Operational Health Assessment

Section 1 of 7 How work gets done

Processes

Assess the consistency, clarity, and efficiency of your day-to-day workflows.

Our core workflows are documented and repeatable.

1 2 3 4 5

Tasks are standardised across teams or departments.

1 2 3 4 5

We actively identify and address bottlenecks.

1 2 3 4 5

Accountability is clear at every step of a workflow.

1 2 3 4 5

Section 2 of 7 The tools behind the work

Systems & Technology

Review how well your software, integrations, and automations support delivery and growth.

We have a clear view of the tools and software used across the business.

1 2 3 4 5

Our tools exchange information effectively rather than operating in silos.

1 2 3 4 5

Our systems can support expected business growth.

1 2 3 4 5

We use automation to reduce repetitive manual work.

1 2 3 4 5

Section 3 of 7 Roles, skills, and workload

People & Capacity

Consider whether your team structure and capacity can reliably support current demand.

Roles and responsibilities are clearly defined.

1 2 3 4 5

Staffing capacity matches our current workload.

1 2 3 4 5

Cross-training or redundancy reduces key-person dependency.

1 2 3 4 5

Performance expectations and measurable KPIs are in place.

1 2 3 4 5

Section 4 of 7 Knowledge the business can reuse

Documentation

Gauge how effectively operational knowledge is captured, maintained, and shared.

Standard operating procedures are documented and current.

1 2 3 4 5

Policies and procedures are easy for the team to access.

1 2 3 4 5

We maintain a central knowledge base or reliable source of truth.

1 2 3 4 5

Section 5 of 7 Information in motion

Communication

Evaluate the clarity and consistency of communication inside the business and with clients.

Internal communication is clear and timely.

1 2 3 4 5

Client communication follows consistent standards.

1 2 3 4 5

Communication tools, email, and CRM usage are managed effectively.

1 2 3 4 5

Section 6 of 7 What may be holding you back

Operational Gaps

Identify whether gaps in skills, tools, or delivery are spotted and resolved early.

We identify operational weaknesses before they become major problems.

1 2 3 4 5

We have the tools, processes, and skills needed for reliable delivery.

1 2 3 4 5

We consistently address recurring client pain points.

1 2 3 4 5

Section 7 of 7 Protection and continuity

Risk & Resilience

Review the controls that protect operations, finances, compliance, and business continuity.

Operational risks are documented and actively managed.

1 2 3 4 5

Compliance and security vulnerabilities are reviewed regularly.

1 2 3 4 5

Critical work can continue when a key person is unavailable.

1 2 3 4 5

Operational issues do not create avoidable financial risk.

1 2 3 4 5

Your assessment is complete

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Operational Health Assessment

How healthy are your operations?

Processes

Systems & Technology

People & Capacity

Documentation

Communication

Operational Gaps

Risk & Resilience

Where should we send your results?

, here is your operational health snapshot.

Seven areas at a glance

Top 3 improvement priorities

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