Financial Planning Maturity Assessment
See where your organization’s financial planning really stands.
Every finance leader has a sense of where their planning stands. Few have an honest, structured way to measure it. Get your read across 15 domains — free, in about 20-25 minutes.
Choose your edition to begin
Free · no contact details required · results the moment you finish
About 20–25 minutes, one sitting
Results instantly — no contact details required
15 domains, two co-equal dimensions
A tool-agnostic diagnostic, not a sales questionnaire
Choose your edition
One methodology, built for the realities of your sector.
Three sector editions share one five-level scale, so a result means the same thing wherever you sit. Pick the edition that fits the budget you manage.
Higher Education
Colleges, universities, and systems. Net tuition, student aid, sponsored programs, and enrollment-driven planning.
Academic Medicine
Academic medical centers, health systems, and faculty practice plans. Clinical enterprise, academic funds flow, and physician planning.
Public Sector
State and local government and public authorities. Fund accounting, appropriations, and capital programs.
Why this assessment
Most of us know good planning when we see it. Few have a shared way to measure it.
Maturity isn’t about the software you own — it’s about what your team can reliably do. The quickest way to know where you stand is to ask a few plain questions.
- Which step delays a decision?
- Which spreadsheet does only one person understand?
- Which reforecast takes two weeks when leadership needs two days?
- Which “simple” question means assembling five reports first?
This assessment turns those instincts into a clear, structured read — across 15 domains, on one shared scale.
What you’ll get
A clear read on your planning maturity — in about 25 minutes.
Fifteen domains, two dimensions
From data and budgeting to scenario and long-range planning, reported as co-equal Process and Enabler sub-scores so neither outweighs the other.
Five maturity levels
Every domain lands on the same scale, from Initial to Optimized, each level described in plain, observable practice — not jargon.
Your results, instantly and free
See your full profile the moment you finish. No contact details required, and your score is a maturity read — not a ranking against your peers.
The five levels
One scale, five levels — from Initial to Optimized.
Every domain, and your overall result, lands on the same five-level scale. Each level describes routine, observable practice — so you can see exactly what “good” looks like next.
Level
Score band
What it describes
Initial
0–20%
Planning happens but is ad hoc, manual, and reactive. Results depend on individual effort and memory.
Developing
20–40%
Some defined practices exist, but they are inconsistent and still take substantial manual effort.
Defined
40–60%
Practices are standardized, documented, and consistent, but largely periodic and siloed across functions.
Integrated
60–80%
Planning is connected across functions, kept current, and used routinely in decisions.
Optimized
80–100%
Planning is continuous, forward-looking, governed, and embedded in decision-making.
Built by a finance and Academic leader
Designed by a Tru Founding Fellow who has run the work.
Rebecca Barber, Ph.D., a Founding Fellow at Tru Consulting, designed the assessment methodology across all three editions. She has led financial planning inside institutions through manual budget cycles and system-supported ones alike — so every item is written around what a team actually does, not the software it owns.
The Financial Maturity Assessment begins with a simple principle:
“You cannot lead anywhere useful without an honest read on where you are starting. Maturity is defined by what your institution reliably does and how planning informs decisions. A well-run manual process can outscore a poorly designed system.”
Rebecca Barber, Ph.D.
Founding Fellow, Tru Consulting
Start where you are
Ready to see where your planning really stands?
Choose your edition and begin. About 20-25 minutes, and your results are yours the moment you finish.