Her Scalability Assessment

Circle the answers that describe you most often. Go with your first thought.

Be as honest as you can and don’t over think your answers. Mark one answer per question.

1. Do you have clearly defined core values that are a part of your business?

YesNo

2. Have you defined a clear purpose or mission statement that encapsulates the overall goals and values of your business?

YesNo

3. Do you honor your own boundaries in your business?

4. Do you have established vacation policies for yourself?

5. Do you block notifications during your non-working hours?

YesNo

6. On a scale of 1-4, how well-defined is your preferred time of day for work?

7. Can you clearly state what your business does?

YesNo

8. Is the intention of your business well-defined?

9. On a scale of 1-4, how well do you follow your defined process for accomplishing projects/tasks/work?

10. Have you identified your target audience or the specific individuals you serve?

YesNo

11. Have you crafted a personal vision statement for yourself for the next 3 years?

YesNo

12. Have you crafted a vision statement for your business for the next 3 years?

YesNo

13. On a scale of 1-4, how well do you understand your financial numbers?

14. Are you consistently paying your business bills on time?

YesNo

15. Do you have a system in place for managing incoming and projected income?

YesNo

16. Have you created a retirement plan for you?

YesNo

17. How effectively do you manage your workload to avoid overbooking or taking on too many projects at once?

18. Do you have liability insurance to protect your business?

YesNo

19. Are there any missing legal documents that you need to implement?

YesNo

20. Are you effectively promoting your business to reach your target audience?

YesNo

21. On a scale of 1-4, how actively are you implementing changes to align more effectively with your vision?

22. On a scale of 1-4, to what extent do you identify areas in your current operations that could be streamlined or eliminated?

23. Are you aware of your competition in the market?

YesNo

24. Do you have a clear understanding of the products or services you offer?

YesNo

25. Have you set specific prices for your products or services?

YesNo

26. Can you clearly articulate what sets you apart from your competitors?

YesNo

27. Do you know why customers choose to buy from you instead of your competitors?

YesNo

28. On a scale of 1-4, how broken or inefficient do certain aspects of your business feel?

29. How well do you handle and overcome the challenges and roadblocks that arise in your business?

30. Do you have a centralized system for storing important business information?

YesNo

31. Are you aware of all the tools and software you are currently using or paying for?

YesNo

32. On a scale of 1-4, how eager are you to delegate tasks you perform regularly to others?

33. Do you have documented processes to guide your team in their tasks?

YesNo

34. Are you utilizing any automation tools in your business operations?

YesNo

35. Do you currently have at least two team members, either contractors or employees, supporting your business?

YesNo

36. Do you have an organizational chart that outlines the roles in your business?

YesNo

37. On a scale of 1-4, how thoroughly have you assessed your business operations to identify any overlooked roles or positions that might require hiring or outsourcing?

38. Are you actively seeking and considering individuals to fulfill upcoming team positions in the next 6-12 months?

YesNo

39. On a scale of 1-4, how well do you implement team management strategies that foster collaboration and cooperation among your team members?

40. On a scale of 1-4, how actively are you seeking opportunities to develop and enhance your leadership skills?