HomeFor your teamOperations

For your teamOperations

If you run operations, here is how I would start.

I ran multi-site field operations across Greater Los Angeles, redesigned reporting workflows with leadership for accuracy and audit readiness, and tracked channel performance and inventory at Dasalla. This is how I would spend my first 90 days on your team.

See the 90-day plan Book a 30-minute call
Lane
Operations
Ran
Multi-site field operations and scheduling, Greater Los Angeles (Senvicare, 2016 to 2018)
Fixed
Reporting workflows, for accuracy and audit readiness
Tracked
Channel performance and a $2,000,000 portfolio at Dasalla
Systems
Excel, QuickBooks, Salesforce, Velocify

On wide screens the first 90 days is drawn as a trajectory that follows your scroll, with three stages: T+30, T+60 and T+90. Each stage is also written out below as text.

T+0 to T+9030-60-90 plan

The first 90 days

What I would do in a new operations role, in the order I would do it. A plan, not a promise about any one employer.

  1. T+30 · Learn

    Learn the workflow and its records

    Follow the work from start to finish and meet the people who hand it off. Note where information is late, duplicated or kept in two places.

    At Senvicare I kept service and compliance records accurate across multiple sites.

  2. T+60 · First deliverable

    Fix one thing that is slow or wrong

    Pick one report, schedule or record process that costs time and rework it with the people who use it. Then track whether accuracy improves.

    At Senvicare I redesigned reporting workflows with leadership for accuracy and audit readiness.

  3. T+90 · Own it

    Own a recurring cycle

    Run one cycle every week, such as scheduling, an inventory count or the weekly report, with written steps and a short summary for leadership.

    At Green Solar and Spectrum I reported weekly to leadership and management.

  1. T+0 Day one
  2. T+30 Learn
  3. T+60 First deliverable
  4. T+90 Own it

02Work to read first

The three cases and three analyses closest to this work.

Case studies My own work and my past roles

Analyses on public data See all ten on the dashboard

03Matching skills

The skills and tools I would use.

Operations

  • Inventory and channel performance analysis
  • Multi-site field operations and scheduling
  • Logistics and conflict resolution
  • Service and compliance records
  • Staff training on documentation standards

Systems

  • Excel and Google Sheets
  • QuickBooks
  • Salesforce and Velocify
  • Microsoft Office and Google Workspace

Reporting

  • Reporting workflow design
  • Weekly reporting to leadership
  • SQL and Python
  • Tableau and Looker Studio

Every skill with its tools and proof is on the Skills page, and the full route is on About.

04Contact

Tell me which workflow to look at first.

Open to e-commerce, data and operations roles. Los Angeles or remote.

zacharybhenley@gmail.com Book a 30-minute call