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bizgrowth toolkit
O-01 · OAvailable now

Operations Self-Audit

Reviews whether the business can deliver more work at the same quality, without piling pressure onto the same few people.

Working assessment · O-01

Operations Self-Audit

Review whether additional demand could be delivered consistently, without overloading people or compromising quality.

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Assessment progress0 of 10

Rate what your business actually does. If unknown, select 1. Each practice uses a five-point scale.

1Not in place / not known

2Informal or rarely done

3Partly established

4Regularly done and reliable

5Documented, reviewed and tested

Area 1 of 5

Delivery capacity

We measure available delivery capacity against committed work by role or team.

01.We measure available delivery capacity against committed work by role or team.

Not establishedDocumented and tested
We have a documented response to unexpected peaks in customer demand.

02.We have a documented response to unexpected peaks in customer demand.

Not establishedDocumented and tested

Area 2 of 5

Process discipline

Key handovers between enquiry, delivery and invoicing are defined and recorded.

03.Key handovers between enquiry, delivery and invoicing are defined and recorded.

Not establishedDocumented and tested
Repeated tasks are supported by usable procedures and templates.

04.Repeated tasks are supported by usable procedures and templates.

Not establishedDocumented and tested

Area 3 of 5

Management accountability

Day-to-day decisions have clear owners and limits of authority.

05.Day-to-day decisions have clear owners and limits of authority.

Not establishedDocumented and tested
There is effective leadership cover for essential operational responsibilities.

06.There is effective leadership cover for essential operational responsibilities.

Not establishedDocumented and tested

Area 4 of 5

Performance & quality

We review on-time delivery, utilisation and significant delivery exceptions.

07.We review on-time delivery, utilisation and significant delivery exceptions.

Not establishedDocumented and tested
We record rework, complaints and credit notes and investigate their recurring causes.

08.We record rework, complaints and credit notes and investigate their recurring causes.

Not establishedDocumented and tested

Area 5 of 5

Growth readiness

Operational information is available in one reliable workflow rather than scattered messages.

09.Operational information is available in one reliable workflow rather than scattered messages.

Not establishedDocumented and tested
New people can be trained and integrated without relying exclusively on the owner.

10.New people can be trained and integrated without relying exclusively on the owner.

Not establishedDocumented and tested