GWA Struggle-to-Stable Assessment

1

Please verify that you are human* This field is required.

2

Are the business’s revenues growing consistently year-over-year?* This field is required.Are the business’s sales increasing each year?

Sales have been going up by at least 5-10% every year

Sales have been declining for the past two years

Sales are flat and have not shown any growth

Sales are very unpredictable, with large swings up and down

I'm not sure; we haven't reviewed our sales trends recently

3

Does the business maintain a positive cash flow?* This field is required.Does the business have more money coming in than going out?

The business makes more money than it spends

The business often spends more than it makes

Sometimes we break even, but it's inconsistent

We rely on loans and credit to cover our expenses regularly

I'm not sure; we haven't reviewed our cash flow recently

4

What is the current ratio (current assets/current liabilities) of the business?* This field is required.Can the business easily pay its short-term bills?

The business has enough assets to cover its short-term debts

The business struggles to pay bills on time

We have had to delay payments to vendors to manage cashflow

We frequently borrow to pay our short-term liabilities

I'm not sure; we haven't reviewed our short-term obligations recently

5

Are the business’s profit margins within industry norms?* This field is required.Are the business’s profit margins good compared to other companies in the industry?

Profit margins are as good as or better than other companies in the same industry

Our profit margins are significantly lower than the industry average

Our profit margins are shrinking each year

We have very thin margins, leaving little room for error

I'm not sure; we haven't compared our margins to industry averages

6

Does the business have a unique selling proposition (USP) or competitive advantage?* This field is required.Does the business have something special that makes it stand out from competitors?

The business has a unique feature or service that customers value and that sets it apart from others

Our products/services are similar to those of competitors

We struggle to differentiate ourselves in the market

We have not focused on creating a unique selling proposition

I'm not sure; we haven't analyzed our competitive position recently

7

Is the business’s market share growing, stable, or declining?* This field is required.

The market share is growing, showing that the business competes well with others

The market is growing but our market share is staying the same

We have been losing customers to new competitors

Our market share is very small and hasn’t changed

I'm not sure; we haven't measured our market share recently

8

How diverse is the customer base of the business?* This field is required.Does the business have a wide range of customers, or do a few customers make up most of the sales?

The business has a diverse customer base, and no single customer makes up more than 10-15% of total sales

A few customers make up half of our sales

We heavily rely on one or two large customers

Our customer base is not diversified, making us vulnerable

I'm not sure; we haven't analyzed our customer base distribution recently

9

What is the customer retention rate?* This field is required.Do customers keep coming back to the business?

More than 80% of customers return, which means they are happy and loyal

We have a low (< 50%) customer retention rate

We struggle to get repeat business

Our customers often do not come back after the first purchase

I'm not sure; we haven't tracked our customer retention rate recently

10

Are customers satisfied with the products or services?* This field is required.

Surveys and online reviews show that most customers are happy and would recommend the business

We often receive negative feedback from customers

Our customer satisfaction ratings are below average

We do not actively seek customer feedback

I'm not sure; we haven't conducted a customer satisfaction survey recently

11

Is inventory turnover within a healthy range for the industry?* This field is required.Is the business good at managing its inventory?

The business’s inventory turnover is within the normal range for its industry

We have too much inventory sitting idle

We often run out of stock due to poor inventory management

Our inventory management system is outdated and inefficient

I'm not sure; we haven't reviewed our inventory management practices recently

12

Does the business have a lean and efficient cost structure?* This field is required.Are the business’s costs under control?

Costs are well-managed, and the business regularly checks to see where it can save money

Our operating costs are increasing faster than our sales

We do not regularly monitor or control our expenses

Our cost structure is too high, affecting our profitability

I'm not sure; we haven't reviewed our cost structure recently

13

Are there any significant bottlenecks in the production or service delivery process?Are there any major delays or problems in making products or providing services?

Everything runs smoothly without any big delays or issue

We frequently experience delays in production

Our service delivery is often late, causing customer complaints

We have bottlenecks in our production process that slow us down

I'm not sure; we haven't reviewed our production processes recently

14

Does the management team have experience and a clear vision for the future?* This field is required.

The management team is experienced and has a clear plan for where the business is going

Our management team lacks experience in this industry

We don’t have a long-term plan or clear direction

There is frequent turnover in our management team

I'm not sure; we haven't discussed our management’s experience or future plans recently

15

Is there a succession plan in place for key leadership roles?* This field is required.Is there a plan in place if someone in a key leadership role leaves?

The business has a plan to ensure someone is ready to step in if a key leader leaves

We don’t have a succession plan

We haven’t considered what to do if a leader leaves suddenly

We rely on a few key people without back up plans

I'm not sure; we haven't discussed succession planning recently

16

How is employee morale and turnover?* This field is required.How is employee morale, and is turnover at a healthy level?

Employee morale is high, and turnover is below the industry average, indicating a positive work environment

Morale is low, and we’ve seen a significant increase in turnover recently

Employees seem disengaged, and we struggle to retain key staff

We have a high turnover rate, which is affecting productivity and team stability

I’m not sure; we haven’t measured employee morale or tracked turnover closely recently

17

Does the business have a risk management plan in place?* This field is required.Does the business have a plan to deal with risks or problems?

The business has a plan for managing risks, and it updates and tests this plan regularly

We don’t have a formal risk management plan

We rarely think about potential risks to the business

Our risk management approach is outdated and not tested

I'm not sure; we haven't reviewed our risk management plan recently

18

Are there any legal or regulatory compliance issues?* This field is required.

The business follows all laws and regulations

We are facing legal issues

We have had compliance violations in the past

We’re currently dealing with fines for non-compliance

I'm not sure; we haven’t reviewed our compliance status recently

19

Does the business have adequate insurance coverage for its operations?* This field is required.Does the business have enough insurance to cover any risks?

The business has the right amount of insurance to protect against different kinds of risks

We are under-insured and would struggle to cover losses in a major incident

We have some insurance, but it does not coverall potential risks

We have no idea if our insurance coverage is adequate

I'm not sure; we haven't reviewed our insurance coverage recently

20

Is the business investing in research and development or new product/service innovation?* This field is required.Is the business investing in new ideas or products?

The business spends some of its revenue on research, development, or new ideas to help it grow in the future

We do not allocate any budget for research or innovation

We rarely try new things or invest in new products or services

Our investments in innovation have been inconsistent and poorly planned

I'm not sure; we haven't reviewed our investments in innovation recently

21

Are there any new markets or opportunities the business is exploring?* This field is required.

The business is exploring new markets or customer groups

We are focused only on our current market and have not looked into new opportunities

We tried expanding before, but it didn’t work out, so we haven’t tried again

We don’t have the resources or interest to explore new markets

I'm not sure; we haven’t discussed entering new markets recently

22

Does the business leverage technology to enhance operations and customer experience?* This field is required.Is the business using technology to improve its operations and customer service?

The business invests in technology and keeps its systems up-to-date to improve efficiency and customer satisfaction

We are still using outdated systems that are not very efficient

We have not prioritized technology upgrades due to cost concerns

Our technology investments are reactive and only address immediate issues, not future needs

I'm not sure; we haven't reviewed our technology use or needs recently

23

Does the business have a clear and actionable Strategic Plan for the next 3-5 years?* This field is required.

The business has a strategic plan and regularly checks to see if it needs to be adjusted

We do not have a long-term plan and mainly focus on short-term goals

Our plan is outdated and has not been reviewed in years

We lack a strategic vision and only react to immediate challenges

I'm not sure; we haven’t reviewed or updated our long-term plan recently

24

How often does the business review and adjust its strategies?* This field is required.The business reviews its strategies at least every three months and makes changes based on the current situation.

The business reviews its strategies at least every three months and makes changes based on the current situation

We rarely review our strategies; it’s more of a once-a-year thing

We only review our strategies when there is a crisis or a significant problem

Strategy reviews are inconsistent, and there is no regular schedule

I'm not sure; we haven’t had a strategy reviewin a while

25

Is there a focus on developing employees and building skills within the business?* This field is required.

The business regularly invests in training and development programs for employees

We don’t have a budget or plan for employee development

Training is infrequent and usually only happens when required

Employee development is not a priority, and we rely on hiring new talent instead of training current staff

I'm not sure; we haven’t reviewed our employee development programs recently

26

Does the business have a strong company culture that supports its goals?* This field is required.

We have a positive company culture that aligns with our business goals and encourages teamwork and innovation

Our company culture is weak, and there is low morale among employees

There is a disconnect between our stated values and the day-to-day experiences of employees

We have had difficulty building a cohesive culture due to high turnover and management changes

I'm not sure; we haven’t assessed our company culture recently

27

Business Health Calculation

28

How Can We Share These Findings With You?

Contact Name

Please enter your Business phone #

Do we have permission to text you course-related updates?

Please enter your Business email

29

Tell Me About Your Business* This field is required.

Business Name

Business Industry

# of Years in Business

# of Employees

30

Your Market & Business Offer

What Do You Sell?

Where is your business located?

Where does your business draw it's Customers from?