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Capability Evaluation Assessment

This framework helps determine the appropriate level of due diligence before engaging a professional or service provider. Based on the assessment results, it identifies how rigorous the evaluation process should be, which validation methods are most appropriate, and whether additional verification steps are necessary. By aligning the due diligence process to the level of operational risk, execution complexity, and uncertainty involved, the framework helps improve decision quality while avoiding unnecessary evaluation overhead.

Full Name

Email Address

Phone Number

Company Name

Job Title

Company website / LinkedIn

Team Size

Amount of years of your company's operation?

Are you completi

Are you completi
A

Share any desired outcomes you would like to share for your business in the next 12 months.

What type of professional are you evaluating?

What type of professional are you evaluating?
A
B
C
D
E
F
G
H

What is the primary role of the provider you are requesting? (1 - 3 sentences)

Will this person have to access any of the following?

Will this person have to access any of the following?

How independently will they operate?

How independently will they operate?
A
B
C
D

How measurable are the outcomes of this role?

How measurable are the outcomes of this role?
A
B
C
D

Is the role client facing?

Is the role client facing?

Will they be influencing strategic decisions?

Will they be influencing strategic decisions?
A
B

Expected duration of the provider's support

Expected duration of the provider's support
A
B
C
D

How difficult do you believe it will be to replace this person?

How difficult do you believe it will be to replace this person?
A
B
C
D

How quickly must they become effective?

How quickly must they become effective?
A
B
C
D

Are you requiring the work to be simulated before hiring?

Are you requiring the work to be simulated before hiring?
A
B

What evidence must exist?

What evidence must exist?
A
B
C
D
E
F
G

What evidence must exist?

What evidence must exist?

What skills are required?

What skills are required?

Is credential inflation common across this field?

Is credential inflation common across this field?
A
B
C
D

Is portfolio manipulation or AI generated proof of work a concern?

Is portfolio manipulation or AI generated proof of work a concern?
A
B
C
D

Will the provider need repeatable processes?

Will the provider need repeatable processes?
A
B
C

Will they coordinate with multiple stakeholders?

Will they coordinate with multiple stakeholders?
A
B
C
D

Is long-term consistency more important than short-term output?

Is long-term consistency more important than short-term output?
A
B
C

Do they need to work under ambiguity or changing priorities?

Do they need to work under ambiguity or changing priorities?
A
B
C
D

How important is communication quality?

How important is communication quality?
A
B
C
D

Will conflict resolution or emotional intelligence matter?

Will conflict resolution or emotional intelligence matter?
A
B
C

Does this role require high ethical judgement?

Does this role require high ethical judgement?
A
B
C

Will conflict resolution or emotional intelligence matter?

Will conflict resolution or emotional intelligence matter?
A
B