Build a CEO/CMO alignment diagnostic app

Define dimensions such as company strategy, growth model, marketing mandate, time horizon, pipeline, brand, customer, positioning, budget, risk, metrics, decision rights, talent, and CEO-CMO working cadence. Next, Write operational definitions and examples for each dimension. Decide which responses remain private until the joint session and who can view raw answers. Establish that the diagnostic supports a conversation and is not a performance evaluation. Record Record the operation against stable identifiers such as diagnostic_version, respondent_role, dimension_id, question_id, raw_response, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Check quality by Before the step is marked complete, the facilitator validates scoring and privacy while the CEO and CMO approve only the shared decisions and action plan, not each other’s private raw notes; if that check fails, suppress low-confidence coding, prevent role-identifying data leakage, and present scoring disagreements as discussion prompts rather than objective diagnoses. Write down the decision criteria, owner, required inputs, and what is deliberately out of scope so the rest of the workflow does not drift.

Build two Tally forms with parallel questions but role-appropriate wording. Next, Use scales only when the endpoints are concrete. Add free-text questions for what marketing should stop, start, protect, and decide. Record Capture priorities, definitions, expected outcomes, time horizons, confidence, perceived constraints, decision rights, current tensions, and one example per major answer. Record the operation against stable identifiers such as respondent_role, dimension_id, question_id, raw_response, coded_value, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Check quality by Before the step is marked complete, the facilitator validates scoring and privacy while the CEO and CMO approve only the shared decisions and action plan, not each other’s private raw notes; if that check fails, suppress low-confidence coding, prevent role-identifying data leakage, and present scoring disagreements as discussion prompts rather than objective diagnoses. Ask for a working draft with named sections, assumptions, gaps, and review flags rather than treating the first AI answer as final.

Create an Airtable field map linking paired questions to dimensions, weights, response types, and scoring logic. Record Do not let an LLM generate the final alignment score without inspectable inputs. Record the operation against stable identifiers such as dimension_id, question_id, raw_response, coded_value, evidence_excerpt, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Check quality by Before the step is marked complete, the facilitator validates scoring and privacy while the CEO and CMO approve only the shared decisions and action plan, not each other’s private raw notes; if that check fails, suppress low-confidence coding, prevent role-identifying data leakage, and present scoring disagreements as discussion prompts rather than objective diagnoses. The output should be Use deterministic formulas for numeric gaps and documented coding rules for categorical or text responses. Keep a raw-response view separate from the joint summary. Use explicit fields and reason codes rather than gut feel, and keep the evidence for each score next to the recommendation.