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Field notes · II

The operational review nobody wants to commission

Every business leader knows what an operational review is. Very few volunteer for one. The reasons are understandable: it feels like inviting a stranger to judge your work, your team, and your judgement. And if the review finds something serious, you'll have to act on it — which will be uncomfortable for someone.

And yet, in our experience, the operational review is almost always the highest-value piece of work a mid-market business can commission. Here's why.

You cannot see your own operations clearly

Nobody can. If you've been in the business for years — especially if you've been in it since before some of the current processes were designed — you've absorbed its quirks as normal. You don't notice that the approval workflow for a routine purchase has grown to six steps. You don't notice that the weekly operations meeting no longer makes decisions. You don't notice because you live inside the system.

An outsider does notice. Not because they're cleverer than you — because they haven't been looking at it for twenty years.

What we actually do in a review

A good operational review is not a mystery tour. It has a clear structure:

  • Map the process as it actually runs, not as the manual says it runs.
  • Talk to the people doing the work, from shop floor to senior management.
  • Look at the numbers that matter — throughput, lead time, error rate, cost-to-serve — not just the ones on the monthly board pack.
  • Identify where performance is lost, and rank those losses by impact and ease of fix.
  • Hand back a prioritised, evidenced set of recommendations, with the trade-offs clearly laid out.
"The operational review was uncomfortable reading — as it should have been. Six months later, the changes we made off the back of it are the single best thing we've done as a business."

Why it feels uncomfortable — and why that's fine

There are usually three sources of discomfort in an operational review:

  • Pride: nobody enjoys having their area of responsibility held up to scrutiny.
  • Anxiety: some people worry the review is really a quiet way of deciding who to let go.
  • Politics: reviews often surface disagreements between departments that have been simmering for years.

All three are real. None of them are reasons not to do the review. What matters is that the client leadership team manages them openly — being honest about the purpose, protecting the people who speak frankly, and committing publicly to act on what comes out.

What clients usually find

Almost every review we've done has found the same three categories of issue:

  • Duplication. Two teams doing the same work, or the same data being re-entered three times because nobody trusts the system.
  • Bottlenecks. One person or one approval step that everything else waits on — often someone who is quietly indispensable and quietly exhausted.
  • Drift. Processes that were designed for a business half the current size, that nobody has revisited since.

None of these are dramatic. All of them are fixable. Together, they often represent a significant share of avoidable cost and delay.

What good looks like afterwards

A successful review leaves the business with three things:

  • A shared picture of how the business actually runs, understood by the whole leadership team.
  • A prioritised action list, with owners and dates.
  • A repeatable habit of looking at operations honestly, not as an annual audit but as part of how the business is run.

The uncomfortable conclusion

The operational review nobody wants to commission is often the one that produces the most value. That's not a coincidence. It's a direct consequence of looking honestly at the business you've built, and giving yourself the chance to make it better.

If you've been putting it off, you're not alone. But you might be leaving real value on the table.

Thinking about commissioning an operational review?

We'll tell you honestly whether it's the right move — and what it would involve.

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