Catalyst ExecEd
Leadership Alignment
Meeting Pack
Management Systems Assessment · Survey · Questionnaire · Checklist
Contents
1
Meeting Purpose & Instructions
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2
Leadership Alignment Survey
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3
Deep-Dive Questionnaire
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4
Management Systems Checklist
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5
Scoring & Maturity Matrix
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6
Proposed Next Steps
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Overall Completion0%
0/20Survey Questions
0/42Checklist Items
0/27Questionnaire Notes
1
Meeting Purpose & How to Use This Pack
Facilitator guidance for the leadership alignment session
Objective: This pack is used during the initial leadership alignment meeting to capture the current state of the organisation's management systems across all processes — strategic, operational, support, and enabling. Responses will directly inform a tailored improvement proposal and action plan.
📋 Survey
Complete before or during the meeting. Captures leadership perception and alignment across key dimensions. Rated 1–5 scale.
💬 Questionnaire
Open-ended questions for dialogue during the meeting. Probes root causes, priorities, and strategic intent. Facilitator-led.
✅ Checklist
Process-by-process audit of presence, maturity, and effectiveness of management systems. Post-meeting validation.
2
Leadership Alignment Survey
Scale: 1 = Strongly Disagree / Poor | 5 = Strongly Agree / Excellent
Instruction: Click a rating for each question. Scores auto-calculate per domain and feed into the Maturity Matrix in Section 5.
A · Strategic Direction & Leadership Alignment — / 5
1
Our organisation has a clearly defined and communicated long-term strategy. Scale
1 – Strongly Disagree2345 – Strongly Agree
2
Leadership team members are fully aligned on strategic priorities and direction. Scale
12345
3
Strategic objectives are cascaded and understood at all levels. Scale
12345
4
What is the single biggest strategic challenge your organisation faces today? Open
B · Operational Performance & Process Management — / 5
5
Our core processes are documented, standardised, and consistently followed. Scale
12345
6
We have effective mechanisms to monitor and improve operational performance. Scale
12345
7
Process ownership is clearly assigned and accountable at every level. Scale
12345
8
Rate your organisation's overall operational efficiency today: Scale
1 – Very Poor2345 – Excellent
C · People, Culture & Human Capital — / 5
9
We have a high-performance culture that drives accountability and excellence. Scale
12345
10
Talent acquisition, development, and retention practices are effective and proactive. Scale
12345
11
Employee engagement and morale are currently at an acceptable level. Scale
12345
12
Describe the most critical people/culture issue you are currently experiencing: Open
D · Customer Focus & Stakeholder Management — / 5
13
Customer needs are systematically captured, analysed, and responded to. Scale
12345
14
We consistently meet or exceed customer expectations. Scale
12345
15
Stakeholder relationships are proactively managed. Scale
12345
E · Quality, Risk Management & Compliance — / 5
16
Quality management practices are robust and embedded across all departments. Scale
12345
17
We have a structured risk management framework that is actively used. Scale
12345
18
Regulatory and legal compliance is consistently maintained. Scale
12345
F · Technology, Innovation & Digital Enablement — / 5
19
Our technology infrastructure adequately supports current operational needs. Scale
12345
20
We have a culture and process for continuous innovation and improvement. Scale
12345
21
Digital transformation initiatives are well-planned and delivering results. Scale
12345
G · Financial Management & Performance — / 5
22
Financial planning, budgeting, and forecasting processes are rigorous and reliable. Scale
12345
23
We have clear financial KPIs that are regularly reviewed by leadership. Scale
12345
24
Overall, how satisfied are you with the organisation's current trajectory? Scale
1 – Very Unsatisfied2345 – Very Satisfied
3
Deep-Dive Questionnaire
Facilitated open dialogue — to be led by the consultant during the meeting
Facilitation Note: These questions uncover root causes and strategic intent. Allow 3–5 minutes per question. Notes are captured below and included in the export.
🧭 Strategic Clarity & Direction
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How would you describe the organisation's strategy in one sentence?
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Where do you see this organisation in 3–5 years, and what must change?
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What decisions are currently made by the wrong people or at the wrong level?
⚙️ Operations & Process Efficiency
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Which core process, if improved by 20%, would have the greatest impact?
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Where do you see the most waste, duplication, or rework?
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How are process improvement ideas captured and acted upon?
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Describe the last significant process failure — what happened?
👥 Leadership, People & Culture
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How would your frontline employees describe the culture here?
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Where are the leadership capability and talent gaps?
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What behaviours or norms do you want changed in the next 12 months?
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How is performance managed and rewarded — is it driving the right behaviours?
🎯 Customer Value & Market Position
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What do your best customers love about you — and why might you lose them?
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What unmet customer need is your biggest growth opportunity?
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How do you systematically measure the customer experience?
⚠️ Risk, Governance & Compliance
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What risks keep you awake at night — are they in a risk register?
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How are decisions escalated — is there a governance structure that works?
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Any compliance or regulatory concerns not fully resolved?
💡 Innovation, Change & Transformation
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What change initiative has failed — what caused it?
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How ready is this organisation to absorb significant change right now?
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What digital capability must you build in the next 18 months?
📊 Measurement, Reporting & KPIs
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What are your 5 most important KPIs — are they being achieved?
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Is your reporting giving the right insight — or is it noise?
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Are there things you don't measure but wish you did?
🔑 Priorities & Engagement
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Top 3 areas to improve first — what and why?
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What does success look like for this engagement?
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What concerns does the leadership team have about this programme?
4
Management Systems Checklist
Rate: 0 = Not Present | 1 = Basic | 2 = Developing | 3 = Established | 4 = Advanced | 5 = Optimised
Instructions: Click ✓ boxes, enter maturity scores (0–5), and add observations. Domain averages auto-calculate and feed into the Matrix.
1. Strategic Management Processes
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Strategic planning process (annual/multi-year) | High | ||
✓ | Strategy communication & cascade framework | Medium | ||
✓ | OKR / Balanced Scorecard / KPI framework | Critical | ||
✓ | Strategy review cadence (board/leadership) | Medium | ||
✓ | Environmental scanning / competitive intelligence | Low |
2. Core Operational Processes
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Process mapping & documentation (SOPs) | Critical | ||
✓ | Process ownership & accountability framework | High | ||
✓ | Capacity planning & resource management | High | ||
✓ | Productivity & efficiency measurement | High | ||
✓ | Continuous improvement programme | Medium | ||
✓ | Supply chain / vendor management process | Medium |
3. Human Capital & People Management
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Workforce planning & talent strategy | High | ||
✓ | Recruitment, onboarding & induction | Medium | ||
✓ | Performance management system | Critical | ||
✓ | Learning, development & succession planning | High | ||
✓ | Employee engagement & wellbeing | Medium | ||
✓ | Culture, values & behavioural framework | High |
4. Customer Management & Sales
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Customer segmentation & value proposition | High | ||
✓ | Sales pipeline & CRM management | High | ||
✓ | Customer experience measurement (NPS/CSAT) | Critical | ||
✓ | Complaint handling & service recovery | High | ||
✓ | Key account & retention management | Medium |
5. Quality, Risk & Compliance
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Quality management system (ISO 9001 or equiv.) | Critical | ||
✓ | Non-conformance & corrective action | High | ||
✓ | Enterprise risk management & risk register | Critical | ||
✓ | Internal audit programme | High | ||
✓ | Regulatory & legal compliance monitoring | Critical | ||
✓ | Business continuity & crisis management | High |
6. Financial Management
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Annual budgeting & financial planning | High | ||
✓ | Financial reporting & forecasting | High | ||
✓ | Cost management & profitability analysis | Medium | ||
✓ | Cash flow & working capital optimisation | Medium | ||
✓ | Investment appraisal & capital allocation | Low |
7. Technology, Digital & Innovation
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | IT governance & technology strategy | High | ||
✓ | Data management & business intelligence | Critical | ||
✓ | Cybersecurity & data protection | Critical | ||
✓ | Digital transformation roadmap | High | ||
✓ | Innovation management & R&D pipeline | Medium |
8. Governance, Communication & Knowledge
Avg: — / 5
| ✓ | Process / Element | Maturity | Key Observations | Priority |
|---|---|---|---|---|
✓ | Corporate governance structure | High | ||
✓ | Internal communication framework | High | ||
✓ | Knowledge management & institutional memory | Medium | ||
✓ | Change management methodology | Critical | ||
✓ | Project & programme management framework | High |
5
Scoring & Maturity Summary Matrix
Auto-calculated from Sections 2 & 4 · Alignment column is editable
| Management Domain | Survey Score /5 | Checklist Maturity /5 | Leadership Alignment /5 | Overall Rating /5 | Priority | Proposed Focus Area |
|---|---|---|---|---|---|---|
| 🧭 Strategic Management | — | — | — | Critical | ||
| ⚙️ Operations & Processes | — | — | — | High | ||
| 👥 People & Culture | — | — | — | High | ||
| 🎯 Customer & Sales | — | — | — | High | ||
| 🛡️ Quality, Risk & Compliance | — | — | — | Critical | ||
| 💰 Financial Management | — | — | — | Medium | ||
| 💡 Technology & Innovation | — | — | — | High | ||
| 🏛️ Governance & Communication | — | — | — | Medium | ||
| OVERALL ORGANISATION | — | — | — | — |
0–1.5 — Nascent
1.6–2.5 — Basic
2.6–3.5 — Developing
3.6–4.5 — Advanced
4.6–5 — Optimised
6
Proposed Next Steps
From this meeting to a delivered improvement proposal
Consultant Notes