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.

  • Which best describes your role in the 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.

  • Strategic Assessment

    This section covers company Culture, Sales and Strategy and Technology

  • Company Culture

  • Does your business have a Mission, Vision and Company Values?
  • How often do you conduct all-hands meetings? Select all that apply.
  • Does your business have a job descriptions, KPIs, pay ranges and a bonus program for all roles? Select all that apply.

  • Sales and Strategy

  • Does your business have a 1, 3, 5 Year Goal?
  • Does you business have annual sales, bookings, new business and cost targets?
  • Does your business track product, customer and market percentage of overall business?
  • Do you have a CRM and active sales funnel?

  • Technology

  • How clean is your ERP or Project Management software?

  • Financial Assessment

    This section covers Budget, Cost, Profitability and Key Ratios

  • Budget

  • Does your business set and review an Annual Financial Plan?
  • Do you have a documented close process?
  • Do you set, review and adjust your month-to-month forecast?
  • Do you have a product line or business unit P&L?

  • Cost & Profitability

  • Do you have annual cost reduction targets?
  • When it comes to your overhead rate, which one applies?

  • Key Ratios and Metrics

  • Do you calculate your book-to-ship ratio?
  • Do you track your 90 day backlog?

  • Operational Assessment

    This section will cover Supply Chain, Production and Key Metrics

  • Supply Chain

  • When planning your production or output, do you use efficiency and utilization offsets?
  • Do you calculate your plant or service capacity?
  • When it comes to Sales, Inventory and Operations Planning (SIOP), check all that apply:

  • Production or Service

  • Do you have a formal Lean Six Sigma Continuous Improvement Process?
  • Do your processes have Standard Operating Procedures (SOP)?
  • Do you have a formal employee training and cross-training process?
  • Do you have a safety team in place?

  • Key Ratios and Metrics

  • 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?
  • Should be Empty: