Process Assessment Form

Process Assessment Form
1. When you think about your workload....

I'm handling fires all day so the stack just keeps growingIt's a lot, but I somehow manage to shuffle throughI often feel swamped and struggle to stay afloatIt's challenging but manageable with better planningI have a systematic approach that is working for me
2. How are your key business processes documented?

Formal written documentsInformally communicatedCombination of bothNot documented
3. On a scale of 1 to 10, how efficient do you consider your current processes?

1-3 Highly Inefficient4-6 Moderately Efficient7-9 Highly Efficient10 Optimally Efficient
4. On a scale of 1 to 10, how effective is your client or employee onboarding process?

1-3 Highly Inefficient4-6 Moderately Efficient7-9 Highly Efficient10 Optimally Efficient
5. On a scale of 1 to 10, how effective is your client or employee offboarding process?

1-3 Highly Inefficient4-6 Moderately Efficient7-9 Highly Efficient10 Optimally Efficient
6. What are the major bottlenecks or inefficiencies you encounter in your processes?

Lack of communicationManual tasks taking too longPoorly defined roles/responsibilitiesInadequate technology/toolsOther
7. How do you measure the performance of your processes?

Key performance indicators (KPIs)Customer feedbackEmployee feedbackTime and cost analysisOther
8. Do you provide training or resources to help employees understand and follow processes?

YesNo
9. How frequently are you hearing customer complaints?

Multiple times a dayDailyWeeklyOnce a month or less
10. Do you feel like you have adequate technology automation and tools to support your processes?

YesNoSomewhat
Score
It looks like you have some opportunities to address before you continue to scale and grow your business. Don't worry, it's not too late we at Effortless Exec Systems are here to partner with you to ensure your success.
Congratulations! You have set up processes and systems that you can be proud of. You have a strong foundation, and with a few minor tweaks, you can feel comfortable scaling. I'm excited for your future growth and success!
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