Operations Diagnostic

Workflow Clarity#1

Are your most important business workflows documented and repeatable?

No, they mostly live in someone's headPartly, but not consistentlyMostly, but not fully operationalizedYes, they are documented and repeatable

AI Tool Usage#2

How is AI currently used in your business?

Barely or not at allOccasional prompting by individualsUsed regularly but not governedBuilt into repeatable workflows

Automation Readiness#3

Do your systems move information automatically between tools?

No, most handoffs are manualA few simple automations existSome important workflows are automatedAutomation is documented, monitored, and reliable

Lead / Client Intake#4

When a new lead or client comes in, is the next step automatic and clear?

No, it depends on someone noticingSometimes, but gaps happenMostly, but follow-up is not fully controlledYes, intake and routing are clear and repeatable

Follow-Up Reliability#5

Can you trust your follow-up process to happen without manual chasing?

NoOnly for some situationsMostly, but not fully visibleYes, follow-up is automated, visible, and controlled

Documentation#6

If someone else had to operate your systems tomorrow, could they?

NoOnly with heavy explanationMostly, but documentation is incompleteYes, documentation and handoff are clear

Security and Access Control#7

Are access, passwords, permissions, and AI/tool boundaries controlled?

No, access is informalSome controls existMost controls exist but are not fully documentedYes, access and permissions are governed

Reporting / Visibility#8

Can you see what is working, stuck, or leaking?

NoOnly by manually checking toolsSome reporting existsYes, there is clear operational visibility

Approval and Quality Control#9

Do important outputs or actions have review and approval checkpoints?

NoInformallyFor some important workYes, approvals are built into the workflow

Handoff Readiness#10

When a system is built, is ownership, maintenance, and support clearly handed off?

NoSometimes, but informallyMostly, but not standardizedYes, handoff and support are structured

TMG Foundry Operations Diagnostic