Question 3

What is a "seam owner" in the ownership model?

Question 4

In the Starbucks AI inventory example, what actually went wrong?

Question 5

What's the fastest first action to take in your own organization?

Go deeper

Restore Trust in Your Reporting

You've scored the report. Now fix it. Two ways to go further.

For teams
Book a live session →
We diagnose your most-argued-about report together and leave with a plan - architecture, ownership, governance, in order.
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