Stop guessing and start scaling: use our free Ops Boss® Systems Evaluation Template to see what’s working, what’s broken, and what to fix first.
You want clarity. Momentum. A business that actually works without you micromanaging everything.
Here’s the truth: your business won’t scale until your systems do. Most teams haven’t stopped to check whether their systems are broken, missing, or just meh. Sometimes we just keep adding system upon system upon system — and before you know it, things are WAY more complicated than they need to be, or the results we’re getting don’t align with our goals.
That’s why we created a simple, fast, high-impact Systems Evaluation Template — so you can see what’s working, what isn’t, and where to focus first.
➡️ Download the free Ops Boss® Systems Evaluation Template here
1. Start With Purpose
This isn’t busy work — it’s strategic.
Before you start, ask yourself:
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What systems are slowing us down?
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What’s holding the team back?
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Where are we leaving money or time on the table?
Clarity on why ensures honest evaluation — and honesty uncovers opportunity.
2. Director of Ops Leads the Evaluation
The Director of Operations should complete the evaluation first. They fill out the spreadsheet, scoring each system on:
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Existence
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Documentation
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Scalability
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Team execution
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Priority (High / Medium / Low)
Once the evaluation is done, the Director meets with the Team Leader to confirm:
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Agreement on priority for each system
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Confirmation that the team can actually use each system effectively
This alignment ensures everyone is on the same page before action begins.
➡️ Download your free copy here
3. Evaluate Every Core System
The template breaks your business into key areas:
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Sales
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Marketing
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Operations
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Team & Culture
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Tracking & Numbers
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Personal Productivity
For each system, assess:
✅ What tool are you using?
Do you actually have a solution for this — CRM, task manager, calendar system, templates, etc.?
✅ Is it scalable?
Is this system built to work when the business grows, or will it collapse when you add just one more team member?
✅ Is it documented?
If someone walked in tomorrow and needed to run this process, is there a written SOP ready for them?
✅ Who owns it?
Systems without owners almost always fail. If two people own it, no one owns it. Final accountability is non‑negotiable.
✅ Team Rating (1–5):
Have your team rate how well the system works. Be honest — that’s gold.
✅ Priority (High / Medium / Low):
Decide what needs attention first — missing vs. elevate. Focus on what moves the needle.
This setup gives you a clear picture of what to tackle first without overcomplicating anything.
4. Keep It Simple
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High Priority: fix or elevate first. These systems move the needle.
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Medium Priority: tackle next.
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Low Priority: optional improvements, don’t let them distract you.
Remember: sometimes improving a high-impact system you already have produces bigger results faster than creating a missing low-impact system.
5. Turn Evaluation Into Action
After Ops and Team Leader alignment, create a simple action plan:
| System | Priority | Owner | Deadline |
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No formulas. No overcomplicating. Just clarity, accountability, and a plan.
6. Why This Matters
Your business cannot scale until your systems not only run efficiently, but effectively — delivering the results you want. This evaluation reveals:
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What’s broken
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What’s missing
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What’s already good but could be great
With Ops leading and the Team Leader aligned, you create a predictable, trainable, scalable business — and freedom for you.
Your Next Step
Stop guessing. Stop spinning. Stop working harder than you need to.
Download the free Ops Boss® Systems Evaluation Template now and give your business a reality check:
Fill it out. Align with your Team Leader. Prioritize. Act. Lead.
Your systems are your business backbone — strengthen them, and everything else becomes easier. That’s bossy!
And when you’re ready to level up your thinking . . .
SIGN UP FOR 30 DAY ACCESS TO OUR ON DEMAND CLASS “10 Secrets of a Mega EA” and learn how to go from “average assistant” to “Ops Boss®”!
