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Scaling & Sustainability Worksheet

Use when you need to answer: "Is the value repeatable, and can the organization sustain it at scale?"

Confirm the customer outcome is repeatable before treating scale as the obvious next step.

Core Question

  1. Is the value repeatable, and can the organization sustain it at scale?

What to Document

  1. Repeatable customer outcome and current capacity

  2. Operational bottlenecks, quality consistency, process standardization

  3. Funding/revenue, people and skills, technology, data, infrastructure, partnerships, compliance, scaling risks

Common Mistake to Avoid

  1. Scaling output (more users, more markets, more automation) before confirming the outcome holds up outside the pilot group.

Illustrative Example

  1. Before rolling out company-wide, confirm the follow-up completion improvement holds across account managers with different meeting volumes and CRM setups.

Output of this stage

The outcome has been demonstrated beyond a single team or pilot groupOperational capacity and quality consistency have been assessed, not assumed
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