FREE RESOURCES

Practical tools you can use right now

Useful resources for NZ business owners, NGO leaders and care sector operators

SMALL & MEDIUM BUSINESSES

Scorecard

The Founder’s Bottleneck Scorecard

Rate yourself across 16 statements across decision making, processes, time and visibility. Find out your bottleneck score and what it means for the business.


Includes:

  • 16 question assessment
  • Interpretation key
  • Bottleneck Score
SMALL & MEDIUM BUSINESSES

Guide

5 Signs Your Business Has Outgrown Its Systems

The systems that got you here start working against you beyond a certain size. This guide explains five clear signs you’ve crossed that line and what to do about each.


Includes:

  • 5 diagnostic signs
  • Practical actions
  • Self assessment prompts
NGOs & MEMBERSHIP ORGANISATIONS

Template

NGO Operational Health Check

A self-assessment your leadership team can complete in under an hour. Score your organisation across governance, operations, financial visibility, people and external presence. Designed to be taken to your board.


Includes:

  • 5 key areas
  • 20 scored statements
  • Board ready template
SMALL AND MEDIUM BUSINESSES
NGOs & MEMBERSHIP ORGANISATIONS

Guide+Template

Funder Reporting Without the Chaos

A practical guide to producing quality funder reports without the last-minute scramble, including a funder reporting planner template your team can fill in for every active funder.




Includes:

  • 3 layer approach
  • Funder planned template
  • Quick win checklist
REST HOMES & AGED RESIDENTIAL CARE

Self check

Audit Readiness Self Check

What auditors look for in NZ rest home audits, and an honest risk assessment across documentation, staffing systems, policies, resident rights and environment. Includes the most commonly cited NZ audit findings.



Includes:

  • 5 audit domains
  • Risk rating column
  • Common findings summary
REST HOMES & AGED RESIDENTIAL CARE

Guide

Operational Gaps That Show Up in Every Audit

The patterns behind NZ rest home audit findings, from an operational systems perspective. Covers processes in people’s heads, documentation that trails reality, turnover risk, and quality systems that exist on paper only.




Includes:

  • 4 root cause gaps
  • Practical checklists
  • Systems fix for each