Roadvisors
Operational Productivity Checklist
Evaluate key signals of productivity, operating control and improvement readiness. Mark each point as Yes, Partial or No.
Company: ______________________________
Area: ______________________________
Date: ______________________________
Owner: ______________________________
BlockQuestionYesPartialNo
PlanningThe team knows the priorities for the day or week.
PlanningArea goals are clear and reviewed frequently.
PlanningDeviations from the plan become specific actions.
FlowThe main bottlenecks are identified.
FlowWork is not stopped by approvals or missing information.
FlowRepetitive manual steps are documented.
TimeThe duration of key processes is measured.
TimeIdle time, waiting and rework are identified.
TimeMeetings and reports have a clear operational use.
IndicatorsProductivity is measured by process, team or area.
IndicatorsKPIs help decide actions, not only report results.
IndicatorsDecisions are made with reliable and visible data.
TechnologyDigital tools are integrated across areas.
TechnologyAutomations support reports, follow-up or alerts.
TechnologyProcesses where AI agents could support decisions have been identified.
ImprovementImprovement opportunities are prioritized by impact.
ImprovementEach improvement has an owner, date and follow-up.
ImprovementImpact is measured after changes are implemented.
Scoring
Assign 5 points for each Yes, 2 points for each Partial and 0 points for each No. Maximum: 90 points.
Total Yes: _____ x 5 = _____
Total Partial: _____ x 2 = _____
Total No: _____ x 0 = _____
Final score: _____ / 90
0-35: reactive operation with visible or hidden losses.
36-65: clear improvement opportunities and need for prioritization.
66-90: operating base ready for advanced optimization.
Initial action plan
Main problem detected: ____________________________________________________________
Process or area affected: ____________________________________________________________
Priority action: _________________________________________________________________
Owner: __________________________ Date: __________________________
When you need to turn this checklist into a measurable plan, request an operational diagnostic at roadvisors.com.mx/diagnostico-operativo/