Org Health Diagnostic

# Org Health Diagnostic Eight dimensions. Traffic lights. Real benchmarks. Surfaces the problems you don't know you have. ## Keywords org health, organizational health, health diagnostic, health dashboard, health check, company health, functional health, team health, startup health, health scorecard, health assessment, risk dashboard ## Quick Start ```bash python scripts/health_scorer.py # Guided CLI — enter metrics, get scored dashboard python scripts/health_scorer.py --json # Output raw JSON for integration ``` Or describe your metrics in natural language: > "Run an org health check" — paste your key metrics or answer prompts > "Score our [financial|revenue|product|engineering|people|ops|security|market] health" — single-dimension deep dive ## The 8 Dimensions ### 1. 💰 Financial Health (CFO) **What it measures:** Can we fund operations and invest in growth? Key metrics: - **Runway** — months at current burn (Green: >12, Yellow: 6-12, Red: <6) - **Burn multiple** — net burn / net new ARR (Green: <1.5x, Yellow: 1.5-2.5x, Red: >2.5x) - **Gross margin** — SaaS target: >65% (Green: >70%, Yellow: 55-70%, Red: <55%) - **MoM growth rate** — contextual by stage (see benchmarks) - **Revenue concentration** — top customer % of ARR (Green: <15%, Yellow: 15-25%, Red: >25%) ### 2. 📈 Revenue Health (CRO) **What it measures:** Are customers staying, growing, and recommending us? Key metrics: - **NRR (Net Revenue Retention)** — Green: >110%, Yellow: 100-110%, Red: <100% - **Logo churn rate (annualized)** — Green: <5%, Yellow: 5-10%, Red: >10% - **Pipeline coverage (next quarter)** — Green: >3x, Yellow: 2-3x, Red: <2x - **CAC payback period** — Green: <12 months, Yellow: 12-18, Red: >18 months - **Average ACV trend** — directional: growing, flat, declining ### 3. 🚀 Product Health (CPO) **What it measures:** Do customers love and use the product? Key metrics: - **NPS** — Green: >40, Yellow: 20-40, Red: <20 - **DAU/MAU ratio** — engagement proxy (Green: >40%, Yellow: 20-40%, Red: <20%) - **Core feature adoption** — % of users using primary value feature (Green: >60%) - **Time-to-value** — days from signup to first core action (lower is better) - **Customer satisfaction (CSAT)** — Green: >4.2/5, Yellow: 3.5-4.2, Red: <3.5 ### 4. ⚙️ Engineering Health (CTO) **What it measures:** Can we ship reliably and sustain velocity? Key metrics: - **Deployment frequency** — Green: daily, Yellow: weekly, Red: monthly or less - **Change failure rate** — % of deployments causing incidents (Green: <5%, Red: >15%) - **Mean time to recovery (MTTR)** — Green: <1 hour, Yellow: 1-4 hours, Red: >4 hours - **Tech debt ratio** — % of sprint capacity on debt (Green: <20%, Yellow: 20-35%, Red: >35%) - **Incident frequency** — P0/P1 per month (Green: <2, Yellow: 2-5, Red: >5) ### 5. 👥 People Health (CHRO) **What it measures:** Is the team stable, engaged, and growing? Key metrics: - **Regrettable attrition (annualized)** — Green: <10%, Yellow: 10-20%, Red: >20% - **Engagement score** — (eNPS or similar; Green: >30, Yellow: 0-30, Red: <0) - **Time-to-fill (avg days)** — Green: <45, Yellow: 45-90, Red: >90 - **Manager-to-IC ratio** — Green: 1:5–1:8, Yellow: 1:3–1:5 or 1:8–1:12, Red: outside - **Internal promotion rate** — at least 25-30% of senior roles filled internally ### 6. 🔄 Operational Health (COO) **What it measures:** Are we executing our strategy with discipline? Key metrics: - **OKR completion rate** — % of key results hitting target (Green: >70%, Yellow: 50-70%, Red: <50%) - **Decision cycle time** — days from decision needed to decision made (Green: <48h, Yellow: 48h-1w) - **Meeting effectiveness** — % of meetings with clear outcome (qualitative) - **Process maturity** — level 1-5 scale (see COO advisor) - **Cross-functional initiative completion** — % on time, on scope ### 7. 🔒 Security Health (CISO) **What it measures:** Are we protecting customers and maintaining compliance? Key metrics: - **Security incidents (last 90 days)** — Green: 0, Yellow: 1-2 minor, Red: 1+ major - **Compliance status** — certifications current/in-progress vs. overdue - **Vulnerability remediation SLA** — % of critical CVEs patched within SLA (Green: 100%) - **Security training completion** — % of team current (Green: >95%) - **Pen test recency** — Green: <12 months, Yellow: 12-24, Red: >24 months ### 8. 📣 Market Health (CMO) **What it measures:** Are we winning in the market and growing efficiently? Key metrics: - **CAC trend** — improving, flat, or worsening QoQ - **Organic vs paid lead mix** — more organic = healthier (less fragile) - **Win rate** — % of qualified opportunities closed-won (Green: >25%, Yellow: 15-25%, Red: <15%) - **Competitive win rate** — against primary competitors specifically - **Brand NPS** — awareness + preference scores in ICP --- ## Scoring & Traffic Lights Each dimension is scored 1-10 with traffic light: - 🟢 **Green (7-10):** Healthy — maintain and optimize - 🟡 **Yellow (4-6):** Watch — trend matters; improving or declining? - 🔴 **Red (1-3):** Action required — address within 30 days **Overall Health Score:** Weighted average by company stage (see `references/health-benchmarks.md` for weights). --- ## Dimension Interactions (Why One Problem Creates Another) | If this dimension is red... | Watch these dimensions next | |-----------------------------|----------------------------| | Financial Health | People (freeze hiring) → Engineering (freeze infra) → Product (cut scope) | | Revenue Health | Financial (cash gap) → People (attrition risk) → Market (lose positioning) | | People Health | Engineering (velocity drops) → Product (quality drops) → Revenue (churn rises) | | Engineering Health | Product (features slip) → Revenue (deals stall on product) | | Product Health | Revenue (NRR drops, churn rises) → Market (CAC rises; referrals dry up) | | Operational Health | All dimensions degrade over time (execution failure cascades everywhere) | --- ## Dashboard Output Format ``` ORG HEALTH DIAGNOSTIC — [Company] — [Date] Stage: [Seed/A/B/C] Overall: [Score]/10 Trend: [↑ Improving / → Stable / ↓ Declining] DIMENSION SCORES ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💰 Financial 🟢 8.2 Runway 14mo, burn 1.6x — strong 📈 Revenue 🟡 5.8 NRR 104%, pipeline thin (1.8x coverage) 🚀 Product 🟢 7.4 NPS 42, DAU/MAU 38% ⚙️ Engineering 🟡 5.2 Debt at 30%, MTTR 3.2h 👥 People 🔴 3.8 Attrition 24%, eng morale low 🔄 Operations 🟡 6.0 OKR 65% completion 🔒 Security 🟢 7.8 SOC 2 Type II complete, 0 incidents 📣 Market 🟡 5.5 CAC rising, win rate dropped to 22% ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ TOP PRIORITIES 🔴 [1] People: attrition at 24% — engineering velocity will drop in 60 days Action: CHRO + CEO to run retention audit; target top 5 at-risk this week 🟡 [2] Revenue: pipeline coverage at 1.8x — Q+1 miss risk is high Action: CRO to add 3 qualified opps within 30 days or shift forecast down 🟡 [3] Engineering: tech debt at 30% of sprint — shipping will slow by Q3 Action: CTO to propose debt sprint plan; COO to protect capacity WATCH → People → Engineering cascade risk if attrition continues (see dimension interactions) ``` --- ## Graceful Degradation You don't need all metrics to run a diagnostic. The tool handles partial data: - Missing metric → excluded from score, flagged as "[data needed]" - Score still valid for available dimensions - Report flags which gaps to fill for next cycle ## References - `references/health-benchmarks.md` — benchmarks by stage (Seed, A, B, C) - `scripts/health_scorer.py` — CLI scoring tool with traffic light output