Operational Assessment
Name
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First Name
Last Name
Email
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example@example.com
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Customers
We clearly understand our customers and what they expect of us
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We conduct regular Customer Surveys and use this information to improve our customer service / retention
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We have an effective CRM system to manage all leads, opportunities and key customer interactions
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Employees & Culture
We have a strong company Culture and staff morale is good
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We have a documented Organisational Chart outlining roles and reporting lines along with individual job descriptions
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We complete regular formal performance reviews & training plans with all members of the team?
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All new employees receive a written letter of offer and sign Employment Agreement prior to starting
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We conduct regular Employee Surveys / gain feedback and use this information to improve our staff retention
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We provide staff Incentives to retain key staff
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We have a process in place to manage Under Performers
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The roles of the Management Team is clearly defined with effective reporting, decision making & communication flows
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Financial
We produce & regularly review monthly Financial Reports that enable timely decision making and understanding of the key drivers of profitability
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We have a effective CRM System to manage all leads, opportunities and key customer interactions
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We understand our business expenses & overheads well and set our Pricing to achieve target Margins
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We have a Budget and Cash Flow Forecast in place?
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We pro-actively manage our Debtors and Creditors to maintain liquidity?
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We are in a strong cash position & actively maintain a Working Capital (Cash) fund for potential future unforeseen issues / needs?
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Our Profitability is good and is forecasted to remain strong
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We have a strong Balance Sheet and are readily able to repay our liabilities
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Operational Assessment
Our Service & Quality levels are met 100%
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Our Products & Services are 100% reliable
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We understand & monitor key measures "Key Performance Indicators" (financial & non financial) that drive performance & profitability
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We have a effective process to report key Operational Performance to / from management on a regular basis
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We have a process to identify & Manage the Risks of the business
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We have clearly documented Annual Business Plan with specific & defined goals, targets, timelines & responsibilities
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We regularly review & monitor Progress against our Business Plan
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We have a Quality Control procedure in place to minimise the risk of poor quality output?
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We have an effective Process, Product & Service Improvement process in place in key operational areas
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Planning
We have regular & effective weekly/ monthly Management meetings to plan ahead
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We have regular weekly & daily Team Meetings to communicate expectations to all team members
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We have an effective Labour Planning & Allocation process including capacity planning & job allocation
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We have an effective Resource Planning process - capacity planning, production scheduling, equipment requirements, material requirements and suppliers and inventory control
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We have Operational Effectiveness targets & measures in place to assist in optimising Operational Performance
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Support
We have a well documented Business Process supported by handbooks, guidelines and procedure notes
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We have an effective Accounting system to manage all aspects of our accounts and financial reporting
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We have an effective Operational / Job Management System to manage all aspects of our operations
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We have compliant Health and Safety processes & systems in place that is followed?
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We have appropriate Legal Contracts & Terms in place with Customers and Sub-contractors?
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We have a robust system for filing electronic Documents that is accessible to all staff
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We have a reliable, scalable and accessible IT infrastructure to support the business
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