Org Health – Ops Assessment

Organization Health — Operational Assessment — Free Assessment

Assessment Form

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Process Documentation & Standardization

Are the processes for the organization's top 5 most critical functions documented in a format accessible to all relevant staff?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are documented processes reviewed and updated at least annually to reflect how work is actually performed?(Required)

Not at all

Basic / Partial

Mostly

Fully

Capacity Planning & Resource Management

Does the leadership team have visibility into current capacity utilization across teams, systems, and facilities?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is capacity planning conducted at least quarterly, covering headcount, infrastructure, and operational throughput needs for the next 6–12 months?(Required)

Not at all

Basic / Partial

Mostly

Fully

Quality Management

Are quality metrics (defect rate, error rate, rework rate, or equivalent) tracked consistently for key outputs?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a root cause analysis process for significant quality failures, with corrective actions tracked to closure?(Required)

Not at all

Basic / Partial

Mostly

Fully

Vendor & Supplier Management

Is there a vendor register covering all critical suppliers with contract terms, SLAs, renewal dates, and primary contacts?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are vendor SLAs reviewed against actual performance at least quarterly, with underperformance escalated?(Required)

Not at all

Basic / Partial

Mostly

Fully

Delivery & Execution Reliability

Is on-time, in-full delivery tracked as a KPI and reported to leadership monthly?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are delivery commitments to customers made based on confirmed capacity rather than optimistic estimates?(Required)

Not at all

Basic / Partial

Mostly

Fully

Change Management

Is there a documented change management process for significant operational changes, covering impact assessment and communication?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are staff affected by operational changes communicated to in advance with sufficient time to adapt?(Required)

Not at all

Basic / Partial

Mostly

Fully

Operational Data & Reporting

Are operational KPIs (throughput, utilization, cycle time, defect rate) tracked and visible to operations leadership daily or weekly?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is operational data trusted by the leadership team — are the same metrics used consistently across teams without reconciliation debates?(Required)

Not at all

Basic / Partial

Mostly

Fully

Operational Risk & Business Continuity

Is there a documented business continuity plan covering the organization's top 3 operational failure scenarios?(Required)

Not at all

Basic / Partial

Mostly

Fully

Has the business continuity plan been tested in the last 12 months through a tabletop or live exercise?(Required)

Not at all

Basic / Partial

Mostly

Fully

Regulatory & Operational Compliance

Are all regulatory and licensing obligations relevant to the business documented with renewal dates and owners assigned?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is the organization current on all required operational licenses, certifications, and regulatory filings?(Required)

Not at all

Basic / Partial

Mostly

Fully

Customer Operations & Experience

Is the customer onboarding process documented, repeatable, and completed within a defined timeline?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is customer satisfaction (CSAT, NPS, or equivalent) measured at key touchpoints and reviewed monthly by leadership?(Required)

Not at all

Basic / Partial

Mostly

Fully

Facilities & Physical Operations

Are current facilities adequate for the organization's operational needs and projected 12-month headcount growth?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are health and safety obligations met, with documented risk assessments and current training for relevant staff?(Required)

Not at all

Basic / Partial

Mostly

Fully

Operational Talent & Team Structure

Are all critical operational functions covered by at least two people who can perform them in the event of an absence?(Required)

Not at all

Basic / Partial

Mostly

Fully

Does the operations team's skills profile match the current operational complexity and the trajectory of growth?(Required)

Not at all

Basic / Partial

Mostly

Fully