Small Business Operations Health Check

Understand what is working in your business, identify areas that need attention and turn your findings into a practical 30-day improvement plan.

Created by Veritas Advisory Partners, this self-guided toolkit helps small business owners review their day-to-day operations. It is suitable for businesses across different industries.

Your download includes five practical tools:

1. User Guide — clear instructions and worked examples to help you get started.
2. Operations Self-Assessment — 35 questions covering planning, workflow, people, customers, suppliers, resources and performance.
3. Excel Scorecard — automatic calculations to help you interpret your assessment results.
4. Improvement Priority Worksheet — compare potential improvements by impact, urgency and effort, then select your top three priorities.
5. 30-Day Action Plan — assign responsibilities, set deadlines and track progress.

Use the toolkit to:

• Identify operational strengths and gaps.
• Support your decisions with evidence.
• Focus your time and resources on practical improvements.
• Establish clear actions and accountability.

Format: Four editable Word documents and one Excel workbook. Microsoft Word and Excel are recommended.

This is a digital download. No physical product or personalised consulting is included. The scorecard supports self-assessment; it is not a certified audit or an industry benchmark.

Licensed for internal use within the purchasing business only. Redistribution, resale or publication requires prior written permission.

Veritas Advisory Partners — Insight. Integrity. Impact.