OPERATIONAL
CAPABILITY Report
The Missing Link in traditional Due Diligence
ALIGN YOUR ORGS’ PERSONALITIES…
BEFORE THE CLOSE.
Why do funds trust our analyses?
We can show you behind the curtain…
You’ll know what it’s like to work within a company, what the secrets are, and where the hidden strengths are tucked away.
LIFECYCLE MAPPINGDEPARTMENTAL MATURITYBENCH STRENGTH REPORT
LEADERSHIP PERSONALITY PROFILECOMMUNICATION DEBT
SUCCESS LIKELINESSALL, In less than a week >
THE REPORT THAT VIRTUALLY
ELIMINATES RISK…
-
![]()
what would take a team of 5 people weeks to do, Legendary did in a matter of hours... and the accuracy was astounding.
Jerry L
-
![]()
Our internal and diligence staff surveys helped a bit... but this report has overtaken those and sped up our overall diligence. we now use it in most cases.
Jared G
-
![]()
the compatibility assessment saves us thousands vs our previous change-management process. we make integration decisions 5 times faster.
Jenna D
-
![]()
My cofounder and I used this to renegotiate our terms and expectations pre-sale. glad we have this clarity
Michael H
-
![]()
going through this process was worth its weight in gold, and I cannot recommend it enough.
Jordan W
Deliverables.
-
The Climate Survey is a comprehensive tool that evaluates an organization's work environment, culture, and employee engagement by gathering valuable feedback from employees. The process involves designing and distributing a tailored survey, analyzing the collected data to determine confidence scores, and presenting the findings in a clear report. This helps organizations foster a healthy, collaborative, and engaging work environment for a thriving and successful team.
We measure:
Employee confidence
Satisfaction & engagement
Attrition risk
Claim/lawsuit risk
-
Discover how to balance leadership styles to foster a more accountable, committed, and transparent environment. With tailored recommendations, evolve your leadership approach to meet the ever-changing needs of your business. See how your specific leadership dynamics are impacting your business success. The GRM helps you create a path in your leadership that not only drives growth but also inspires and uplifts your entire organization.
We measure:
Leadership syles
5 dysfunctions scores
Leadership gaps + deficits
Leadership outlook
-
We’ll score how likely the business is to succeed… Interested in investment or acquisition? Our Business Index is venture-backed and investors are using the LBI to evaluate new projects. We'll even play matchmaker for you with funds that match your goals and values.
-
Every company has a key list of needs, economies and subsystems in place in order to scale effectively. We unpack where the org is, and how to effectively grow every area of the business.
People Development
Legal, Compliance & Risk Management
Workload Management
Financial Management
Information & Data Management
Marketing & Customer Acquisition
Brand Management
Process & Policy
Customer Service & Retention
Goals & Planning
Strategy & Model Management
Partnership Management
Product & Service Development
Procurement & Supply Chain Management
Leadership Management
Culture & Identity
HR & People Management
Role Management
-
The Growth Roadmap is a strategic outcome of the mapping process, providing businesses with a clear, step-by-step plan to achieve their growth objectives. This roadmap is tailored to the specific business stage and needs, ensuring that the org can effectively navigate the challenges and opportunities associated with each phase of its business lifecycle.
Your roadmap is broken up into two categories:
Areas behind vs lifecycle? We’ll give recommendations of how to adjust those departments to catch up.
Projections vs actual, compared to benchmark data, by department, will give a clear view of how to structure for the future.
-
Every project includes a report outlining each current owner’s/CEO’s organizational awareness. This allows leaders to see how effectively they know the condition of their company and the sentiment of their employees. Alignment between the folks at the helm and how it reverberates through the org is a critical way we assess the current leadership.
a human approach to AI powered insights.
You’ll work directly with our team of ops, venture, marketing, and leadership experts. Machine Learning may power our report to aggregate data and speed up our computing, but we are people-centric and we spend time with every client to make sure the report is understood and implemented.
CHECK OUT THIS ARTICLE ON EMPLOYEE CORE NEEDS >Report & Consultation.
Each mapping comes with a detailed report and a consulting session so you have everything you need to act on the results. This session helps you utilize the map to help you determine what steps you could take to improve your company. The map helps you plan and communicate your next steps and why those next steps are important.
The Process:
step 1QUICK & EASY ASSESSMENT
In one quick Q&A session, we can get the information we need to assess the operations functions of your business.
Each assessment can be slightly different however the goal remains the same; to get the best view possible on how your company has grown in a given area. Smaller companies typically require less investigation as the owner and key staff hold the understanding of all areas of operations. For a larger company however, some specific investigation and discovery may be required.
step 2CLEAN DATA COLLECTION
We send out a survey to staff to collect more data & information.
This allows us to overlay staff feedback with operational data to assess the key performance of your company. We will administer the survey, all we need is either access or a point of contact with someone that has access to all staff. You will be able to see and approve all of the questions ahead of the survey. This will require about one week.
step 3REPORTING & CONSULTING
All of the data & assessments are collected into a streamlined report (including all the raw data). You will get one session with a Legendary consultant to help you break down the results and better understand how to build some great solutions.
Action steps for planning may be implemented out of the assessment. From an operational perspective, key directions based on this assessment may be scoped out and discussed with leadership.
WHY businesses CHOOSE LEGENDARY.
We make you moneyWe’re good at scaling companies. Half a billion dollars across our clients is not pocket change. Here is the key: we don’t focus on short term small gains, we look at what it’s going to take to get you ready to handle tons of cash and when you can handle it, you get it.
we win awardsAwards mean nothing and everything. We’ve won congressional awards, marketing awards, CX awards, Inc 5000’s. We don’t care about the prestige as much as we care about doing work that’s worthy of winning.
we know what we're doingOur Legendary team has been in some of the largest companies in the US and some of the smallest. Your problems aren’t solved by us, your problems are solved by your team and you, we just know how to bring the best out of your people to do the best work of their lives.
other people like usWe’ve worked with over 150 companies and we loved helping each one of them succeed. Our scale varies widely, and this is why pricing changes by employee count/size. The work we’ve done for Mark Cuban, Best Buy, Google, Sony, etc is not the same scale and strategy as the small businesses like Canadreams, Burrito Bandito and Applied Visions. The work scales to the company, that’s the point.
you'll love usWe care more about your satisfaction than your happiness. Sometimes it takes dealing with hard crap and pushing past barriers to make things happen. That work isn’t always happy. What it is though is progress and we know you’ll love progress.