Operations Health Scorecard

Every person on my team has a written role with clear deliverables, not just a job title.

I can take a full week off and nothing breaks.

When something goes wrong, my team flags it before I find out myself.

I spend less than 20% of my week on tasks someone else could do.

My top 10 recurring processes are documented well enough that a new hire could follow them.

When I explain something twice, it becomes a written SOP the second time.

SOPs are stored in one place and my team actually uses them.

I have a fixed weekly rhythm: team sync, 1-on-1s, and a planning block.

Every meeting ends with written action items and owners.

I cancel or skip fewer than 1 in 5 scheduled meetings.

I can name my 3 most important metrics right now without checking anything.

Those metrics are tracked weekly, not monthly or "whenever I remember."

My team knows which numbers they personally own.

I review performance data before making decisions, not after.

I use 5 or fewer core tools and my team is trained on all of them.

Repetitive tasks (follow-ups, reminders, data entry) are automated or templated.

My tools actually talk to each other. No copy-pasting between platforms.

I know exactly how many active deals are in my pipeline and their status.

Leads get a response within 24 hours, every time.

I have a repeatable sales process, not just "I wing it on calls."

I follow up at least 3 times before marking a lead as dead.

I post or publish content at least twice a week.

My content has a strategy behind it, not just "whatever I feel like today."

I can point to at least one client or deal that came from content in the last 90 days.

I have a written 90-day plan with specific goals, not just a vague direction.

I review progress against that plan weekly.

When priorities shift, I update the plan instead of abandoning it.