L'Optimist

Operational Streamlining Audit

Quickly identify where your team spends time on manual processes and prioritize the highest-impact opportunities for automation

Use this self-assessment to evaluate your operational efficiency across 8 key areas. This should take 5–10 minutes to complete.

📊 How to Use This Audit

Rate each statement from 1 (not true) to 5 (very true). Add up your scores and check the interpretation section to see where you stand.

Rate These Areas

Area / Statement	Your Score
Workflow clarity — Core processes are documented and consistently followed.	1 2 3 4 5
Ownership — Team members know who owns each step of a process.	1 2 3 4 5
Manual workload — We rely heavily on spreadsheets or repetitive manual data entry.	1 2 3 4 5
Handoffs & delays — Tasks are often delayed due to manual handoffs or approvals.	1 2 3 4 5
Tool integration — Our tools/platforms integrate smoothly with one another.	1 2 3 4 5
Automation use — We use automation or AI for repetitive or rules-based tasks.	1 2 3 4 5
Reporting — Reports are easy to generate and provide actionable insights.	1 2 3 4 5
Client engagement — Communication flows smoothly between teams and clients with consistent updates.	1 2 3 4 5

Total Score

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(out of 40)

32–40 — Your operations are running efficiently; consider targeted automation to scale further.

20–31 — You have solid systems but several workflows could benefit from redesign or automation.

8–19 — There is significant opportunity to streamline; a focused operational health check is recommended.

Pick 1–2 processes that consistently cause delays or frustration.
Identify the root cause: manual entry, unclear ownership, tool mismatch, or missing data.
Test a small automation or redesign (pilot with one team) and measure time saved.
Iterate and scale what works; document processes and owners as you go.

Want help prioritizing the biggest wins?