Operations Health Check
A free, 25-question self-assessment across people, process, systems, governance, and metrics.
- Immediate results
- Optional personalized action report
- A starting point for a focused conversation
Home/Approach
How we work
A clear starting point.
Ownership through execution.
A practical engagement path, with the decisions, deliverables, and responsibilities made explicit before the work begins.
Three ways to begin
Choose the next step
your business needs.
Operations Diagnostic
A fixed-scope, three-week engagement to establish the facts and prioritize the work.
- Agreed baseline and root-cause findings
- Opportunity and risk priorities
- A sequenced plan with owners and measures
Execution Engagement
Lead the agreed plan through delivery, stabilization, and internal ownership.
- Accountable implementation workstreams
- Retainer or fractional executive mandate
- Performance review and capability transfer
Operations Diagnostic
Three weeks.
A defined scope.
The three-week clock starts once the agreed data, access, and stakeholders are available. Scope is documented before kickoff. Commercial terms are agreed before kickoff.
Deliverables
- Leadership interviews and an agreed operating scope
- Current-state workflow and performance baseline
- Root-cause findings with supporting evidence and open questions
- Prioritized opportunity and risk register
- Value hypotheses with assumptions and validation requirements
- 90-day action roadmap, accountable owners, and proposed measures
- Executive readout and a recommended execution scope
Assumptions
- One defined operating problem, business unit, or site scope
- A named executive sponsor and available process owners
- Timely access to agreed data and relevant systems information
- Interview, observation, and review windows agreed at kickoff
- Onsite or remote delivery and any travel agreed in advance
- Scope changes reviewed for their effect on timing and effort
Exclusions
- Full software configuration, coding, or implementation
- Enterprise-wide network modeling unless explicitly scoped
- Ongoing management, recovery execution, or implementation labor
- Audit assurance, legal opinions, or certified financial valuations
- Guaranteed savings or a promise that every cause will be resolved in three weeks
- Travel, specialist services, and third-party costs unless included in the agreement
An illustrative first 90 days
Diagnose. Design.
Deliver. Embed.
Timelines depend on scope, urgency, data readiness, and technical dependencies. These checkpoints illustrate an execution engagement; they are not fixed completion promises.
DAY 10Diagnose
What you see: an agreed problem statement, a current-state baseline, immediate risks, and an evidence-backed issue register.
Decision: what needs containment now, and which assumptions need validation?
DAY 30Design
What you see: prioritized workstreams, owners, acceptance criteria, resource needs, dependencies, and a practical value creation plan.
Decision: what gets approved, sequenced, and resourced?
DAY 60Deliver
What you see: progress against the agreed milestones, tested changes, visible constraints, and early performance evidence.
Decision: what can scale, what needs adjustment, and what must remain contained?
DAY 90Embed
What you see: ownership, standard work, a performance cadence, handover criteria, and the remaining delivery backlog.
Decision: what can the team sustain independently, and what still needs executive support?
Leadership is a full practice
Development can
be the engagement.
Executive coaching, Scaling Leaders, and Truth & Grace can be purchased independently. They can also support a broader operating transformation when that is the agreed need.
Before we begin
Practical questions.
Clear answers.
Will Warren personally lead the work?
Yes. Warren leads the engagement, with direct access and an agreed level of involvement. Any specialist support is discussed in the scope.
Can we begin with a focused problem?
Yes. A defined operating issue, recovery, diagnostic, executive coaching engagement, or leadership program can stand on its own.
Do you work onsite?
PX serves clients nationwide through onsite, remote, and blended engagements. The delivery model and any travel are agreed before work begins.
How are fees structured?
The Operations Diagnostic has a fixed scope agreed before kickoff. Execution can use a scoped retainer or fractional executive mandate. Commercial terms and deliverables are agreed before any work starts.
How are results measured?
We agree on the baseline, measures, targets, owners, and review cadence. Financial improvements are validated with the business and distinguished from forecasts or overlapping benefits.
What happens when the engagement ends?
Handover is planned from the beginning, including operating routines, documentation, accountable owners, completion criteria, and any agreed follow-up.
Start with a conversation
Let’s turn your priorities
into progress.
A focused, 30-minute conversation about the challenge, the value at stake, and the right next step.