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Ops First

The Ops Diagnostic

From the noise
to the next move.

A focused operational audit using the Ops Scorecard framework. 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.

Pick the depth

Two ways in. Same framework. Same depth.

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 twenty 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.

Outcome: clarity on what's broken, what's working, and what to do first.

You take away

  • ·A 25-page maturity report scored across all six dimensions.
  • ·A prioritised 90-day roadmap with owners and dependencies.
  • ·A 60-minute findings session with the leadership team.
  • ·An optional sponsor briefing.

The two weeks

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.

The six dimensions

Where we look. Why each one matters.

Each dimension is scored across three or more statements and lands on a four-band maturity scale — Foundational, Emerging, Operational, Optimised. The full audit covers all six. The focused audit picks three.

01

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?

02

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?

03

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?

04

Org design & accountability

Does every critical responsibility have a single named owner, a regular leadership meeting, and clear roles top to bottom?

05

Customer experience

Tailored to your business model — onboarding & sales-to-success handoff, end-to-end customer journey, or service delivery & client retention.

06

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.

Pricing

Fixed scope. Fixed price. Pick the depth that fits.

The diagnostic is fixed-scope and fixed-price. The full audit covers all six dimensions over two weeks, from £4k. Larger organisations and group-level audits are scoped on the call.

The focused audit (from £1.5k) covers three of the six dimensions over a single week — chosen on a short discovery call — with the same framework, the same depth, and the same written deliverable. Just narrower.

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.

Full audit · from

£4k

Two weeks · All six dimensions · Sponsor-grade report


Focused audit · from

£1.5k

One week · Three dimensions · Same framework

Book a 30-min call →

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. Twenty statements across the six dimensions, with the three priority moves at the foot of your report. A useful sense-check before you commit to either audit.