Business Needs Assessment Form
Background Information
Business Manager
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Company Name
Business Industry
Company Web Address
Number of Employess
General Management
Current Performance of Your Business:
1
2
3
4
5
Have you set detailed goals for your business?
Yes
No
Not sure
Have you made a strategic plan for growth of your business?
Yes
No
Not sure
Does your business have a written mission & vision statement?
Yes
No
Resource Management
Are you familiar with qualifications of your employees?
Yes
No
Not sure
Have you created detailed job descriptions for all positions?
Yes
No
Not sure
Do you know how to create an efficient recruitment system?
Yes
No
Not sure
Have you created an onboarding process?
Yes
No
Not sure
How often do you make evaluations on your business operations?
Never
Once a month
Once a year
Less than once a year
Marketing
Do you follow a marketing plan for your business?
Yes
No
Not sure
Do you measure the result of your marketing campaigns?
Yes
No
Not sure
Do you have a website?
Please Select
Yes, but I need to update my website
No, but I need a quote
Yes, I'm good
No, Do not need one
Sales
Have you set specific goals for your sales team?
Yes
No
Not sure
Are you able to achieve these goals?
Yes
No
Not sure
Do you think you can reach your ideal customers?
Yes
No
Not sure
Finance
Are you able to succeed your financial goals?
Yes
No
Not sure
Do you use software to manage your finances?
Yes
No
Not sure
Do you have professional help managing your finances?
Yes
No
Not sure
Operations
Do you have a detailed business operations work flow plan or chart?
Yes
No
Not sure
Are you able to monitor your business operations?
Yes
No
Not sure
If employees or teams, does everyone clearly understand the business operations?
Yes
No
Not sure
Can you describe any specific help you may need for your business to start, grow and develop? Be specific with each level. Example..Start, Grow or Develop.
Submit
Should be Empty: