Governance Accelerator

Understand your information environment from every angle.

A structured self-assessment designed to help you identify strengths, risks, and opportunities. This first iteration focuses on contract lifecycle management; future releases extend the same framework to broader information governance.

These seven assessments each look at your contract environment from a different angle. Start with the Baseline assessment and build your own path: take the rest in the order that fits you, and revisit them over time as your business grows. Your answers carry forward across assessments. When you finish, share your results with a TrailBlazer practitioner for a complimentary 30-minute review.

  • Over 25 years of practitioner experience
  • 12 Fortune 500 and Fortune 1000 companies, plus federal agency work
  • Deep energy and utilities expertise
  • 130-plus episodes of the What Counts podcast
  • Woman-owned business (WBE & WOSB certified)

Enterprise-grade methods, made practical for growing businesses.

The seven assessments

Connected, not isolated

Each module reuses your prior answers so you never repeat yourself.

Assessment 01

Baseline Assessment

Document the full scope of your contract environment: volumes, storage locations, workflows, technology capability, and organizational readiness. This is the foundation for everything else.

Assessment 02

Data Fitness

Evaluate the consistency and completeness of the data that describes your contracts: IDs, dates, financial terms, counterparty information, compliance tags, and obligations.

Assessment 03

Governance Foundation

Assess the structural governance layer: decision rights, ownership models, template and clause standards, governance committee operations, and cross-functional coordination.

Assessment 04

Technology Evaluation

Evaluate how well your current technology supports the full contract lifecycle. Profile your agreement portfolio. Then determine which platform direction fits your organization.

Assessment 05

Configuration Readiness

Define the target metadata model for the platform you will configure: contract types and templates, the fields each type captures, controlled value lists, where each field's data comes from, and your counterparty and organizational reference data, so the build starts from a clear blueprint.

Assessment 06

Migration Readiness

Inventory your contracts across every repository, check document condition and data quality, and assess document machine-readability (searchable text versus image-only scans), so the eventual data move is predictable rather than risky.

Assessment 07

Change Management

Assess your organization's readiness to adopt a new platform: stakeholder analysis, communications strategy, training framework, adoption planning, AI readiness, and post-go-live governance.

How It Works

Profile and organization context are required first: your responses are shared across all assessments and are used to gate access to the assessment tabs, targeting the questions to your needs. Complete the Baseline assessment first; it provides contract data that pre-populates other assessments (for example, Technology Evaluation's Agreement Type Concentration). The remaining assessments can then be done in any order, and they produce your overall verdict. Use the toolbar buttons at the top to save your progress, resume later, or share your results.

Free 30-minute practitioner review

When you finish the Accelerator, you can share your results with a TrailBlazer practitioner and book a complimentary 30-minute review to talk through what to do next.