Business Health Assessment Tool

This tool was created by the Awhi Ropu Consultants team to provide a clear and structured assessment of your businesses existing capabilities across all essential business functions, including:

Governance and Direction
Management
Business Planning and Strategy
Financial
Marketing and Sales
Products and Services
Human Resources
Administration and Compliance
Business Systems and IT

It's a simple self-assessment tool that shows you where the gaps are in your business and what needs to be addressed so we can help you improve and grow it.

Each section has a number of statements that you must rate on a scale of 1 to 5, with a 5 representing that you strongly agree with the statement and 1 representing that you strongly disagree with the statement.

Please answer the questions as honestly as possible given the current situation of your business at this moment - not in the way you hope it is.This is not a pass/fail assessment.

We recommend that you set aside 15 minutes to complete the entire assessment.

Participant Contact Details* This field is required.Please enter in your details.

First Name

Last Name

Please enter your email

Please enter a Phone Number

Your role in the business/organisation

Business/Organisation Details* This field is required.Please enter in your business/organisations detail.

Business/Organisation Name

Street Address

Street Address Line 2

City

Region/State & Post Code

Business Age & Industry

How long have you been in operation?

Business Industry

Is the business set-up as a legal entity?* This field is required.

Yes or No

Type of business set-up

Do you have a New Zealand Business Number (NZBN)?

Yes or No

Please enter your NZBN

How many employees do you have?* This field is required.

Number of employees

How many are full-time employees? Full-time: where the employee works for 30 hours or more per week.

How many are part-time employees? Part-time: where the employee works for less than 30 hours per week.

How many are contractors?

What types of sales transactions does your business conduct?* This field is required.

Business-to-business (B2B)

Business-to-Consumer (B2C)

Business-to-Government (B2G)

Combination

Unsure

What proportion of your business plan has been completed?* This field is required.

100%

80%

60%

50% or less

I have no business plan

Please upload your business plan

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Are you registered with GETS?GETS = Government Electronic Tendering System

Yes or No

The business has a clearly defined vision statement that has been communicated.

The business has a clear Business Purpose/Mission.

The business has an effective governance structure in place to oversee the direction of the business.

The business has clear roles and responsibilities for Board Members, Directors and Advisors and these are reviewed annually.

The board have regular meetings to review and plan business direction and performance.

Governance and Direction Calculation

Add a Comment Governance & Direction

The business has an effective leadership and management team and you have identified your strengths, weaknesses and limitations.

The business has written policies and procedures in place that are being used.

Any issues that rise in any part of the business are dealt with immediately and rectified or controlled.

The management team hold regular and effective management meetings.

The business culture is well-defined, collaborative, and forward-thinking.

Management Calculation

Add a CommentManagement

The business has an updated Business Strategy (high level plan) in place.

The business has well-defined goals, targets, timelines and responsibilities that are clearly communicated to the team.

The business has a SWOT analysis.SWOT = Strengths, Weaknesses, Opportunities, Threats

The business has a short-term action plan that it uses, evaluates, and updates on a regular basis.

The business has a sustainable model and is in a position to manage both recessionary and growth cycles.

Business Planning and Strategy Calculation

Add a commentBusiness Planning & Strategy

The business has a suitable and reliable bookkeeping system that provides financial data that allows for an accurate business analysis at any point in time.

The businesses income, PAYE, GST and other tax obligations are filed, paid and current.

The business has a detailed operating budget and cashflow forecast for the next 12 months.

The businesses revenue is growing in sales and profits.

I know my businesses break-even point.

The businesses financial reconciliations are complete and up-to-date.

The businesses profits are well-known and on track to meet our profit goals.

I have a good understanding of the businesses cost structure.

The business has access to adequate funds.

The business is aware of funding, incentives, or other support programs for the business.

Financial Calculation

Add a commentFinancial

The business has a 12-month marketing and sales strategy that includes promotional activities, growth efforts, advertising campaigns, social media and sales support.

The business has a clearly defined target market and who are our present and future clients, their needs, and how they acquire their products and services.

The business has a clearly defined value proposition that distinguishes it from its competitors.

The business' main competitors have been identified.

The business has a strong brand.

The business has a website and an active & engaging digital presence that is producing measurable results.(Website, email marketing, lead generators, social media, etc.)

The business has a robust customer database that is kept up-to-date.

The business has a sales funnel in place that sell to potential clients on a regular basis.

The business has a well-defined process to move our customer through the sales cycle.

All employees are aware of and understand the customer quality and service standards, which are written down and communicated to them.

Marketing and Sales Calculation

Add a commentMarketing & Sales

Our products and/or services are 100% reliable.

The business has a quality control procedure in place to minimise the risk of a poor quality output.

The business has a stock control system in place and it is managed on a regular basis.

Products and services are presented & packaged in such a way that they generate recurring revenue rather than a one-time sale.

The business has an effective product and services improvement process in place and is conducted on a regular basis to verify that quality standards and levels are maintained in key operational areas.

The business has a well managed procurement system in place to achieve successful production and delivery.

Products and Services Calculation

Add a commentProducts & Services

The business has an organisational chart describing roles and reporting lines, as well as job descriptions for each position.

The business has an induction and recruitment process for new employees.

All new employees have written Individual Employee Agreements and written letters of offer that comply with New Zealand employment law.

The business has HR policies and management performance methods in place.

Accountabilities and minimal performance requirements for employees are written and clear, and employees are evaluated at least once a year.

The business has written regulations for compliance, safety, and health that is communicated clearly to staff.

Human Resources Calculation

Add a commentHuman Resources

The business has effective administration processes in place and filed effectively.

Within 48 hours of receiving an inquiry, quotes and proposals are sent out.

The business has the necessary permits, licenses, and insurances.

The business has a Health & Safety Plan for every operational aspect of the business and risks are actively managed.

The business has a Business Continuity Plan in place that specifies how it will continue in the event of a disaster, along with accountabilities and measures to be taken.

Administration and Compliance Calculation

Add a commentAdministration & Compliance

The business has an effective accounting system to manage all aspects of our accounts and financial reporting.

The business has an effective payroll system for managing employee wages, holiday pay and PAYE.

The business has a robust cloud filing system that is easily accessible by staff.

The business has a secure, scalable, and accessible IT system.

IT Management & Security policies and plans are in place and all data is backed up on a regular basis.

Business Systems and IT Calculation

Additional Information or CommentsPlease include any additional information about your business that you believe would be useful to know.

YOUR SCORE! How Healthy Is Your Business?

If you get a score of 3 or below in any section, you have a problem area that is impacting the overall health of your business. You need a plan to help you take control of your business and make it healthy.

Check your result

Governance & Direction score = {GovernanceAndDirectionCal}

Management Score = {managementCal}

Business Planning & Strategy score = {BusinessPlanningAndStrategyCal}

Financial score = {financialCal}

Marketing & Sales score = {MarketingAndBrandingCal}

Products & Services score = {ProductsAndServicesCal}

Human Resources score = {HumanResourcesCal}

Administration & Compliance score = {AdministrationAndComplianceCal}

Business Systems & IT score = {BusinessSystemsAndITCal}

Your results will be sent to you via email along with a PDF attachment.
To receive your results in your inbox, click the Submit button below.

***Please contact us at info@arconsultants.co.nz to improve your scores***