Business Needs Assessment Form

  • Business Needs Assessment Form

  • Background Information

  • Format: (000) 000-0000.

  • General Management

  • Have you set detailed goals for your business?
  • Have you made a strategic plan for growth of your business?
  • Does your business have a written mission & vision statement?

  • Resource Management

  • Are you familiar with qualifications of your employees?
  • Have you created detailed job descriptions for all positions?
  • Do you know how to create an efficient recruitment system?
  • Have you created an onboarding process?
  • How often do you make evaluations on your business operations?

  • Marketing

  • Do you follow a marketing plan for your business?
  • Do you measure the result of your marketing campaigns?

  • Sales

  • Have you set specific goals for your sales team?
  • Are you able to achieve these goals?
  • Do you thinks you can reach your ideal customers?

  • Finance

  • Are you able to succeed your financial goals?
  • Do you use software to manage your finances?
  • Do you have professional help managing your finances?

  • Operations

  • Do you have a detailed business operations work flow plan or chart?
  • Are you able to monitor your business operations?
  • If employees or teams, does everyone clearly understand the business operations?
  • Should be Empty: