Client Business Assessment Part 2

Client Business Assessment Part 2

TALENT MANAGEMENT
“The process of establishing a clear vision, mission and purpose for the business, and making sure everyone is focused, trained and empowered to manifest it.”
Email address*
Name*
What is your title?*
What does your company do?*
What keywords describe your business? Do you use them every time you blog?*
What do you want to be known for?*

Share your current offerings and investment levels

	Primary/Signature Offer	Secondary/Down-sell offer	Tertiary/Upsell Offer
Who is it for?
Problem it solves?
How long is the program?
What is the investment (PIF and PP)
How many clients are enrolled currently?
How profitable is the program?
website URL
Program Name

Do these offerings follow a natural progression (when they finish one they move to the next? or are they stand alone options)?*

Do you have a book? What is it about? How much does it cost? How many do you sell in a month?*
Do you have a home study program or online course? What is it about? How much does it cost? How many do you sell in a month?*
Beyond your offerings, what is the transformation your business provides? (What does your company REALLY do?)*
What is your positioning statement?*
Do you have a team in place to help you with your business’ daily activities? (List all team members) *
Do you have an assistant (virtual or physical)? What is their name? What do they do?*
Do you have an employee manual?*
Was it developed by an HR professional?*

Do you have a defined hiring process? Do you adhere to it? Is it documented?*
How do you offer feedback to your team? Do you have a performance review process already in place and documented systematically to provide feedback to your team?*
Do you have a company vision that has been shared with your team?*
Do you have a system in place to ensure that your team is adhering to and expanding your brand and vision?*
Do you have a standard template that your team uses when describing what you do and how you serve in the marketplace?*
Do you have potential employees participate in any kind of psychological profiling before hiring them?*
Are you absolutely certain that everyone in your company clearly supports your vision and the strategies to reach your vision?*
Have you created a company overview video for your team members to ensure cohesion of vision, mission and brand?*

If I were to ask any member of your team (employee or contractor) about your values, mission and key goals for the year, would they be able to tell me easily?*
Are you certain that your team (employees or contractors) are clear on what their job descriptions are and what’s expected of them? *
Do you use incentive or rewards programs to motivate employees to achieve company objectives? *
How often do you meet with or speak with your senior management team?*
How often does management meet with the rest of the team?*
What potentially is the biggest time-bomb ticking in the organization?*
Do you have future plans for the business, such as a public offering, expansion overseas, selling out, taking in partners, etc.?*
How would you rate your employees to get up in the morning and come to work for you? (On a scale of 1 to 10 one being the lowest score)*

Do you have work for hire agreements and/or employment agreements already designed for your various positions?*
Are your job descriptions written and up to date for your current positions?*
Do you have job descriptions for every position you desire to have on your team (including your own)*
Have do you develop your team? How often do you invest in coaching or training for them?*
What is your performance review process for your team? How often do they get a performance evaluation?*
What is your process when a team member is not achieving their KPIs?*
Who do you need on your team? What is keeping you from hiring them?*
What is the next position you need to hire?*
Does the company run effectively if you have to be absent from time to time? *

Do you have people on your team that you need to fire? When will you fire them?
Do you use a productivity system to track the time you spend in your business?*
Do you consider personal time off as much as a priority as working with clients?*
Do you pay yourself a competitive salary as CEO of your own organization?*
If not, why not?*
Do you enjoy vacation and time off on a regular basis?*
Do you work out, eat right and have social connections outside of your business?*
Do you feel you have a healthy balance of healthy stress vs unhealthy stress in your life as a result of your business?*
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