Business Performance Health Check

  • Business Performance Health Check

    Business Performance Health Check
  • Format: (000) 000-0000.

  • People and Culture

  • Every leader on the team is a strong performer, aligned with our culture, and capable of driving results in their role.*
  • Our culture encourages honest conversations, tough issues are addressed openly and directly without fear of conflict.*
  • If given the choice, we would confidently and enthusiastically rehire each individual of our current team.*
  • We are able to attract and retain talent that matches our company’s values, pace, and performance expectations.*
  • Our hiring process is structured, repeatable, and designed to assess values alignment, role fit, and execution ability.*
  • We intentionally invest in the growth of our people through ongoing feedback, training, and development systems.*
  • We track productivity for each employee and are actively working to increase contribution per team member over time.*
  • Our Purpose and Core Values are clearly defined, actively reinforced, and drive day-to-day decision making across the organization.*

  • Strategy and Vision

  • We are consistently achieving the growth targets we’ve set for both revenue and gross margin.*
  • We have a proven formula that consistently drives strong profitability in our business.*
  • Our long-term vision (10–25 year Moon Shot Goal) is bold, measurable, and fully aligned with how we create value.*
  • We can clearly articulate and measure the top 3 commitments we make to customers that differentiate us.*
  • Every team member can confidently explain what we do and why it matters in an elevator pitch.*
  • Our approach to doing business stands out in ways that are obvious and meaningful to our customers and differentiates us from our competition.*
  • Our team spends more time innovating how we deliver value and command price than reducing internal costs.*
  • Strategic thinking is a weekly priority for senior leadership, including tracking emerging trends and opportunities that could impact our industry.*

  • Organizational Execution

  • Our financial performance consistently exceeds industry benchmarks, showing that our strategic direction and operations are working well.*
  • We move steadily toward our objectives with minimal distraction from unexpected problems or firefighting.*
  • Each major initiative has specific success indicators that are visible, updated regularly, and tracked consistently.*
  • Everyone in the company can name our main focus areas this quarter and understands how their efforts contribute.*
  • We regularly gather and review customer feedback, including insights about how we compare to others in the market.*
  • Our long-term direction and short-term execution are connected, we’re not just busy, we’re busy on the right priorities.*
  • We have recurring, purposeful meetings that align team actions, address breakdowns, and keep everyone on track.*
  • Our team members have a clear channel to voice ideas and feedback, contributing to a stronger, more engaged culture.*

  • Cash Flow and Financial Strength

  • Our primary source of funding for expansion comes from customer-generated cash, not debt or external capital.*
  • We maintain strong cash reserves or have access to liquidity to take advantage of opportunities and weather unexpected setbacks.*
  • We produce reliable financial reports on a consistent schedule and can trust the data for decision-making.*
  • We regularly analyze and discuss our forward looking cash position across a 12-month horizon.*
  • We track and understand the true cost of bringing in each new customer.*
  • We know how much revenue and margin a typical customer brings in over the full span of their relationship with us.*
  • .We actively look for ways to shorten the time it takes for invested working capital to come back as usable cash.*
  • Our invoicing and payment practices ensure predictable inflows and responsible outflows of cash.*

  • Thank you for completing the Business Performance Health Check

  • Running a business is a complex, ever-evolving journey, and you just took a valuable step forward by taking time to evaluate key areas of performance.
     

    Where Do You Go From Here?

    Every business has strengths to leverage and bottlenecks to address. While it’s tempting to try to solve everything at once, the most effective growth begins by identifying what’s really blocking progress and aligning your team around a clear starting point.

    If you’re working with a leadership team, it's wisdom to have each person complete this assessment and compare results. Alignment begins with shared insight and one of your team leaders may be aware of a challenge you're unaware of. 

    Take note of how your lowest-rated areas may be influenced by challenges in the sections that come before them. For example, if execution feels weak, it could be due to misaligned strategy, or the wrong individuals in the wrong seats.

    Each category, People and Culture - Strategy and Vision - Operational Execution - Cash Flow, impacts the others. Healthy businesses focus on strengthening these systems in a connected, intentional way.

    Pay attention to the diagram below. For example, if your weakest category is Strategy and Vision, the real issue may lie in People and Culture, not having the right individuals in seat, or not spending enough time on strategic focus.

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  • Let’s Talk Strategy
     
    If you’d like support interpreting your results or knowing how to turn insight into execution, I would love to offer you a complimentary follow-up session. In that conversation, we’ll explore what’s most urgent, what’s holding the business back, and how to unlock sustainable progress, from the inside out.

    Book your complimentary appointment now!

    If you have any questions or need additional information please contact us at carly@westcoast-ga.com or visit our website for additional complimentary resources.

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