+44 (0) 7772 588024 447490373980 Book A Call
     
Steph Birch

Birch Strategic Services | Blog

By Steph Birch, Founder & Transformation Catalyst

The DIY business health check: See What's Really Going On

Steph Birch

CREATED BY STEPH BIRCH

Published: 07/10/2025 @ 09:00AM

#diybusinesshealthcheck #operations #scalingsme #ukbusiness #leadershipexecution #processimprovement

Here's a DIY business health check to surface real bottlenecks fast. Skip the theatre and find the friction. Every growing firm needs a clear view of reality, and a DIY business health check gives leadership exactly that ...

DIY business health check, Finances and plans in place, Success on the rise

DIY business health check, Finances and plans in place, Success on the rise

Most “strategy off-sites” miss the operational friction because glossy slides smooth over the awkward truths that reside in handoffs, rework, and delayed decisions. A small business or a larger UK SME cannot afford that blind spot when customers and cash flow are on the line.


A quick pulse survey cuts straight to signal when it asks three things anonymously:

  • What stops you from doing your best work?
  • Where do we waste the most time?
  • And what should we stop, start, or continue?

The promise to share themes and act on them builds trust faster than any memo.


A rapid cross-functional SWOT analysis turns scattered feedback into patterns by mapping strengths that protect revenue, weaknesses that erode margin, opportunities tied to demand, and threats stemming from capability gaps. Done in one hour, it functions as a sharp performance check rather than an endless workshop.

An Impact vs Effort grid converts noise into decisions by ranking ideas based on business value, time to benefit, and required resources. Leaders should time-box the debate, cap work in progress, and focus on two high-impact, low-effort moves before considering team structure or new platforms.

A concise financial review tests reality by tracing gross margin by product, fully loaded cost to serve, billing accuracy, and aged debt, and tying operational fixes to Pounds improves discipline more than any abstract KPI dashboard could.

A lightweight business audit of workflows, approvals, and handoffs reveals hidden queues. Mapping one end-to-end customer journey from lead to cash shows where ownership wobbles, where data is duplicated, and where a two-minute decision takes two weeks.

A practical DIY business health check benefits
from clear accountability!

One owner, one deadline, and one measurable outcome per initiative helps maintain momentum, and fortnightly check-ins to remove blockers ensure pace without creating processes for the sake of process.

A leader should start here before hiring, restructuring, or investing, because the cheapest capacity is the waste removed. A disciplined DIY business health check will align people, sharpen priorities, and free up cash.

And that's before any headcount or technology is added.

Until next time ...

STEPH BIRCH
Founder & Transformation Catalyst

Would you like to know more?

If anything I've written in my blog post resonates with you and you'd like to discover more of my thoughts about running a DIY Business Health Check for your business before scaling headcount, then do feel free to connect with me on Linkedin or call me on 07772 588024 and let's see how I can help you.

Share the blog love ...

Share this to FacebookBuffer
Share this to FacebookFacebook
Share this to TwitterTwitter
Share this to Linkedin (popup window)Linkedin
Share this to Pinterest (popup window)Pinterest
Share this to WhatsApp (popup window)WhatsApp

#diybusinesshealthcheck #operations #scalingsme #ukbusiness #leadershipexecution #processimprovement

About Steph Birch ...

Steph Birch 

With over 17 years of hands-on experience, Steph is that rare unicorn who’s done it all - and done it brilliantly. From transforming scrappy contact centres into high-performing hubs, to leading full-scale functions across finance, tech, product, data, compliance, sales and more - she’s scaled it, fixed it, or rebuilt it from the ground up.

Steph’s superpower? Blending big-picture strategy with sleeves-up execution. She’s led operational strategy at board level in industries like Insurance, SaaS, Tech and BPOs — and knows how to drive results whether she’s supporting a scrappy founder or steering a complex enterprise. She’s passionate about people, powered by data, and obsessed with making operations smoother, smarter, and future-ready. 

Are you ready to go from firefighting to future-focused, without losing the heart of your business?

More blog posts for you to enjoy ...

Click here to view this blog post


When Growth Gets Messy: Business Growth Strategies That Actually Scale

Here's the honest take on what to do when growth gets messy. Upgrade operations, make informed rebuild decisions, and protect your margins before chaos prevails ......

Click here to view this blog post


Revolutionising Business: The Fractional COO Solution

How can a Fractional COO transform operations for scaling organisations? In this blog post, I'll explain how they can help leaders gain a pragmatic roadmap for their business ......

Click here to view this blog post


From Fragile To Resilient: Tackling Single-Point Risks In SMEs

Map what matters, make risk visible, delegate early, upgrade tools, and spread commercial exposure. These moves cut single-point risks in SMEs while strengthening business continuity, cash flow, and customer trust. Turn fragi...

Click here to view this blog post


Single Points of Dependency: The Hidden Risk Undermining SME Scale-Up

Single Points of Dependency quietly cap growth and depress valuations. My blog post this week explains where they hide, why they harm scale, and how to start fixing them. It's practical, frank, and built for leaders who want ...

Click here to view this blog post


How Tackling Tech Debt Supercharges Growth for UK SMEs

My blog post this week explains how addressing tech debt transforms fragile operations into scalable growth. It outlines foundations for ownership, testing, integration and communication. UK SMEs can reduce risk, cut costs an...

Click here to view this blog post


From Comfortable To Chaotic: Why Businesses Struggle When Growth Arrives

Established businesses struggle when growth arrives because informal systems, founder bottlenecks, and cultural inertia collide with new demands. Without structure and visibility, risk multiplies. The right shift brings proce...

Click here to view this blog post


The Most Expensive Words in Business: ''We'll Do It Ourselves''

The most expensive words in business are ''We'll do it ourselves''. I explain why DIY drains time, momentum, and cash, and how expert support accelerates growth. Avoid compounding hidden costs by delegating what you shouldn't...

Click here to view this blog post


Lessons from Neat Burger: Navigating The Harsh Realities of Food Businesses Today

Neat Burger's journey, marked by rapid celebrity-backed growth and subsequent challenges, highlights the harsh realities of the hospitality sector. This blog post explores strategies to sustain food businesses amidst rising c...

Other bloggers you may like ...

Click here to view this blog post


From Inbox to Impact: Turn Emails into Trust-Building Blog Posts

Posted by Steffi Lewis on https://www.sblogit.com

You can go from inbox to impact by quickly and easily turning repetitive emails into weekly blog posts with sBlogIt! done-for-you blogging service. We ...

Click here to view this blog post


The Importance Of Being Earnest

Posted by Pritesh Ganatra on https://blog.btsuk.net

I still believe in the notion that 'people buy from people', however, we seem to be in a world where people are being pressured into buying technology ...

Click here to view this blog post


Download an Anti-Money Laundering package that actually helps!

Posted by Alison Mead on https://blog.siliconbullet.com

Want Anti-Money Laundering made simple? My updated AML package offers templates, checklists, and practical tips that slot straight into your workflow. ...

Click here to view this blog post


HICBC: New process for paying the High Income Child Benefit Charge

Posted by Roger Eddowes on https://blog.essendonaccounts.co.uk

The High Income Child Benefit Charge can now be paid via PAYE. No more self assessment just for HICBC, if eligible. Here's how the rules, thresholds a ...

Click here to discover sBlogIt! The done-for-you blogging service