Operations Health Check

Core work has current, written procedures that staff can find and follow.

People can tell which forms, templates, and reference materials are current.

Each recurring process has a clearly understood owner.

The same work is handled consistently across people, shifts, or locations.

Handoffs include the information the next person needs to continue.

New employees have a repeatable onboarding and training path.

Important operating knowledge is shared beyond one person.

The team can see where important work is in its process.

There are clear checks for quality before work is considered complete.

Exceptions and complaints have a known resolution path.

Repeated manual steps and duplicate data entry are understood.

Human review points are clear for decisions that carry meaningful risk.

Tools and source data are stable enough to support future automation review.