Business Health Check

Yes, my days are well planned; almost every task is completed.Yes, although some important tasks are not completed.Rarely. I struggle to keep up.Never. I am overwhelmed with my workload.

I prioritize my tasks and achieve many long-term strategies.Tasks are completed based on a daily level of urgency.My days are largely disorganized, with many interruptions.I am not sure.

Yes, I always have time with my family and friends.Most of the time my family is top priority.Rarely.No, I put the majority of my time into my business

Yes, meetings are concise, planned and help achieve our objectives.Yes, but meetings are often too long, not very organized, or infrequent.No, our meetings do not use time effectively.We do not have regular meetings.

I have an hour or more of free time a day, with regular exercise.I have time for hobbies, relaxing, and reading.I schedule time for occasional breaks.I often feel as though I can't relax. I keep thinking about work.

My employees do not work together as a team.There are some personality clashes.The team works effectively most of the time.There is synergy among all members of the team.

No. Most employees are here for a paycheck.Some employees identify with our company.Yes. Most understand and we have a strong culture.Yes. Every member of my team is a walking/talking advertisement for the company.

Communication is highly effective.Communication is mostly effective.There are frequent communication challenges within the team.My employees work independently.

Written job descriptions and regularly scheduled reviews make roles clear.There are some formal structures and employees receive regular feedback.Team members "hit the ground running" with little instruction or review.Team members are often confused about roles and how they impact the business.

I often use team member suggestions.Team members often leave feedback, I rarely find it valuable.I have asked, however team members do not leave feedback.I have not asked for feedback in over 6 months.

Yes - I make a conscious effort to tell them.Yes - but I only make the effort when I feel like it.I tell everyone else in the team but that personNo - I don't encourage my team.

Yes. The budget is always adhered to.Sometimes. The budget is considered more of a guide.Rarely. The budget is generally not followed.No. We don't use a budget.

I don't need any new customers.We are already profitable, and have plans/goals for generating new business.It is important, but not critical.It is critical to the survival of my business.

Increased.Decreased.Remained Constant.Not sure.

A positive cashflow result is forecast.A negative cashflow result is forecast.I never have enough cash to pay my bills.I don't monitor my cashflow.

Add X% markup to the cost price.Undercut the competition.Estimate market value.I'm not involved with price setting.

Yes, and we review our business plan every 90 days.Yes, and we review our business plan regularlyNo, we rarely use/update the business.No, we don't have a formal business plan.

The company runs like clockwork as a result of highly efficient systems and procedures.Some systems and procedures are working but there is still room for improvement.The systems and procedures are out of date and need updating to become efficient.There are no/very few formal systems and procedures in place.

We have formal written policies and reviews, although we don't provide training.We invest in our employees, providing training as well as formal written systems and policies.We use verbal communication and handle situations on an individual basis.There is no formally systemized way to educate our people in the aspects of my business.

We don't have any formally systemized delivery or distribution.We forecast customer demand to plan for stock movements.A complete purchasing and stock receiving system is in place.We run paperless delivery and distribution systems.

We measure performance on a daily basis and often use quotesWe have multiple measurable goals/plans that are calculated and divided by time periods.We have goals and plans, although we frequently do not evaluate our progress.There are no goals/plans. We measure our business success by how much profits go up/down.

Operations are mostly computerized and we frequently update with new technology.Operations are (for the most part) fully computerized.Our technology still works, although it is outdated.We have minimal technology in our company.

If specific option not available, choose main category.

NoYesI have previously, but not now.

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How do you manage your TIME?

How do you manage your TEAM?

How do you manage your money?

Do you have the systems in place to efficiently run your business?

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