Business Health Assessment
Created by Business Intelligence expert Amee Gil, this survey provides a quick check of your business's overall health across key areas such as financial management, operations, customer engagement, and strategic planning. The results offer insights into your business's current strengths and potential areas for improvement. However, please note that this assessment does not take into account your company’s strength relative to industry benchmarks, market competition, or other external factors that may influence long-term success. By completing the survey, you'll receive a score that reflects the health of your business in these key areas, along with a summary of how well you're performing overall.
Company Demographics
Name
First Name
Last Name
Company Name
Role
Director of Operations
Email
*
example@example.com
Answer Honestly for Accurate Results
Please answer each question as honestly as possible and select the option that you can confidently verify as true. If you’ve never measured a particular metric or are unsure of the exact answer, choose "Unknown." This ensures the most accurate assessment of your business's health.
Financial Health
Emergency Fund: Does the business have an emergency fund to cover necessary operational costs?
*
0 months
3 months
6 months
Unknown
Profit Margin: What is the current profit margin of the business?
*
Negative (loss)
0 - 10%
10 - 20%
Over 20%
Unknown
Cash Flow & Burn Rate: How well is your business managing cash flow, considering operational expenses relative to revenue?
*
Consistently negative cash flow (high burn rate; cash reserves last < 3 months)
Break-even (moderate burn; cash reserves last 3-6 months)
Positive cash flow, but inconsistent (low burn; cash reserves last 3-6 months)
Consistently positive cash flow with surplus
Unknown
Revenue Growth Rate: What is your year-over-year revenue growth percentage?
*
Declining
Flat
Growing 1-5%
Growing 5-10%
Growing 10%
Unknown
Financial Forecasting: How accurate are your financial forecasts compared to actuals?
Frequently off
Sometimes aligned
Always accurate
Unknown
Debt-to-Equity Ratio: What is the business's debt-to-equity ratio?
*
High (over 75%)
Moderate (50-75%)
Low (under 50%)
No debt
Unknown
Financial Score
Operational Efficiency
Operational Costs: Are operational costs aligned with revenue?
*
Costs exceed revenue
Costs are equal to revenue
Costs are below revenue
Unknown
Employee Productivity: How would you rate employee productivity?
*
Low (underperformance)
Average (meets expectations)
High (exceeds expectations)
Unknown
Talent Retention & Development: How strong is your ability to retain top talent?
*
High turnover
Moderate retention
Strong retention
Unknown
Process Automation: To what extent are workflows/SOPs automated? Meaning they do not require human intervention.
*
No automation (entirely manual)
Some processes automated (up to 50%)
Most processes automated (50-80%)
Fully automated (80%+)
Unknown
Supply Chain Resilience: How resilient is your supply chain to disruptions?
*
High risk
Moderate risk
Very resilient
Unknown
Inventory (if applicable): What is the average inventory turnover rate?
Low (products sit unsold for long periods)
Moderate (consistent sales with some overstock)
High (inventory turns over rapidly)
Unknown
Operations Score
Customer Relations & Market Position
Customer Retention: What is the customer retention rate?
*
Low (below 50%)
Moderate (50-75%)
High (75%+)
Unknown
Customer Acquisition Cost: What is the cost to acquire a new customer?
*
High (affecting profitability)
Moderate (manageable)
Low (cost-effective)
Unknown
Net Promoter Score (NPS): How likely are your customers to recommend your business to others?
*
Negative NPS
Neutral
Positive NPS
Unknown
Customer Lifetime Value (CLV): Have you calculated your customer lifetime value, and how is it trending?
*
Not calculated
Declining
Stable
Increasing
Market Share: How much of your target market do you serve?
*
Less than 10%
10-25%
25-50%
Over 50%
Unknown
Customer Score
Technology
Technology Adoption: How would you describe the business's technology adoption?
*
No adoption (basic use of business suite like emails & spreadsheets)
Minimal adoption (basic CRM, e-ecommerce, hybrid-cloud systems)
Moderate adoption (ERP systems or cloud-based data storage)
Fully embracing new technologies (AI-driven data intelligence, data meshes, IoT)
Unknown
Cybersecurity: How comprehensive is your cybersecurity strategy?
*
Weak
Moderate
Strong
Unknown
Data Strategy & Insights Implementation: Does the business use data-driven insights to inform decision-making and operations?
*
No data strategy
Basic reporting only (descriptive analytics)
Some advanced insights (predictive analytics or KPI tracking)
Comprehensive strategy with real-time data-driven decision-making
Unknown
Technology Score
*
Strategic Planning & Growth
Business Goals: Are there clear short- and long-term business goals?
*
No goals in place
Short-term goals only
Long-term goals only
SMART short- and long-term goals
Unknown
Growth Strategy: Is there a growth strategy in place?
*
No strategy
Basic strategy (little details)
Detailed strategy with SMART goals
Active growth results
Unknown
Risk Management: Does the business have a risk management plan (for economic, operational, or market risks)?
*
No risk management plan
Basic risk plan
Comprehensive plan
Plan in place and being executed
Unknown
Sustainability Initiatives: How integrated are sustainability and ESG (Environmental, Social, and Governance) factors into your core strategy?
*
Not considered
Developing
Integrated into core
Leading the industry
Strategic Growth
*
Final Score
Health Bucket
Health Bucket Info
Submit
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