Resources & Tools

Free assessments, scorecards, and frameworks designed to cut through the confusion and identify what’s actually holding your operations back. Each tool here has been tested in real businesses facing real constraints—no theory, no fluff, just practical instruments you can use today to evaluate opportunities and make better operational decisions.

No email required, no registration, no hoops to jump through. Just click and download.

Looking for the thinking behind these tools? Take a look some of my Insights for an in-depth analysis of operational challenges and solutions.

The Right Yes Scorecard

Most adjacency moves fail because businesses can’t distinguish strategic growth from expensive distractions. This scorecard evaluates opportunities across five critical factors—Operational Fit, Customer Fit, Economic Benefit, Implementation Ease, and Strategic Importance—giving you a clear numerical score to help determine in 10 minutes whether that “easy” revenue opportunity will multiply your strength or fragment your business.

Download Scorecard (.pdf)

The Dual Lens Decision-Making Guide

The Dual-Lens Decision-Making Guide is a one-page reference tool that helps you evaluate operational spending decisions using both CFO and COO perspectives. It includes the complete 5-question decision process, side-by-side mindset comparisons, real-world examples of “savings” that destroyed profitability, and red flag indicators that you’re making CFO-only decisions. Print it, save it to your desktop, or share it with your leadership team—it’s designed to be useful, not decorative.

Download Guide (.pdf)

The Process Maturity Assessment Tool

Is your business running on systems or on “Steve”? This comprehensive assessment evaluates any business process across 12 dimensions of operational maturity – from documentation and training to error handling and scalability. Answer 75 targeted questions to identify which processes would fail if your key people left tomorrow, then prioritize what to systematize first.

Download Tool (.xlsx)

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