Operational Readiness Check

/ 01

Understand the People

The work, and the people who do it

You can name the process that causes the most frustration, rework or delay. You know who actually does that work day to day, and they'd be willing to walk someone through it.

/ 02

Understand the Human System

How the work really gets done

Your most important processes are written down somewhere, even informally. A new employee could learn your core processes without the owner in the room. You know where decisions and approvals actually happen: who signs off, and how.

/ 03

Connect the Moving Parts

Where information flows

You know which systems, spreadsheets and inboxes the process touches. You could pull a month of real examples (emails, reports, orders) to look at together.

/ 04

Design the Optimal Arrangement

Capacity to change

The owner or a leader is personally committed to fixing this, not just aware of it. Someone on the team could own the improved process, with two to three hours a week to do it. The team is open to changing how certain tasks are done.

/ 05

Align Technology with Purpose

Honest constraints

You can identify at least one process where mistakes are recoverable: a safe place to start. You have, or could set aside, a budget for an improvement engagement in the next six months.

Your score

0 / 12

Check the items above as they apply.

Your interpretation will appear here once you start checking items above.

The scoring rubric

Before choosing an engagement, check four essentials: a committed leader, a process owner with time, a team willing to change, and a starting process where mistakes are recoverable. A high total does not replace these conditions.

9–12 checks: Explore The Improvement Sprint. With the four essential conditions in place, a Sprint may fit. Confirm the process, scope and budget in a conversation before committing. If you need a clearer picture of the work first, start with The Diagnostic.
5–8 checks: Explore The Diagnostic. Use discovery to clarify the workflow, documentation and information flow before choosing what to change. Confirm leadership commitment, process ownership, team willingness and a safe starting process first.
Under 5 checks: Start with one manageable step. Choose one process, gather a few real examples, and identify who could help improve it. Missing documentation is a reason to seek help, not a reason to wait months. A conversation can help you decide whether to prepare internally or start with a scoped Diagnostic.

A note on the score

This check starts a conversation. It does not diagnose your organization or determine which service you must buy.

Documentation and system visibility show where discovery may help. Leadership commitment, ownership, team willingness and a safe starting process show whether the conditions for implementation are in place.

If an essential condition is missing, identify a practical next step to establish it before committing to implementation. You can still ask for help making that plan.

Keep a copy

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Next step

If your score points to an engagement, book a free 30-minute conversation.

Thirty minutes, no pitch, no pressure. We'll either find a way to work together or we won't — and if we're not a fit, we'll say so.

Book a 30-Minute Conversation Back to the home page →

Or: save this check, choose one next step with your team, and revisit it when your situation changes. We'll be here.