Process & Operations Audit Page 2 of 4
Prompts
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Remote Team Handover and Communication Workflow Audit
Check clarity across time zones.
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Project Intake and Prioritisation Workflow Audit
Check how new requests enter the queue.
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Returns and Refund Workflow Audit Inside a Business
Check internal steps behind customer refunds.
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Inventory Receiving Workflow Audit
Check goods in against orders.
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Workflow Bottleneck and Waiting Time Analysis
Find where work waits.
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Approval Process Delay and Control Review
Check that approvals are timely and meaningful.
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Backlog Age and Stale Issue Audit
Find old, duplicated or unclear backlog issues and decide what to close.
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Jira Epic and Roadmap Structure Audit
Review your Jira epics for size, clear outcomes and ownership, find stalled or overlapping epics, and propose a cleaner roadmap structure.
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Jira Acceptance Criteria and Definition of Done Audit
Score a sample of Jira stories for testable acceptance criteria and a shared definition of done, with rewrites and a team checklist.
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Jira Bug Report Quality and Triage Audit
Audit a sample of Jira bug tickets for reproducible steps, evidence and priority consistency, and build a short bug template and triage routine.
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Jira Dashboard and Gadget Usefulness Audit
Assess Jira dashboards and filters for stale data, unclear questions and unused gadgets, then keep the few views that drive decisions.
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Jira Release and Fix Version Hygiene Audit
Check fix versions, release dates and unreleased issues in Jira for mismatches, orphaned tickets and release-note gaps before a release.
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Jira Labels, Components and Naming Consistency Audit
Find duplicate, misspelled and unused Jira labels and components, and propose a naming convention and clean-up plan without bulk changes.
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Jira Cycle Time and Blocked Work Review From an Export
Calculate cycle times, waiting times and blocked periods from a Jira export, find where work stalls, and suggest process experiments.
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Jira Service Desk Request Queue and Response Time Audit
Audit an exported Jira service queue for response and resolution times, request categories, repeat questions and missing knowledge base articles.
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Jira Estimation and Story Point Practice Review
Review story points, subtasks and estimate-versus-actual patterns in a Jira export to see if estimates help planning, without grading people.
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Jira Retrospective Action Item Follow-Through Audit
Track retrospective actions in Jira across sprints to see which were completed, dropped or vague, and redesign how the team captures them.
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Jira Permission Scheme and Project Role Review (Defensive)
Check who can create, transition, delete and administer.
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Jira Custom Fields, Issue Types and Screens Clean-Up Audit
Find configuration clutter that slows people down.
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Jira Sprint Health Metrics Review Without Gaming
Read burn-down, carry-over and cycle time carefully.
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Jira Automation and Notification Noise Audit
Reduce alert fatigue and surprises.
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Teams Sprawl and Ownership Audit
Find duplicate, inactive and ownerless teams.
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Teams Guest Access and External Sharing Review
Check outside users and sharing settings (defensive).
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Teams Meeting Load and Effectiveness Audit
Measure meeting time and find what to cut.
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Teams Files and Storage Practice Audit
Check where files live and how they are shared.
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Teams Notification and Presence Practices Audit
Check whether notifications and status help or hurt.
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Teams Channel Naming and Findability Audit
Check names, descriptions and tabs so people can find things.
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Teams Retention, Records and Sensitive Chat Review
Check what is kept and what should not be in chats (defensive).
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Teams Meeting Recap Quality Audit
Check whether recaps lead to action.
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Meeting Chat, Recording and Notes Practice Audit in Teams
Check how meetings in Teams leave a useful and safe record.
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Monday.com Board Data Quality Audit
Find missing, inconsistent and stale entries.
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Monday.com Automation and Notification Overload Audit
Find automations that create noise or surprise.
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Monday.com Workspace Permissions and Guest Access Audit
Check who can view and edit boards and what they can see.
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Monday.com Project Delivery Performance Audit
Measure plan versus actual across completed items.
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Board Column and Automation Duplication Audit
Find redundant columns, conflicting automations and unused boards.
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Notion Workspace Structure and Clutter Audit
Find duplicate pages, orphaned databases and unclear structure.
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Notion Database Design and Property Audit
Check properties, relations and formulas for errors and bloat.
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Notion Sharing, Permissions and Guest Access Review
Check who can see and edit pages and what is shared publicly (defensive).
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Notion Template Adoption and Data Quality Audit
Check whether people use the templates and fill in the data.
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Workspace Permissions and Sharing Audit
Check who can see and edit what in a shared Notion workspace.
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New Hire Documentation Audit: Can Someone Find Answers Without Asking?
Test whether internal documentation answers a newcomer's questions.
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New Hire First Week Schedule Audit
Test a new starter's first-week plan for overload, idle gaps, missing introductions and unclear goals, then get a balanced day-by-day rewrite.
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New Hire Access and Accounts Provisioning Audit
Audit the system accounts and permissions a new starter received against what the role needs, flagging missing and excessive access defensively.
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Manager 30-60-90 Day Onboarding Plan Audit
Review a manager's 30-60-90 day plan for a new hire for measurable goals, support milestones and realistic scope, then tighten it.
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Onboarding Buddy or Mentor Program Audit
Assess how well a buddy or mentor scheme is working for new hires, from matching to guidance and time commitment, and fix the weak points.
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New Hire 30-Day Feedback Survey Results Audit
Analyse new-hire survey answers after their first month to find the biggest friction points and turn them into a ranked onboarding fix list.
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Remote Onboarding Experience and Isolation Risk Audit
Review how a remote new hire is welcomed, equipped and connected, and find the gaps in equipment, communication, relationships and check-ins.
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Client Onboarding Process Audit From Signing to Kickoff
Walk through your client onboarding steps from signed deal to first delivery, find delays and unclear handoffs, and tighten the process.