You are viewing a demo. This sample shows a representative selection of categories and questions from the full Back Office Snapshot assessment. Answers are pre-filled using a fictional scenario: a small consulting business with 3 staff, high admin load, and heavy email usage. Adjust any answers to explore how the results respond.
1 — Reactive
2 — Defined
3 — Reliable & scalable
Dep: Y = one-person dependency risk
Workflow & task flow
How work moves through the business day to day
5 / 9
WRK-01
Work moves through the business in a consistent and predictable way
WRK-02
Priorities are clear and the team knows what needs to happen first
WRK-03
Tasks do not regularly get stuck, duplicated or lost between people
Systems & tools
Whether your tools and software are working for you
6 / 9
SYS-01
The tools and software we use actually suit the way our business works
SYS-02
We are not entering the same information into multiple places manually
SYS-03
Information is easy to find and not scattered across emails and folders
Visibility & planning
Whether the right people can see what they need to see
4 / 9
VIS-01
Key business activities are visible and not hidden in inboxes or someone's memory
VIS-02
There is a clear picture of what the business is working toward right now
VIS-03
The owner is not the bottleneck for every decision and piece of information