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Tools for conducting an Agile Readiness audit

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Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
I am looking for tools, templates, or artifacts to help me conduct an Agile Readiness audit of my department. Any ideas?
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Luis Branco CEO| Business Insight, Consultores de Gestão, Ldª Carcavelos, Lisboa, Portugal

Hi Bekah Nichols,
Great question.
An Agile readiness audit is a powerful step if seen as learning, not inspection.

Start by defining what “readiness” means for your context, not just tools and processes, but the culture and leadership behaviors that sustain them.
Then combine a brief questionnaire, a simple gap-analysis, and a 1-to-4 maturity rubric to visualize where you stand.

Include Agile practices (backlog, sprint review, retrospectives) and assess whether teams are empowered, leaders support autonomy, and feedback flows freely.

Finally, turn insights into a clear action plan, owners, timelines, and next steps.

You’ll find good starting points in the Templates section here on ProjectManagement.com (for example, the Change Readiness Assessment) or by searching for “Agile Maturity Model” and “Agile Readiness Checklist” resources.

Think of it less as a pass/fail audit, and more as a mirror that helps your teams and stakeholders grow together.

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3 replies by Bekah Nichols and FAIZA KHALIL
Oct 20, 2025 12:24 PM
Bekah Nichols
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Thank you so much for this thoughtful reply, Luis! Framing the audit as an inspection is exactly what I will do, and I appreciate your guidance for accomplishing just that.
Oct 23, 2025 6:32 AM
FAIZA KHALIL
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Beautifully articulated — true delegation indeed extends beyond handing over tasks; it’s about empowering ownership, building trust, and ensuring the new leader grows with clarity, purpose, and real authority.

Oct 23, 2025 6:40 AM
FAIZA KHALIL
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Excellent insights — I really like how you framed the audit as a mirror, not an inspection. Focusing on culture, leadership behaviors, and continuous learning truly captures the spirit of Agile transformation.

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Lissette Indhira Pimentel Sosa
Community Champion
Program Manager| HARPER SRL Santo Domingo / Distrito Nacional, Dominican Republic

Great question, Bekah, a few solid tools to start your Agile Readiness audit are the Agile Readiness Checklist from California CDT, the Info-Tech Agile Readiness Survey, and Ascendle’s Excel Fit-Gap Assessment (people, process, tools). I’d recommend tailoring one to your department, running it across teams, and turning results into a quick heat map to identify focus areas.

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1 reply by Bekah Nichols
Oct 20, 2025 12:25 PM
Bekah Nichols
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Fantastic resources and feedback, Lissette! Thank you for taking the time to reply, I appreciate it.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
While I was in charge to create it in all the companies I worked on it will depends on lot of things. Why? Because basically the maturity assessment is based on three pillars: process, method/tools, people. And that will be highly dependent of your enterprise architecture and environment and mainly about your company expectations. With all that said you will find lot of free maturity assessment evaluations outside there that could help you. Try to find some agnostic questionaries (I mean not tied to a method).
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1 reply by Bekah Nichols
Oct 20, 2025 12:29 PM
Bekah Nichols
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Thanks for the insight, Sergio! The three pillars are key. I'm curious type of agnostic questions have been the most helpful for you in your previous audits?
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Bekah -

Can you provide some more details about what specifically the context is? Are you referring to a checklist to validate that one or more delivery teams within the department have the right prerequisites in place to successfully adopt adaptive methods?

Kiron
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1 reply by Bekah Nichols
Oct 20, 2025 1:45 PM
Bekah Nichols
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Sure thing, Kiron! Great question. Our department uses a predictive approach right now, and I am looking to walk away from this audit with an agile readiness benchmark we can compare to down the line.
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Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
Hello Bekah - thank you for your question.
Lissette, I want to thank you for sharing your valuable knowledge with the network.

I'm also interested in the topic, so here are the links related to Lissette's recommendation:
a) the Agile Readiness Checklist from California CDT
https://projectresources.cdt.ca.gov/wp-con...rce=chatgpt.com

b) Ascendle’s Excel Fit-Gap Assessment (I assume the link is the right one)
https://www.infotech.com/research/ss/agile...rce=chatgpt.com
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1 reply by Bekah Nichols
Oct 20, 2025 1:43 PM
Bekah Nichols
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Maria, thank you for doing the work to pull these resources! Cheering for you as you prepare for your audit as well.
avatar
Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
Oct 18, 2025 5:12 AM
Replying to Luis Branco
...

Hi Bekah Nichols,
Great question.
An Agile readiness audit is a powerful step if seen as learning, not inspection.

Start by defining what “readiness” means for your context, not just tools and processes, but the culture and leadership behaviors that sustain them.
Then combine a brief questionnaire, a simple gap-analysis, and a 1-to-4 maturity rubric to visualize where you stand.

Include Agile practices (backlog, sprint review, retrospectives) and assess whether teams are empowered, leaders support autonomy, and feedback flows freely.

Finally, turn insights into a clear action plan, owners, timelines, and next steps.

You’ll find good starting points in the Templates section here on ProjectManagement.com (for example, the Change Readiness Assessment) or by searching for “Agile Maturity Model” and “Agile Readiness Checklist” resources.

Think of it less as a pass/fail audit, and more as a mirror that helps your teams and stakeholders grow together.

Thank you so much for this thoughtful reply, Luis! Framing the audit as an inspection is exactly what I will do, and I appreciate your guidance for accomplishing just that.
avatar
Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
Oct 18, 2025 8:54 AM
Replying to Lissette Indhira Pimentel Sosa
...

Great question, Bekah, a few solid tools to start your Agile Readiness audit are the Agile Readiness Checklist from California CDT, the Info-Tech Agile Readiness Survey, and Ascendle’s Excel Fit-Gap Assessment (people, process, tools). I’d recommend tailoring one to your department, running it across teams, and turning results into a quick heat map to identify focus areas.

Fantastic resources and feedback, Lissette! Thank you for taking the time to reply, I appreciate it.
avatar
Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
Oct 18, 2025 8:58 AM
Replying to Sergio Luis Conte
...
While I was in charge to create it in all the companies I worked on it will depends on lot of things. Why? Because basically the maturity assessment is based on three pillars: process, method/tools, people. And that will be highly dependent of your enterprise architecture and environment and mainly about your company expectations. With all that said you will find lot of free maturity assessment evaluations outside there that could help you. Try to find some agnostic questionaries (I mean not tied to a method).
Thanks for the insight, Sergio! The three pillars are key. I'm curious type of agnostic questions have been the most helpful for you in your previous audits?
...
1 reply by Sergio Luis Conte
Oct 22, 2025 3:22 PM
Sergio Luis Conte
...
As I mentioned, if you serach with google, you will find a lot on the matter. After that, you have to adapt it to your current situation
avatar
Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
Oct 18, 2025 10:21 AM
Replying to Maria Hrabikova
...
Hello Bekah - thank you for your question.
Lissette, I want to thank you for sharing your valuable knowledge with the network.

I'm also interested in the topic, so here are the links related to Lissette's recommendation:
a) the Agile Readiness Checklist from California CDT
https://projectresources.cdt.ca.gov/wp-con...rce=chatgpt.com

b) Ascendle’s Excel Fit-Gap Assessment (I assume the link is the right one)
https://www.infotech.com/research/ss/agile...rce=chatgpt.com
Maria, thank you for doing the work to pull these resources! Cheering for you as you prepare for your audit as well.
avatar
Bekah Nichols Marketing Operations Manager| Cotiviti Twentynine Palms, CA, United States
Oct 18, 2025 10:20 AM
Replying to Kiron Bondale
...
Bekah -

Can you provide some more details about what specifically the context is? Are you referring to a checklist to validate that one or more delivery teams within the department have the right prerequisites in place to successfully adopt adaptive methods?

Kiron
Sure thing, Kiron! Great question. Our department uses a predictive approach right now, and I am looking to walk away from this audit with an agile readiness benchmark we can compare to down the line.
...
1 reply by Kiron Bondale
Oct 20, 2025 5:01 PM
Kiron Bondale
...
Bekah -

Normally when I hear about "readiness" that implies an assessment as to how ready the organization is to move to an adaptive approach. This would normally include an assessment of the system surrounding delivery including existing standards, staffing practices, the level of empowerment of teams, the ability of underlying technical components to support practices such as continuous integration and delivery and so on.

However, what your response seems to indicate is more of a set of metrics which would be used to compare delivery performance prior to the transition to performance afterwards - is that correct?

Kiron
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