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Invisara Business Health Check

Is your team operating with clarity—or reacting to chaos?
This 10-question self-assessment helps uncover where your processes are holding you back.

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1. Our team members are clear on who owns what—there is no confusion about responsibilities.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

2. When something goes wrong, we can easily identify the responsible role—not just a person.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

3. We have documented processes for the core parts of our operations (e.g., intake, approvals, delivery).

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

4. Most team members follow the same steps to complete a task, rather than inventing their own workflows.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

5. I can see the status of in-progress work without asking someone for an update.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

6. We have a central place to track tasks, progress, and who’s responsible.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

7. Tasks and responsibilities are handed off clearly between people or teams—no confusion or dropped balls.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

8. Follow-ups and reminders are automated or structured—not dependent on memory or Slack messages.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

9. Our processes aren’t reliant on a single person to function—knowledge is shared, not siloed.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

10. We’ve identified common delays or risks, and we have a plan for addressing them.

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

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