Is your business built to scale?

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Quiz Questions

1.
What is your business’s annual revenue?
- A.
  $0-$500k
- B.
  $500k-$1M
- C.
  $1M-$2.5M
- D.
  $2.5M-$5M
- E.
  $5M+
2.
What level of operations support do you currently have?
- A.
  Extensive. I have a dedicated Fractional COO or Operations Manager who handles all operations and helps direct the operational strategy of the business.
- B.
  Moderate. I have some part-time time members in different roles (e.g. multiple virtual assistants, project manager, etc.).
- C.
  Minimal. I have a virtual assistant who helps with some administrative tasks.
- D.
  None. I’m handling everything myself with no formal operations support.
3.
How does your team keep track of tasks and projects?
- A.
  We’re all on the same page with a shared task list (e.g. in a project management tool).
- B.
  We mostly follow a shared task list, and it’s pretty reliable.
- C.
  We try to use a shared task list, but it’s not consistent.
- D.
  Everyone has their own system, so we have to ask around.
4.
What happens when you receive client feedback or new ideas?
- A.
  We have a go-to place where all feedback and ideas are stored, and it’s easy to access later.
- B.
  If it’s something actionable, we write it down; otherwise, it’s usually not documented.
- C.
  Some team members take their own notes, but there’s no central place for ideas and feedback.
- D.
  We don’t have a system for storing feedback or ideas yet.
5.
How would your business operate if a key team member suddenly took a 4-week leave?
- A.
  We’d manage well. The team could continue without major disruptions.
- B.
  We’d survive and keep things running, but it wouldn’t be smooth.
- C.
  We’d struggle and face many challenges, but essential tasks would still get done.
- D.
  The business would come to a standstill. We couldn’t manage without them.
6.
How often do you find yourself putting out fires in your business?
- A.
  Rarely, everything runs smoothly.
- B.
  Occasionally, but it's manageable.
- C.
  Frequently, it's a challenge.
- D.
  Constantly, I'm always in crisis mode.
7.
Are you tracking key performance indicators (KPIs) to measure performance?
- A.
  Yes, we track KPIs for all key parts of the business.
- B.
  Yes, we track a few important KPIs.
- C.
  We’ve started tracking KPIs, but it’s inconsistent.
- D.
  No, we’re not tracking KPIs at all.
8.
How organized is your project management process?
- A.
  We use a robust project management tool, and it’s fully integrated into our workflow.
- B.
  We have a tool, but we’re not using it to its full potential.
- C.
  We use a tool, but things often feel chaotic and disorganized.
- D.
  We don’t use any project management tools at the moment.
9.
How do you handle taking time off as a business owner?
- A.
  I take regular vacations without worrying about the business.
- B.
  I take vacations, but I still need to check in occasionally.
- C.
  I rarely take time off, and when I do, I end up working remotely.
- D.
  I can’t take time off without everything falling apart.
10.
How do you onboard new team members?
- A.
  We have a clear, documented onboarding process that everyone follows.
- B.
  There’s an onboarding process, but it’s pretty bare bones and we don't consistently follow it.
- C.
  Onboarding is mostly ad-hoc. It varies significantly from hire to hire.
- D.
  We don’t have an onboarding process in place. New hires learn as they go.
11.
How confident are you in your business’s current processes and systems?
- A.
  Extremely confident; our systems are well-documented and work effectively.
- B.
  Fairly confident, but I know there are areas for improvement.
- C.
  Somewhat confident, but we frequently run into problems that slow us down.
- D.
  Not confident at all; our processes feel chaotic and disorganized.
12.
How does your team manage client deliverables and deadlines?
- A.
  We have a reliable system that ensures all deadlines are met and deliverables are high quality.
- B.
  We usually meet deadlines, but it’s often a scramble.
- C.
  We struggle with meeting deadlines consistently, and quality can suffer.
- D.
  Deadlines are frequently missed, and it’s a constant source of stress.
13.
How does your team handle recurring tasks or projects?
- A.
  We have templates and SOPs for recurring tasks, and they’re followed consistently.
- B.
  We have templates, but they’re not always used effectively.
- C.
  Recurring tasks are handled manually each time, which leads to inconsistencies.
- D.
  We don’t have a formal process for recurring tasks, and it’s often chaotic.

Quiz Outcomes

1.
Level 4: Director
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You’re running a tight ship! Your operations are buttery smooth. With streamlined processes and a well-coordinated team, you’re in a great place to sustain growth and take on new challenges.Tips for Directors:1. Keep looking for ways to refine your operations even further by optimizing your processes and automating where possible2. Regularly review your processes to make sure they’re up to date and identify areas for improvement3. Empower your team by delegating more responsibilities and mentoring them to take ownership of their roles (while still providing regular feedback)Looking for support to take your business to the next level?
2.
Level 3: Navigator
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You’ve established a strong foundation and have a good handle on your business’s core operations. You’re navigating your way through projects and tasks with confidence, but there’s still room to optimize and refine your systems for even greater efficiency. With just a few tweaks and optimizations, you'll be ready to scale!Tips for Navigators:1. Create project plan templates for your key services and processes (e.g. team member onboarding, client projects, client onboarding, etc.)2. Make sure your project management system is connected to your documentation. (Tasks should always include or link to any relevant instructions, templates, etc.)3. Create a shared place to store feedback and future ideasLooking for support to take your business to the next level?
3.
Level 2: Juggler
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You’re managing to keep everything up in the air, but just barely. Your business has some operational foundations, but there’s still a lot of room for improvement. At this stage, you need to prioritize operations over growth.Tips for Jugglers:1. Create basic checklists and templates for recurring tasks2. Outline your onboarding process, including tech tools new team members need to be added to and a basic checklist for training3. Document your roles and responsibilities so that every team member knows who’s responsible for whatLooking for support to take your business to the next level?
4.
Level 1: Firefighter
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You’re constantly putting out fires, managing crisis after crisis. While you’re great at handling emergencies, you know this isn’t a sustainable way to do business. You need to get some systems in place and build your operational foundation before you're ready to grow.Tips for Firefighters:1. Focus on establishing and documenting your core business processes2. Create a list of your recurring tasks and when they’re due3. Implement a basic project management system to stay ahead of tasksLooking for support to take your business to the next level?

Is your business built to scale?

Growth can be exciting, but it can also be risky if your operations aren't ready to handle it. Take this quiz to see what level your operations are at and discover practical tips to improve your operations and build a foundation for sustainable growth.

Quiz Questions

Quiz Outcomes