What is in your readiness report.
A summary you can read in ten minutes, then the evidence behind every statement, then a plan you can hand to someone to run.
The report is a branded document. For a typical team it runs to around 30 to 40 pages, and the length varies with how many people answered. It opens with an executive summary and closes with the method and the data, so you can read as deep as you need to.
1. Executive summary
An overall score out of 100 and a band, Foundational, Developing, Established or Leading. The six area scores in one picture. The number of people who took part. The five things to do first, what is already working and which controls insurers tend to weigh most.
2. Where you stand
Each of the six areas, with its score and what it means: strategy and purpose; process and use cases; people and skills; data and technology; governance and risk; insurance and cyber. Where three or more people in a group answered, you also see how owners, managers, staff and IT each see the business, and where leadership and the team disagree.
3. Tools and AI in your business
The tool register: which tools people say they use for work, which are on personal or unconfirmed accounts, and how many people say they have entered sensitive information into one. It replaces a guess with a list.
4. Risk and insurance readiness
A checklist of controls that insurers, clients and regulators commonly ask about, each marked in place, partial or missing, with the most important flagged as critical. It is a readiness view, not a certificate.
5. Where time goes and what to improve
The repetitive tasks people name, the hours they say they take, and which tasks look ready to be improved. Hours recovered are shown as a planning range with the assumptions written out. They are estimates, not promises.
6. Recommendations
Recommendations are drawn from a library of more than fifty and ranked for your business by how serious the gap is, how much difference fixing it makes and how much effort it takes. Each states why it matters, a plain next step, who should own it and how long it should take.
7. Your 90-day plan
The recommendations laid out as a 30, 60 and 90 day roadmap, so the first month is specific and the next two are sequenced behind it.
Appendices
Results by question, how the scores work, the frameworks and limits of the method, and how your data was handled. Nothing in the summary is unsupported by something in the back.
The report also reflects what people said in their own words. Themes are summarised, and where five or more people answered a free-text question, short quotes are included as written.
How the written parts are produced
Scores, charts, tables and rankings are calculated by rules. Some of the summary wording is drafted by an AI model (Claude, from Anthropic) using only the finished figures for your organisation, such as the organisation name, industry and scores. Staff names, email addresses and free-text answers are not sent to it. Every figure in that wording is checked against the calculated results, and if it does not match, the report falls back to rule-written text.
About the report
Is the report a compliance certificate?
No. It describes what your team and leaders told us, scores it against a published method and lists sensible next steps. It does not certify compliance with any law, standard or insurance requirement, and it is not legal, insurance or financial advice.
How are the scores worked out?
Each of the six areas is scored from 0 to 100 using the answers that bear on it. The overall score is the average of the six. The method, including how groups are weighted and what the bands mean, is set out in an appendix to the report.
Are the hours saved guaranteed?
No. The report shows the hours people say go on their most time-consuming regular tasks, then a planning range for how much of that could be recovered on stated assumptions. It is an estimate for planning, not a promise.
Does it name individuals?
No. Results are shown by group, and only where three or more people answered. Short quotes from free-text answers can appear word for word when five or more people answered that question, so the report never rests on a single voice.
Can I share the report with my insurer or board?
Yes. It is yours. It is written so that someone who was not in the room can follow it. Check with your insurer how they want information presented, because Calibre Forum does not complete insurer forms for you.
See how your business really works.
Ten minutes of setup. Your team answers on their phones. A report arrives when the survey closes.