Business Health Check

1

I have clear, written 3-year goals* This field is required.

Yes

Sort of

No

2

I know what differentiates me from my competition* This field is required.

Yes

Sort of

No

3

I understand and follow industry trends* This field is required.

Yes

Sort of

No

4

I have an exit strategy for my business* This field is required.

Yes

Sort of

No

5

I review and update my strategic assumptions annually* This field is required.

Yes

Sort of

No

6

I have an annual Marketing Plan and metrics to track performance* This field is required.

Yes

Sort of

No

7

I am satisfied with the amount of new leads I receive weekly* This field is required.

Yes

Sort of

No

8

My prospects clearly understand why I am different from my competition* This field is required.

Yes

Sort of

No

9

I am satisfied with the performance of my Sales Team* This field is required.

Yes

Sort of

No

10

I have ongoing product training for my Sales and Distribution channels* This field is required.

Yes

Sort of

No

11

We use key performance metrics to monitor operational efficiencies* This field is required.

Yes

Sort of

No

12

We have accurate procedures to track job costs and manage inventory* This field is required.

Yes

Sort of

No

13

My Net Working Capital is less than 20% of Revenue* This field is required.

Yes

Sort of

No

14

We routinely review our suppliers to ensure the best pricing and service* This field is required.

Yes

Sort of

No

15

We have a written program for cost reduction and operational improvement* This field is required.

Yes

Sort of

No

16

We have written Standard Operating Procedures manuals* This field is required.

Yes

Sort of

No

17

We have a written New Product Development/Service Procedures* This field is required.

Yes

Sort of

No

18

We have written Safety and Security programs and teams to monitor them* This field is required.

Yes

Sort of

No

19

We measure Customer Satisfaction to see where we need improvement* This field is required.

Yes

Sort of

No

20

I don't have to be here every day to make this business run smoothly* This field is required.

Yes

Sort of

No

21

We have a current Employee Handbook and so do all our employees* This field is required.

Yes

Sort of

No

22

We have a formal New Employee Training & Orientation Program* This field is required.

Yes

Sort of

No

23

We conduct annual Performance Reviews* This field is required.

Yes

Sort of

No

24

We have one or more processes to monitor/maintain employee morale* This field is required.

Yes

Sort of

No

25

We have periodic Company meetings to ensure effective communication* This field is required.

Yes

Sort of

No

26

I have written operating budget and use it* This field is required.

Yes

Sort of

No

27

I understand how to read and use financial statements* This field is required.

Yes

Sort of

No

28

I use key performance metrics to track financial performance* This field is required.

Yes

Sort of

No

29

Revenues and profits are growing each year* This field is required.

Yes

Sort of

No

30

I am satisfied with the amount of money I make* This field is required.

Yes

Sort of

No

31

Name* This field is required.

First Name

Last Name

32

Email* This field is required.

example@example.com

33

Phone Number* This field is required.

Please enter a valid phone number.