This tool walks you through a structured self-analysis of your organization — your stakeholders, your strategic considerations, your current tech stack, and the value chain activities those technologies support. The goal is to surface issues, needs, opportunities, and resources across the eight major activity areas of your business, and to sketch a future state.

You don't need an account. You can save your responses by submitting the form at the end; we don't autosave. Allow yourself 30–60 minutes; sections collapse so you can focus on one at a time. There are no required fields beyond your name and email.

Your organization

The legal or operating name of the organization you're assessing.
We'll only use this to follow up about your analysis.
What is your organization's overall value proposition or purpose? Why does it exist? Why do your customers or supporters give you money? State it as clearly and succinctly as possible.
Start typing a NAICS code or industry name (e.g. 541 or "professional") and pick from the list. 3-digit code preferred.

Your stakeholders

Who depends on you, and on whom do you depend?

Who buys from you or receives the service?
What industry sectors or types of customers do you serve? Start typing a NAICS code or industry name and pick from the list.
Funders, partners, regulators, suppliers, communities — anyone with a meaningful interest in the organization.

Strategic considerations

ID Goal Weight
Add another goal
List each major goal on its own row and give it a short identifier (G1, G2, …). You can tag each value-chain objective further down with the identifier(s) it supports.
What's shifting in the world your organization operates in?
Surprises — good or bad — in the last year.

Complete stack analysis

The resources available for achieving your purpose, broken into key resources and key technologies.

Key resources

Skills, knowledge, methods your organization has.

Key technologies

List the digital technologies your organization uses. For each, indicate the functional area(s) it supports and rate it on a 1–5 scale for usability (how easy it is to use) and usefulness (how much value it delivers).

1 = least, 5 = most. Click "Add another row" to add more technologies.

Functional Area Product name Product Type U1 — Usability U2 — Usefulness Weight
Start typing a UNSPSC code or product/service name and pick from the list.
Add another technology

Value chain analysis

Definitions:

  • Issues — situations that impede creation of customer value.
  • Needs — resources required to create customer value.
  • Opportunities — situations that allow for creating more or new customer value.
  • Resources — capabilities, equipment, or external support available now.

The eight activity areas of your value chain are below. Expand each to record what you see. Leave any field blank that doesn't apply.

Activities and processes for structuring and tracking customers, operations, personnel, and resources.

Objective Linked goal(s) Weight
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Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
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Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for acquiring capable personnel and resources required to operate.

Objective Linked goal(s) Weight
Add another objective
Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for ensuring personnel and resources are in place when and where required to operate.

Objective Linked goal(s) Weight
Add another objective
Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
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Activities and processes involved in producing goods and providing services.

Objective Linked goal(s) Weight
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Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
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Resource Weight
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Activities and processes for getting goods and services to customers.

Objective Linked goal(s) Weight
Add another objective
Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Activities and processes for identifying customers, their interests, needs, and willingness to pay, and transacting with them.

Objective Linked goal(s) Weight
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Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
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Resource Weight
Add another resource

Activities and processes to ensure customers are satisfied.

Objective Linked goal(s) Weight
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Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
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Resource Weight
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Activities and processes to ensure continuous, efficient operations.

Objective Linked goal(s) Weight
Add another objective
Specific, measurable accomplishments to achieve goals and create customer value.
Issue Weight
Add another issue
Need Weight
Add another need
Opportunity Weight
Add another opportunity
Resource Weight
Add another resource

Requirements for the future

What resources, capabilities, facilities, or other support do you expect to need in the future that you do not currently have or need?

Capabilities, equipment, facilities you'll need.