Assurance / Guided template

CRM health review

A structured review of the current platform, operating process and changes needed to improve it.

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Step 1 of 9

Set the document context.

Give the completed process document a useful title and enough context for another person to understand why it was prepared.

Document title Organisation or team Prepared by Prepared date Objective and scope

Step 2 of 9

Set the scope

Confirm the systems, teams, processes, evidence and known limitations included in the review.

Which systems, teams and processes are included, and what is explicitly outside the review? Notes, decisions, owners and next actions

Step 3 of 9

Map the landscape

Record each platform, its current role, key data and the integrations joining the wider operation.

What does each platform do, which data does it own, and how is it connected? Notes, decisions, owners and next actions

Step 4 of 9

Walk through the work

Follow real examples through the current process to expose manual steps, workarounds and unclear ownership.

Which real examples reveal delays, duplication, workarounds or unclear responsibility? Notes, decisions, owners and next actions

Step 5 of 9

Inspect the platform

Review data quality, configuration, automation, permissions, reporting, integrations and user adoption.

What does the platform inspection show about data, setup, access, automation, reporting and adoption? Notes, decisions, owners and next actions

Step 6 of 9

Record findings

Describe each observation with its operational effect and enough evidence for others to understand it.

What was observed, what evidence supports it, and what effect does it have on the business? Notes, decisions, owners and next actions

Step 7 of 9

Prioritise recommendations

Rank improvements by value, urgency, dependency, risk and indicative effort.

Which improvements offer the most value, and what urgency, dependency, risk and effort affect their order? Notes, decisions, owners and next actions

Step 8 of 9

Agree the roadmap

Assign owners and next actions, sequence the work and define when progress will be reviewed.

Who owns each agreed action, when should it happen, and how will progress be reviewed? Notes, decisions, owners and next actions

Step 9 of 9

✓

Review your process document.

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