Wayne Conrad Advisory

Free Operational Automation Templates & Calculators for SME Founders

Templates and frameworks built from 28 years of running service businesses and implementing AI where it actually fits. Free to use. No generic advice.

Template  ·  Decision Rights

Decision Rights Mapping Template

Map every decision that currently routes through you, the clearest sign of founder dependency. Define where your authority should end. Build the structure your team needs to operate without waiting.

  • Five decision categories covering the most common founder bottlenecks
  • For each category: current owner, intended owner, authority boundary, escalation trigger
  • Summary section identifying the highest-leverage change to make first
  • Fill in on screen, print to PDF, share with your team
What this template actually does Most delegation fails at the same point: nobody defined where a team member's authority actually ends. This template turns business process delegation into a written structure: it maps five common decision categories, names who owns each one now versus who should, and sets clear escalation triggers so exceptions stop defaulting back to the founder by habit.

Read the full breakdown: How to Delegate Decision Rights →

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Calculator  ·  Manual Coordination Cost

What Manual Coordination Is Costing You

Calculate what manual coordination is actually costing your business. Enter your team roles and hourly costs to see what administrative work is costing you each week, month, and year.

  • Enter each role and annual cost, hourly rate calculated automatically
  • Estimate manual coordination hours per week per role across five common categories
  • See weekly, monthly, and annual coordination cost instantly
  • Benchmarked against the 15 to 20 percent industry average
  • Dynamic insight text identifies your highest-leverage next action
What this calculator actually does Chasing updates, cross-checking spreadsheets, and redoing work that should have been handed off cleanly never shows up as its own line on a P&L. This calculator turns your team's actual roles and hourly rates into a real weekly, monthly, and annual number for what manual coordination is costing you, before any AI implementation is even discussed.

Read the full breakdown: The Hidden Friction Tax →

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Scorecard  ·  Client Retention

Client Health Scorecard

Surface the early warning signals of client disengagement before a relationship is lost. Score each client weekly across six signals that predict churn before it happens.

  • Add unlimited clients and rate six specific behavioural signals for each
  • Automatic Healthy, Watch, or At Risk status calculated for every client
  • Identifies which client needs a conversation first
  • Built for a five-minute weekly review, not a quarterly audit
What this scorecard actually does Most businesses only find out a client is unhappy once they've already decided to leave. This scorecard tracks six specific weekly signals, so a relationship drifting toward churn shows up as a clear Watch or At Risk status while there's still time to have the conversation.

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Frequently Asked Questions

Are these templates actually free?

Yes. Every template, scorecard, and calculator here is free, no trial, no card required. Enter your details once and the link is sent straight to your inbox.

What does the Decision Rights Mapping Template actually do?

It walks you through every decision that currently routes through you, across five common categories, and has you name who owns each one now versus who should, with a clear boundary for where their authority ends.

What is manual coordination cost, and how is it calculated?

Manual coordination cost is the price of chasing updates, cross-checking spreadsheets, and redoing handoffs, work that never shows up as its own line on a P&L. The calculator takes your team's actual roles and hourly rates and turns the time lost to that coordination into a real weekly, monthly, and annual figure.

How does the Client Health Scorecard catch churn before it happens?

Instead of waiting for a quarterly review, it scores each client weekly across six specific behavioral signals, giving you a clear Healthy, Watch, or At Risk status while there's still time to act.

Want more direct support rebuilding your operational architecture? See how the full engagement works.