Service · Business assessment

Operational excellence assessment

A structured audit of how your business really runs, scored across the five levers of operational excellence. Pull the right levers and lasting change follows. You get a clear picture of where you stand, a spider diagram for every lever and the few areas of focus that will make the biggest difference.

Book an assessment See the five levers
Covers
Five levers, 25 areas of the operation
You get
A maturity profile, a spider diagram per lever and the areas of focus
Suits
Construction, manufacturing and wider operations
How
On site: interviews, observation and a review of your data
The big picture

See where you stand across the whole operation

Every area is scored on a five-point maturity scale, against a target agreed with your leadership team. The gap between the two shows where effort will pay back most.

  1. 1ReactiveWork is driven by firefighting. Little is standardised or measured.
  2. 2EmergingGood practice exists in pockets, but depends on individuals.
  3. 3EstablishedStandards and measures are in place and mostly followed.
  4. 4EmbeddedPractices are consistent, owned by teams and reviewed regularly.
  5. 5LeadingImprovement is simply part of how the business runs.
Maturity profile across the five levers of operational excellenceStrategy and direction: current 2.5, target 4; People and culture: current 2.6, target 4; Process and performance: current 2.2, target 3.8; Systems, data and technology: current 2.2, target 3.8; Resource and value: current 2.6, target 3.9. Scores out of 5, illustrative example. 1 3 5 Strategy and direction: current 2.5, target 4 People and culture: current 2.6, target 4 Process and performance: current 2.2, target 3.8 Systems, data and technology: current 2.2, target 3.8 Resource and value: current 2.6, target 3.9 Strategy anddirection People andculture Process andperformanceFOCUS AREA Systems, dataand technologyFOCUS AREA Resource andvalue
Maturity profile across the five levers of operational excellenceStrategy and direction: current 2.5, target 4; People and culture: current 2.6, target 4; Process and performance: current 2.2, target 3.8; Systems, data and technology: current 2.2, target 3.8; Resource and value: current 2.6, target 3.9. Scores out of 5, illustrative example. 1 3 5 Strategy and direction: current 2.5, target 4 People and culture: current 2.6, target 4 Process and performance: current 2.2, target 3.8 Systems, data and technology: current 2.2, target 3.8 Resource and value: current 2.6, target 3.9 Strategy anddirection People andculture Process andperformanceFOCUS AREA Systems, dataand technologyFOCUS AREA Resource andvalue
CurrentTargetBiggest gaps
Illustrative example. Each lever’s score is the average of its five areas.
View scores as a table
LeverCurrentTarget
Strategy and direction2.54
People and culture2.64
Process and performance2.23.8
Systems, data and technology2.23.8
Resource and value2.63.9
The five levers

A spider diagram for every lever

Each lever breaks down into five areas, each with its own score. The spider diagram shows the gap at a glance, and the areas of focus show where pulling that lever will make the biggest change.

CurrentTargetBiggest gaps
01

Strategy and direction

Is there a clear direction, and does everyone understand how their work contributes to it?

Strategy and direction: spider diagramVision and goals: current 3, target 4; Strategic alignment: current 2, target 4; Planning and priorities: current 2.5, target 4; Governance and decisions: current 3, target 4; Communicating direction: current 2, target 4. Scores out of 5, illustrative example. 1 3 5 Vision and goals: current 3, target 4 Strategic alignment: current 2, target 4 Planning and priorities: current 2.5, target 4 Governance and decisions: current 3, target 4 Communicating direction: current 2, target 4 Vision and goals StrategicalignmentFOCUS AREA Planning andpriorities Governanceand decisions CommunicatingdirectionFOCUS AREA
Strategy and direction: spider diagramVision and goals: current 3, target 4; Strategic alignment: current 2, target 4; Planning and priorities: current 2.5, target 4; Governance and decisions: current 3, target 4; Communicating direction: current 2, target 4. Scores out of 5, illustrative example. 1 3 5 Vision and goals: current 3, target 4 Strategic alignment: current 2, target 4 Planning and priorities: current 2.5, target 4 Governance and decisions: current 3, target 4 Communicating direction: current 2, target 4 Vision and goals StrategicalignmentFOCUS AREA Planning andpriorities Governanceand decisions CommunicatingdirectionFOCUS AREA
Areas of focus
  • Strategic alignment
  • Communicating direction
02

People and culture

Do leaders and teams have the capability, ownership and culture to keep improving?

People and culture: spider diagramLeadership: current 3, target 4; Capability and skills: current 2.5, target 4; Engagement and ownership: current 2, target 4; Improvement culture: current 1.5, target 3.5; Safety and wellbeing: current 4, target 4.5. Scores out of 5, illustrative example. 1 3 5 Leadership: current 3, target 4 Capability and skills: current 2.5, target 4 Engagement and ownership: current 2, target 4 Improvement culture: current 1.5, target 3.5 Safety and wellbeing: current 4, target 4.5 Leadership Capabilityand skills Engagementand ownershipFOCUS AREA ImprovementcultureFOCUS AREA Safety andwellbeing
People and culture: spider diagramLeadership: current 3, target 4; Capability and skills: current 2.5, target 4; Engagement and ownership: current 2, target 4; Improvement culture: current 1.5, target 3.5; Safety and wellbeing: current 4, target 4.5. Scores out of 5, illustrative example. 1 3 5 Leadership: current 3, target 4 Capability and skills: current 2.5, target 4 Engagement and ownership: current 2, target 4 Improvement culture: current 1.5, target 3.5 Safety and wellbeing: current 4, target 4.5 Leadership Capabilityand skills Engagementand ownershipFOCUS AREA ImprovementcultureFOCUS AREA Safety andwellbeing
Areas of focus
  • Engagement and ownership
  • Improvement culture
03

Process and performance

Is work standardised, flowing and measured, with problems solved at the root?

Process and performance: spider diagramStandard work: current 2, target 4; Flow and waste: current 1.5, target 3.5; Performance measures: current 2.5, target 4; Problem-solving: current 2, target 3.5; Readiness and planning: current 3, target 4. Scores out of 5, illustrative example. 1 3 5 Standard work: current 2, target 4 Flow and waste: current 1.5, target 3.5 Performance measures: current 2.5, target 4 Problem-solving: current 2, target 3.5 Readiness and planning: current 3, target 4 Standard workFOCUS AREA Flow andwasteFOCUS AREA Performancemeasures Problem-solving Readiness andplanning
Process and performance: spider diagramStandard work: current 2, target 4; Flow and waste: current 1.5, target 3.5; Performance measures: current 2.5, target 4; Problem-solving: current 2, target 3.5; Readiness and planning: current 3, target 4. Scores out of 5, illustrative example. 1 3 5 Standard work: current 2, target 4 Flow and waste: current 1.5, target 3.5 Performance measures: current 2.5, target 4 Problem-solving: current 2, target 3.5 Readiness and planning: current 3, target 4 Standard workFOCUS AREA Flow andwasteFOCUS AREA Performancemeasures Problem-solving Readiness andplanning
Areas of focus
  • Standard work
  • Flow and waste
04

Systems, data and technology

Do your systems give people timely, trusted data to make decisions?

Systems, data and technology: spider diagramData quality: current 2, target 4; Reporting and visibility: current 2.5, target 4; Digital tools: current 3, target 3.5; Joined-up systems: current 1.5, target 3.5; Data in decisions: current 2, target 4. Scores out of 5, illustrative example. 1 3 5 Data quality: current 2, target 4 Reporting and visibility: current 2.5, target 4 Digital tools: current 3, target 3.5 Joined-up systems: current 1.5, target 3.5 Data in decisions: current 2, target 4 Data qualityFOCUS AREA Reporting andvisibility Digitaltools Joined-upsystemsFOCUS AREA Data indecisions
Systems, data and technology: spider diagramData quality: current 2, target 4; Reporting and visibility: current 2.5, target 4; Digital tools: current 3, target 3.5; Joined-up systems: current 1.5, target 3.5; Data in decisions: current 2, target 4. Scores out of 5, illustrative example. 1 3 5 Data quality: current 2, target 4 Reporting and visibility: current 2.5, target 4 Digital tools: current 3, target 3.5 Joined-up systems: current 1.5, target 3.5 Data in decisions: current 2, target 4 Data qualityFOCUS AREA Reporting andvisibility Digitaltools Joined-upsystemsFOCUS AREA Data indecisions
Areas of focus
  • Data quality
  • Joined-up systems
05

Resource and value

Are people, equipment, materials and spend matched to the work and the value it creates?

Areas of focus
  • Capacity planning
  • Cost and productivity
Resource and value: spider diagramCapacity planning: current 2, target 4; Cost and productivity: current 2.5, target 4; Supply chain and partners: current 3, target 4; Asset use: current 2, target 3.5; Value for the customer: current 3.5, target 4. Scores out of 5, illustrative example. 1 3 5 Capacity planning: current 2, target 4 Cost and productivity: current 2.5, target 4 Supply chain and partners: current 3, target 4 Asset use: current 2, target 3.5 Value for the customer: current 3.5, target 4 CapacityplanningFOCUS AREA Cost andproductivityFOCUS AREA Supply chainand partners Assetuse Value for thecustomer
Resource and value: spider diagramCapacity planning: current 2, target 4; Cost and productivity: current 2.5, target 4; Supply chain and partners: current 3, target 4; Asset use: current 2, target 3.5; Value for the customer: current 3.5, target 4. Scores out of 5, illustrative example. 1 3 5 Capacity planning: current 2, target 4 Cost and productivity: current 2.5, target 4 Supply chain and partners: current 3, target 4 Asset use: current 2, target 3.5 Value for the customer: current 3.5, target 4 CapacityplanningFOCUS AREA Cost andproductivityFOCUS AREA Supply chainand partners Assetuse Value for thecustomer

Illustrative example scores. Your assessment is scored on the evidence from your own operation.

How it works

From first conversation to clear priorities

01

Scope

Agree what the assessment should answer, which sites and teams it covers, and who to involve.

02

Assess

Time on site: interviews at every level, observation of the work as it really happens, and a review of your data and reporting.

03

Score

Each of the 25 areas is scored against the maturity scale with the evidence behind it, and targets are agreed with your leadership team.

04

Focus

A report with your maturity profile, a spider diagram for every lever and the areas of focus, presented back to your leaders with practical next steps.

Start a conversation

Find out where to focus first

Book an operational excellence assessment and get a clear, evidence-based view of your operation across all five levers.

Book an assessment