Operations Audits
Your Roadmap to a Streamlined, Scalable, and Sustainable Organization
Our operations audit (aka ops audit) process evaluates how your organization currently functions in practice: structurally and cognitively. It allows us to identify what needs to change to make the organization more stable, sustainable, and supportive going forward.
We conduct a thorough analysis of your current workflows, processes, tech stack, and documentation, targeting areas critical to your business’s growth. This extensive assessment allows us to provide you with a highly sophisticated breakdown of existing challenges and potential future obstacles. Through our Operations Audit, we leverage our expertise to tackle known unknowns—the gaps you are aware of—and uncover unknown unknowns—the hidden obstacles that may hinder your progress. This comprehensive approach culminates in a tailored roadmap and actionable next steps.
Here are some of the focus areas we audit on. Specific focus areas depend on the revenue model of the company we are auditing:
- New hire onboarding and training
- Project Management
- Team Communication
- Knowledge Management
- CRM
- Customer Journey
- Sales Process
- Client/Customer Onboarding
- Fulfillment
- Retention
- Tech Stack + Automations
- Email Marketing
- Content Marketing
The Operations Audit is perfect for you if:
- You desire a clear and actionable path that connects where your organization stands now to where you envision it to be.
- You’re ready to turn up your communications efforts to attract more donors, but you’re already struggling to keep up with the ones you have, leading to missed opportunities.
- You’ve experienced exponential growth or are preparing for a huge surge in growth and want to confidently handle it without having to put the brakes on your business.
- You want to increase revenue, but you keep running into a capacity ceiling that limits your growth potential.
- You recognize the importance of operations but have no idea what that looks like or what the right investments are for you and your team.
How the Operations Audit Works
Step 1:
Book It!
After your consultation call, make your payment, and book your audit.
Step 2:
Prep It!
Before your audit, we’ll hop on a 60 to 75-minute call to identify your North Star based on: your organizational goals, hopes, dreams, and desires, as well as where your current systems are struggling and facing bottlenecks. You’ll also give us access to your tech stack so we can see exactly what’s going on behind the scenes.
Step 3:
Assess It!
We’ll work our magic to identify which of the four domains is causing you the most strain. Coming at your operations from every angle, we’ll figure out exactly what’s missing, what’s not working, and what you need to get to where you want to go.
On average, it takes us between 1-2 weeks to gather our findings.
Step 4:
Debrief It!
We’ll send you all of our findings so that you can have about a week to digest the content before we hop on a debrief call.
We’ll walk you through all of our findings, including which systems we recommend you work on first, why, and the tech we think is best suited to your user needs and goals.
It is that simple.
What's Included in the Ops Audit:
- Interviews with key team members—Chatting with your key team members will allow us to 1) understand the deeper nuances of what’s going on behind-the-scenes and 2) gather insights and how they could be combined with our solutions and recommendations.
- Audits of core systems/processes and how they can be improved—This may include:
- New hire onboarding and training
- Project management
- Team communication
- Knowledge management
- CRM (Client Relationship Management)
- Customer/donor journey
- Sales process
- Client/customer onboarding
- Fulfillment/service/program delivery
- Retention
- Tech stack + automations
- Marketing + communications
- Tech Stack Audit—Looking at how your apps and automations work together where things could be improved for more efficient streamlining.
- Operations Strategic Roadmap—We take our findings and lay out the exact systems in prioritized order of what should be focused on and when.
- Key Standard Operating Procedures (SOPs) to Create—Documentation based on your Organization Blueprint that will instrumental in executing each system.
- Potential Future Operations Problems—You don’t know what you don’t know; we’ll look into the future to help you be aware of potential roadblocks and what to do about them.
- Metrics and KPIs to Track to Measure Your Ops Effectiveness—Creating process improvement protocols has never been easier!
Book Your AUDIT Now!
begins at $5,000.00 USD
*actual invoice depends on business complexity, teams, etc.