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Operations Self-Check

People and process

Could a new hire follow written steps to do your core work?

If your most important person were out for two weeks, would the work carry on smoothly?

Is customer or job information entered once, without being retyped?

Do invoices go out within a few days of the work being finished?

Can you see the status of every active job without having to ask someone?

Tools and capacity

Are your records digital and searchable?

Do your main tools share information with each other?

Do you know roughly how many hours a week go to paperwork and admin?

Have you reviewed your main process in the last 12 months?

Could you take on 25% more work without adding office staff?

One last question

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Your results

Operations Self-Check

Your name

Email

Business name

How many people work in the business?