The value of the assessment grows when you return to it. A review shows whether the information changed, whether AI represents the business differently and what needs attention next.
Keep a baseline
Before updating your assessment, download a dated backup and report from the workbook. Retain the original answers, page checks and action plan. This gives the next review a clear point of comparison.
Repeat the relevant observations
Use your core questions, systems and customer situations again. Keep conditions comparable and record changes such as a different offering, market, source or AI system. Expand the scope when the business changes, while keeping the comparable results identifiable.
Check that planned improvements were published and that the updated facts appear in the intended places. Then compare Presence and Interpretation, looking at the actual answers as well as the scores.
Record what you learned
| Review question | What to capture |
|---|---|
| What was delivered? | The completed change, owner and date. |
| What changed in the evidence? | Updated pages, external sources and AI answers. |
| What still needs attention? | Persistent gaps and unresolved checks. |
| What explains the result? | Supported findings and explanations still to investigate. |
| What should happen next? | A revised action, owner and review date. |
An unsuccessful change can still improve the diagnosis. Record what you learned and choose the next action from that evidence.
Update the scores
Reassess the questions affected by the work. Higher maturity scores need evidence that the practice is operating over time. A completed first review may establish a repeatable process; later cycles can demonstrate managed review and adaptation.
Keep U entries visible. A partial average can move simply because different questions have been assessed, so compare equivalent evidence coverage.
Continue the cycle
Use Plan and review in the workbook to record results and the next date. Download the updated version. Return to your business profile when the offering, audience or market changes, then begin the next cycle of observation, diagnosis and improvement.