This engagement is the third and ongoing phase of the Plato Improvement Process, a structured consulting methodology designed to help breweries improve operational performance through assessment, implementation, and continuous improvement.

Purpose

Provide brewery ownership and management with ongoing operational oversight, KPI monitoring, performance reporting, and continuous improvement guidance to sustain operational gains, identify emerging opportunities, and support long-term operational excellence.

Rather than engaging Plato Beverage Consulting only when operational challenges arise, the Operational Performance Partnership provides a structured framework for regularly measuring brewery performance, reviewing operational trends, and identifying the next opportunities for improvement before they become larger operational issues.

Objectives

• Sustain operational improvements achieved during implementation

• Monitor key production and operational performance indicators

• Identify emerging operational risks and performance trends

• Drive continuous operational improvement

• Support informed operational decision-making

• Maintain accountability toward operational goals

• Establish an annual cycle of operational planning and performance review

Scope of Work Components:

Monthly Operational Performance Review

Each month Plato will review key operational performance metrics, including:

• Production performance

  • Brew house efficiency

  • Packaging performance

  • Product loss

• Labor productivity

• Capacity utilization

• Production scheduling

• Operational KPIs

• Significant operational variances

Monthly Performance Dashboard and Observations

Development and distribution of a standardized monthly operational dashboard highlighting:

• Historical monthly performance trends

• Operational observations

• Areas of improvement

• Suggested focus areas for the following month

• Emerging operational risks  

• KPI Dashboard and Insights

Monthly Strategy Meeting

One virtual meeting each month with brewery ownership and management to review:

• Monthly performance

• Progress toward operational goals

• Current operational challenges

• Improvement priorities

• Questions and discussion

Quarterly Operational Review

Every quarter Plato performs a more comprehensive operational review including:

• Quarterly trend analysis

• Progress toward annual operational goals

• KPI performance review

• Improvement initiative status

• Strategic and Operational priorities for the next quarter

Annual Operational Performance Review

At the end of each calendar year, Plato conducts an annual operational review including:

• Prior year performance summary

• Year-over-year KPI comparison

• Operational accomplishments

• Remaining improvement opportunities

Annual Operational Planning Session

At the end of each calendar year, Plato works with leadership to facilitate the development of:

• Annual operational priorities for New Year

• Continuous Improvement initiatives for New Year

• KPI targets

• Production goals

• Capacity planning considerations

Deliverables

Monthly Performance Package

Each monthly review includes:

• Executive Operations Dashboard

• Operational KPI Scorecard

• Monthly Performance Summary

• Operational Trend Analysis

• Improvement Recommendations

• Management Action Items

• Monthly Review Meeting

Quarterly Review Package (included while on Operational Performance Partnership)

• Quarterly Operations Report

• KPI Trend Analysis

• Operational Progress Summary

• Updated Improvement Roadmap

Annual Review Package (included while on Operational Performance Partnership)

• Annual Operational Performance Report

• Year-End KPI Summary

• Operational Benchmark Review

• Annual Improvement Summary

• Annual Planning Workshop

• Next-Year Operational Goals

Expected Outcomes

Through ongoing participation in the Operational Performance Partnership, brewery management should expect:

• Sustained operational improvements

• Continuous operational optimization

• Increased operational visibility

• Faster, proactive identification of emerging issues

• Improved management decision-making

• Greater operational accountability

• Consistent KPI tracking

• Improved long-term profitability

Timeline: Ongoing Monthly Partnership (Twelve-month minimum partnership term)

The Operational Performance Partnership is designed as an ongoing advisory engagement supporting continuous operational improvement throughout the year.

Investment in your Brewery without a full time COO

The Operational Performance Partnership is delivered as an ongoing monthly advisory engagement providing continuous operational oversight, performance reporting, strategic guidance, and accountability.

Monthly retainers begin at $2,950 per month (Twelve-month minimum partnership term), with pricing adjusted based on brewery size, operational complexity, reporting requirements, and onsite support needs.

Note: Pricing may vary with production volume, business size, and location count. Outcomes vary by execution of consultant recommendations; ongoing support and scope bundles are available to maximize results.