Planning Maturity Assessment

Does your plan help you decide, or just close the numbers?

Rate how your organization plans, forecasts and reviews performance against leading practice. You get your maturity profile, the gaps that matter most and your first moves, in a PDF you can share with your team.

  • 42 practices · about 10 minutes
  • One area: about 2 minutes
  • Gap profile on screen and in PDF
  • Your answers stay in your browser
Start the assessment
Pedro San Martín

Built on the method Pedro San Martín has applied in more than 200 planning, profitability and EPM models over 30 years. Pedro is a principal at Asher & Company and chairs the IMA Profitability & Cost Management SIG.

How it works

Choose where to start

Each area follows the Decision-to-Value™ cycle. Pick one, open each practice and choose the level that best describes your organization today.

1 · ReactiveAd hoc, driven by urgency
2 · ConsistentStable and repeatable
3 · RelevantEfficient, improving continuously
4 · ExcellentExternally effective and dynamic
Value alignment
Capability development
Adoption and scale
Your results

Your maturity profile

Your organization today Decision-ready (level 3)

Dimensions you have not rated sit at the center.

Rate at least one area to see your profile. Each dimension appears as soon as you rate one of its practices.

Next step

Review your results with us

A 60-minute conversation, no commitment: we read your profile together, test it against your business and agree on the first three moves. If you completed the assessment, your scores come with your request.

I reply within one business day with times to meet. We only use your details for this conversation.

More assessments: PCM Maturity Assessment · ESG Maturity Assessment
Self-assessment for reference; it does not replace a review of your model and data. Practices reflect driver-based planning, rolling forecasting and integrated business planning practice. Decision-to-Value™ is a trademark of Asher & Company.