Resources

The Operations Health Checklist

A 10-minute review to spot inefficiencies fast.

Intro

Answer these honestly. If you tick "No" to more than 5, your systems probably need attention.

Checklist

Clarity

  • Every process is documented
  • Everyone knows their responsibilities
  • Handoffs are clearly defined

Data

  • Reports are automated
  • Metrics are trusted
  • No manual copy/paste workarounds

Tools

  • Systems integrate properly
  • No duplicate data entry
  • Software is actually used by the team

Delivery

  • Deadlines are predictable
  • Workloads are visible
  • Fewer than 5 recurring "firefights" per week

Governance

  • Risks are tracked
  • Changes are documented
  • Processes are reviewed quarterly

If this exposed gaps, we can help you fix them.