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When your business is growing, unclear systems and inconsistent processes can quickly create unnecessary admin, duplicated work and information gaps.
The Business Systems Health Check is a practical, editable assessment tool designed to help you step back and review how well the systems behind your business or organisation are actually working. It helps you identify where information is getting lost, processes rely too heavily on individuals, tasks are being managed inconsistently, or administration is slowing your team down.
Work through eight key systems areas, assess what is working well and identify where greater structure or consistency is needed. The resource then helps you turn those observations into clear priorities and practical next steps.
Inside you'll find:
Business systems assessment
Eight key systems areas
Practical diagnostic prompts
Priority matrix
Action planning tool
Worked example
Notes and ideas page
Practical next steps
Designed for founders, leaders and teams in small-to-medium businesses, not-for-profits, charities and purpose-led organisations, particularly those experiencing growth or finding that too much organisational knowledge lives in people's heads.
Use it to identify the systems that could save your team time, reduce risk and make your organisation easier to manage.
FORMAT
Google/Word Doc
Editable digital template
Instant digital resource
Customise and reuse for your own business
This is a digital product. No physical item will be shipped.
When your business is growing, unclear systems and inconsistent processes can quickly create unnecessary admin, duplicated work and information gaps.
The Business Systems Health Check is a practical, editable assessment tool designed to help you step back and review how well the systems behind your business or organisation are actually working. It helps you identify where information is getting lost, processes rely too heavily on individuals, tasks are being managed inconsistently, or administration is slowing your team down.
Work through eight key systems areas, assess what is working well and identify where greater structure or consistency is needed. The resource then helps you turn those observations into clear priorities and practical next steps.
Inside you'll find:
Business systems assessment
Eight key systems areas
Practical diagnostic prompts
Priority matrix
Action planning tool
Worked example
Notes and ideas page
Practical next steps
Designed for founders, leaders and teams in small-to-medium businesses, not-for-profits, charities and purpose-led organisations, particularly those experiencing growth or finding that too much organisational knowledge lives in people's heads.
Use it to identify the systems that could save your team time, reduce risk and make your organisation easier to manage.
FORMAT
Google/Word Doc
Editable digital template
Instant digital resource
Customise and reuse for your own business
This is a digital product. No physical item will be shipped.