BHFL_Business Coaching Assessment

Business Coaching Assessment

"The More You Know, The More You Grow"
What's holding you back?

This is an important step in knowing what you are doing right, problems that can become fatal, and creating a plan to fix the problems.

Take three minutes to complete our business health assessment to take charge of your business health. You will receive a copy of your results. The next step, schedule a free consultation with one of our business coaches: www.schedulebhflgroup.com.

Office: (404) 819-9549

Email: renzier@bhflbusinessacademy.org
Name*

First NameLast Name
Email*
example@example.com
Date*

MonthDayYear
Date
Type of Business*
Rate your business health

When thinking about the state of your business today, please allocate a score of 1, 2 or 3 to the following Business Health Factors (1=below your expectations,2=meets your expectations, 3=exceeds your expectations). Please be honest with your rating – your business, its customers, and staff, are counting on it!
Business Health Factors and What to Consider

Select your choice

Consistency of Business Systems and Processes*

	1	2	3
I have business systems and processes in place to regulate business performance critical to delivering customer service and efficient outcomes.

Staff Performance*

	1	2	3
People are key to driving business performance. Consider: Do you make investments to maximize the value of your workforce? Are your staff job responsibilities being met?

Financial Performance*

	1	2	3
I am meeting financial and performance expectations of my business. Consider: Are you a solvent business (i.e., consistently meeting current financial commitments), in addition to meeting financial projections and budgets?

Billing, Invoicing, and Debt Management*

	1	2	3
My customers are meeting my payment terms. Consider: Are billing processes and follow-ups timely and in close proximity to when services or products are rendered?

Cash Flow*

	1	2	3
Cash flow is the life of a business, allowing it to operate day to day. Consider: Does the business experience periods of tight or constrained cash flow that impact day-to-day operations?

Financial Obligations*

	1	2	3
I am meeting my obligations and commitments to my employees, customers and suppliers.

Project Management*

	1	2	3
I have a system of procedures in place to monitor, prioritize and manage workflows, timelines and results. Consider: Are the strength and diversity of work in progress tracked and measured?

Communications*

	1	2	3
I am satisfied with my communication skills. Consider: Do you listen, and receive feedback/input well? Are you able to clearly communicate expectations and deadlines?

Resolving Conflict*

	1	2	3
I am comfortable dealing with and resolving conflict. Consider: Do you avoid conflict? Do you feel anxious when addressing a conflict or become passive aggressive? Do you try to resolve conflict by being agreeable and accommodating?

Customer Service*

	1	2	3
My clients’ expectations are being met. Consider: Do you measure customer service by seeking feedback from clients? Do you track repeat business and customer retention?

Time Management and Scheduling*

	1	2	3
I feel in control of the day-to-day activities your business undertakes. Consider: Are tasks planned, scheduled, prioritized?

Risk Management*

	1	2	3
I have an active process within the business for identifying and addressing key risks – legal, government, safety, contracts, and agreements – that may dramatically impact my business.

Work Culture*

	1	2	3
My workplace is welcoming and encourages a positive, open and interactive environment that is rewarding for the business and its employees.

Leadership Team*

	1	2	3
My leadership team consists of strategic thinkers and skilled at managing performance, achieving results and leading people.

Leading Change*

	1	2	3
I have the skills and confidence to lead my team to adapt and adopt new ways to improve our performance.

Managing Change*

	1	2	3
My leadership team and employees are adaptable to change, and adopt new ways to improve performance.

Maintaining Change*

	1	2	3
We use metrics, scorecards and reports to measure and track our progress to reinforce goals and outcomes.

Collaboration and Teamwork*

	1	2	3
I am satisfied with my ability to lead my organization to leverage their collective strengths, collaborate and build synergy across all functions.

Business Sustainability Reward for Owners*

	1	2	3
I am able to maintain and grow the value of my business. Consider: Are you getting a satisfactory remuneration as a working owner in the business for your day-to-day work, and also a return on the money you invested? Is the business vulnerable to outside authorities?

Business Plan and Budget/Projections *

	1	2	3
I plan where the business needs to be at least in the next 12 months (and beyond) and have a budget and projection for how that will be achieved.

Sales Performance*

	1	2	3
I have a high-performance sales team. Consider: Do you invest in sales and finding new business opportunities? Have you considered different options to invest in sales to grow your business?

Respect & Honor*

	1	2	3
I demonstrate respect and treat my employees with dignity. Consider: Do you acknowledge your employees' efforts when things are working well? Do you only recognize them when they make mistakes or when you are reacting to a problem?

Work-life Balance*

	1	2	3
I am happy with the quality of my life and my business. Consider: Do you have time for your spouse, children, friends, and family? Do you take time to invest in your wellbeing?

Professional Development*

	1	2	3
I think professional development as a CEO is important to the success of my business. Consider: Do you invest in training and coaching to improve your performance, influence, and strategies to grow your business?

Total Score
What your results mean:

35 plus

If you scored 35 or more, chances are your business is mature and has sound business practices, and your outlook for the years ahead is good. You might want to consider strategic opportunities to scale or expand your vision and mission to sustain long-term success.

20 – 35

If you scored between 20 and 35, chances are you may be experiencing some aches and pains, either internally with regards to delivery and performance - cash flow or financial perspective, or from other factors. Consider seeking the advice and assistance of one of our business coaches to explore how to improve your leadership and business practices.

Below 25

If you scored below 25, chances are you are feeling stress, unhappy and it’s time for some significant ‘surgery’ to manage fatal mistakes that are draining the life out of your business! Schedule a session with one of our business coaches to take a deeper dive to review your performance, leadership, or other options, including restructuring, turnaround plan, or possible sale or divestment. We can help you choose the right options.
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Business Coaching Assessment

Rate your business health

Business Health Factors and What to Consider