Financial Performance Assessment
Choose the answer that best reflects your current situation. Estimated completion time 10-15 minutes.
Name
*
First Name
Last Name
Company Name
Email
*
example@example.com
Industry
What was your annual revenue last year?
*
Please Select
Less than 1 Million
1-4 Million
5-9 Million
10-15 Million
16-20 Million
21-30 Million
31 Million +
Number of Employees
Please Select
1–10
11–25
26–50
51–100
100+
Leadership has confidence in the accuracy of the company's financial information.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Leadership regularly uses financial information when making important business decisions.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Major investments and spending decisions are evaluated before resources are committed.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
The company has a disciplined process for improving profitability and cash flow.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Monthly financial reporting is completed accurately and on a consistent schedule.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Leadership understands which customers, projects, services, or products generate the strongest financial results.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Budgets and financial forecasts are regularly updated and used to guide decisions.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Financial goals are clearly assigned and regularly reviewed with accountable leaders.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Leadership understands the key factors that increase the long-term value of the business.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
The company's accounting systems and financial processes provide timely information for decision making.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Leadership monitors key financial and operational indicators that help anticipate future opportunities and risks.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
People, capital, and other resources are intentionally directed toward the company's highest priorities.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Pricing, hiring, and operational decisions are supported by financial analysis.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Major strategic decisions consider both short-term performance and long-term business value.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
The finance function actively contributes to shaping the company's long-term strategy.
Not True Today
True occasionally
True most of the time
Consistently true
A significant organizational strength
Reflection Questions
What is the biggest financial challenge your business faces today?
If you could improve one aspect of your financial performance over the next 12 months, what would it be?
What financial decision are you currently struggling with?
Submit
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