The Ops Diagnostic
Two weeks.
From the noise to the next move.
A full operational audit of your business using the Ops Scorecard framework. End to end in two weeks. The same six-dimension framework I use on day one of every embed and retainer, applied with the depth and structure a sponsor or board can act on.
Interviews, evidence, scoring, and a written deliverable.
Five to eight structured interviews with the leadership team and a handful of operators on the front line. A review of the systems, reporting, KPIs, org chart and process documentation you already have. Scoring against the same eighteen statements that anchor the public Scorecard, with the depth and triangulation a ten-minute self-assessment can't give you.
The output is a written report you can take to the sponsor, the board, or the next leadership offsite — and a prioritised list of what to do first.
You take away
- ·A 25-page maturity report scored across the six dimensions.
- ·A prioritised 90-day roadmap, with owners and dependencies.
- ·A 60-minute findings session with the leadership team.
- ·A short sponsor briefing if useful.
Where we look. Why each one matters.
Each dimension is scored out of fifteen across three statements. The combined score sits on a four-band maturity scale — Foundational, Emerging, Operational, Optimised — and the lowest-scoring dimension drives the priority moves.
Process maturity & SOPs
Are the workflows the business actually depends on documented, owned, and measured — or do they live in two or three people's heads?
Systems & tooling stack
Is there a single source of truth for customer, pipeline and finance data — or is the month-end built by hand from a stack of spreadsheets?
KPIs, reporting & data hygiene
Is there a defined operating KPI tree, owned at function level, with sponsor-grade reporting that runs without a quarterly fire drill?
Org design & accountability
Does every critical responsibility have a single named owner, a working leadership cadence, and healthy spans of control?
Customer experience
Tailored to your business model — onboarding & sales-to-success handoff, end-to-end customer journey, or service delivery & client retention.
Internal onboarding (new starters)
Do new hires land cleanly, hit productivity on a measured timeline, and stay long enough to repay the cost of hiring them?
Five dimensions are universal. The customer-experience dimension is tailored to your business model — SaaS and services see the sales-to-success handoff, e-commerce and consumer brands see customer journey and retention, manufacturing and logistics see service delivery and client retention.
A defined shape. Calm pace. No surprises.
Week one
Interviews, evidence, first read.
- ·Kickoff with the sponsor or CEO and a working brief.
- ·Five to eight structured leadership interviews.
- ·Review of existing systems, reporting, org chart, and process documentation.
- ·A short midpoint check-in to flag anything that needs more digging.
Week two
Synthesis, scoring, and the report.
- ·Scoring across the six dimensions, triangulated against the evidence.
- ·A 25-page written report, ready to take to a sponsor or board.
- ·A prioritised 90-day roadmap with owners and dependencies.
- ·A 60-minute findings session with the leadership team, plus an optional sponsor briefing.
Fixed scope. Sponsor-grade deliverable. From £4k.
The diagnostic is fixed-scope and fixed-price. From £4k for businesses up to fifty headcount. Scoped on the call for larger organisations and group-level audits.
Whatever happens after the diagnostic is built on what it surfaces. For some businesses that's a defined project of work. For others it's a 90-day embed. For some it's nothing more from me at all — the report is enough, and the leadership team runs it themselves.
Outcome: clarity on what's broken, what's working, and what to do first.
From
£4k
Two weeks · Fixed scope · Sponsor-grade deliverable
Book the diagnostic →Or send a message if you'd rather start in writing.
Want a faster read first?
The Ops Scorecard.
Ten minutes. Free.
The same framework, in self-assessment form. Eighteen statements across the six dimensions, with the three priority moves at the foot of your report. A useful sense-check before you commit to the full audit.