The Agency Operational Review

Before changing anything, I work out what is really going on.

I start with the organisation chart to understand the shape of the agency. Then I look beyond it at the work, the numbers and what people experience every day.

01

Look at the numbers

What work is coming in? Who is doing it? What is billable? Where is money being lost?

02

Listen and understand

The people closest to the work usually know where it gets stuck and why.

03

Agree what comes first

Not everything needs fixing at once. We agree the changes that will make the biggest difference.

From separate information to better agency decisions

Before: four partial views

Client demandWhat work is confirmed and what might be comingPeople and skillsWho is available and whether the right capability existsDeliveryWhat is progressing and where work is at riskCommercialsRevenue, cost, utilisation and margin

Each team understands one part of the picture, but nobody has a reliable view of the whole agency.

Bring the information together

One operating view

Confirmed demand · Capacity and skills · Delivery risk · Commercial impact.

Bringing these signals together allows leaders to act earlier, make better staffing decisions, control freelance costs and understand the effect of those decisions on delivery and margin.

Commercial data can show where a problem exists, but it rarely tells the whole story. I combine the numbers with the experience of the people doing the work before deciding what needs to change.

A concise introduction

See the review in deck form.

The Agency Operations deck summarises the review, the operating principles and examples of the results I have delivered.