The Operator Leak Audit Workbook
Working tools for When Systems Disagree. Same fields, definitions, and evidence rules as the guide, ready to fill in a working session. Everything entered stays in the visitor’s browser.
Your entries stay in your browser
Everything you enter stays in this browser. Nothing is sent to or stored by SeniorCRE. Do not enter resident names, protected health information, or other personally identifiable information — describe measures and sources, not people.
Start Here — what each tab holds and when to use it
- A Diagnostic — Five-Number Executive Diagnostic. Scores each number 0–2 on eight tests; totals and bands calculate automatically. — First working session (guide: Start Here, Appendix A)
- 1 Baseline Register — Baseline Disagreement Register for the five selected numbers, with the Discover measures and decision gate. — Days 1–30 · Discover (Chapter 10)
- B Definitions — Operating Number Definition Worksheet, one column per number, plus boundary examples to test. — Days 31–60 · Govern (Appendix B)
- C Authority Matrix — Source Authority Matrix by number and element. — Days 31–60 · Govern (Appendix C)
- D Reconciliation — Reconciliation Rule Template, one column per number, with the six required exception states. — Days 31–60 · Govern (Appendix D)
- 2 Gap Map — Governance Gap Map with rule-performance measures and the approve / revise / suspend gate. — Days 31–60 · Govern (Chapter 10)
- E Lineage — Lineage Review Checklist, one Yes/No column per number. — Days 61–90 · Validate (Appendix E)
- 3 Gap Report — Executive Governance Gap Report: before-and-after measures, residual risk, owner, and disposition. — Days 61–90 · Validate (Chapter 10)
- F Integration — Integration Acceptance Checklist. — Vendor diligence and integration acceptance (Appendix F)
- G Sovereignty — Data Sovereignty Contract Checklist. — Contract review and exit planning (Appendix G)
- H Board Questions — Board and Capital Provider Diligence Questions with a response column. — Board and lender preparation (Appendix H)
- Example — RO-1.0 — The guide’s revenue-occupancy thread, completed end to end. Copy its format; replace every value with your own. — Reference while filling any tab
How to fill it
- Shaded cream cells are the only cells to edit. Unshaded cells hold labels or calculations.
- Where a cell offers a drop-down, choose from the list so totals, gates, and states stay consistent across the audit.
- A completed worksheet is not governed until the named operator authorities accept it. Record who accepted it and when in the tab where the decision is made.
- Use the same definitions and measurement method in the baseline and validation periods. Do not convert a sample, synthetic test, or observed process improvement into a portfolio-wide outcome.
The thirteen tabs
- COMPANION WORKBOOK · Start Here — Shaded cells are the only cells to edit. Where a cell offers a drop-down, choose from the list so totals, gates, and states stay consistent across the audit.
- APPENDIX A · Five-Number Executive Diagnostic — Score each test 0 to 2: 0 = no, 1 = partly, 2 = yes. Name the five numbers in the first row. Totals and bands calculate automatically.
- DAYS 1–30 · DISCOVER · Baseline Disagreement Register — Document every current definition, system, spreadsheet, owner, user, cadence, and decision for each selected number. Observe the reconciliation process without redesigning it. Record time spent, exceptions, and where the decision stalls.
- APPENDIX B · Operating Number Definition Worksheet — One column per number. Write definitions in operating language: a community leader should be able to tell whether a specific resident, shift, unit, invoice, or service event belongs in the measure.
- APPENDIX C · Source Authority Matrix — Assign authority at the level required by the decision. One platform rarely possesses authority for every element. Repeat the element block for each number.
- APPENDIX D · Reconciliation Rule Template — Write the rule before the conflict occurs whenever practical. A forced answer is not always a governed answer: where evidence or authority is missing, the correct status may be provisional, disputed, or suspended.
- DAYS 31–60 · GOVERN · Governance Gap Map — Record the state of each discipline for each number, test the provisional rule against representative historical records and known edge cases, and take the gate decision. Preserve disputes that remain unresolved.
- APPENDIX E · Lineage Review Checklist — Answer Yes or No for each number. Record the evidence retained or the action required for every No.
- DAYS 61–90 · VALIDATE · Executive Governance Gap Report — Apply the approved provisional rules to representative current records. Use the same definitions and method as the baseline. Record every unresolved conflict, residual risk, owner, dependency, and priority.
- APPENDIX F · Integration Acceptance Checklist — A technically successful connection is not automatically an accepted operating control. Complete every row before an integration influences production decisions.
- APPENDIX G · Data Sovereignty Contract Checklist — Test each right in the contract, the architecture, and the exit process. A contract statement is not enough.
- APPENDIX H · Board and Capital Provider Diligence Questions — Use before board, lender, and investor reporting. The request should be proportional to the decision.
- ILLUSTRATIVE WORKED THREAD · Revenue Occupancy, End to End — Completed example from the guide. Every value, approval, and record is illustrative. It demonstrates the instrument and does not report a SeniorCRE operator-production result.
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