Checklist

Operating Model Audit: Meetings, Metrics, and Handoffs

An interactive checklist-style audit to quickly discover where meeting cadences, owned metrics, and cross-team handoffs create friction — and to capture evidence, priority, and next steps.

Interactive Tool

Operating Model Audit — Meetings, Metrics, and Handoffs

Use this short audit to surface where your operating model causes delays, duplicated effort, or missed decisions. Answer each question, add brief evidence, and capture a next step and owner so the result becomes actionable.

YYYY-MM-DD or a human-friendly date (e.g., 2026-08-16).
Who completed this audit? (Name or team)
Which part of the organization is this focused on?
Do meetings occur at the cadence needed to make the decisions required by the work?
One or two sentences: who, what decision, and timing problem.
Choose the best description of operational impact.
Is there a named owner who can act on the metric and influence outcomes?
E.g., 'On-time delivery — tracked in TeamX dashboard, no owner assigned.'
1 = Not actionable, 5 = Directly drives daily decisions
1.0 10.0
Are responsibilities, inputs/outputs, timing, and escalation paths defined?
Describe the symptom and where it happens (e.g., 'handoff from design to production causes missing specs').
Choose the best fit for how handoffs are tracked.
Paste links to dashboards, meeting charters, RACI docs, or file locations.
Judge the combined operational risk (delivery, quality, cost, reputation).
A single concrete action to reduce friction (e.g., 'reduce weekly tactical meeting to 30 minutes and add a decision pre-read').
Name or role responsible for executing the action.
YYYY-MM-DD or approximate timeframe.
Anything else the team should know.
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