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Capacity Balance Sheet

This questionnaire collects the basic operational data of your business. Your answers will help us calculate the capacity balance sheet of your team. Please provide your best estimates for the past four weeks.

Team and Personnel Structure

What is the total number of full-time employees in your business?

How many employees work primarily as managers, supervisors, or administrative compliance staff?

How many employees work primarily as frontline staff who deliver your product or service?

Workload and Projects

On average, how many hours does a single employee spend in internal meetings each week?

On average, how many hours does a single employee spend searching for internal documents, emails, or chat messages each week?

What is the average monthly salary or average hourly cost of your employees?

How to Use These Answers to Calculate Your Metrics

Survivor Workload Multiplier:

Divide the number of active projects by the number of frontline staff. A rising number shows that your client is running a high-risk system.

The Interpretation Key

Optimal Zone (1.0 to 1.5): Your team has a healthy balance. Projects match your execution capacity, leaving room for strategic thinking and deep focus.

Warning Zone (1.6 to 2.5): Your staff are stretched thin. Individuals are multitasking across too many accounts, which increases delivery times, communication friction, and minor operational errors.

Danger Zone (Greater than 2.5): High risk of vital exhaustion. Your system relies on your staff borrowing against their personal health to hit deadlines. High talent attrition is likely within 90 days. Suggested Next Step

Temporarily stop taking on new projects and implement a strict workflow triage rule. Sort active projects into a matrix of high-value versus low-margin tasks, and immediately pause or delegate the lowest 20% to restore team breathing room.

Bureaucratic Mass Index: Divide the number of managers and administrative staff by the total number of frontline staff. This shows how much administrative weight the execution team carries. The Interpretation Key

Lean Zone (Less than 0.5): Highly efficient or under-managed. Your frontline execution team is highly autonomous, though they might lack adequate administrative support for routine compliance.

Balanced Zone (0.5 to 1.0): Ideal support structure. Your management tier effectively insulates your execution team without creating excessive procedural red tape.

Heavy Zone (Greater than 1.0): Significant administrative drag. Your business has more people tracking and managing work than people actually executing it. Decisions likely bottleneck at the top. Suggested Next Step

Audit your internal approval loops. Identify where you can decentralise decision-making by giving frontline staff clear financial and operational guardrails to act independently without waiting for multiple managerial sign-offs.

Transaction Cost of Information Drag: Add the weekly meeting hours to the weekly search hours. Multiply this sum by the average hourly employee cost, and then multiply by your total headcount. This calculation shows the exact weekly cost of communication friction. The Interpretation Key

Low Drag (Less than 10% of monthly payroll): Your communication flows smoothly. Information is accessible, and meetings are generally concise and purpose-driven.

Moderate Drag (10% to 25% of monthly payroll): You are paying a hidden tax on friction. Teams spend excessive time in alignment status meetings and digging through unorganised emails or chat apps to find project details.

Severe Drag (Greater than 25% of monthly payroll): Matrix paralysis. A massive portion of your payroll budget goes toward the coordination of work rather than the delivery of work. Suggested Next Step

Transition from a culture of constant "checking-in" to a centralised, searchable internal knowledge hub. Implement an explicit protocol where status updates happen asynchronously in writing, reducing weekly meeting requirements by half.

Let's put Our Heads together If your metrics land in the Danger Zone or Severe Drag categories, the business is running on a capacity deficit right now. That's not a failure of your team's resilience; it's a structural flaw in how the business is built. Left unaddressed, it forces you to keep borrowing against your own health and your team's retention just to keep the lights on.

Schedule a 20-Minute Capacity Triage Call

Let's look at the numbers together. In one focused call, we'll find the bottleneck driving your highest operational drag, build an immediate capacity buffer to protect your senior people, and set light, boundary-based guardrails that start moving your team toward a self-running structure.

Book a 20-Minute Triage Call with Herman