Operational Assessment
An outside perspective that identifies your biggest opportunities.
The Operational Assessment is a focused on-site review of your business. We'll spend time observing your operation, speaking with key leaders, reviewing processes, and identifying where performance is being limited.
At the end of the assessment, you'll receive practical, prioritized recommendations you can begin implementing immediately.
No long-term commitment.
Just honest feedback from someone who has built and led high-performing operations.
What We Review
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Leadership effectiveness
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Operational workflows
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Warehouse layout
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Productivity
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Team accountability
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Standard work
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KPIs and reporting
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Safety practices
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Training systems
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Communication
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Continuous improvement opportunities
Deliverables
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Executive summary
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Strengths and opportunities
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Prioritized recommendations
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Quick wins
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Long-term improvement roadmap
Best For
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Businesses looking for a second opinion
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Operations experiencing growing pains
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Companies preparing for expansion
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Owners who know something isn't working but aren't sure where to start
Services
Project-Based Consulting
Focused expertise for a specific challenge.
Project-based consulting is designed around a defined objective with a clear beginning and end. We establish the scope, timeline, and deliverables before we begin.
Example Projects
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Warehouse optimization
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Manufacturing Improvements
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5S implementation
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Standard Operating Procedures (SOPs)
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Training program development
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KPI dashboard creation
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Process mapping
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Leadership coaching
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Inventory process redesign
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WMS implementation support
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Shipping and fulfillment improvements
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Organizational structure design
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Root cause analysis for recurring issues
Each engagement is customized to your business with an agreed upon statement of work.
Best For
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Companies tackling one major initiative
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Businesses implementing new systems
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Teams that need outside expertise for a specific challenge
Fractional Operations Leadership
For businesses that need an experienced operations leader, but not a full-time executive.
Sometimes a company has a hole in its current operational structure but isn't ready to hire a VP of Operations or COO. That's where we step in.
As your fractional operations leader, we become part of your leadership team, providing ongoing guidance, accountability, and execution. Rather than simply offering advice, we help build systems, coach leaders, solve operational challenges, and keep improvement initiatives moving forward.
Typical Engagements
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Weekly leadership meetings
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Leadership/Management coaching
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Operations strategy
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KPI development and review
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Warehouse and fulfillment optimization
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Process improvement
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Team accountability
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Hiring and organizational development
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Vendor and software evaluations
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Change management
Best For
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Growing companies
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Founder-led businesses
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Teams preparing to scale
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Organizations without a senior operations executive