Strategic Operations Assessment

A thorough operational audit of your processes to see where you are now and what to change for scalable growth.

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A strategic business operations audit to identify barriers & plan for growth

The Operations Bestie™ offers strategic ops support to ambitious founders who know where they’re going but need an expert pair of hands to help them get there. Lydia’s own experience in the worlds of startups, SaaS and retail, amongst others, means she understands exactly what’s required to grow and scale sustainably. 

She’s carefully selected associates who share her passion for strategy and processes for sustainable business growth, so whichever team member you work with, you know they embody The Operations Bestie™ ethos and values.

Every project we undertake is based on our five core foundations:

Clear vision

Profit-focused numbers

Simple core processes

The right people

The right tech

These underpin your ops engine, and move you from firefighting to strategic overview, so you can support and guide your team without handholding or being involved in minor decisions that take you away from the big picture.

Why do we believe these are so important? Because without them, your employees can’t get behind your business fully – they need to care almost as much as you do. And your customers and collaborators should be clear on what you offer and how you deliver.

Every successful organisation needs a clear vision for everyone to work towards, and core processes to follow in order to make that vision a reality. The right people using the right tech makes the vision achievable, not just a dream. And by focusing on profit, you have a better understanding of how well your business is actually doing.


What is a Strategic Operations Assessment?

A one-off audit to learn what’s really going on in your business, carried out over four weeks.

We look at how your business currently operates and identify gaps and weak spots. We work together to overcome objections, have difficult conversations and make some concrete decisions to move you to the next stage of growth.

This is for founders who need confidence in their next move, because growth is taking longer than you hoped. Business is good and you have a strong team, but they need streamlined processes to empower them to work autonomously.

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What’s Included?

A four week audit of your business, to provide you with an objective, strategic assessment of how it currently operates and to facilitate the decisions required to unlock the next stage of growth.

It’s a structured decision-making process where we investigate every aspect of your business. We look at your teams as well as the leadership and uncover the blocks that are holding you back from making decisions. 

  • Understanding your journey and ambitions

We start off by working with you, the founder, to reflect on your journey and your experiences to date, and then we do a deep dive to get to know the business better. Share your values, ambitions and challenges to give us a full picture of where you want to go next.

  • A detailed review of your operations

We look at the business in greater detail. That looks different for every client, but it almost always involves reviews of systems and processes, SOPs and documentation, reporting and interviewing key team members. This is also an opportunity to spot any bottlenecks as well as areas for improvement.

  • A facilitated decision workshop

The information gathered at this stage helps us to design a facilitated workshop for either the whole company or key employees we’ve identified together. This provides a space to make practical decisions.

  • Clarity on your next steps

By the end of the project, you’ll know:

  • What’s working well

  • What’s preventing growth

  • Which decisions need to be made

  • Which actions to prioritise and in what order

  • How to move your business forward

Price from £3,500

What are the Outcomes of Working with The Operations Bestie™?

Regular, expert advice

Your project gives you access to regular, expert advice for the whole duration. We’re there whenever you need us: for words of encouragement, tough love, reality checks and prompts to get you thinking clearly. We do all of that and more so you’re comfortable showing up as the empowered founder you know you are.

A clear roadmap for growth

At the end of the Strategic Operations Assessment, you’ll have a clear roadmap for your next stage of growth and a comprehensive recommendations report. These highlight the priorities we’ve identified together and suggestions on how to implement them.

A comprehensive recommendations report

Structured around our five core foundations, your report covers observations of where the business is currently, key challenges, risks we’ve identified, our recommendations, prioritised actions and a suggested implementation approach.

Clarity & confidence to move forward

We have a final meeting where we walk through the report so you can ask any questions and get clarity on what we’ve achieved. Whether you implement the roadmap internally or work with us, you’ll leave knowing you’ve got the tools and processes to make changes and move your business forward.

Looking for more in-depth fractional COO support? Get in touch to chat about what you need.

We work with a handful of clients at a time, becoming part of your leadership team and taking on the COO role week to week.

Ready to find out more?

Book a call to see how The Operations Bestie™ can help your business succeed.

What Clients Say

Lydia is an amazing consultant to work with. If you need an operations expert who can translate complex requirements into a streamlined, data-driven system look no further. Alongside being super friendly, a great communicator and incredibly organised, highly recommend.

Sophie Rankin