Playbook 06 / Cost & performance

The 30 Day Operations Review Kit

By · Published 26 October 2026

Find the few operational problems worth fixing first, with evidence and accountable action.

Who this is for: Owners and operators who need a bounded review of business performance rather than an open-ended transformation exercise.

The principle
Start with actual work. A polished process chart can describe a business that exists only in the meeting room.

1. Diagnose before acting

Answer each question with a concrete example or piece of evidence. Mark unknowns openly. This is a discussion aid, not a validated scoring instrument.

2. Put the method to work

1. Days 1–5: define scope and baseline

Choose one value stream or a small set of processes. Agree the review question, boundaries, participants and access. Gather volume, turnaround, quality, cost and backlog evidence for a representative period. Record missing or inconsistent data.

2. Days 6–10: observe real delivery

Follow a sample of work from request to completion. Include routine, delayed and failed items; explain how the sample was chosen. Record actual handoffs, waiting, rework and exceptions. Speak with employees who perform the work, not only their managers.

3. Days 11–15: test the causes

Compare observations with the stated process. Test whether delays arise from demand, capacity, approval rules, training, systems or poor inputs. Separate a hypothesis from a demonstrated finding. Avoid turning one memorable incident into a general conclusion.

4. Days 16–20: prioritise findings

For each finding, document evidence, consequence, frequency, confidence and likely effort to fix. Flag immediate material control or safety concerns for the appropriate owner without waiting for the final report. Select a small number of high-impact actions.

5. Days 21–30: agree and start fixes

Assign owners, baselines, dates and guardrails. Pilot feasible changes and verify early results. Present unresolved questions and limitations alongside recommendations. Schedule a follow-up to check whether the change survived normal operating pressure.

3. A worked example

Illustrative example: a service team attributes late delivery to insufficient staff. A sample of completed and overdue cases shows that many wait for missing customer information before work starts. The first pilot improves intake checks and separates waiting time from processing time. Hiring remains an option, but the review tests the actual constraint first.

4. Working sheet

The first row shows how to fill this in. Use the blank rows for your own business. Add evidence links and review dates to your working copy.

FindingEvidence and sampleBusiness consequenceAction / ownerVerification measure
Incomplete intake delays workObserved case sample; method recordedLate completion and repeat contactPilot intake check; service leadWaiting time, completeness and total turnaround
     
     
     

5. Action plan

6. Check whether it worked

Watch for this
This is a management review, not an independent assurance, financial or statutory audit. Do not imply assurance or generalise small samples without explaining their limits.

What you should leave with: A prioritised findings register, three to five agreed actions and a follow-up review date.