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Free Diagnostic

The Fiduciary Readiness Assessment

A 12 question diagnostic that reveals whether your leadership team thinks and acts like enterprise stewards.

Most executive teams say they want enterprise stewards. Fewer have one yet. The Fiduciary Readiness Assessment turns the team's behavior into a number. You see exactly where the gap is between functional managers protecting their department and enterprise stewards protecting the company.

Be honest. The value of this tool comes from rating the team as it operates today, not as you hope it will operate. Gaps are the point. They show you where to coach.
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Enter your name and email to access the interactive assessment. You will get your score on screen immediately, plus optional follow up resources from Dale.

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Rate each statement 1 to 5 based on what you actually observe in your organization, not what you aspire to.

Be honest. The value of this tool comes from rating the organization as it operates today, not as you hope it will operate. Gaps are the point. They show you where to focus.
1Strongly Disagree
2Disagree
3Neutral
4Agree
5Strongly Agree
Statement12345Score
Total Score 0 / 60
Complete all 12 statements
Your tier and recommendation will appear here once every statement is rated.
Want to go deeper on one leader? The Leadership Readiness Diagnostic assesses a single person against the level their title requires and returns an AI coaching plan. Open the Diagnostic (beta).

Scoring Key

50 to 60
Fiduciary ReadyYour team demonstrates strong enterprise stewardship. Continue developing.
38 to 49
EmergingSolid foundation with meaningful gaps. Targeted development will accelerate growth.
25 to 37
DevelopingFunctional leadership is present, but enterprise thinking is inconsistent.
Below 25
At RiskSignificant gaps in fiduciary leadership. Immediate attention required.