Quick Business Health Check

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Which best describes your organization?* This field is required.

For-profit business

Non‑profit / charitable organization

4

Including yourself, how many people currently work in the business?* This field is required.

1 (solo-preneur)

2 - 3

4 - 10

11+

5

What is your primary motivation to keep your business running?* This field is required.

Profit

Community Impact

Innovation

Personal Fulfillment

6

What is your primary motivation to keep your organization running?* This field is required.

Commitment to the Mission

Community Impact

Innovation

Personal Fulfillment or Calling

7

Considering the business activities listed below, which area that eats up MOST of your working time in a typical week?* This field is required.Scroll down to see all 5 choices

Operations / Service Delivery – “Doing the work” (producing, fulfilling orders, handling client projects, etc.)

Sales & Marketing / Business Development – Finding new customers, closing deals, promoting the brand

Strategic Planning & Innovation – Big‑picture direction, new products/services, long‑term improvements

Administration, Finance & HR – Bookkeeping, payroll, compliance, paperwork, internal policies

People Leadership & Coaching – Hiring, onboarding, training, mentoring, culture‑building

8

Considering the activities listed below, which area that eats up MOST of your working time in a typical week?* This field is required.Scroll down to see all 5 choices

Program & Service Delivery – Direct support, implementation, event coordination, or community outreach

Fundraising & Communications – Grant writing, donor relations, public speaking, managing campaigns

Strategic Planning & Innovation – Long-term direction, new initiatives, cross-sector collaboration

Administration & Compliance – Financials, board support, HR, reporting, legal/policy tasks

Team Leadership & Development – Hiring, volunteer or staff training, mentoring, team culture

9

How clearly are roles and responsibilities defined in your business/organization?

Fully documented and up‑to‑date

Partially documented, needs work

Not documented at all

10

Which back‑office area needs the most attention?* This field is required.

Job descriptions / role clarity

Policies & procedures

Accountability / performance metrics

11

Which hats do you find hardest to juggle?* This field is required.

Admin & bookkeeping

Marketing & sales

Service delivery

All of the above

12

Which areas of your role do you find hardest to juggle?* This field is required.

Program or service delivery

Fundraising & donor communication

Admin, bookkeeping & compliance

Team leadership or volunteer management

All of the above

13

How often do you intentionally review and adjust your strategic goals?* This field is required.

Quarterly or more often

Annually

Rarely (less than once a year)

14

What is the biggest obstacle to regular planning?* This field is required.

Time

Budget / resources

Know‑how / facilitation skills

Lack of clear owner

15

How would you rate the consistency and efficiency of your core processes (product/service delivery, customer onboarding, billing, etc.)?

Highly efficient and well‑documented

Consistent execution but little or no documentation

Documented, but execution is inconsistent

Mostly ad‑hoc and informal

16

How consistent and efficient are your core workflows (such as program delivery, volunteer onboarding, donor tracking, reporting, etc.)?* This field is required.

Highly efficient and well‑documented

Consistent execution but little or no documentation

Documented, but execution is inconsistent

Mostly ad‑hoc and informal

17

If you disappeared for 30 days, what % of your invoices would still be paid on time?Pick the range that fits best—estimate if unsure.

90 % – 100 %

60 % – 89%

30 % – 59 %

Below 30 % / not sure

18

If you disappeared for 30 days, what % of your core programs or services would still be delivered on schedule?Pick the range that fits best—estimate if unsure.

90 % – 100 %

60 % – 89%

30 % – 59 %

Below 30 % / not sure

19

What % of expected donations or grant draws would still arrive on schedule in those 30 days?Pick the range that fits best—estimate if unsure.

90 % – 100 %

60 % – 89%

30 % – 59 %

Below 30 % / not sure

20

Think of the last time a customer issue was completely solved by your team before you even heard about it. How long ago was that?Pick the range that fits best—estimate if unsure.

Within the past week

1 – 4 weeks ago

1 – 6 months ago

More than 6 months ago / never

21

Think of the last time a program participant or beneficiary issue was completely solved by your team before you even heard about it. How long ago was that?Pick the range that fits best—estimate if unsure.

Within the past week

1 – 4 weeks ago

1 – 6 months ago

More than 6 months ago / never

22

Which process hurts the most?* This field is required.fp

Production / service delivery

Customer onboarding

Billing & invoicing

Internal communication (including breakdowns)

23

Which process hurts the most?* This field is required.np

Program / service delivery

Volunteer or client onboarding

Grant & donor reporting / acknowledgments

Internal communication (including breakdowns)

24

How do you currently support leadership development within your business/organization?* This field is required.

Formal, structured program (defined curriculum, scheduled training)

Informal mentoring / coaching happens regularly

Occasional, ad‑hoc training when issues arise

No deliberate leadership‑development effort

25

How do you invest in your own leadership development?* This field is required.

Formal coaching / training

Books & podcasts

Occasional workshops

No deliberate effort

26

What is the main barrier to leadership development?* This field is required.

Time constraints

Budget limits

No training resources

Unclear career paths

27

How consistently do you track and review the numbers that matter most to your success (KPIs, budget vs. actual, customer or program metrics, etc.)?* This field is required.

Real‑time dashboards or weekly reviews

Monthly or quarterly reviews

We track a few numbers irregularly

We rarely track metrics and rely mostly on gut feel

28

How well do you delegate to others so you can stay focused on high-value work?* This field is required.

I consistently delegate routine tasks and spend most of my time on strategic work.

I delegate sometimes but still get bogged down in daily busy-work.

I rarely delegate and end up doing too much myself.

I have no one to delegate to—everything lands on me.

29

How well do you use automation or outsourcing to reduce your daily workload?* This field is required.

I regularly use software or external help to off-load routine tasks.

I automate or outsource occasionally but could do more.

I rarely automate or outsource—I do almost everything myself.

30

If you could eliminate just ONE obstacle today to unlock faster growth or greater impact, which would you choose?* This field is required.Scroll down to see all 6 choices

Marketing reach / new‑customer pipeline

Operational bottlenecks / workflow inefficiencies

Cash‑flow visibility or funding constraints

Role clarity & accountability

Leadership capacity / decision‑making speed

Something else

31

If you could eliminate just ONE obstacle today to unlock faster growth or greater mission impact, which would you choose?* This field is required.

Fundraising reach / donor pipeline

Operational bottlenecks / program delivery inefficiencies

Budget visibility or funding constraints

Role clarity & accountability

Leadership capacity / decision-making speed

Something else

32

Please specify the obstacle you would remove.

33

Is there one area you’d like to focus on first? If so, please specify below.