Free Tools

Free Scorecards & Checklists

Not ready for a paid assessment? Fair — start with a self-assessment. These are the free tools we hand people before any engagement: short, specific, and usable without us. The scorecards run right here on the site, the checklists download directly, and nothing asks for your email first.

The tools

Power Platform Governance Scorecard.

Ten questions, no login, no email — an instant read on your sprawl risk and what to do first, in what order. The self-assessment sibling of the Health & Governance Gauge.

Take it now

Copilot Readiness Scorecard.

Find your oversharing risks before Copilot does — ten checks on permissions, labels, and content hygiene, scored as you answer. Pairs with the Copilot & Agent Readiness Gauge.

Take it now

SharePoint Migration Readiness Checklist.

What to inventory, decide, and communicate before you move a SharePoint estate — especially with retirement deadlines on the clock. Pairs with the Modernization Blueprint.

Download the PDF

Ø Standard Checklist.

Our published production-readiness bar for Power Platform solutions — open in full on the methodology page, no gate.

Download the PDF

How it works

No login, no email, nothing to unsubscribe from later.

1

Use them right here.

Both scorecards score themselves on the page — answer, read your band, done. The checklists are direct downloads. No login, no email, nothing to unsubscribe from later.

2

Optional: a copy in your inbox, or a second opinion.

The form below sends any tool as a PDF — and if you include your score, a founder replies with what we'd look at first. Sent by a person, within one business day.

3

When a score worries you, the next step is evidence.

A scorecard is directional; the paid assessments replace guesses with artifacts — measured scope, fixed price, published on every page.

Prefer it in your inbox?

You get the tools either way — the email is only so we can send it. Pick one and we'll deliver the PDF; include your score or situation and a founder replies with what we'd look at first, no callback unless you ask for one.

It lands in your inbox within one business day — sent by a person, with no sequence behind it.

Your message goes to the founders. No list, no sequence, no sharing your details. Privacy

Scorecard FAQs

Do I need to give you an email to use these?

No. Both scorecards run right on this site and the checklists are direct downloads — the Ø Standard is even published in full as a page. The form exists for exactly two things: getting a PDF into your inbox, or getting a founder's read on your score. Both optional.

Will using these trigger a sales call?

No. The on-page scorecards record nothing and send nothing — your answers stay in your browser. Form requests get email delivery, not a callback. We call when you ask us to — that's what the contact form is for.

What's the catch?

There isn't one. The tools exist because "measure before anyone proposes" is how we work — a self-assessment is the smallest honest version of that. If one tells you everything's fine, that's a good outcome for both of us. If it doesn't, you already know what we'd suggest next.