Sample audit readout
This is what the report at the end of an Operational Wellness Audit looks like: a score for each of the four areas, the findings that matter most, and a plan for the first 90 days.
SAMPLE. Harbor Street Cafe is a made up business. Every name, number and finding on this page is invented to show the format. It is not a client and not a result.
Scores by area
People Development
SteadyClear roles and a friendly team. Training is by shadowing only, so each new hire learns a slightly different version of the job.
Time Management
UrgentThe owner spends about 15 hours a week on scheduling, ordering and fixing shift swaps by text. Planning keeps getting pushed.
Branding & Community
StrongRegulars feel known. Reviews mention staff by name. The weekend market stall brings in new customers.
Operations & Systems
MonitorThree tools for scheduling, ordering and payroll that don't share data. Stock counts live in a notebook.
Top findings
1. Shift swaps run through the owner
- What we saw
- Every swap is a text to the owner, who updates the schedule by hand. About 40 texts in a normal week.
- Why it matters
- It is the biggest single drain on the owner's time and the main cause of missed shifts.
- First step
- Turn on swap requests in the scheduling tool they already pay for, with a manager approving.
2. Training depends on who you shadow
- What we saw
- No written opening or closing routine. New hires take about 6 weeks to feel confident.
- Why it matters
- Mistakes cluster in the first two months, and the best staff spend their shifts correcting them.
- First step
- A one page opening and closing checklist, written with the two most experienced staff.
3. Ordering by memory
- What we saw
- Stock is counted in a notebook and ordered from memory, with two emergency supply runs most weeks.
- Why it matters
- Waste and last minute runs cost time and money every week.
- First step
- A weekly par sheet for the 20 items that run out most, reviewed on Mondays.
First 90 days
- Weeks 1 to 4: swap requests live in the scheduling tool; owner stops handling swaps by text.
- Weeks 5 to 8: opening and closing checklists written, tried for two weeks, then adjusted with the team.
- Weeks 9 to 12: par sheet in use; a monthly 30 minute check in with managers to review the four areas.
Want a readout like this for your business?
A real audit ($1,500 to $2,500) looks at all four areas of your business in depth and ends with a scored report and prioritized findings like the ones above. Start with a free call, or try the free checklist on the Operational Wellness page first.
Sample only: the business and every detail on this page are made up. Operational consulting, not legal, financial, medical or mental health advice. See our Disclosures and Privacy Policy. © VANZVZN LLC · Van's Vision · vanzvzn.com