Operations Audit

See your

operations team clearly

Do you feel like your operations team could be getting stronger outcomes, but you’re not sure where to start?

What is an Operations Audit?

  • A SchoolOps Operations Audit is a set of structured interviews that produces a clear picture of roles and responsibilities across your operations workstreams. We ask no more than 1-2 hours from each member of your operations team.
  • We interview every member of your operations team individually. We ask each of them to map their own view of who manages, owns, consults on, helps with, and approves the work across every operational workstream: enrollment, finance, facilities, nutrition, procurement, student information, communications, transportation, HR, technology, safety, and more.
  • Then we do the work that’s hardest to do from the inside: we compile every perspective into one document, surface the places where people disagree about who owns what, and propose a path to a clear structure of responsibilities and accountability.

How It Works

Step 1 — Scope

A short conversation with your leadership to confirm which roles to interview and which workstreams to cover. Most engagements include the full operations team.

Step 2 — Interviews

We meet individually with each member of your operations team. Each interview is roughly 45 minutes. Everyone fills out their own view of the team’s responsibilities.

Step 3 — Synthesis

We compile every perspective into a single map, identify the conflicts, and draft a proposed resolution and set of recommendations.

Step 4 — Debrief

We walk your leadership team through the findings and recommendations in a working session, and leave you with the artifacts to keep using.

What You’ll Get

Team Map

A workstream-by-workstream view of how your team operates today, drawn from every operations team member’s perspective.

Conflict Summary

A spotlight on the places where your team disagrees about ownership.

Action Plan

A prioritized set of recommendations for your leadership team.

A Facilitated Debrief

A working session to walk leadership through what we found and decide what to do next.

An Ops Audit Might be Right For Your Team If…

An Operations Audit is most useful when it feels like everybody on your team is working hard, but wires keep crossing no matter how many CCed emails are sent or meetings are held. Especially consider an audit if:

  • Your operations team has grown, but roles haven’t been formally revisited in two or more years.
  • You’ve experienced, or are preparing to experience transition on your operations team.
  • You suspect work is falling between people — or being done twice — but you can’t see where.
  • You’re considering a structural change (a new role, a promotion, a reorganization) and want a clearer picture before you commit.
  • You’re early in a new leader’s tenure and want a baseline.

Sample Pricing

All pricing is custom, depending upon the needs of your organization. However, see below for basic guidelines around pricing.

Single-Site Schools

Dependent upon total number of operations team members

$5,000 - $10,000

Small CMOs or Districts (2-9 schools)

Dependent upon school-based staffing and size of central office

$7,500 per school site

Large CMOs or Districts (10+ schools)

Get in touch so we can learn more about your needs

Custom pricing

Ready to see your operations team clearly?

Start with a thirty-minute conversation. We’ll talk through what you’re seeing and how we can help. Even if the timing isn’t right, we’ll share some free resources and reflections.

Ready to Get Started?

Complete our inquiry form below, and we’ll be in touch with you soon!

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