Baseline Assessment

Baseline Assessment

Review each section and score your company at each level on a scale from one (1) to ten (10)
The key to this exercise is to score each area of your business with brutal honesty. This is our baseline assessment and one where we will measure progress over time.

The grading system to use is:

1 - 2 Not Even Close

3 - 4 Toe in the Water

5 - 6 Sort of Done

7 - 8 Oh, So Close!

9 - 10 Nailed It!
Name

First NameLast Name
Company Name

Internal Organization
Mission, Vision, Values
Organizational Structure
Operational Plan
Reporting & Accountability
Team Culture
Team Performance
Themes & Celebrations
Meeting Cadence
Internal Organization

Pricing and Service
Upfront Pricing
Recurring Revenue Packaging
Scope Creep and Seep
Work in Progress and Accounts Receivable
Client Mix - A's and B's only
Client Service
Account Management Program
Average Hourly Rate (AHR)
Price Increases
Pricing and Service

Scaling
Brand Development
Client Goals Documented
Finding Opportunities
Niche Markets
Leads Database
Web Dominance
Lead Generation
Standardization of Services
Sales Process
Sales Skills
Advisory Services
Scaling

Finance & KPIs
Breakeven Sales
Cash Flow Forecasting
Annual Budget
Financial Goals
Finance

Time Management
Workflow Management
Administrative Team
Time Tracking
Time Budgets
Documented Processes
People Development
Owner's Time
Time Management

Score
Total Score:
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