OQ Snapshot · Business Operating Intelligence

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Open This for Info on GradingYour answers are based on these options.

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Name of person that referred you if applicable.

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Your Name* This field is required.If you are the business owner or representative, provide your name.

First Name

Last Name

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Email* This field is required.If you are the business owner or representative, provide your email. Your Operating Quotient (OQ™) and Implementation Plan will be delivered to this email address.

example@example.com

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Company Name* This field is required.

Company Name

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Industry* This field is required.

Industry

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Employee Count* This field is required.Format examples: "12 W-2 employees" or "7 W-2s, 200 contractors"

Head Count

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Annual Revenue* This field is required.

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SnapMean

10

ConfGap

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FragKey

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BandText

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FragilityText

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GapText

15

If asked "is our marketing and sales working?" we can answer with…* This field is required.

A feeling, based on whether the phone rang this month.

Top-line revenue numbers only — we can’t separate what worked from what didn’t.

A few tracked metrics (leads, calls, proposals) reviewed inconsistently.

A defined short list of metrics reviewed on a fixed cadence.

A defined short list of metrics the team can interpret and act on without the owner.

16

The person accountable for whether work ships on time and at the promised quality is…* This field is required.

Unclear. The owner steps in when things slip.

Informally the owner, but no time is protected for it.

A named person whose scope still depends on the project.

A named leader with defined scope and authority over delivery.

A named leader with a scorecard, authority, and ownership of delivery outcomes.

17

Our income statement and cashflow reports are produced…* This field is required.

At tax time, by an outside accountant.

When the bank or a lender asks.

Quarterly, with manual cleanup each time.

Monthly, on a reliable cadence.

Monthly, on a cadence, and reviewed by leadership against budget or plan.

18

If the owner became unavailable for 30 days, the business would…* This field is required.

Stop. Critical decisions, customer relationships, and operations all run through the owner.

Limp along for a week, then begin to lose customers and miss commitments.

Continue on autopilot, with no new initiatives and slow decision-making.

Continue running normally, with leadership handling most decisions; some strategic items wait.

Continue running normally with leadership making and executing decisions — the owner returns and nothing critical waited.

19

At any moment, our forward cash position for the next 90 days is…* This field is required.

Unknown — we check the bank balance and hope.

Reviewed when something feels tight.

Reviewed monthly, with a rough forecast.

Reviewed weekly, with a 13-week rolling forecast.

Reviewed weekly with a 13-week rolling forecast, scenario-tested against revenue or cost shocks.

20

If our single most important W-2 employee (other than the owner) departed today, a replacement could be in role and functioning within…* This field is required.

Six months, with significant business disruption.

Three to six months, with disruption and lost capacity.

Two to three months, with manageable disruption.

One month, supported by written role documentation and standard work.

48 hours, supported by continuity guides, named backups, and documented standard work.

21

When leadership needs to answer a strategic question using our own business data (margin by service line, customer profitability, capacity utilization), the time from question to defensible answer is…* This field is required.

We can’t answer it, the data doesn’t exist in usable form.

Two to four weeks of manual assembly.

A week, with focused effort from one or two people.

A day, by pulling existing reports.

An hour, because the report already exists or can be generated from the system on demand.

22

How true is this of your business today: “I could see a serious operational problem forming before it costs me.”* This field is required.

Strongly disagree.

Disagree.

Neither agree nor disagree.

Agree.

Strongly agree.