Operational Checkup

Where should you focus next?

A short, honest read on your operation across vision, people, process, and metrics. Rate each area 1–10; get your score and a sense of where the leverage is.

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The checkup

Rate each area from 1 (needs significant work) to 10 (excellent). Be honest, candor is the point.

1. Do you have a clear, documented vision that everyone in the organization understands and embraces?

No clear visionDocumented & shared

2. Are your core values well-defined and embedded into hiring, reviews, rewards, and exits?

Unclear valuesDrive all talent decisions

3. Is your core business clearly defined, with systems and processes that support that focus?

Unclear focusFully aligned

4. Do you have a clear, well-communicated long-term target shared across the organization?

No long-term targetCommunicated to all

5. Is your target market clearly identified, with sales and marketing focused on it?

Unclear marketLaser-focused

6. Are your key differentiators clear and consistently communicated across sales and marketing?

UnclearClearly communicated

7. Do you have a proven, documented process for serving customers that everyone follows?

No defined processDocumented & followed

8. Do you have the right people in the right seats, sharing your values and fitting your culture?

MisalignedRight people, right seats

9. Is your accountability chart clear, complete, and kept current as roles change?

UnclearClear & current

10. Is your leadership team open, honest, and operating with a high level of trust?

Low trustCulture of trust

11. Does each team member focus on 3–5 clear quarterly priorities aligned to company goals?

No clear prioritiesAligned & accountable

12. Are team members actively engaged in a disciplined weekly meeting cadence?

InconsistentDisciplined cadence

13. Are meetings structured, consistent agenda, start/end times, and a bias to action?

UnstructuredHighly disciplined

14. Do teams identify, discuss, and actually solve the key issues that matter most?

Issues lingerSolved at the root

15. Are core systems and processes documented, understood, and consistently followed?

UndocumentedDocumented & followed

16. Do you regularly gather and act on feedback from customers and employees?

No feedback loopContinuous improvement

17. Do you track a scorecard of key metrics that drives accountability across the org?

No metricsRobust scorecard

18. Do you have a well-defined budget, regularly monitored, that supports your growth goals?

No budget disciplineDynamic budgeting

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