Resources

Templates, frameworks, and the boring tools that work.

Real operating documents from the practice — the same checklists, review templates, and shared vocabulary we hand to retainer clients. Copy them into your own doc. No gated downloads, no email capture, no upsell.

Checklist
Audit Prep Checklist
The exact data set worth assembling before any serious operations engagement — operating history, process debt, capacity, tooling, and the honest questions most operators avoid. Sixty to ninety minutes of useful work.
Template
Weekly Review Template
The thirty-minute Friday review we install on every retainer. Three sections: the numbers, the honest question, and one change for next week. The smallest viable feedback loop.
Reference
Operator Glossary
The terms we use across the practice, defined the way we mean them — cycle time, binding constraint, process debt, load balance, the 1% protocol, and roughly fifteen others. Alphabetical, no fluff.

These are working documents from the practice. If you find one useful and adapt it, that's the point.

Audit Prep Checklist

Weekly Review Template

Operator Glossary