Operations Assessment
Evaluate your business operations to identify improvement areas.
Business Overview
Company Name
*
Owner Name
*
Email Address
*
example@example.com
City / State
*
Primary Services Offered
*
Years in Business
*
Annual Revenue
*
Under $250K
$250K – $500K
$500K – $1M
$1M – $3M
$3M+
Number of Employees
*
Number of Field Technicians
*
Number of Crews
*
Biggest Operational Challenges
What are the 3 biggest operational problems in your business right now?
*
Hiring System
Do you currently have written job descriptions?
*
Yes
No
Do you have a structured hiring process?
*
Yes
No
How do you usually find new employees?
*
Which of these hiring challenges do you struggle with?
*
Finding good applicants
Hiring the wrong people
High employee turnover
New hires quitting quickly
Long time to fill positions
Lack of clear job expectations
Other
Please explain why you selected Other
Training System
How are new employees currently trained?
*
Shadow another technician
Owner trains them
Written training program
Video training
Other
Please explain why you selected Other
Explain your current training process
*
Which of these training challenges do you face?
*
Training is inconsistent
Different technicians teach different things
New hires take too long to learn
New hires make repeated mistakes
No structured onboarding process
No training documentation
Other
Please explain why you selected Other
Production System
Do technicians follow a consistent process for completing jobs?
*
Yes
Sometimes
No
Do you currently use job checklists?
*
Yes
No
Do you have written service procedures?
*
Yes
No
Which of these production challenges do you face?
*
Crews do jobs differently
Jobs take longer than expected
Callbacks from customers
Missed steps during jobs
Equipment problems
Lack of standard procedures
Other
Please explain why you selected Other
Customer Experience
Do technicians greet customers when they arrive?
*
Always
Sometimes
Rarely
I have no idea
Do you have a standard process for handling complaints?
*
Yes
No
Do you ask customers for reviews?
*
Yes
No
Which of these customer experience challenges do you face?
*
Inconsistent customer communication
Customer complaints
Missed review opportunities
Lack of clear customer process
Technicians uncomfortable with customers
Other
Please explain why you selected Other
Leadership Systems
Do you hold daily crew meetings?
*
Yes
No
Do you hold weekly leadership meetings?
*
Yes
No
Do you track technician performance?
*
Yes
No
Which of these leadership challenges do you face?
*
Owner handles everything
Lack of accountability
No regular team meetings
Employees unclear on expectations
Hard to keep team organized
Other
Please explain why you selected Other
Operational Stress Points
Where do you find yourself repeating instructions most often?
*
Where do mistakes happen most often?
*
Where does your team need the most structure?
*
Systems Scorecard
Hiring System Score
*
1
1
2
3
4
5
5
1 is 1, 5 is 5
Training System Score
*
1
1
2
3
4
5
5
1 is 1, 5 is 5
Production System Score
*
1
1
2
3
4
5
5
1 is 1, 5 is 5
Customer Experience Score
*
1
1
2
3
4
5
5
1 is 1, 5 is 5
Leadership System Score
*
1
1
2
3
4
5
5
1 is 1, 5 is 5
Workshop Goals
What would you like to improve the most during the Operations Blueprint Workshop?
*
What would make this workshop a success for your business?
*
If your company had clear systems and processes, how would that change your role as the owner?
*
Submit Assessment
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