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Use this worksheet to help determine if it's time to optimize your existing business model or invent something entirely new.

Symptoms of a Model Needing Innovation

• [ ] Growth has stalled out around 5-10%
• [ ] You've tapped out your existing market/offer
• [ ] Things have shifted in your industry

If any of these are true, keep going:

Will Your Model Work 5-10 Years Out?

Consider these big picture trends. Which apply to you?

• [ ] How customers buy is changing (more online, faster, less loyalty)
• [ ] New competitors are emerging (AI, automation, innovative models)
• [ ] Customer needs are evolving (want better experiences, values alignment)

Score your organization’s model on a 1-10 scale:

• Ability to adapt to new buying behaviors: ____
• Defensibility against new competitors: ____
• Meeting rising customer expectations: ____
• Sales velocity, year over year: ____

If your total score is under 20, this is your first priority right now. If it’s under 30, this must be a priority in the next 4-6 months.

Evaluate Risks of Major Innovation

How concerned are you about: