FromSpencer Pallone Helm · Legatis
ReThe maturity model · six conditions, five levels
Date02 SEP 2026
Scoredat the analysis, then every quarter

Written, used, checked, measured.

Every business I walk into sits somewhere on the same ladder for each of the six conditions. Nothing exists. It exists in the owner's head. It is written down. It is written and running on a cadence with someone checking. It is running and measured against the numbers.

That is the whole model. It is not research; it is a way of saying "written, used, checked, measured" that an owner can score against in ten minutes and that I can verify on site in a day. The research is in what moves a business up it.


The five levels

The same ladder on every condition. A condition sits at the highest level where every line is true.


0Absent
It does not exist. Nobody could show me anything.
1Informal
It exists in the owner's head. It happens when the owner remembers.
2Written
It is written down. It is not used on a cadence, and nobody checks.
3Running
Written, used on its cadence, and someone checks. Roadblocks get closed.
4Measured
Running, and tracked against the business numbers: a baseline, a target, and movement reported each quarter.

Two rules. No half levels and no averages: the number that matters is the lowest condition, not the mean. And level 4 cannot be self-scored, because it needs someone to verify the numbers. The self-score on this site runs levels 0 to 3. Level 4 is what I do.


The grid

What I would see at each level. Read your row honestly.


Condition0 Absent1 Informal2 Written3 Running4 Measured
01 DirectionNo written goals.The owner can name them. The team would guess. Four-minute test under 40%.5 or 6 goals with a number and a date, posted. Test 40 to 60%.Recited at every monthly debrief. Every role knows which goal its number moves. Test 60 to 80%.Test over 80%, reported quarterly against baseline.
02 StructureNo job descriptions. Everything comes to the owner.The owner could draw it. Nothing written. Spend limits vary by the day.Role Plans and a decision-rights table written.Reviewed monthly. The owner can name 3 decisions made without them last week. No unit above 7.Owner's hours on others' decisions tracked and falling.
03 Safety and voiceProblems arrive from customers. Nobody recalls disagreeing with the owner.Leads raise problems privately. Disagreement is rare.A written way to raise a problem. The data policy signed.Roadblocks raised weekly in writing and visibly actioned. Someone disagreed this month and something changed.Pulse green two quarters. Roadblock close rate over 80%.
04 Loops that closeNo debriefs, no one-to-ones, no reviews.A debrief when it went badly. A review from memory, some years.The debrief protocol and review cycle written. Dates in the calendar.Monthly structured debrief written up. Weekly one-to-ones. Quarterly reviews on weekly-log evidence.Each debrief's one change tracked to closure. Results against baseline.
05 Fit and capabilityHire on a feeling. Start Monday and figure it out.References checked. Someone shows them around.Hiring scorecard, onboarding checklist and skills list written.Work sample before every interview. Day 1, 30, 60, 90 checkpoints. A real decision at day 90.90-day retention and mis-hire count reported. Roles reshaped around skills.
06 Aligned consequencesDiscretionary annual raises, if any. Good work unremarked.A bonus with a fuzzy formula. Thanks when noticed.A written formula: base, individual, team. Published.Paid monthly or quarterly as published. Recognition specific, within days, tracked.Comp is arithmetic at review. Rule of three checked yearly. Pay disputes: zero.

What moves a condition one level

The fix order is fixed: direction, structure, then the rest.


FromToWhat it takesWhich piece of work
01A conversation with the owner. Usually free.The analysis
12Writing it down. Half a day per condition, with the team.The Gameplan and Role Plans
23A cadence and a checker. This is where most businesses stall.The cycle: weekly log, monthly debrief, quarterly pulse and review
34Baselines, targets and a quarter of numbers.The scoreboard and the quarterly report

Nothing is worked above level 3 until every condition is at level 2. A business with brilliant hiring and no written goals is not mature; it is lucky. Team design controls 37 to 42% of performance variance.A Structured monthly debriefs are worth 20 to 25%.A Task clarity before relationship work.C


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