The Agency Health Check

See where your agency's time is really going

Answer a few questions about the jobs that eat your office's time. You'll see which tasks are worth starting with, which can wait, and which to leave alone, with a first step for each.

Takes about 4 minutes · Free

Here's how it works

1

Name a task

2

Answer 6 quick questions

3

See where to start

How the health check scores each task

Every task you name is scored on six things: how much time it takes each week, how often it comes round, what a mistake costs when one happens, how much your staff dislike doing it, whether the steps are the same every time, and whether the information already lives in a computer. The first four measure what the task is costing you. The last two measure how readily software could take it over. A task that is expensive and repeatable is where you start. A task that is expensive but different every time usually needs a person, and the health check will tell you so.

  1. Your tasks
  2. Your details
  3. Your plan

Start with one task

Pick a task from the list below, or type your own name for it. You can add up to five. Most people start with two or three.

Common tasks, tap one to use it

Front office
Workforce
Care & quality
Client-facing

What is this task costing you?

Drag each slider to your best guess. There are no wrong answers.

5–10 hours a week
A few times a week
Costs us time and money
A common complaint

How easily could software take it over?

A mix of both
Some paper, some computer
  1. Your tasks
  2. Your details
  3. Your plan

Almost done — who is this plan for?

Your plan appears on the next screen, where you can save or print it.

So we can get in touch if you'd like help putting the plan into practice.

Your answers stay yours. We'll email your plan and won't pass your details to anyone else.