Evaluate how your organization works.

Start small. Evaluate the tools that fit.

The free evaluation gives your organization access to the full Pattern experience before choosing a subscription. Define the scope you want to examine: a workflow, team, department, division, or the organization. A group of six to twelve people is a practical starting point, not a participant limit. Use the five-step evaluation plan below to decide what to examine and which tools to use.

Four diagnostics. Individual and group reports.

Your evaluation includes all four Diagnostics at the standard 10-, 30-, and 60-minute depths and all standard participant perspectives: Operational, Managerial, and Senior Leader. You receive the Pattern Workspace, participant campaigns, Executive Reports, Action Plans, anonymous response options, and Workspace access for five analysts and two admins.

Use the evaluation to reach a useful organizational conclusion, not just try a few screens. Self-runs, completed campaign responses and eligible Syntheses are unlimited during your 60 days of ordinary organizational use. There are no per-run charges. The Workspace shows which participation and compatibility checks are satisfied before a Synthesis is available. Abuse protections continue to apply.

AI-assisted interpretation is currently enabled for eligible Diagnostic and Synthesis reports, including evaluation reports. Monderman's diagnostic engine produces the scores, classifications, evidence limits and available action options. Anthropic’s AI supports research and writes the explanation from authorized evidence within those rules. Automated checks and a separate AI review screen the interpretation before release; they do not establish scientific validity or guarantee an outcome.

Selected answers, results and context are processed through Anthropic's commercial API when AI-assisted reporting is enabled. Synthesis of your own saved runs can include selected original answers and their questions. Campaign Synthesis can include answer distributions grouped by exact question and context, with small or insufficiently supported groups withheld. Optional observations require the participant's new per-run permission under the September 12 notice; earlier permission does not authorize this expanded use. Request-size checks can send the same permitted evidence before an interpretation is generated. Customer content is not used for model training or shared sector research. Outside processing is not zero retention. See the Privacy Notice.

While interpretation is pending or unavailable, sponsors can reopen saved reports in the Workspace later without asking participants to answer again. Older reports are not automatically regenerated or replaced. Review suggestions before acting.

Five steps to a useful evaluation.

1. Choose a real organizational question.

   Identify a problem your organization needs to understand, such as delayed approvals, unclear responsibilities, or repeated administrative work. Name the organizational scope you will examine, including the teams, departments, divisions, or workflows involved. Agree who will review the findings and decide what to do next.

2. Invite participants to the first relevant diagnostic.

   A Workspace admin opens Measure, creates a Diagnostic campaign, and sends participant links. Start with six to twelve people who know the same scope, including different roles where useful. Choose a run length they can complete. Review the individual reports before drawing a group conclusion.

3. Add other diagnostics when they answer another question.

   All four are available. You do not need to use every diagnostic, depth, or participant perspective to complete the evaluation. Select the ones that add relevant evidence:

   • Structural Clarity: examine ownership, authority, role boundaries, and handoffs.
   • Operational Systems: examine the time and effort required by processes, reporting, and coordination.
   • Decision Velocity: examine where approvals, reviews, and escalation slow decisions.
   • Institutional Performance: examine reliable delivery and the ability to respond to change.

   Include the people who know the work, across the roles and units in your chosen scope. One person can contribute to several diagnostics. Campaign readiness is checked separately for each lens; completing more lenses does not count one person as several participants.

4. Use Synthesis to examine the submitted evidence.

   Use Depth Synthesis for eligible runs from the same Diagnostic to examine the median score, spread, coverage, and differences between participant perspectives. Compare results across teams, departments, or divisions where the inputs are compatible. Use Cross-Lens Synthesis for eligible results from different Diagnostics to examine their relationship while keeping each measure distinct. Eligibility depends on the inputs and their compatibility; a Composite Score is withheld when the evidence does not support one.

5. Choose a practical action and a later measurement.

   Decide what deserves investigation or change. Have a Workspace admin record an action and an owner in Action Plans, and agree a review date with the people responsible. Keep the original results as a baseline, then repeat a compatible measurement when enough time has passed for the change to matter.

   Use the 60 days to collect evidence, compare findings, plan an improvement and decide whether to continue. The Workspace shows your remaining days. Continuing on a paid plan requires a separate purchase; the evaluation never charges or renews automatically.