Organizational Capability Review

What it is

A browser-based tool for running an Organizational Capability Review. Business objectives, org structure, nine-box ratings, pivotal talent, succession planning, open roles. No login, no vendor contract.

The OCR is a process . Most companies run it in decks, hack together solutions in their HCM, pay a consultant to facilitate it once a year, or skip it entirely.

if you've never run an OCR before, the nine-box alone is worth the trip. it forces calibration conversations that most orgs avoid.

Try the prototype →

How it started

An executive director at a manufacturing company mentioned wanting to get an OCR process in place. We talked through what it needed to do on Thursday. The prototype was built Friday morning.

Less than 24 hours from conversation to working software.

It’s a little rough around the edges and not meant to be used in production at the moment. But it could be if you really wanted to.

What it does

Business Objectives: connect strategy to talent implications before anyone gets evaluated.
Organization Chart: map the team before rating them.
Nine-Box Matrix: rate each person on performance and potential. The grid forces the calibration conversation.
Pivotal Talent: who the org can’t afford to lose or leave unplanned.
Growth Potential: development opportunities and readiness signals.
Succession Plan: successors and readiness timelines for critical roles.
Recruitment Plan: open roles tied back to the strategy at the start.

Runs entirely in the browser. No backend. No data leaves your machine.

CSV upload so you can bring your own roster. print-ready output (print to PDF) so the deck builds itself.

For the technically curious

Single-file HTML, CSS, and vanilla JavaScript. Zero dependencies.
CSV upload to populate employee data from an existing roster.
contenteditable tables with placeholder text for in-browser editing.
Intersection Observer-driven sidebar that tracks active sections as you scroll.
Full print stylesheet so the output lands cleanly as a PDF.