Process Audit & Planning
Understand how your business really runs – then make it run better.
Our Process Audit & Planning service is a deep, practical review of how work actually gets done in your business. We roll up our sleeves and work with you and your team to understand the day-to-day operations, the occasional edge cases, and the decisions that keep everything moving.
This isn't about theory or box-ticking. It's about creating a clear, honest picture of what's happening now, so you can confidently plan what comes next.
End-to-end process review
We look at your processes from front to back, covering both routine activities and the less frequent but critical tasks that often get overlooked.
Document how things really work
Your current processes are clearly documented, creating reliable records that support consistency, continuity, and team onboarding.
Identify issues and opportunities
We collate insights to highlight bottlenecks, risks, inefficiencies, and improvement opportunities without blame or bureaucracy.
Create practical improvement plans
You'll receive clear, actionable recommendations outlining what could be improved, why it matters, and the realistic steps and resources needed to make it happen.
Why it matters
A fresh, independent perspective can reveal gaps that are easy to miss when you're deep in the business. A thorough process audit can:
• Improve operational clarity and efficiency • Reduce risk and reliance on "key person knowledge" • Support smoother onboarding and business continuity • Strengthen your business for growth, sale, or raising finance • Improve business valuation by reducing operational uncertainty
Our approach
We take a holistic and cooperative approach—working alongside your team, not over the top of them. We're proactive in spotting issues before they become problems, pragmatic in our recommendations, and we believe serious improvement doesn't have to feel serious all the time. Expect clarity, honesty, and a process that's actually enjoyable.
Clear processes. Better decisions. A stronger business.