The most important strategic planning tool you need for your business.

It's hard to grow what you don't know. The Holistic Maturity Model™ Assessment gives business leaders deep insights into their organization so they can make the right decisions for sustainable growth.

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What you get

An assessment tool that delivers prescriptive paths for sustainable growth.

The Holistic Maturity Model™ is a tool that helps organizations assess and improve their capabilities. It is based on 3 organic dimensions that contain 10 organic attributes, which are supported by over 60 sub-attributes. Evaluation of the attributes and sub-attributes, along with the interdependencies across them, provides a comprehensive approach for organizations to evaluate their strengths, identify gaps, acknowledge constraints, and facilitate targeted development initiatives.

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PDF download of HMM™ Framework
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Proprietary, survey-driven assessment for your Leadership Team of 60+ attributes
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Individual customized 80+ page assessment reports for your Leaders
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Consolidated 80+ page assessment report
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Prescriptive paths (AMSO's) for maturity across 60+ attributes
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Detailed guidance for prioritization of initiative planning
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3 hour consultation

THe HMM™ Framework

The Holistic Maturity Model™ Framework

Every organization operates organically across the dimensions of Culture, Capability, and Continuity. Within these dimensions are 10 core attributes, listed here, and over 60 interconnected sub-attributes.

The Holistic Maturity Model™ measures the maturity of the organization in these attributes across 5 unique maturity levels.



The effectiveness of leadership in driving strategic vision, fostering accountability, prioritizing efforts, empowering staff, and promoting a culture of continuous improvement.


How people are exposed to and brought into the culture of the organization through shared values, engagement with purpose, clear expectations, adaptation, effective team interaction, and transparency.



The establishment of metrics, key performance indicators (KPIs), and performance management systems to monitor progress and drive accountability.


The development and management of core business processes, ensuring seamless operations and continuous process improvement.

Tools and Technology

The organization's commitment to fostering innovation, embracing emerging technologies, and leveraging digital transformation opportunities.

Internal People

The organization's focus on attracting, developing, and retaining talented individuals while fostering a culture of learning and respect. The alignment of the organizational structure with strategic objectives, facilitating efficient communication, decision-making, and cross-functional collaboration.


Value Creation and Delivery

The organization's understanding of customer needs, ability to deliver superior customer experiences, and build lasting relationships through consideration of service delivery, client journey, go-to-market development, market diversity, R&D budgets and designations, sales and marketing effectiveness, storytelling, and market defensibility.

Financial Stewardship

The organization’s competency for financial stability, sustainability, and ability to weather economic uncertainties, while also positioning itself for long-term growth and success.

Partnerships and Relationships

The organization’s competency cultivating partnerships and relationships through alignment with complementary organizations, joint ventures at different levels, engagement with advisors and professional associations, effective public relations, and dedicated relationship management, organizations can foster collaboration, unlock opportunities, and achieve their strategic objectives more effectively.

Governance and Compliance

The establishment of effective governance structures and processes to mitigate risks, ensure compliance, and drive ethical practices. The organization's commitment to environmental sustainability, social responsibility, and ethical practices.

The benefits of organizational maturity

Efficiency & Effectiveness



Talent Attraction

Talent Retention

Adaptable and Resilient

Customer Trust

Stakeholder Confidence

Assess your org's maturity now

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Field tested and continuously refined

The Holistic Maturity Model™ is field tested and continuously refined for the best results. Want to see how we built the model?

Read the White Paper

Age doesn't equal maturity. As a 40 year old organization with national market share, we realized we were still very immature. This prevented us from being profitable and ultimately kept us from achieving our purpose as an organization.

- Colt McCarthy, CEO

Q's & A's about The Holistic Maturity Model™

Get a better understanding of how you can use The Holistic Maturity Model™ to gain clarity and confidence in your strategic pursuits.

What is a maturity model?

A maturity model is a framework that helps individuals or organizations assess and improve their capabilities in a particular area or domain. Increasing degrees of maturity or proficiency are described along 5-6 predefined stages or levels. These frameworks generally represent the expected evolution or improvement path along the stages. In their simplest forms, maturity models are often depicted as a ladder or a series of steps, with each level building upon the previous one.

How does this maturity model help my organization?

The HMM™ assists executives and managing teams in understanding where to purposefully invest in organizational development. By assessing against a maturity model, leaders can see areas that may prevent growth, sustainability, and value creation.

What will I be able to do with the Holistic Maturity Model™?

The primary use of the HMM™ is to facilitate strategic dialogue. Team members can participate in self-assessment of the organization to see how maturity is perceived across the organization. This can uncover differences in priorities and assist leaders in reorienting strategic alignment. The model can also be used for a common language and visual aid to support strategic communication.

Are you available to help guide us through the Holistic Maturity Model™?

Our team is available to coach your team through the process, providing more perspective for usage and implementation. Consultation is available with the ES and DT versions.

See a sample.

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