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JNR Business Operations Assessment
Identify the operational gaps keeping your business dependent on you—and see where to focus next.
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*
*
Does each team member clearly understand their role and responsibilities?
*
A
Not Yet
B
Somewhat
C
Yes/Consistently
Does your team know what success looks like in their position?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Can your team make routine decisions without always coming back to you?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Are your most important recurring processes documented?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Are tasks completed consistently, regardless of who is doing them?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
When something goes wrong, is there a clear process for how it should be handled?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Do you have a clear place where your team can find SOPs, forms, templates, and important information?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Do you currently use a software or platform to manage your business operations?
*
A
No, not currently
B
Yes, but we don’t use it consistently
C
Yes, and we use it consistently
What software or tools are you currently using?
*
Quickbooks
Jobtread
Buildertrend
Monday.com
Notion
Asana
ClickUp
Hubspot
Honeybook
Google Workspace
Microsoft 365
Other
Are your current software and tools being used consistently by your team?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Can the day-to-day business continue moving without you being involved in every decision?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Do you have visibility into what is getting done, what is behind, and what needs attention?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Are responsibilities and handoffs between team members clearly defined?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
If you hired someone tomorrow, would you have documented processes to train them with?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Could your current systems support more clients, jobs, or team members without creating chaos?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
Do you feel confident that your business could continue operating if you stepped away for several days?
*
A
Not yet
B
Somewhat
C
Yes/Consistently
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