Quick Performance Audit – Excel Template

Run a one hour audit to see where you’re slow, where the pain is, and where AI can help first.

What you get

XLSX ~90 KB v1.0 Updated Sep 2025

Why download it

  • Get a clear view in 60 minutes, not weeks.
  • Pick two or three growth drivers with facts, not guesswork.
  • Line up your first 30 day cycle with confidence.

What the worksheet covers

  • Step 1 – Map your core processes: customer journey and key internal workflows.
  • Step 2 – Score speed and pain: two ratings out of 10 for each stage.
  • Step 3 – Highlight gaps: low speed + high pain = strong candidates.
  • Step 4 – Estimate value: “If this was 2× faster, what’s it worth?”

Columns inside the file

  • Process / Stage
  • Speed (0–10)
  • Pain (0–10)
  • Gap Zone (auto flag)
  • Value if 2× Faster (£ / %)
  • Notes / Owner / Next Step

Why it works

You don’t need perfect data. A quick snapshot is enough to point your next cycle at the biggest win.

Preview of the Quick Performance Audit Excel template (placeholder)
Excel file icon Worksheet cover image (placeholder)
Download the Excel file

File: quick-performance-audit.xlsx

How to use

  1. Download the worksheet.
  2. If it opens in your browser, save it:
    • Windows: press Ctrl + S or right click and choose Save as.
    • Mac: press Cmd + S or control click and choose Save as.
  3. Block one hour with your team and fill in the columns.
  4. Pick the top 2–3 candidates and start a 30 day cycle.

Action step

Run the audit this week. Share the short list and book the kick off for your first cycle.