• Operational Snapshot Assessment

    This assessment is designed to help you identify your companies wins and zones of genius, determine your opportunities for growth, and reveal your company blindspots and sustainability rating.
  • What was your revenue last year?
    • GOALS 

    • 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.*
    • 2. We have written company goals for the next four quarters.*
    • 3. We've identified the team members we need to hire or promote to meet these goals.*
    • 4. We've identified the technology and systems needed to meet our goals.*
    • 5. We've determined the amount of capital needed to meet company goals.*
    • 6. We've identified the processes and procedures we need to improve or implement in order to meet these goals.*
    • BUDGET & FINANCE 

    • BUDGET & FINANCE

    • 7. We've reviewed the previous or current years company budget.*
    • 8. We've reviewed the budget for each department.*
    • 9. We successfully met our budget or saved the company money.*
    • 10. We successfully reached our projected revenue goal.*
    • 11. We exceeded our projected revenue goal.*
    • 12. We've determined what caused us to exceed our goal.*
    • 13. We've created a process that will allow us to duplicate our revenue results.*
    • 14. We were able to meet our tax planning goals.*
    • 15. Our CPA/CFO closed our books for last year.*
    • 16. We've reviewed and understand our financial documents (P&L, Balance Sheet, Cash Flow, etc.).*
    • 17. Each of our departments have created and submitted a budget for the current or upcoming year.*
    • 18. We've set a tax planning goal for the coming/current year.*
    • 19. Our revenue projections have been set for the coming/current year.*
    • 20. We have a written and communicated strategy to help us meet these goals.*
    • 21. We've determined if and how much capital we will need to meet our budget and finance goals.*
    • STRATEGIC PLANNING 

    • STRATEGIC PLANNING

    • 22. We've gathered our leadership team to review last years strategic plan.*
    • 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.*
    • 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.*
    • 25. We've ensured that each departmental strategy includes a people plan that addresses promotions plus personal and professional development.*
    • TECHNOLOGY 

    • TECHNOLOGY

    • 26. Our current technology aligns with our business goals.*
    • 27. We are leveraging data effectively to make informed decisions.*
    • 28. Our technology infrastructure is secure.*
    • 29. We are investing in employee training and development for new technologies.*
    • 30. Our technology solutions are integrated across different departments.*
    • 31. We have calculated our return on investment (ROI) for automated processes and technology expenditures.*
    • PERFORMANCE 

    • PERFORMANCE

    • Sales

    • 32. Our sales team has reviewed our sales budget.*
    • 33. Our sales team has reviewed our sales staff.*
    • 34. Our sales team has reviewed our sales key performance indicators.*
    • 35. Our sales team has reviewed our sales interdepartmental collaboration plan.*
    • 36. Our sales team has reviewed our sales departments impact and innovation plan.*

    • Marketing/Branding

    • 37. Our marketing/branding team has reviewed our marketing/branding departments budget.*
    • 38. Our marketing/branding team has reviewed our marketing/branding departments staffing.*
    • 39. Our marketing/branding team has reviewed our marketing/branding departments key performance indicators.*
    • 40. Our marketing/branding team has reviewed our marketing/branding departments interdepartmental collaboration plan.*
    • 41. Our marketing/branding team has reviewed our marketing/branding departments impact and innovation plan.*

    • Finance

    • 42. Our finance team has reviewed our finance departments budget.*
    • 43. Our finance team has reviewed our finance departments staffing.*
    • 44. Our finance team has reviewed our finance departments key performance indicators.*
    • 45. Our finance team has reviewed our finance departments interdepartmental collaboration plan.*
    • 46. Our finance team has reviewed our finance departments impact and innovation plan.*

    • Human Resources

    • 47. Our human resources team has reviewed our HR departments budget.*
    • 48. Our human resources team has reviewed our HR departments staffing.*
    • 49. Our human resources team has reviewed our HR departments key performance indicators.*
    • 50. Our human resources team has reviewed our HR departments interdepartmental collaboration plan.*
    • 51. Our human resources team has reviewed our HR departments impact and innovation plan.*

    • Legal & Compliance

    • 52. Our legal & compliance team has reviewed our legal & compliance departments budget.*
    • 53. Our legal & compliance team has reviewed our legal & compliance departments staffing.*
    • 54. Our legal & compliance team has reviewed our legal & compliance departments key performance indicators.*
    • 55. Our legal & compliance team has reviewed our legal & compliance departments interdepartmental collaboration plan.*
    • 56. Our legal & compliance team has reviewed our legal & compliance departments impact and innovation plan.*

    • Organizational Development

    • 57. Our organizational development team has reviewed our organizational development departments budget.*
    • 58. Our organizational development team has reviewed our organizational development departments staffing.*
    • 59. Our organizational development team has reviewed our organizational development departments key performance indicators.*
    • 60. Our organizational development team has reviewed our organizational development departments interdepartmental collaboration plan.*
    • 61. Our organizational development team has reviewed our organizational development departments impact and innovation plan.*

    • Technology

    • 62. Our technology team has reviewed our technology departments budget.*
    • 63. Our technology team has reviewed our technology departments staffing.*
    • 64. Our technology team has reviewed our technology departments key performance indicators.*
    • 65. Our technology team has reviewed our technology departments interdepartmental collaboration plan.*
    • 66. Our technology team has reviewed our technology departments impact and innovation plan.*
    • PRODUCTS & SERVICES 

    • PRODUCTS & SERVICES

    • 67. We've determined how much revenue each of our products and services generated last year.*
    • 68. We've evaluated what it cost the company to offer each product/service last year.*
    • 69. We've determined if each product or service created a profit, break even, or deficit.*
    • 70. We've evaluated the profit margin for each of our products/services.*
    • 71. We've determined what products/services our company will continue to offer.*
    • 72. We've determined which products/services we will phase out.*
    • DISASTER RECOVERY & BUSINESS CONTINUITY 

    • DISASTER RECOVERY & BUSINESS CONTINUITY

    • 73. We have a comprehensive disaster recovery and business continuity plan in place.*
    • 74. We have conducted a thorough risk assessment to identify potential threats.*
    • 75. We frequently test and update our disaster recovery plan.*
    • 76. Our data backup and recovery systems are robust and regularly maintained.*
    • 77. We have clear communication protocols for stakeholders during a disaster.*
    • COMMUNITY & CULTURE 

    • COMMUNITY & CULTURE

    • Company Culture

    • 78. We've reviewed our core values and ensured they will be expressed in our daily work.*
    • 79. Each department has expressed in its strategy how they will steward our core values.*
    • 80. Anyone on our team can recite our company mission and express how their work drives it.*
    • 81. Our core values are clearly defined.*
    • 82. Our team performance reviews include questions that measure how our core values are upheld.*

    • Community Connection

    • 83. Our company is connecting with and supporting our community.*
    • 84. We've determined how our community impact is effecting the growth/lose in our company.*
    • 85. We've determined how our community connection needs to change to support this years goals.*
    • SCALABILITY & SUCCESSION 

    • SCALABILITY & SUCCESSION

    • 86. The business is overly dependent on the founder for daily operations.*
    • 87. Our key customer relationships are managed exclusively by the founder.*
    • 88. Our founder handles most of the critical tasks personally.*
    • 89. We have not established a written succession plan and leadership development plan within the company.*
    • 90. Our founder doesn't feel comfortable with stepping away from the business for weeks at a time.*
    • 91. Growth and scalability are limited by our founder’s involvement.*
    • OVERALL SCORES 
    • FINAL THOUGHTS 
    • 93. Would you like one of our consultants to contact you to see how we can help you overcome this challenge?*
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