Comprehensive Business Assessment

Comprehensive Business Assessment

LET'S GET THIS PARTY STARTED!
Before We Begin
As you start the assessment please take your time and answer the questions with your gut feeling. Be brutaly honest with yourself. Your answers will help us pinpoint which areas you need to focus on in order to take your business to the next level. This assessement may take up to 3 - 5 minutes to complete.

We will follow up with a custom report identifying your overall business health.
First, we'd like to learn a little more about your business.
Who am I working with today?
Name
Please provide an email for us to send the results report:
example@example.com
Which best describes your role in the business?Type a question

Business Owner, no employeesOwner/CEO of a company with one or more employeesI'm a leader at a company with one or more direct reportsOther
If you are a business owner, how long has your business been in operation?
Years
What is your business's annual top line revenue?
In USD
In what industry is your business?
Please answer honestly based on where your business is TODAY. If you're not sure about how to answer, just go with your best guess.

Technology
Does your business have any known IP or Patents?
Does your business know it's core competencies?
How clean is your ERP or Project Management software?

We don't have an ERPIt's a messIt's clean, but we don't fully utilize itIt's clean and we fully utilize it

Cost & Profitability
Do you have annual cost reduction targes?

NoYes, but we rarely hit themYes, and we make it a part of our daily business
When it comes to your overhead rate, which one applies?

I don't know how to calculate my overhead rateI know my overhead rateI know my overhead rate. I use it in quoting.I know my overhead rate. I use it in quoting and regularly work to reduce it.
When you compare your net profit as a percentage of sales from the previous 2 years, what are the details?

Key Ratios and Metrics
Do you calculate your book-to-ship ratio?

I don't know what that isNoYes
Do you track your 90 day backlog?

We don't have a backlogI don't know what that isNo

Key Ratios and Metrics
Do you track On Time Delivery? If so, what is your percentage?
Put a "0" if you don't have the accurate data to calculate.
Do you track Supplier On Time Delivery? If so, what is your percentage?
Put a "0" if you don't have the accurate data to calculate.

Thanks for taking the time to complete the assessment!
We are curious to know - of the following options, which would you say is currently the BIGGEST challenge for your business?

Building out my leadership teamFinding new ways to disrupt the marketplaceFinding time to work on the businessGrowing the businessBeing ok with the status quo of how my business runsEstablishing the mission, vision, values and strategic direction of the business
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Before We Begin