Operational Snapshot Assessment

Name*

First NameLast Name

Your company name*

Email*

example@example.com

If someone referred you to this assessment tell us who referred you so we can thank them.*

What's the greatest challenge your company is facing right now?*

What was your revenue last year?

< $100,000$100,001 - $1M$1,000,001 - $5M$5,000,001 +

When answering the questions if you're not sure about an answer or your answer is maybe please select no as your answer. If your answer is yes it must be a definitive yes.

GOALS

1. My company met the goals we set for the last four quarters.*

YesNo

2. We have written company goals for the next four quarters.*

YesNo

3. We've identified the team members we need to hire or promote to meet these goals.*

YesNo

4. We've identified the technology and systems needed to meet our goals.*

YesNo

5. We've determined the amount of capital needed to meet company goals.*

YesNo

6. We've identified the processes and procedures we need to improve or implement in order to meet these goals.*

YesNo

BUDGET & FINANCE

7. We've reviewed the previous or current years company budget.*

YesNo

8. We've reviewed the budget for each department.*

YesNo

9. We successfully met our budget or saved the company money.*

YesNo

10. We successfully reached our projected revenue goal.*

YesNo

11. We exceeded our projected revenue goal.*

YesNo

12. We've determined what caused us to exceed our goal.*

YesNo

13. We've created a process that will allow us to duplicate our revenue results.*

YesNo

14. We were able to meet our tax planning goals.*

YesNo

15. Our CPA/CFO closed our books for last year.*

YesNo

16. We've reviewed and understand our financial documents (P&L, Balance Sheet, Cash Flow, etc.).*

YesNo

17. Each of our departments have created and submitted a budget for the current or upcoming year.*

YesNo

18. We've set a tax planning goal for the coming/current year.*

YesNo

19. Our revenue projections have been set for the coming/current year.*

YesNo

20. We have a written and communicated strategy to help us meet these goals.*

YesNo

21. We've determined if and how much capital we will need to meet our budget and finance goals.*

YesNo

STRATEGIC PLANNING

22. We've gathered our leadership team to review last years strategic plan.*

YesNo

23. We've surveyed all of our staff using an anonymous poll to ask what we're doing well, what we can improve and what we should start doing.*

YesNo

24. We've asked each department head to prepare and present an annual strategic plan to our leadership team for feedback and input on interdepartmental collaboration.*

YesNo

25. We've ensured that each departmental strategy includes a people plan that addresses promotions plus personal and professional development.*

YesNo

TECHNOLOGY

26. Our current technology aligns with our business goals.*

YesNo

27. We are leveraging data effectively to make informed decisions.*

YesNo

28. Our technology infrastructure is secure.*

YesNo

29. We are investing in employee training and development for new technologies.*

YesNo

30. Our technology solutions are integrated across different departments.*

YesNo

31. We have calculated our return on investment (ROI) for automated processes and technology expenditures.*

YesNo

PERFORMANCE

Sales

32. Our sales team has reviewed our sales budget.*

YesNo

33. Our sales team has reviewed our sales staff.*

YesNo

34. Our sales team has reviewed our sales key performance indicators.*

YesNo

35. Our sales team has reviewed our sales interdepartmental collaboration plan.*

YesNo

36. Our sales team has reviewed our sales departments impact and innovation plan.*

YesNo

Marketing/Branding

37. Our marketing/branding team has reviewed our marketing/branding departments budget.*

YesNo

38. Our marketing/branding team has reviewed our marketing/branding departments staffing.*

YesNo

39. Our marketing/branding team has reviewed our marketing/branding departments key performance indicators.*

YesNo

40. Our marketing/branding team has reviewed our marketing/branding departments interdepartmental collaboration plan.*

YesNo

41. Our marketing/branding team has reviewed our marketing/branding departments impact and innovation plan.*

YesNo

Finance

42. Our finance team has reviewed our finance departments budget.*

YesNo

43. Our finance team has reviewed our finance departments staffing.*

YesNo

44. Our finance team has reviewed our finance departments key performance indicators.*

YesNo

45. Our finance team has reviewed our finance departments interdepartmental collaboration plan.*

YesNo

46. Our finance team has reviewed our finance departments impact and innovation plan.*

YesNo

Human Resources

47. Our human resources team has reviewed our HR departments budget.*

YesNo

48. Our human resources team has reviewed our HR departments staffing.*

YesNo

49. Our human resources team has reviewed our HR departments key performance indicators.*

YesNo

50. Our human resources team has reviewed our HR departments interdepartmental collaboration plan.*

YesNo

51. Our human resources team has reviewed our HR departments impact and innovation plan.*

YesNo

Legal & Compliance

52. Our legal & compliance team has reviewed our legal & compliance departments budget.*

YesNo

53. Our legal & compliance team has reviewed our legal & compliance departments staffing.*

YesNo

54. Our legal & compliance team has reviewed our legal & compliance departments key performance indicators.*

YesNo

55. Our legal & compliance team has reviewed our legal & compliance departments interdepartmental collaboration plan.*

YesNo

56. Our legal & compliance team has reviewed our legal & compliance departments impact and innovation plan.*

YesNo

Organizational Development

57. Our organizational development team has reviewed our organizational development departments budget.*

YesNo

58. Our organizational development team has reviewed our organizational development departments staffing.*

YesNo

59. Our organizational development team has reviewed our organizational development departments key performance indicators.*

YesNo

60. Our organizational development team has reviewed our organizational development departments interdepartmental collaboration plan.*

YesNo

61. Our organizational development team has reviewed our organizational development departments impact and innovation plan.*

YesNo

Technology

62. Our technology team has reviewed our technology departments budget.*

YesNo

63. Our technology team has reviewed our technology departments staffing.*

YesNo

64. Our technology team has reviewed our technology departments key performance indicators.*

YesNo

65. Our technology team has reviewed our technology departments interdepartmental collaboration plan.*

YesNo

66. Our technology team has reviewed our technology departments impact and innovation plan.*

YesNo

PRODUCTS & SERVICES

67. We've determined how much revenue each of our products and services generated last year.*

YesNo

68. We've evaluated what it cost the company to offer each product/service last year.*

YesNo

69. We've determined if each product or service created a profit, break even, or deficit.*

YesNo

70. We've evaluated the profit margin for each of our products/services.*

YesNo

71. We've determined what products/services our company will continue to offer.*

YesNo

72. We've determined which products/services we will phase out.*

YesNo

DISASTER RECOVERY & BUSINESS CONTINUITY

73. We have a comprehensive disaster recovery and business continuity plan in place.*

YesNo

74. We have conducted a thorough risk assessment to identify potential threats.*

YesNo

75. We frequently test and update our disaster recovery plan.*

YesNo

76. Our data backup and recovery systems are robust and regularly maintained.*

YesNo

77. We have clear communication protocols for stakeholders during a disaster.*

YesNo

COMMUNITY & CULTURE

Company Culture

78. We've reviewed our core values and ensured they will be expressed in our daily work.*

YesNo

79. Each department has expressed in its strategy how they will steward our core values.*

YesNo

80. Anyone on our team can recite our company mission and express how their work drives it.*

YesNo

81. Our core values are clearly defined.*

YesNo

82. Our team performance reviews include questions that measure how our core values are upheld.*

YesNo

Community Connection

83. Our company is connecting with and supporting our community.*

YesNo

84. We've determined how our community impact is effecting the growth/lose in our company.*

YesNo

85. We've determined how our community connection needs to change to support this years goals.*

YesNo

SCALABILITY & SUCCESSION

86. The business is overly dependent on the founder for daily operations.*

TrueFalse

87. Our key customer relationships are managed exclusively by the founder.*

TrueFalse

88. Our founder handles most of the critical tasks personally.*

TrueFalse

89. We have not established a written succession plan and leadership development plan within the company.*

TrueFalse

90. Our founder doesn't feel comfortable with stepping away from the business for weeks at a time.*

TrueFalse

91. Growth and scalability are limited by our founder’s involvement.*

TrueFalse

92. When you consider the challenge you listed above, how has this assessment changed the way you think about your business?*

93. Would you like one of our consultants to contact you to see how we can help you overcome this challenge?*

YesNo