Scaling Up Assessments
Run the Scaling Up methodology on evidence instead of impressions.
The Scaling Up suite gives you Verne Harnish's methodology as four ready-to-deploy assessments: the flagship Scaling Up Assessment across the four decisions of People, Strategy, Execution and Cash, plus focused tools for vision alignment, quarterly session preparation and the Rockefeller Habits. Deployed through Esperto, with no certification gate and no platform subscription. You stay the strategist; the assessments put the team's real answers on the table before you walk into the room.
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Coaches, advisors and facilitators working with growth-stage leadership teams
Scaling Up (Four Decisions) by Verne Harnish
Scaling Up Assessment, Leadership Vision Alignment, Quarterly Session Preparation, Rockefeller Habits Checklist
English, German, French, Dutch, Spanish, Italian
Not required - deploy directly through Esperto
Scaling Up and Mastering the Rockefeller Habits; tens of thousands of companies worldwide
The Four Decisions of scaling
Verne Harnish's Scaling Up methodology comes down to four decisions every growth company has to get right: People, Strategy, Execution and Cash. Get them right and growth compounds; get one wrong and it quietly drags the other three down. The Scaling Up assessments turn each decision into something a leadership team can score, compare and improve, so your coaching conversation starts from the team's real answers instead of the loudest voice in the room.
People
Harmonious stakeholders
The right leaders, employees and partners in the right seats. Would you enthusiastically rehire everyone on the team?
Strategy
Differentiated growth
A truly differentiated strategy the whole team can state simply, from core values and purpose to the long-term goal and brand promise.
Execution
Flawless delivery
The habits and rhythms that turn plans into results: priorities, data and a meeting cadence that keeps everyone aligned.
Cash
Fuel for growth
Enough oxygen to grow: cash flow, margins and a cash conversion cycle that funds the journey instead of choking it.
Choose the right Scaling Up assessment
One methodology, four instruments. Open an engagement with the full diagnostic, test whether the vision is truly shared, prep every quarterly session, or score the execution habits. Most coaching relationships end up using several: the flagship assessment to start, the Quarterly Session Preparation as the recurring rhythm.
Flagship diagnostic
Scaling Up Assessment
The complete benchmark across People, Strategy, Execution and Cash. Turns a vague sense of "we are stuck" into a prioritized scorecard of what is working and what is holding the business back.
Partner rate on request · per assessment
View details →Vision alignment
Leadership Vision Alignment Assessment
Measures whether the leadership team actually shares the same picture of where the company is going, from core values and purpose to the long-term goal and brand promise.
Partner rate on request · per team
View details →Quarterly rhythm
Quarterly Session Preparation Assessment
Every leader weighs in before the quarterly planning session: how the last quarter went, where the business stands, what should top the priority list. The session starts deciding, not warming up.
Partner rate on request · per session
View details →Execution habits
Rockefeller Habits Checklist
Scores the company against the ten habits that separate firms that scale from firms that stall, from a healthy executive team to plans and performance everyone can see.
Partner rate on request · per assessment
View details →Verne Harnish
Verne Harnish is one of the most influential voices in the world of business growth. He is the founder of the Entrepreneurs' Organization (EO) and the founder and CEO of Scaling Up, the methodology and global coaching network that has helped tens of thousands of companies grow.
He is the author of Scaling Up (Rockefeller Habits 2.0) and Mastering the Rockefeller Habits, both standard works for leadership teams of growth companies. Through Esperto, the assessments behind his methodology are available to coaches and advisors as ready-to-deploy instruments.
Author - Scaling Up and Mastering the Rockefeller Habits
Founder - Entrepreneurs' Organization (EO)
Founder and CEO - Scaling Up
Creator - The Four Decisions framework taught in CEO bootcamps worldwide
Growth problems hide in plain sight
Most leadership teams cannot tell you which of the four decisions is holding them back; they feel the symptoms and argue about the causes. The Scaling Up assessments replace that argument with a scorecard. As the coach, you walk into the room knowing where the team agrees, where it is split, and where it is fooling itself, and that changes the quality of the session you can run.
When the team measures its scaling journey, you gain
- A shared, prioritized picture of what is holding growth back
- Alignment gaps on the table before they derail the plan
- Quarterly sessions that start deciding instead of warming up
- Progress you can track from quarter to quarter
Without measurement, teams keep suffering
- Strategy debates driven by the loudest voice in the room
- Assumed alignment that quietly falls apart in execution
- Cold-start planning sessions that spend hours on status
- The same growth bottleneck resurfacing every year
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[EDIT: coach quote about using the Scaling Up assessments in engagements. A concrete outcome beats generic praise.]
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[EDIT: Scaling Up coach, region]
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[EDIT: end-client quote, ideally a CEO about what the scorecard surfaced.]
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[EDIT: second coach quote, ideally about the quarterly rhythm with the Quarterly Session Preparation Assessment.]
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Built so you can deliver value and earn your margin
Each Scaling Up assessment is priced as a partner rate, leaving clear room between what you pay Esperto and what you charge your client. No subscriptions, no platform lock-in. Rates depend on volume and scope, so we share them on a discovery call.
Scaling Up Assessment
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per assessment
The full four-decisions benchmark with company scorecard and leadership-team gap view.
See the details →Leadership Vision Alignment
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per team
Alignment and hidden gaps across the core elements of the company's vision.
See the details →Quarterly Session Preparation
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per session
Every leader's read on the quarter, collected before the planning session starts.
See the details →Rockefeller Habits Checklist
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per assessment
The ten execution habits scored, so the team knows exactly where to tighten up.
See the details →No certification required. The Scaling Up assessments can be deployed directly through Esperto. Coaches trained in the Scaling Up methodology will get the most out of the debrief, but there is no certification gate or annual licence between you and your first deployment.
Frequently asked questions
What are the Scaling Up assessments?
The Scaling Up assessments are four instruments built on Verne Harnish's Scaling Up methodology, available through Esperto: the flagship Scaling Up Assessment across the four decisions of People, Strategy, Execution and Cash, the Leadership Vision Alignment Assessment, the Quarterly Session Preparation Assessment and the Rockefeller Habits Checklist. Coaches deploy them with leadership teams to replace impressions with a scored, comparable picture.
Which assessment should I start with?
Start with the Scaling Up Assessment when you open a new engagement: it benchmarks all four decisions and shows where the real bottleneck sits. Use the Leadership Vision Alignment Assessment when strategy work is on the agenda, the Quarterly Session Preparation Assessment as your recurring rhythm before every planning session, and the Rockefeller Habits Checklist when execution discipline is the issue.
Do I need to be a certified Scaling Up coach to deploy these?
No. The assessments can be deployed directly through Esperto, with no certification gate or annual licence. Coaches trained in the Scaling Up methodology will get the most out of the debrief, but training is not a requirement to get started.
In which languages are the assessments available?
English, German, French, Dutch, Spanish and Italian. If you need another language for a client, ask and we will check what is possible.
How does deploying an assessment with a leadership team work?
You get full access to the Esperto platform: you set up the campaign, add the leaders as participants, and the engine sends the invitations and reminders automatically. Individual responses are scored and aggregated into a company-level scorecard with a leadership-team gap view, which you debrief with the team.
How is privacy handled?
Data is hosted in the Netherlands and processing is GDPR compliant. Responses are used to generate the reports; nothing is shared without consent, and team results are reported in a way that encourages honest answers.
How does pricing and my margin work?
You pay a partner rate per assessment and charge your client what fits the value of your engagement. The difference is your margin. Rates depend on the instrument and your volume, and are shared on a discovery call. There are no subscriptions or platform fees on top.
Can I combine the Scaling Up assessments with other Esperto assessments?
Yes. Many coaches pair the Scaling Up suite with tools for the human side of growth, for example a trust or culture measurement for the wider system, or an individual leadership assessment for the executives driving the plan. We can suggest combinations on a call.
How do I find out why a company's growth is stalling?
Benchmark it against the four decisions every scaling company has to get right: People, Strategy, Execution and Cash. The Scaling Up Assessment turns a vague sense of being stuck into a prioritized scorecard of what is holding the business back, and the supporting assessments let you go deeper on vision alignment, quarterly focus and execution habits.
Let's talk about how Scaling Up fits your practice.
A short discovery call is the fastest way to know whether the Scaling Up assessments are right for your next engagement. We will ask how you work with your leadership teams, where diagnostics and quarterly rhythm sit in your offering, and which of the four instruments fits best. Then we will be honest about whether Scaling Up is the match, or whether something else in the Esperto toolkit fits better.