The exact 50-point operational audit framework I use with healthcare systems and businesses. Complete in 60 minutes. Reveal the bottlenecks costing you time, money, and sanity.
Business Operations Audit
50-Point Checklist
Score each item 1–5. Sections averaging < 3.5 need immediate attention.
1. Written 12-month strategic plan with measurable objectives
2. Quarterly OKRs/KPIs defined and reviewed monthly
3. Single owner accountable for each major function
4. Documented decision-making framework (RACI/DACI)
5. Recurring executive review cadence
5 more items...
11. Top 10 core processes documented with current SOPs
12. Defined process for creating/updating SOPs
13. Handoffs between departments mapped
14. Approval chains with SLAs documented
15. Regular process audits for waste
5 more items...
21. Single source of truth for key metrics
22. P&L, cash flow, pipeline in < 15 minutes
23. Dashboards accessible to right people
24. Cohort retention by acquisition channel
25. Automated data entry (no manual CSVs)
5 more items...
31. Tech stack documented with owners, costs, renewals
32. Systems integrate natively (no manual transfer)
33. Defined process for software evaluation
34. User permissions reviewed quarterly
35. Disaster recovery plan tested in 6 months
5 more items...
41. Roles defined with clear outcomes (not task lists)
42. Capacity planning (not just headcount)
43. Structured 30/60/90 onboarding
44. Performance reviews tied to expectations
45. Quarterly employee NPS/engagement
5 more items...
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