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Internal Tool · Mid-Engagement

Engagement
Health Check

A structured mid-engagement diagnostic to surface drift before it becomes damage. Complete at 30 days, 90 days, and any point where something feels off. Built for honest assessment — not performance.

PMI Engagement Health Maister Trust Equation Prosci ADKAR Bain QC Framework McKinsey Engagement Review
Context
Engagement Details
Basic context for the memo. Answers here do not affect scoring.
What were you brought in to address? One or two sentences.
Anything the dropdown doesn't capture.
Seven Dimensions
Engagement Assessment
Rate each dimension honestly. 4 = Strong. 3 = Adequate. 2 = Concern. 1 = Critical. Each rating requires a brief specific note — a score without evidence is not a score.
Dimension 1 · Weighted 20%
Strategic Alignment
Is the engagement still solving the right problem?
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4
Strong
Work is clearly connected to what matters most. Problem framing remains accurate.
3
Adequate
Generally aligned. Some drift or context shift worth monitoring.
2
Concern
Misalignment is present. We may be solving the wrong problem or addressing the wrong layer.
1
Critical
The engagement is disconnected from organizational reality. Reframe required before continuing.
Name something concrete — not a feeling.
Dimension 2 · Weighted 20%
Relationship & Trust
Can you do this work together? Is the room honest?
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4
Strong
Full candor in both directions. Trust is deepening. You can say the hard thing.
3
Adequate
Generally positive. Some topics feel guarded or undiscussable.
2
Concern
Trust has wobbled. Communication is surface-level in certain areas. Something has shifted.
1
Critical
Relationship is strained. Candor is absent. Work cannot proceed at depth without repair.
Credibility · Reliability · Intimacy / Self-Orientation (Maister). Where is the gap, if any?
Dimension 3 · Weighted 18%
Client Engagement & Activation
Is the client showing up and doing the work?
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4
Strong
Fully engaged. Pre-work done. Implementing between sessions. Right people in the room.
3
Adequate
Generally engaged. Some inconsistency in follow-through. Manageable.
2
Concern
Engagement is passive. Pre-work often incomplete. Capacity is clearly constrained.
1
Critical
Client is disengaged. Work is not being implemented. This engagement cannot produce results in this state.
Dimension 4 · Weighted 16%
Delivery Quality
Is your work at the standard you set in the proposal?
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4
Strong
Outputs are excellent. Thinking is sharp. The client is receiving something they could not produce without you.
3
Adequate
Solid. No major gaps. Some outputs could be sharper or more tailored.
2
Concern
Quality has slipped in at least one area. Outputs are functional but not distinctive.
1
Critical
Delivery is falling below the standard the client was promised. Immediate course correction needed.
Dimension 5 · Weighted 12%
Scope Integrity
Is the work within what was agreed? What is drifting?
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4
Strong
Work is clearly within agreed scope. Any additions have been named and discussed.
3
Adequate
Mostly on scope. Some informal expansion that is manageable and appropriate to the relationship.
2
Concern
Scope has expanded without a formal conversation. I am doing work that was not agreed to.
1
Critical
Significant scope creep. The engagement has fundamentally changed without acknowledgment or adjustment.
Dimension 6 · Weighted 8%
Risk & Early Warning Signals
What could derail this engagement in the next 60 days?
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4
Low Risk
No material threats visible. Organizational context is stable. Relationship is strong.
3
Monitored
One or two factors to watch. Not urgent. Worth naming internally.
2
Elevated
A real risk is present. Active monitoring required. May need to surface with the client.
1
High Risk
A specific risk could end or severely damage this engagement without intervention.
Dimension 7 · Weighted 6%
Your Own Read
What is your gut telling you that the other six dimensions might not capture?
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4
Confident
This engagement is going in the right direction. I would sign on for another term today.
3
Steady
Generally positive. One or two things I'm watching that the structured dimensions don't fully capture.
2
Uneasy
Something feels off. I can't fully name it but it is affecting the work.
1
Concerned
My instinct says this engagement is at risk in a way that the structure above hasn't fully surfaced.
This is the most important field. Name what you have not yet named anywhere else.
Progress Check
Key Milestone Status
Mark the status of key commitments or deliverables for this engagement. These surface in the memo.
What This Surfaces
Your Action Assessment
Based on what you've scored above — what does this engagement actually need right now?
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Complete the seven dimensions
and generate your health report.
Engagement Health
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Dimension Scores
Strategic Alignment
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Relationship & Trust
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Client Engagement
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Delivery Quality
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Scope Integrity
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Risk & Warning
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Your Own Read
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Internal Memo — Ready to Copy
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