The Handbook: The Operations Podcast

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Running a serviced based business, an agency or consultancy isn’t just about great client work. It’s about keeping everything behind the scenes running smoothly.  That’s where The Handbook comes in. Our goal? To help you take your business to the next level of business maturity. This podcast is for operations and service-business leaders who are juggling it all – people, processes, finance, tech, and everything in between.  Every other week, we dive deep into a specific challenge that businesses face as they grow in headcount and complexity. You'll get practical insights and real-world advice from experts who’ve been there, solved the problems, and know what works. If you’re looking for smarter ways to scale, streamline, and strengthen your business, you’re in the right place. Welcome to The Handbook community, your go-to guide for better business operations. And don’t forget to sign up for The Handbook newsletter – we’ll send you the key takeaways from each episode straight to your inbox: scoro.com/podcast/#handbook  The Handbook: The Operations Podcast is brought to you by Scoro.

  1. How to Run Annual Planning Like a CFO (Even If You’re Not One) with Adam Cooper

    قبل ٦ أيام

    How to Run Annual Planning Like a CFO (Even If You’re Not One) with Adam Cooper

    Most teams treat annual planning like a spreadsheet exercise. Finance builds the numbers. Everyone else nods along. Then the plan gets filed away until next year. But real planning isn’t about producing a static budget – it’s about creating a rhythm that connects finance, operations, and delivery all year round. In this episode of The Handbook: The Ops Podcast, Harv sits down with Adam Cooper, founder of ACC Finance Solutions and host of The Fractional CFO Show, to unpack how finance can become your business’s operating rhythm – one that brings clarity, accountability, and foresight to every decision. Here’s what we cover: How to use finance as your sat nav, not your rear-view mirrorBuilding a monthly rhythm that links financials, KPIs, and team accountabilityCreating a planning cycle that goes beyond budgets – with scenarios, reforecasts, and 3 - 5 year goalsManaging cash flow and runway with discipline (and less stress)Why financial storytelling matters – and how it helps the whole business make smarter choicesIf your annual planning still feels like a finance ritual, this episode will help you reframe it as an operating plan for the year ahead – one that helps your team navigate, adapt, and grow with confidence. Additional Resources: 👉🏽 Follow Adam on LinkedIn: https://www.linkedin.com/in/adamfcooper/  💰 Check out ACC Finance Solutions: https://www.accfinancesolutions.com/  🎧 Listen to The Fractional CFO Show: https://www.buzzsprout.com/2275917/episodes  👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/  📈 Measure your business maturity and find out how to get to the next level: https://bit.ly/assess-business-maturity  📬 Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook  ➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.

    ٣٥ من الدقائق
  2. Ops Quickie: PSA vs ERP – Same Same...or Totally Different?

    ٢٨ أكتوبر · إضافة

    Ops Quickie: PSA vs ERP – Same Same...or Totally Different?

    Ops Quickies – snackable episodes on tech, tools, and systems. 🍿 So many acronyms, but what do they mean!?  This one’s for anyone wondering: what’s the difference between a PSA and an ERP? And which one does your business actually need? Harv breaks down how both systems bring your operations together – but are built for completely different worlds.  ERPs power product-based businesses with inventory, supply chains, and manufacturing.  PSAs, like Scoro, are built for service businesses that sell time and expertise. If you’ve ever been told you “need an ERP” – this one’s worth a listen before you sign anything. And if you’ve got a question about ops tech, PSAs, or Scoro, drop Harv a message on LinkedIn. He might just turn it into the next Quickie.

    ١ من الدقائق
  3. Beyond Experiments: What It Really Takes to Operationalize AI with Luke Alexander

    ٢١ أكتوبر

    Beyond Experiments: What It Really Takes to Operationalize AI with Luke Alexander

    AI has stopped being a side project – it’s rewriting the rules of how professional services businesses operate – and – stay competitive. Luke Alexander, Chief Digital & AI Officer at Four, has led an ambitious AI transformation in his business. From rolling out Microsoft Copilot across 300+ staff to launching client-facing AI services, Luke’s approach to embedding AI is bold, practical, and refreshingly human. In this episode, Luke and Harv unpack what it really takes to move from AI experiments to AI integration – and the leadership, structure, and mindset that make it work. Here’s what we dive into: • How Four operationalized AI across teams (and why fluency beats training) • The three categories of AI value – assistive, automated, and transformative • Why senior leadership buy-in is the single biggest success factor • How to overcome the “AI shame” still holding some teams back • The impact of AI on agency structures, staffing, and the future of junior roles If you’re still just experimenting with AI – but haven’t figured out how to truly embed it into the way you operate, this episode shows what that next stage looks like in practice — and what it demands from leadership. Additional Resources: 👉🏽 Follow Luke on LinkedIn: https://www.linkedin.com/in/lukealexander/  4️⃣ Check out Four’s website: https://www.four.agency/  👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/  📈 Measure your business maturity and find out how to get to the next level: https://bit.ly/assess-business-maturity  📬 Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook  ➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.

    ٥٧ من الدقائق
  4. Ops Quickie: MCP – the Missing Link Between Ops & AI?

    ٧ أكتوبر · إضافة

    Ops Quickie: MCP – the Missing Link Between Ops & AI?

    Ops Quickies – snackable episodes on tech, tools, and systems. 🍿 This one’s for anyone curious about the next big shift in how AI connects with the tools you already use: MCP. Model context protocol. Harv breaks down what it is (a universal connector for AI), why it matters for ops leaders, and how it could turn your favourite LLM into the control center for your business systems. He also shares how Scoro’s new MCP server unlocks practical (and pretty mind-blowing) use cases – like summarising client meetings straight into Scoro tasks, or pulling insights across Scoro, Slack, Gmail, and other tools in one prompt. MCP is brand new, but it’s going to change how we work. Tune in to get ahead of the curve.

    ٣ من الدقائق
  5. Becoming Better Ops Leaders: Lessons from Operations Nation

    ٣٠ سبتمبر

    Becoming Better Ops Leaders: Lessons from Operations Nation

    Ops isn’t just about keeping the lights on anymore. As Aušrinė Keršanskaitė, co-founder of Operations Nation, puts it – today’s ops leaders are expected to drive growth, protect culture, and build resilience. And if you’ve ever felt like the “glue” holding everything together without always getting recognition, this one will hit home. In this episode of The Handbook: The Operations Podcast, Aušrinė joins Harv to talk about the evolution of operations, the community she’s built for ops leaders everywhere, and what it takes to step into leadership with confidence. Here’s what we get into: How so many of us “fall into” operations without a playbook – and how to build one for yourselfThe loneliness of ops roles, and why communities like Operations Nation matterTraits that define a brilliant ops leader today – from resilience to influence over executionHow startups’ scrappy mindset can sharpen your approach to tooling, automation, and scalingThe real opportunity with AI in ops (hint: it’s not about replacing your team)Whether you’re a COO, head of ops, or still figuring out your path – this conversation is packed with lessons on how to elevate your role and find support along the way. Additional Resources:  👉🏽 Follow Aušrinė on LinkedIn: https://www.linkedin.com/in/ausrine/  💡 Check out Operations Nation: https://operationsnation.com/  📣 Get your tickets for cONference 2025 in London (£30 off with code SCORO): https://luma.com/onconference2025  📚 The ON COO Course: https://operationsnation.com/resources/coo-resources  👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/  📈 Measure your business maturity and find out how to get to the next level: https://bit.ly/assess-business-maturity  📬 Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook  ➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.

    ٣١ من الدقائق
  6. Ops Quickie: When your stack starts to crack 😬

    ١٦ سبتمبر · إضافة

    Ops Quickie: When your stack starts to crack 😬

    Ops Quickies – snackable episodes on tech, tools, and systems. 🍿 This one’s for anyone who’s ever looked at their jumble of spreadsheets and apps and thought: “Is this normal?” Harv explains why the state of your tech stack is actually a mirror of your business maturity – from The Chaotic Era where everything’s buried in spreadsheets and copy-paste is your main 'process', through The Stable Era where processes click into place, and up to The Data-Driven Era where your systems finally give you a clear view of the road ahead. He also shares the headcount milestone where cracks really start to show if you don’t have a PSA like Scoro in place. Not sure where you stand? Take Harv’s Business Maturity Quiz (3 minutes, 25 questions) at https://bit.ly/assess-business-maturity and see how your setup stacks up. And if you know someone stuck in spreadsheet purgatory, send this episode their way.

    ٣ من الدقائق
  7. Lessons From Scaling $750k to $25m with Lindsey Head

    ٩ سبتمبر

    Lessons From Scaling $750k to $25m with Lindsey Head

    Touch the same piece of information more than twice – fix the workflow. That’s the kind of CFO-meets-COO thinking we get into in this episode of The Handbook, where Harv sits down with Lindsey Head to connect the dots between finance, ops, tech, and people – and what really changes when you standardise how the business runs.  Lindsey helped scale a PR agency from 5 to 125 people and $750k to $25m in revenue, leading finance, ops, HR, tech, legal and M&A along the way – so she’s seen where the cracks form, and how to close them. Here’s what we dive into: • The case for “non-billable” hires early – why dedicated new-business and ops roles pay for themselves, and a simple admin-as-%-of-revenue rule of thumb (aim for ~7–8%). • Systems thinking > shiny tools – map the ideal information flow first, then pick tech to automate it. If you’re touching the same data repeatedly, the process is broken. • Change management that actually works – phase rollouts, involve users early, test, train, and measure adoption before you “go live.” • Multi-entity without the migraines – standardise what you can across entities, respect local nuance (currency, tax, PTO), and use partners/EORs when expanding fast. • Run the business by the numbers – utilisation, gross margin by client, and labour % tell the truth; AI can accelerate FP&A and reporting, but you still sanity-check the outputs. If you’re feeling buried under tools, processes, and hiring questions, Lindsey’s final nudge is simple: pause, map “how it’s going” vs “how it should go,” and focus this quarter on the single change that unlocks the most leverage. Additional Resources:  👉🏽 Follow Lindsey Head on LinkedIn: https://www.linkedin.com/in/lindseylhead/  💡 Check out Pulse Business Group: https://pulsebusinessgroup.com/   👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/  📈 Measure your business maturity and find out how to get to the next level: https://bit.ly/assess-business-maturity  📬 Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook  ➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.

    ٤٠ من الدقائق
  8. Ops Quickie: What ERA is your business in? Find out here!

    ٢٦ أغسطس · إضافة

    Ops Quickie: What ERA is your business in? Find out here!

    Ops Quickies – we're back with another snackable episode. 🍿 This one’s for anyone who’s ever wondered: Is my business actually set up to scale – or are we just surviving? Harv breaks down: 👉🏽 Why business maturity matters 👉🏽 What it really means (hint: it’s not about headcount or revenue) 👉🏽 Why most service businesses get stuck at the early stages 👉🏽 And how you can quickly benchmark where you stand today... Harv's launched a business maturity quiz to help you see where your business sits across people, process, tech, data, and growth, and what to focus on next. It's only 25 questions and takes just 3 minutes. You get your results – and actions on where to focus to level up.  So which era is your business in – The Chaotic Era? The Glimmers of Growth Era? The Stable Era? The Data Driven Era? Or The Innovation Era?  👉 Take the quiz here: https://bit.ly/assess-business-maturity Shout out to PSA platform Scoro for supporting this initiative!  Check out scoro.com and if you sign up for a demo – tell them Harv sent you!

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Running a serviced based business, an agency or consultancy isn’t just about great client work. It’s about keeping everything behind the scenes running smoothly.  That’s where The Handbook comes in. Our goal? To help you take your business to the next level of business maturity. This podcast is for operations and service-business leaders who are juggling it all – people, processes, finance, tech, and everything in between.  Every other week, we dive deep into a specific challenge that businesses face as they grow in headcount and complexity. You'll get practical insights and real-world advice from experts who’ve been there, solved the problems, and know what works. If you’re looking for smarter ways to scale, streamline, and strengthen your business, you’re in the right place. Welcome to The Handbook community, your go-to guide for better business operations. And don’t forget to sign up for The Handbook newsletter – we’ll send you the key takeaways from each episode straight to your inbox: scoro.com/podcast/#handbook  The Handbook: The Operations Podcast is brought to you by Scoro.

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    The Handbook: The Operations Podcast

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