Operational Readiness Assessment

  • HOW OPERATIONALLY FIT IS YOUR ORGANIZATION?

    This 5-minute assessment gives you an honest snapshot of your operational foundation—where you're solid and where the gaps are likely to slow you down.

  • Customer Experience

  • We've mapped out our customer touch points from start to finish—we know the steps they go through, where they get stuck, and who they interact with.*
  • Our people understand enough about other roles to help customers beyond their specific job—they can either solve issues themselves or make sure the handoff actually happens.*

  • Process & Capacity

  • We know how much work we can handle right now and how close we are to capacity—whether that's people's time, equipment, or space.*
  • Our core processes are documented well enough that new employees can execute them without constant handholding.*
  • We track leading indicators (e.g., rework, scheduled utilization) that predict bottlenecks and issues before they impact the monthly financials.*

  • Accountability

  • Roles, responsibilities, and decision-making authority are clearly defined throughout the organization.*

  • Financial Management

  • We have a clear understanding of our unit economics, including the true, fully-loaded cost to produce each product or deliver each service.*
  • We know how much cash we have on hand right now and how long it will last us at our current spending rate.*

  • Technology & Data

  • Our technology actually helps us get work done faster—we're not constantly fighting with clunky systems or working around them.*
  • People can get the data and reports they need to make decisions without having to bug others for help.*
  • We're weaving AI into how we improve our work, not treating it as a separate project that nobody has time for.*

  • Risk

  • We've thought through what would happen if disaster struck (cyber incident, fire, key person loss) and have an up-to-date plan for keeping the business running.*
  • Should be Empty: