• Image field 1

  • WYONA E. CONSULTING & SERVICES

  • 15-Point Business Health Audit

  • Founding & Grounding Proprietary Diagnostic Framework

  • For the Visionary Entrepreneur The Elite Practitioner The Purpose-Driven Leader

  • Pillar I

  • Operational Infrastructure

  • Pillar II

  • The Human Factor

  • Pillar III

  • AI & Technical Readiness
  • Prepared by: Wyona E. Eaton, MSIOP © 2026 WECS. All rights reserved. Confidential & Proprietary.

  • HOW TO USE THIS AUDIT

  • Diagnosis before prescription — always.

  • This audit is the entry point for every WECS Founding & Grounding™ engagement. Before I prescribe a strategic plan, I diagnose. Your honest answers to these 15 questions give me the precise data I need to architect a plan that actually fits your organization — not a generic template, but a custom blueprint built around your specific gaps and strengths.

  • SCORING INSTRUCTIONS

  • Rate each of the 15 questions on a scale of 1 to 3 using the scoring key below. Add your scores across all three pillars for your Total Readiness Score (maximum: 45 points).
  • 1
    Not in place
    This element does not currently exist in your organization.
  • 2
    Partially in place
    This element exists but is inconsistent, informal, or incomplete.
  • 3
    Fully in place
    This element is documented, operational, and consistently applied.
  • Scoring is self-assessed and confidential.
    There are no wrong answers — only honest ones. The more accurate your self-assessment, the more powerful your strategic blueprint will be.

  • YOUR READINESS TIERS

  • 1-15
    Needs Foundation
    Significant gaps exist. Begin with structural basics before applying for funding or onboarding clients.
  • 16-30
    Building Momentum
    Core elements are forming. Focus on closing the critical gaps identified in your lowest-scoring pillar.
  • 31-45
    Operational Velocity
    You have a strong foundation. Refine, document, and systematize what's working to scale with confidence.

  • SCORE TRACKER

  • / 15
  • / 15
  • / 15
  • / 45

  • PILLAR I

  • Operational Infrastructure

  • The Foundation — Legal compliance, financial rhythm, and process documentation.

  • Wyona's Note

  • Most businesses I work with are operationally brilliant but administratively invisible. If your processes only live in your head, your business cannot scale beyond you. This pillar tells me how grounded your foundation truly is.

  • 1. Legal & Governance Alignment

  • Are your operating agreements, licenses, business registrations, and any virtual or physical addresses current, compliant, and accessible?
  • Legal & Governance Alignment Status

  • 2. Revenue Leak Detection

  • Is there a clear, documented match between every service you deliver and the invoice or payment that follows it? Where is value leaving your business without being captured?
  • Revenue Leak Detection Status

  • 3. Financial Rhythm

  • Does your business operate with a predictable financial process — including a dedicated business bank account, a monthly review of cash flow, and a basic expense tracking system?
  • Financial Rhythm Status

  • 4. Workflow Mapping

  • Are your core operational processes documented anywhere outside of your memory? Could a team member, VA, or Strategic Administrative Partner execute your top five workflows without asking you?
  • Workflow Mapping Status

  • 5. Standard Operating Procedures (SOPs)

  • Do written, repeatable guides exist for your top five most frequent tasks — client onboarding, invoicing, follow-up, content delivery, and offboarding?
  • Standard Operating Procedures (SOPs) Status
  • Pillar I Total: ________ / 15

  • PILLAR IIThe Human Factor

  • Organizational Development — Culture, talent alignment, and leadership capacity.

  • Wyona's Note

  • Every organization runs on people — including solo practices where the only person is you. This pillar examines whether your human infrastructure supports growth or quietly creates friction. The 80/20 question alone has unlocked more clarity for my clients than any other tool I use.

  • 6. Human-Centered Design Check

  • Does your business model accommodate diverse working, learning, and communication styles — including your own? Are neurodivergent clients, collaborators, or team members supported by design rather than by accident?
  • 6. Human-Centered Design Check

  • 7. Role-to-Talent Calibration

  • Are the people in your orbit employees, contractors, collaborators, or advisors operating in roles that align with their actual strengths? (The "Right Seat" Check.)
  • 7. Role-to-Talent Calibration

  • 8. Performance Feedback Loops

  • Is there a structured, non-adversarial system in place for measuring impact, recognizing contribution, and addressing gaps for yourself and anyone working with you?
  • 8. Performance Feedback Loops

  • 9. Conflict Resolution Systems

  • Are there clear, documented protocols for resolving friction — whether with clients, collaborators, or vendors — before it becomes a crisis?
  • 9. Conflict Resolution Systems

  • 10. Leadership Capacity — The 80/20 Check

  • Are you currently spending 80% of your time on Vision (strategy, relationships, revenue generation, and growth) and only 20% on Operations? Or has that ratio inverted, and Operations is consuming your leadership bandwidth?
  • 1 — Not in place
  • 2 — Partially in place
  • 3 — Fully in place
  • /15

  • PILLAR IIIAI & Technical Readiness

  • Future-Proofing — Data hygiene, automation potential, and technical infrastructure.
  • Wyona's Note
    The future of every business — wellness practice, consulting firm, nonprofit — runs through technology. I am not asking whether you are a tech expert. I am asking whether your business is positioned to leverage the tools that already exist to free your time, extend your reach, and protect your data. This pillar separates the businesses that scale from the ones that stall.
  • 11. Data HygieneIs your business data — client records, financial records, contracts, and communications— centralized, organized, and clean enough to be immediately useful for reporting, grant applications, or AI-assisted analysis?
  • 12. Automation Potential MappingHave you identified which manual, repetitive tasks are currently consuming your highest-value hours — and do you have a plan to systematize or automate any of them in the next 90 days?
  • 13. AI-Assisted Communications & StrategyAre you currently using AI tools to enhance the consistency, speed, and quality of your internal and external communications, your strategic planning, or your content creation? If not, do you have a learning plan to begin?

  • W H A T H A P P E N S N E X T

    The audit is the beginning — not the destination.

  • Should be Empty: