OPOperations
A Weekly Review Routine for Small Firms
What to check each week to keep delivery and cash flow on track. A practical routine for small firms.
Notes for small firms ยท 14 guides shelved
Drysdale Review
The Drysdale Review turns general management and client-service ideas into short, usable playbooks for small firms and solo consultants. Every piece offers checklists, questions to ask and links to stable public guidance rather than hype.
Latest guides
8 / 14
OPOperations
How to Write Process Notes People Use
A step-by-step guide to writing short process notes that new helpers can follow without asking questions.
OPOperations
Choosing Tools for a Small Team
A practical guide for small firms weighing scheduling or invoicing software: key questions to ask, a decision checklist, and data protection basics.
OPOperations
Smoothing Seasonal Workloads
Plan staffing and deadlines around predictable busy seasons so your small firm stays calm and profitable all year.
CWClient Work
Questions for a First Client Meeting
A practical list of questions consultants should ask in a first client meeting to uncover real business needs before proposing solutions.
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Section
Three notebooks, one per question a small firm asks most weeks.
OP
Operations
Everyday running of a small firm, from scheduling to simple process notes.
CW
Client Work
Methods for managing clients, projects, scopes and expectations.
PR
Pricing
Deciding what to charge, how to describe your value and where to stand in a market.
How a guide works
- 1
The problem, in one line
Every guide opens with the symptom, so you can tell the first paragraph whether it is your week.
- 2
The questions to ask
A short list, not a framework. Ask them aloud in your next meeting.
- 3
What to do this week
Two or three actions, small enough to finish before Friday.
The short answer sits in the margin, above the long one.
Elsewhere on the shelf
Entries kept by other desks, each read before it was shelved here.