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org-health-diagnostic

Assess company health across eight areas, including finance, revenue, people, and operations. Turn available metrics into scores and traffic light ratings, identify risks across departments, and outline improvement priorities while flagging missing data.

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Cross-functional organizational health check combining signals from all C-suite roles. Scores 8 dimensions on a traffic-light scale with drill-down recommendations. Use when assessing overall company health, preparing for board reviews, identifying at-risk functions, or when user mentions org health, health check, or health dashboard.

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See how to install

Good for

  • Prepare a company health overview for a board review
  • Identify departments that need attention
  • Examine risks spreading across business functions
  • Start a health assessment with incomplete metrics

Files included (3)

  • SKILL.md8.4 KB
  • references/health-benchmarks.md8.9 KB
  • scripts/health_scorer.py20.9 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Org Health Diagnostic

Eight dimensions. Traffic lights. Real benchmarks. Surfaces the problems you don't know you have.

Keywords

org health, organizational health, health diagnostic, health dashboard, health check, company health, functional health, team health, startup health, health scorecard, health assessment, risk dashboard

Quick Start

python scripts/health_scorer.py        # Guided CLI — enter metrics, get scored dashboard
python scripts/health_scorer.py --json # Output raw JSON for integration

Or describe your metrics in natural language:

"Run an org health check" — paste your key metrics or answer prompts "Score our [financial|revenue|product|engineering|people|ops|security|market] health" — single-dimension deep dive

The 8 Dimensions

1. 💰 Financial Health (CFO)

What it measures: Can we fund operations and invest in growth?

Key metrics:

  • Runway — months at current burn (Green: >12, Yellow: 6-12, Red: <6)
  • Burn multiple — net burn / net new ARR (Green: <1.5x, Yellow: 1.5-2.5x, Red: >2.5x)
  • Gross margin — SaaS target: >65% (Green: >70%, Yellow: 55-70%, Red: <55%)
  • MoM growth rate — contextual by stage (see benchmarks)
  • Revenue concentration — top customer % of ARR (Green: <15%, Yellow: 15-25%, Red: >25%)

2. 📈 Revenue Health (CRO)

What it measures: Are customers staying, growing, and recommending us?

Key metrics:

  • NRR (Net Revenue Retention) — Green: >110%, Yellow: 100-110%, Red: <100%
  • Logo churn rate (annualized) — Green: <5%, Yellow: 5-10%, Red: >10%
  • Pipeline coverage (next quarter) — Green: >3x, Yellow: 2-3x, Red: <2x
  • CAC payback period — Green: <12 months, Yellow: 12-18, Red: >18 months
  • Average ACV trend — directional: growing, flat, declining

3. 🚀 Product Health (CPO)

What it measures: Do customers love and use the product?

Key metrics:

  • NPS — Green: >40, Yellow: 20-40, Red: <20
  • DAU/MAU ratio — engagement proxy (Green: >40%, Yellow: 20-40%, Red: <20%)
  • Core feature adoption — % of users using primary value feature (Green: >60%)
  • Time-to-value — days from signup to first core action (lower is better)
  • Customer satisfaction (CSAT) — Green: >4.2/5, Yellow: 3.5-4.2, Red: <3.5

4. ⚙️ Engineering Health (CTO)

What it measures: Can we ship reliably and sustain velocity?

Key metrics:

  • Deployment frequency — Green: daily, Yellow: weekly, Red: monthly or less
  • Change failure rate — % of deployments causing incidents (Green: <5%, Red: >15%)
  • Mean time to recovery (MTTR) — Green: <1 hour, Yellow: 1-4 hours, Red: >4 hours
  • Tech debt ratio — % of sprint capacity on debt (Green: <20%, Yellow: 20-35%, Red: >35%)
  • Incident frequency — P0/P1 per month (Green: <2, Yellow: 2-5, Red: >5)

5. 👥 People Health (CHRO)

What it measures: Is the team stable, engaged, and growing?

Key metrics:

  • Regrettable attrition (annualized) — Green: <10%, Yellow: 10-20%, Red: >20%
  • Engagement score — (eNPS or similar; Green: >30, Yellow: 0-30, Red: <0)
  • Time-to-fill (avg days) — Green: <45, Yellow: 45-90, Red: >90
  • Manager-to-IC ratio — Green: 1:5–1:8, Yellow: 1:3–1:5 or 1:8–1:12, Red: outside
  • Internal promotion rate — at least 25-30% of senior roles filled internally

6. 🔄 Operational Health (COO)

What it measures: Are we executing our strategy with discipline?

Key metrics:

  • OKR completion rate — % of key results hitting target (Green: >70%, Yellow: 50-70%, Red: <50%)
  • Decision cycle time — days from decision needed to decision made (Green: <48h, Yellow: 48h-1w)
  • Meeting effectiveness — % of meetings with clear outcome (qualitative)
  • Process maturity — level 1-5 scale (see COO advisor)
  • Cross-functional initiative completion — % on time, on scope

7. 🔒 Security Health (CISO)

What it measures: Are we protecting customers and maintaining compliance?

Key metrics:

  • Security incidents (last 90 days) — Green: 0, Yellow: 1-2 minor, Red: 1+ major
  • Compliance status — certifications current/in-progress vs. overdue
  • Vulnerability remediation SLA — % of critical CVEs patched within SLA (Green: 100%)
  • Security training completion — % of team current (Green: >95%)
  • Pen test recency — Green: <12 months, Yellow: 12-24, Red: >24 months

8. 📣 Market Health (CMO)

What it measures: Are we winning in the market and growing efficiently?

Key metrics:

  • CAC trend — improving, flat, or worsening QoQ
  • Organic vs paid lead mix — more organic = healthier (less fragile)
  • Win rate — % of qualified opportunities closed-won (Green: >25%, Yellow: 15-25%, Red: <15%)
  • Competitive win rate — against primary competitors specifically
  • Brand NPS — awareness + preference scores in ICP

Scoring & Traffic Lights

Each dimension is scored 1-10 with traffic light:

  • 🟢 Green (7-10): Healthy — maintain and optimize
  • 🟡 Yellow (4-6): Watch — trend matters; improving or declining?
  • 🔴 Red (1-3): Action required — address within 30 days

Overall Health Score: Weighted average by company stage (see references/health-benchmarks.md for weights).


Dimension Interactions (Why One Problem Creates Another)

If this dimension is red...Watch these dimensions next
Financial HealthPeople (freeze hiring) → Engineering (freeze infra) → Product (cut scope)
Revenue HealthFinancial (cash gap) → People (attrition risk) → Market (lose positioning)
People HealthEngineering (velocity drops) → Product (quality drops) → Revenue (churn rises)
Engineering HealthProduct (features slip) → Revenue (deals stall on product)
Product HealthRevenue (NRR drops, churn rises) → Market (CAC rises; referrals dry up)
Operational HealthAll dimensions degrade over time (execution failure cascades everywhere)

Dashboard Output Format

ORG HEALTH DIAGNOSTIC — [Company] — [Date]
Stage: [Seed/A/B/C]   Overall: [Score]/10   Trend: [↑ Improving / → Stable / ↓ Declining]

DIMENSION SCORES
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
💰 Financial    🟢 8.2  Runway 14mo, burn 1.6x — strong
📈 Revenue      🟡 5.8  NRR 104%, pipeline thin (1.8x coverage)
🚀 Product      🟢 7.4  NPS 42, DAU/MAU 38%
⚙️  Engineering  🟡 5.2  Debt at 30%, MTTR 3.2h
👥 People       🔴 3.8  Attrition 24%, eng morale low
🔄 Operations   🟡 6.0  OKR 65% completion
🔒 Security     🟢 7.8  SOC 2 Type II complete, 0 incidents
📣 Market       🟡 5.5  CAC rising, win rate dropped to 22%
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TOP PRIORITIES
🔴 [1] People: attrition at 24% — engineering velocity will drop in 60 days
   Action: CHRO + CEO to run retention audit; target top 5 at-risk this week
🟡 [2] Revenue: pipeline coverage at 1.8x — Q+1 miss risk is high
   Action: CRO to add 3 qualified opps within 30 days or shift forecast down
🟡 [3] Engineering: tech debt at 30% of sprint — shipping will slow by Q3
   Action: CTO to propose debt sprint plan; COO to protect capacity

WATCH
→ People → Engineering cascade risk if attrition continues (see dimension interactions)

Graceful Degradation

You don't need all metrics to run a diagnostic. The tool handles partial data:

  • Missing metric → excluded from score, flagged as "[data needed]"
  • Score still valid for available dimensions
  • Report flags which gaps to fill for next cycle

References

  • references/health-benchmarks.md — benchmarks by stage (Seed, A, B, C)
  • scripts/health_scorer.py — CLI scoring tool with traffic light output

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