Operational Review Session
A focused three-week review of workflow bottlenecks, role clarity, and owner dependency in businesses preparing for growth or handover.
Purpose
Many owner-managed firms hit a ceiling because critical decisions still flow through one person. This session maps where the owner is the bottleneck, which roles lack clear authority, and what must change before the business can grow or transition.
Who this is for
Businesses with 12–50 staff where the owner still approves scheduling, purchasing, or customer exceptions that middle managers should own.
What is included
- Two days on-site observation and staff interviews
- Process map of top five recurring workflows
- Report with bottleneck analysis, role recommendations, and a 60-day delegation plan
- 45-minute owner debrief
What is excluded
- Full strategic planning (see Strategic Planning Review)
- HR policy drafting or industrial relations advice
Next step
Request a session with a brief description of your current team structure.