Evaluate whether your organization — family enterprise or institutional leadership team — is structurally ready to hand over authority. Get your maturity score and a prioritized action plan — in under 5 minutes.
Most generational-transition failures trace back to a measurement gap between the outgoing and incoming generation — not a shortage of succession tools. This framework targets that gap directly.
Built on Wharton, Harvard Business School, KPMG, PwC, and Deloitte research — synthesized into one transparent, organization-level diagnostic.
Designed for the generation handing over authority and the generation receiving it alike, so both sides get a clear, honest picture before anything changes hands.
Receive a dimension-by-dimension score, an overall maturity tier, and one clear priority — so you know exactly where to focus first.
| Tier | Score Range | What It Means | Recommended First Move |
|---|---|---|---|
| At Risk | 0 – 49% | Transition is informal and largely undocumented | Get a basic succession plan in writing — even a one-page draft |
| Forming | 50 – 64% | Foundational pieces exist but aren't yet documented or verified | Formalize governance — create or activate a board seat for the next generation |
| Established | 65 – 84% | Formal governance and a documented plan are in place | Administer this separately to both generations and compare scores |
| Enduring | 85 – 100% | Structural and cross-generational alignment match genuine multi-generational outliers | Re-administer every 12–18 months |
This instrument is built around a single distinguishing feature: it's designed to be completed twice — once by the generation currently holding authority, once by the generation expected to receive it — answered independently, without comparing notes first.
Research from PwC and Deloitte finds that the gap between those two answers is more diagnostic than either generation's standalone score. Take it once yourself, then ask the other generation to take it separately and compare results dimension by dimension.
Under 5 minutes · Instant results · PDF report emailed to you
Complete the assessment to unlock your personalized Generational Transition Readiness Report.