THE CEO CAPACITY AUDIT

Discover Where You’re Losing Capacity — and How to Fix It Quickly

Score each item: 0 = Not at all, 1 = Somewhat, 2 = Mostly, 3 = Fully

First name

Last name

Email

Phone

Company name

Position

Multi-line address

Country/Region

Address

City

Zip / Postal code

SECTION 1 — PROJECTS

(Max Score: 30)

Are your projects organized, strategic, and aligned with your CEO responsibilities?

Every major program or project has a written plan.

Each plan clearly defines purpose and desired outcome.

Key players and responsibilities are identified.

There is a process to track progress.

There is a method to track impact and results.

You document risks and have solutions prepared.

You have criteria for when to pivot or change direction.

Every project has a completion checklist.

You complete a “lessons learned” review after each project.

You use those lessons to improve future work.

PROJECTS: What is your total score for this section?

0-12

13-22

23-30

SECTION 2 — OPERATIONS

(Max Score: 30)

Does your business run smoothly without you being involved in everything?

I have clear standard operating procedures (SOPs) for routine tasks.

Automation is used wherever possible to reduce manual work.

Waste (time, energy, resources) is measured and reduced.

My operations support my vision, not distract from it.

I have systems for onboarding clients or projects.

Data or metrics are used to make decisions.

The business can operate for 1–3 days without me.

My digital tools are integrated and not scattered.

My workflows are simple and repeatable.

I feel organized and in control of operational flow.

OPERATIONS: What is your total score for this section?

0-12

13-22

23-30

SECTION 3 — HUMAN RESOURCES (Max Score: 30)

Do your people, culture, and roles support the mission — or drain your capacity?

My team understands the culture, vision, and expectations.

I have a staff/contractor handbook that sets boundaries.

I have a clear accountability and feedback process.

I can easily remove or correct challenging people.

I feel confident hiring new people when needed.

There is a plan for succession or delegation.

Team retention is strong and intentional.

I have written job descriptions and responsibilities.

New staff/contractors receive proper onboarding.

My leadership culture supports productivity and peace.

Human Resources: What is your total score for this section?

0-12

13-22

23-30

SUMMARY

We're Down for Maintenance

THE CEO CAPACITY AUDIT

Discover Where You’re Losing Capacity — and How to Fix It Quickly

SECTION 1 — PROJECTS

(Max Score: 30)

Are your projects organized, strategic, and aligned with your CEO responsibilities?

SECTION 2 — OPERATIONS

(Max Score: 30)

SECTION 3 — HUMAN RESOURCES (Max Score: 30)

Do your people, culture, and roles support the mission — or drain your capacity?