How healthy are your operations, really?

18 quick questions across the six areas that make or break a scaling business. About 5 minutes — a quick, directional read, not the full Diagnostic.

See your score instantly. Within 48 hours, we'll follow up personally with your full breakdown.

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A few quick details first

Business name

Sector

Leisure & hospitality

Education

Financial & professional services

Retail

Other

Please specify

Turnover band

Under £1m

£1m-£2m

£2m-£5m

£5m-£20m

Over £20m

Number of sites (optional)

Headcount band

1-10

11-50

51-200

200+

Existing COO / Head of Ops coverage?

Yes

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Financial control & P&L visibility

Section 1 of 6

How up to date is your management P&L?

No regular P&L produced, or it's more than 3 months out of date

Produced monthly, but with a lag — 4+ weeks after month-end

Produced monthly or more often, within 1–2 weeks of month-end

How clearly can you see gross margin by product, service, or site?

No visibility — only total business-level margin is known

Visible, but it takes manual work to pull together

Visible on demand, broken down by product/service/site

When was the last formal review of your cost base (supplier contracts, overheads, discretionary spend)?

Never, or more than 2 years ago

1–2 years ago

Within the last 12 months

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Process & cost efficiency

Section 2 of 6

How standardised and documented are your core operational processes?

Undocumented — it varies by person or site

Partially documented, inconsistently followed

Documented, standardised, and consistently followed

Realistically, how much cost or waste do you believe exists in current operations?

Significant — I'd estimate 15%+ potential saving exists

Moderate — roughly 5–15%

Minimal — under 5%; we're already lean

How much unplanned cost has resulted from process failures, errors, or rework in the last 12 months?

Frequent, material unplanned costs

Occasional, moderate unplanned costs

Rare or negligible

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Systems, data & MI infrastructure

Section 3 of 6

Where does your core operational data live?

Scattered across spreadsheets, email, or personal files

Partially in a system, partially manual

In an integrated system — a single source of truth

How confident are you in the accuracy of your most recent management report?

Low confidence, or there are known errors

Reasonably confident, but it isn't independently verified

High confidence — it's verified or reconciled

How much operational knowledge exists only in people's heads, not written down?

A great deal — the business would struggle if key people left

Some — key processes are documented, but judgement calls aren't

Little — most knowledge is captured and accessible

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Organisational design & governance

Section 4 of 6

Does every core operational function have a named, accountable owner?

No — ownership is unclear or informally shared

Partially — some functions are owned, others aren't

Yes — every core function has a named owner

How often are KPIs formally reviewed in a structured meeting?

Rarely or never

Occasionally, informally

Regularly — weekly or monthly, in a structured format

How smoothly has your most recent site opening, team restructure, or acquisition integration gone?

Poorly — significant disruption or issues

Mixed — some issues, mostly managed

Smoothly — well-planned and executed (or none in the period)

Not applicable — no such change in this period

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Leadership capacity & founder dependency

Section 5 of 6

Roughly what proportion of your time as founder/owner is spent firefighting day-to-day issues rather than on strategy?

Most of the time — 70%+

About half

A small proportion — under 30%, mostly strategic

Could the business run smoothly for two weeks without you present?

No — it would struggle significantly

Partially — some things would slip

Yes — it would run smoothly

Is there a credible deputy or second-in-command who could step up if needed?

Someone could, but isn't fully ready

Yes — a clear and capable deputy exists

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Technology foundation & adoption

Section 6 of 6

How fully is your core collaboration platform (e.g. Microsoft 365 / Google Workspace) rolled out and licensed across the team?

Inconsistent or partial rollout, mixed licensing

Rolled out, but not fully standardised

Fully rolled out and standardised across the team

How much of that platform's collaboration capability is actually used day-to-day, versus defaulting to email or manual workarounds?

Mostly email or manual workarounds

Mixed use

Collaboration features used as the default way of working

Has an AI strategy or adoption programme been started, even informally?

No consideration given yet

Informal experimentation, no strategy

A formal strategy or structured adoption programme is underway

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Your Operational Health Score

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Your result

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