Step 1 of 5
~1 min
Start your assessment
Set up the workspace.
This first step gives the assessment the business context it needs.
Progress
1
Company setup
Basic business context to start the workspace.
2
Scope
Who and what the workspace should cover.
3
Contact
The right owner or point of contact.
4
Focus areas
The topics and signals to prioritise.
5
Readiness
Evidence confidence for the first dashboard.
Workspace setup
Company info
This first step sets the workspace context, prioritises the right requirements, and saves your place in the flow.
We only need enough context to open the workspace correctly. You can refine scope, contact details, and the first evidence signals in the next steps before anything is exported or shared.
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