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Plan

CX maturity assessment

A maturity assessment tells you where your CX capability stands and what to build next. We score six areas, from strategy and ownership to how feedback is gathered, understood and acted on, then turn the gaps into a short list of priorities.

Maturity baselineStrategyListenUnderstandActPeopleValue

When it helps

Signs you need this.

  • You're writing a CX strategy and need a baseline.
  • A new head of CX wants an objective starting point.
  • You're asking for investment and need to show where it will go.
  • Parts of the organisation are well ahead of others, and you want to see the spread.

How we do it

How a maturity assessment runs.

  1. Framework

    We confirm the six areas and five levels fit your organisation, and adapt the wording where needed so the scores mean something inside it.

  2. Evidence

    We combine a structured questionnaire, stakeholder interviews and a review of programme materials.

  3. Scoring

    We score each area and show the reasoning, including where teams see things differently.

  4. Workshop

    We take your leaders through the findings and agree which gaps matter most.

  5. Plan

    We turn the priorities into near-term and longer-term actions.

The model

Six areas, five levels.

We score each area from ad hoc to leading, using interviews, a short questionnaire and your programme materials. The detailed descriptions for each level come with the assessment.

  1. Level 1Ad hoc
  2. Level 2Developing
  3. Level 3Defined
  4. Level 4Managed
  5. Level 5Leading
  • Strategy and ownership

    Who owns customer experience, and what it's for.

  • Listen

    How feedback is gathered, and from whom.

  • Understand

    How feedback becomes insight people use.

  • Act

    How issues are followed up and causes fixed.

  • People and culture

    Who takes part, and how they're supported.

  • Value

    How experience is linked to financial results.

What you get

What you have at the end.

  • A scored baseline by area, with the evidence behind each score
  • A view of the spread across business units or markets
  • The gaps that matter most, in order
  • An action plan across two horizons
  • A repeatable method, so you can measure again later

Your part

What we need from you.

  • A list of the people to survey and interview
  • Programme materials for the areas in scope
  • A sponsor to attend the workshop
  • Agreement on any changes to the model before scoring starts

Questions

Questions you may have.

Which maturity model do you use?

Our own, shown on this page: six areas, each scored on five levels from ad hoc to leading. If your organisation already uses a recognised industry model, we assess against that instead.

How is this different from a programme review?

A review examines one programme in detail. A maturity assessment looks at the organisation's overall capability. They work well together. If you need fixes quickly, start with the review.

Who should take part?

The people who run the programme and a sample of the people who use it, across functions and levels. Views from outside the CX team are the most useful.

Next step

Tell us where your programme is.

The first call is free and carries no obligation. You'll speak to our principal consultant, who would lead the work.