1 - Quick Overview Self-Assessment

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Do you have 3 or LESS specific goals for your company per action period?* This field is required.

Yes

No

4

Do you have 1-year, 3-year, 5-year plans that are regularly reviewed?* This field is required.

Yes

No

5

Have you determined your target market clearly?* This field is required.

Yes

No

6

Have you done a SWOT analysis on your company in the last 2 years?* This field is required.

Yes

No

7

Have you identified the newest threats to the industry in your area?* This field is required.

Yes

No

8

Do you have advisors who can provide information about trends in the industry?* This field is required.

Yes

No

9

Do you know what your customers value/need?* This field is required.

Yes

No

10

Do you provide the service your customers will want/need in the next 5 years?* This field is required.

Yes

No

11

Are there unmet needs your customers have that you could meet?* This field is required.

Yes

No

12

Do you know if you are losing, gaining, or holding market share?* This field is required.

Yes

No

13

Total Score

14

Do you lead by example?* This field is required.

YESNO

15

Do you take action to ensure you continue to grow and develop as a leader?* This field is required.

YESNO

16

Do you know your strongest leadership traits?* This field is required.

YESNO

17

Are you capable of transferring your vision for the company through all the levels?* This field is required.

YESNO

18

Do you work on your essential list of things to do before they are urgent?* This field is required.

YESNO

19

Are you comfortable with risk-taking ventures when necessary?* This field is required.

YESNO

20

Do you have an atmosphere of mutual trust in your work place?* This field is required.

YESNO

21

When presented with change opportunities, are you able to grasp them?* This field is required.

YESNO

22

Are the people on your leadership team focused on the future vs. the present?* This field is required.

YESNO

23

Do you have a process for managing continuous improvement in your company?* This field is required.

YESNO

24

Total Score * This field is required.

25

Do you have a complete training program for each position in the company?* This field is required.

YESNO

26

Do you have a complete safety program that is OSHA compliant?* This field is required.

YESNO

27

Do you have a quality assurance program that includes metrics and benchmarks?* This field is required.

YESNO

28

Do you have an employee motivation program that is actually motivating for all members of your team?* This field is required.

YESNO

29

Do you have a performance incentive program that rewards desired performance?* This field is required.

YESNO

30

Do you have a scheduling program that more than 1 person is proficient operating?* This field is required.

YESNO

31

Do you use professional grade products and equipment?* This field is required.

YESNO

32

Do you use professional financial software product (QuickBooks, etc.)?* This field is required.

YESNO

33

Do you have a fully functional Operations Manual?* This field is required.

YESNO

34

Are your procedures and policies documented and readily accessible?* This field is required.

YESNO

35

Total Score

36

Does your company have a vision, mission, and set of core values that it operates by?* This field is required.

YESNO

37

Do you and your leadership team communicate the above on a consistent basis?* This field is required.

YESNO

38

Do you set aside specific times to cast vision to your employees and other leaders?* This field is required.

YESNO

39

Do you take action to ensure that your employees are performing to the best of their abilities?* This field is required.

YESNO

40

Do you have performance evaluations as part of your overall developmental plans?* This field is required.

YESNO

41

Does your company dismiss poor performers in favor of better applicants?* This field is required.

YESNO

42

Do you follow the mantra of hire slow, fire fast?* This field is required.

YESNO

43

Are employee surveys/interviews an integral part of your employee management?* This field is required.

YESNO

44

Are personal development and training plans part of all employees’ experience?* This field is required.

YESNO

45

Is there a chain of command in place for employees with questions or issues?* This field is required.

YESNO

46

Total Score

47

Do you have a list of Key Performance Indicators that you track on a consistent basis?* This field is required.

YESNO

48

Do you accurately track all leads into your business?* This field is required.

YESNO

49

Are your taxes paid on time every month?* This field is required.

YESNO

50

Do you have a budget that you follow?* This field is required.

YESNO

51

Do you understand and use your financial statements (P/L, cash flow, balance sheet)?* This field is required.

YESNO

52

Are your financial reports accurate?* This field is required.

YESNO

53

Is your pricing structure in alignment with your expenses?* This field is required.

YESNO

54

Do you look through your line items on your chart of accounts annually for savings?* This field is required.

YESNO

55

Do all of your clients pay within 30 days of service?* This field is required.

YESNO

56

Is your method of paying employees controlled and managed effectively?* This field is required.

YESNO

57

Calculation

58

Total Score of all sections* This field is required.42-50: Congratulations. You are either a natural leader or have spent a lot of time learning how to lead. People tell you regularly that you are an excellent leader and seek you out for your wisdom and guidance. Don't stop learning now. Dare to Lead (Brave Work. Tough Conversations. Whole Hearts.) by Brene Brown digs even deeper into strong leadership. 33-42: You are a good leader most of the time. You may find yourself struggling more when you are very busy or under pressure. Continue practicing your leadership skills. you are on the right track. Check out John Maxwell's Developing the Leader Within You 2.0. I highly recommend the workbook :slightly_smiling_face: . 25-32: You struggle to be the leader that is needed at times. You have good reasons why some things that are considered excellent leadership skills won't work for you or the people you lead. Reach out to those leaders that you have admired and ask them your best course of action. There are many excellent books on Leadership Development. A quick start is The 21 Irrefutable Laws of Leadership 24 and Below: There are times when you step up to lead and do it well, but you are most comfortable in supporting the leader. All Leaders need the support of their people and you may excel in this position. The 17 Indisputable Laws of Teamwork may be a perfect read for you.

Final Score of all section