7. Assessment catalog v1
Shipped packs are forkable starting points. Each is written to OrgDiagnostic item standards, construct-tagged, and pilot-tested for timing and reliability. None is presented as "the one true model." Firms fork, rename, reweight, and relabel. Items drawn from published academic scales are labeled published_scale with their source and usage terms; everything else is labeled orgdiagnostic_authored_pilot until the firm validates it on its own data.
7.1 Timing model
Estimates used by Methodology Studio and reported on every form. Calibrated after each engagement against observed medians.
| Element | Desktop | Mobile | Frontline mobile |
|---|---|---|---|
| Likert / agreement / frequency item | 7 s | 8 s | 10 s |
| Matrix row | 6 s | 8 s | not used |
| Forced-rank (5 options) | 30 s | 40 s | not used |
| Max-diff task (4 of 12, 8 screens) | 3.5 min | 4 min | not used |
| Open-end (prompted) | 75 s | 90 s | 45 s (voice-to-text) |
| Routed probe | 45 s | 60 s | not used |
| Video item (incl. setup, one take) | 2 min | 2 min | optional 1 min voice note |
| Demographics block | 30 s | 40 s | 20 s |
| Intro + privacy + submit | 45 s | 45 s | 30 s |
Targets: census 12–18 min; executive short form ≤ 9 min; frontline ≤ 8 min (design target 6).
7.2 Item standards
- One idea per item. No double-barrels. Grade 6–8 reading level (frontline ≤ 6).
- Behavioural and observable where possible: "In the last month, my manager…" over "My manager is…".
- 15–20% reverse-coded items in census forms; none in frontline forms (comprehension cost is too high).
- Every item tagged:
construct,reading_level,validation_status,sensitivity,translation_key,frontline_safe. - Open-ends always prompted and time-bounded: "Give one example from the last 30 days."
- Sensitive items (conduct, harassment-adjacent, health) route to higher text-k and cannot be shown to client managers.
7.3 Packs
Counts: D = dimensions, P = practices, Items = census / short / frontline. Minutes are mobile estimates from §7.1.
| # | Pack | Use when | D | P | Items C / S / F | Open-ends | Video | Minutes C / S / F | Interview guides |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Organizational Health & Effectiveness | Baseline health; outcome × practice read; anchor for retainers | 9 | 27 | 63 / 30 / 16 | 3 + 4 routed probes | 1 | 17 / 7 / 5.5 | Exec, middle, frontline |
| 2 | Change Readiness & Transformation Load | Before or mid-transformation | 6 | 18 | 42 / 20 / 12 | 2 + 2 | 1 | 13 / 5.5 / 4.5 | Exec, change network |
| 3 | Operating Model & Decision Rights | Redesign, shared services, matrix pain | 7 | 21 | 46 + decision inventory (10 decisions × 3) / 24 / — | 2 | 1 | 16.5 / 6.5 / — | Exec, interface owners |
| 4 | Strategy Clarity & Cascade | Strategy refresh, priority overload | 5 | 15 | 30 / 15 / 10 | 2 + forced-rank of priorities | 1 | 11 / 5 / 4 | Exec, middle |
| 5 | Psychological Safety & Inclusion | Culture work, post-incident, DEI-adjacent | 5 | 15 | 32 / 16 / 10 | 2 | optional | 9 / 5 / 4 | Middle, frontline |
| 6 | Manager Effectiveness & 360 | Leadership programs; supervisor constraint | 8 | 32 | 40 per ratee (self + manager + peers + reports) | 2 per ratee | — | 9 per ratee | Coaching debrief |
| 7 | Ways of Working, Hybrid & Meeting Load | Productivity, return-to-office, collaboration drag | 5 | 14 | 28 + time-allocation grid / 14 / 10 | 2 | 1 | 11.5 / 4.5 / 4 | Middle |
| 8 | Capability & Skills Confidence | Workforce planning, capability build | 6 (firm-configurable map) | 18 | 36 / 18 / 10 | 1 | — | 7.5 / 4 / 3.5 | Function leads |
| 9 | Internal Customer-Centricity | Commercial transformation, CX programs | 4 | 12 | 24 / 12 / 8 | 2 | 1 | 9.5 / 4.5 / 3 | Customer-facing leads |
| 10 | Risk, Control & Conduct Culture | Regulated industries, post-incident | 6 | 18 | 36 / 18 / 12 | 2 (sensitive) | — | 9 / 5 / 4.5 | Exec, control functions |
| 11 | AI & Digital Readiness | AI adoption programs, digital operating model | 6 | 18 | 36 / 18 / 10 | 2 | 1 | 11 / 5 / 4 | Exec, tech leads |
| 12 | PMI Integration Health | Day 100 to Day 700 post-merger | 7 | 21 | 42 / 21 / 12 | 3 (incl. legacy-org probe) | 1 | 13.5 / 6 / 4.5 | Exec, integration office |
| 13 | Frontline Pulse (deskless) | Plants, stores, field; any pack's frontline read | 6 | — | — / — / 14 | 1 (voice) | voice note | — / — / 5 | Shift huddle guide |
| 14 | Retainer Pulse | Quarterly tracking against any host pack | host | host | 12 locked + 3 rotating | 1 | — | 4.5 | — |
7.4 Pack 1 detail: Organizational Health & Effectiveness
The flagship. The nine outcome dimensions follow the widely used organizational-health vocabulary. Practice definitions and all item wording are original to OrgDiagnostic; firms rename freely.
| Dimension (outcome) | Practices (3 each) | Census items |
|---|---|---|
| Direction | Shared ambition · Priority clarity · Line of sight to my work | 7 |
| Leadership | Decision quality · Coaching & development · Visible role-modelling | 7 |
| Accountability | Role clarity · Commitments kept · Consequences follow performance | 7 |
| Coordination & Control | Operating rhythm · Cross-unit handoffs · Risk & control discipline | 7 |
| Capabilities | Skills for the strategy · Talent pipeline · Process excellence | 7 |
| Motivation | Meaningful work · Growth path · Fair recognition | 7 |
| Innovation & Learning | Ideas from the front line · Learning from mistakes · Knowledge flow | 7 |
| External Orientation | Customer insight · Market & competitor awareness · Partner ecosystem | 7 |
| Work Environment | Trust & candour · Operational discipline · Speed & autonomy | 7 |
Each dimension = 1 outcome item + 3 practices × 2 items. Total 63.
Scale: 5-point frequency ("Never" to "Always") for practices; 5-point agreement for outcome items. Primary metric: frequency_pct. The short form keeps the 9 outcome items plus 21 practice items selected in pilot by item-total correlation and driver contribution; in short form, practices are reportable only where both items survive, and every dimension remains reportable.
Mobile timing, census: 63 items × 8 s (8.4 min) + 3 open-ends (4.5) + ~1 routed probe on average (1.0) + video (2.0) + demographics (0.7) + intro/submit (0.75) ≈ 17 min. Respondents who skip video: ≈ 15 min.
Open-ends:
- "What should the leadership team stop doing? Give one example from the last month."
- "What is one thing that works here that others should copy?"
- "If you could change one decision process, which one, and why?"
Routed probes (shown only to respondents scoring the practice in the bottom band): Priority clarity, Role clarity, Consequences follow performance, Cross-unit handoffs.
Video: "Describe a recent week when priorities conflicted. What happened?" (60 s, optional).
7.5 Modules that attach to any pack
| Module | Items | Minutes | Notes |
|---|---|---|---|
| Demographics (if not in HRIS) | 3–6 | 0.5–1 | Only fields absent from the hierarchy file |
| Intent to stay / outcome anchors | 3 | 0.5 | Outcome items for driver analysis; not in index |
| ONA lite (v2) | 3 name-generator questions | 2 | Opt-in; aggregated maps only |
| Time allocation grid | 1 grid (8 categories) | 1.5 | Feeds structure overlay (e.g., supervisor admin load) |
| Decision inventory | 10 named decisions × 3 ratings | 4 | Clarity, speed, quality per decision |
| Legacy-org tag (PMI) | 1 | 0.1 | Enables legacy A vs B cuts under k rules |
7.6 Psychometric QA shipped with every pack
- Pilot: ≥ 300 respondents across ≥ 3 organizations before a pack is labeled
orgdiagnostic_authored_pilot. - Reliability target: Cronbach's α ≥ 0.70 per practice with ≥ 3 items; ≥ 0.80 per dimension.
- Item-total correlation ≥ 0.30; items below are flagged in Studio for revision.
- Timing: observed median within ±15% of model.
- At every wave close, Studio recomputes α and item-total correlations on the firm's own data and shows drift. After ≥ 5 engagements and ≥ 2,000 respondents a firm may mark its fork
firm_validatedwith a generated technical note (reliability, factor structure summary, norms).