Next Level Growth Business Health Checkup

Scale is 1 to 5, where 1 is as weak as possible, or "strongly disagree," and 5 is as good as it could possibly be, or "strongly agree." If you don’t know the answer to a question, please answer 0 to indicate that you are not aware.
GREAT PEOPLE
1. Everyone on the leadership team is a solid A player. *

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2. All team members feel comfortable debating and discussing the brutal facts facing our organization, even if that means calling out each other when necessary.*

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3. We would enthusiastically rehire every one of our current employees if we had it to do over again.*

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4. We are able to attract enough of the right talent to support our growth objectives.*

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5. We employ a consistent, formal and structured interview process to select the right talent.*

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6. We have an active process to educate and coach our people beyond onboarding, throughout their career.*

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7. We measure Productivity Per Employee (PPE) and are constantly working to improve it.*

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PEOPLE Total
PEOPLE Total %
INSPIRING PURPOSE
1. Our Purpose (“Why we exist?”) and Core Values are known, alive, and driving decisions by everyone in the organization.*

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2. We have set the right 5-25 year “Big Hairy Audacious Goal” (BHAG®) that defines the summit of the mountain we are climbing and how we will fulfill our purpose.*

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3. We have clear and measurable Brand Promises - reasons why people should buy from us.*

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4. Everyone in the organization knows our elevator pitch – a compelling response to the question “What does the company do?”*

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5. “How” we operate in our industry is radically different than our competition.*

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PURPOSE Total
PURPOSE Total %
OPTIMIZED PLAYBOOKS
1. We have best-in-class, optimized playbooks and checklists for our core processes in place for every function of our business, from lead to invoice, which give employees clarity on how to “run our plays” to deliver great customer service in a highly efficient way that supports strong profit margins.*

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2. We have strong onboarding and training playbooks documented for new team members to get them up to speed quickly, set them up for success and they are consistently used with new employees.*

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3. We have systemized recurring training for all team members to keep them at peak performance.*

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4. All employees follow our core processes playbooks and we have a way to measure process adherence.*

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5. Our playbooks have clear measurables in place, which we consistently monitor, to ensure they are followed by everyone to create consistency and scalability.*

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PLAYBOOKS Total
PLAYBOOKS Total %
CULTURE OF PERFORMANCE
1. The CEO and a few select others spend intentional time at least every quarter on strategy and actively monitor trends that could impact our industry.*

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2. We are consistently making progress toward the company’s goals, and rarely spend time responding to crises and firefighting.*

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3. We have clearly defined data associated with each priority in our annual growth plan, and they are regularly updated and tracked by the leadership team and other team members as appropriate to ensure successful outcomes.*

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4. I’m confident that each employee can clearly articulate our top quarterly priorities and how they contribute in their role to attaining them.*

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5. We consistently solicit and receive feedback from our customers on how we are doing.*

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6. We have strong alignment between our long term strategic vision, one-year growth plan and quarterly priorities.*

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7. We have regularly established meetings throughout the organization for all employees to align activities with company priorities and identify and solve issues and miscommunications.*

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8. We have an effective process for employees to offer suggestions and feedback in order to enhance our culture and strengthen our team.*

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PERFORMANCE Total
PERFORMANCE Total %
GROWING PROFITS AND CASHFLOW
1. Our top-line revenue and gross margin are growing as rapidly as we would like.*

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2. We have figured out the secret to making a lot of money and consistently apply that knowledge in our strategic decisions.*

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3. We focus at least as much of our time and energy on price strategy and maximizing the price side of the business as we do cost control and reduction.*

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4. Our net profit is at least two times our industry average.*

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5. We use cash flow from customers to fuel our growth.*

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6. We have enough cash reserves or access to enough cash to pursue opportunities and survive downturns/mistakes.*

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7. Our financial statements are accurate, timely and reviewed monthly by our Executive Team to address variances from budget.*

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8. We consistently review cash flow projections with our Leadership Team.*

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9. We have an accurate understanding of how much it costs to acquire a new customer.*

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10. We have an accurate understanding of the average lifetime value of each customer.*

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11. We regularly pursue ideas for reducing our cash conversion cycle (the period of time from placing $1 of working capital into daily operations until it returns as cash collected).*

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12. We have effective accounts payable and accounts receivable processes and policies in place.*

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PROFITS & CASH Total
PROFITS & CASH Total %
ORGANIZATIONAL CHECKUP RESULTS
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GREAT PEOPLE

INSPIRING PURPOSE

OPTIMIZED PLAYBOOKS

CULTURE OF PERFORMANCE

GROWING PROFITS AND CASHFLOW

GET YOUR RESULTS!