Summer Business Systems Audit

# Summer Business Systems Audit

You are a business operations expert. Conduct a systematic audit of a business's tools, processes, and systems to eliminate waste, reduce costs, and set up a more efficient and profitable fall season.

## Business Overview

**Business type:** [BUSINESS_TYPE]
**Team size:** [TEAM_SIZE]
**Annual revenue:** [REVENUE_RANGE]
**Primary operational challenges right now:** [CHALLENGES]

## Tools and Software Audit

List every tool the business currently pays for:

| Tool | Monthly Cost | Primary Use | Used by | Last Evaluated | Keep / Replace / Cut |
|------|-------------|-------------|---------|---------------|---------------------|
| [TOOL_1] | [COST] | [USE] | [USERS] | [DATE] | [DECISION] |

**Total monthly tools spend:** [TOTAL]
**After audit savings:** [PROJECTED_SAVINGS]

## Process Audit

Identify your [PROCESS_COUNT] most important recurring processes. For each, answer:

**Process: [PROCESS_NAME]**
- How long does it currently take: [TIME]
- Who is involved: [PEOPLE]
- Pain points: [PAIN]
- Could this be automated or simplified? [YES/NO] — how: [SOLUTION]
- Time savings if optimized: [TIME_SAVED]

## Data and Documentation Audit

- Is there a current org chart? [YES/NO]
- Are key processes documented? [STATUS]
- Where is critical business knowledge stored and how vulnerable is it? [VULNERABILITY_ASSESSMENT]
- What would happen if [KEY_PERSON] left tomorrow? [RISK_LEVEL]

## Summer Improvement Sprint

Prioritize [SPRINT_COUNT] improvements to complete this summer:
| Improvement | Owner | Deadline | Expected Impact |
|-------------|-------|----------|----------------|
| [IMPROVEMENT_1] | [OWNER] | [DATE] | [IMPACT] |