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.
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 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:
All pricing is custom, depending upon the needs of your organization. However, see below for basic guidelines around pricing.
Dependent upon total number of operations team members
Small CMOs or Districts (2-9 schools)
Dependent upon school-based staffing and size of central office
Large CMOs or Districts (10+ schools)
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