Process Optimization & SOP Risk Audit

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Process Optimization & SOP Risk Audit Scorecard

Move from tribal knowledge to a scalable operating model

If your operations depend on specific people to function, you don’t have a business, you have a dependency. This audit measures how much of your operational knowledge is trapped in peoples heads versus embedded in your systems and documented processes.

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How to score:

For each of the 5 dimensions, select the appropriate response from the drop-down menu. (Low = 1 Not in place/High = 5 Fully Operational)

How to Score

For each of the 5 dimensions, select the appropriate response from the drop-down menu.

(Low = 1 Not in place/High = 5 Fully Operational)

Knowledge Concentration

Every core process can be executed by any trained team member using documentation alone, without direct guidance from a specific individual. Score high if no single person is a required dependency for any core process. *

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SOP Recency

All of our SOPs were reviewed within the last 12 months and accurately reflect how the work is actually done today. Score high if all SOPs were reviewed within 12 months AND matches current reality. *

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Review Cadence

A formal, scheduled SOP review cycle exists, with named owners and completion accountability. Score high if the cadence is scheduled and tracked, not aspirational. *

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Ownership

Every core SOP has a single named owner who is accountable for its accuracy, currency and adoption. Score high if one name per SOP, with genuine accountability, not a placeholder. *

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Onboarding Effectiveness

New employees reach 80 percent or more competency within 60 days using our documented SOPs alone. Score high if new employees reach 80%+ competency in 60 days, from documentation, without shadowing *

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Process Optimization & SOP Risk Score ( __ of 25)

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