Future Readiness Assessment™

Your next step starts with a clear picture.

In your personal assessment, we consider four dimensions of your current situation: Leadership, People, Wealth and AI & Digital. The findings inform your individual Future Roadmap.

20 statements · 4 areas · about 5 minutes

How do you see your organisation today?

20 statements across four areas, taking around five minutes. Rate your current situation on a scale from 1 to 5. Your answers stay in this open page and are not sent automatically. This self-check is intended as a starting point for reflection and does not replace a professional assessment.

What your personal assessment provides.

  • A shared understanding of your current situation
  • Prioritised topics and the connections between them
  • An individual Future Roadmap for your next steps

We agree the process, scope and fees with you in advance.

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View all 20 statements

The statements below make up the four areas of the self-check. In the personal assessment, we discuss and interpret your answers together.

Leadership

  1. Our leaders communicate a clear vision for the future.
  2. Strategic decisions are based on clear priorities.
  3. Responsibilities and decision-making authority are clearly defined and work in practice.
  4. Our leaders have the time and skills needed to guide change.
  5. Learning from mistakes and open feedback are part of our leadership culture.

People

  1. Our employees understand how they contribute to the company’s goals.
  2. Employee retention, development and succession are managed systematically.
  3. We identify skills gaps early and take targeted action to close them.
  4. Our culture supports collaboration, personal responsibility and performance.
  5. Our HR processes are digital, transparent and easy for employees to use.

Wealth

  1. Our approach to building wealth follows a documented long-term strategy.
  2. Risks, liquidity and return expectations are balanced.
  3. Tangible assets, business interests and other asset classes are appropriately diversified.
  4. Protecting our wealth and the core assets of our business are objectives we review regularly.
  5. Tax and legal requirements are considered early in our decision-making.

AI & Digital

  1. We have prioritised use cases for AI and digitalisation.
  2. Our data, knowledge and processes are of sufficient quality to support automation.
  3. Employees receive targeted training in the safe use of AI.
  4. Our digital initiatives are linked to measurable business goals.
  5. We actively manage the opportunities, risks and governance of AI.

Let's talk about your next step.

You do not need a fully formed plan. A specific question or challenge is enough to get started.

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