How Ready Is Your Apricot or ETO System for 2026?

A quick, practical assessment to help your team understand where your data, workflows, and processes stand as you head into the new year.

SECTION I: 2025 in Review

Reflecting on your team’s overall experience.

What worked well in 2025: *
Where we struggled: *

SECTION II: System Alignment

Reviewing how well your forms, fields, and workflows match your mission.

Feels aligned: *
Needs attention: *
SECTION III: Team usage 

How confident is our team in using the system?

Where we’re strong: *
Where we’re vulnerable: *
SECTION IV: Strategy

Where are we still wasting time?

Already streamlined: *
Still manual or messy: *
SECTION V: 2026 Readiness

Planning ahead with clear responsibilities and reliable support.

We’re prepared for change: *
We’re covered: *
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