Business Check-Up Section 1 of 8 - Strategic Planning12%Strategic PlanningIn this section there are 7 questions that will take less than 1 minute to complete.1. I work more ‘in’ the business than ‘on’ it*YesNo2. An annual strategic plan or roadmap is in place for the business*YesNo3. A SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats, Trends) is conducted at least annually for the business*YesNo4. Progress is measured on a regular basis and individuals or teams are held accountable to fulfill actions/tasks*YesNo5. There is a vision for the business that the team knows and which they can communicate clearly, internally and externally*YesNo6. The mission / purpose of the business is known by every member of the team*YesNo7. Our values are known by all team members and lived by everyone*YesNoOwner / ManagerIn this section there are 12 questions that will take less than 1 minute to complete.8. I have a personal vision, mission, and values statement for my own life*YesNo9. I have SMART goals (Specific, Measurable, Achievable, Results, Timely) for the myself and pursue them daily*YesNo10. I actively work to improve my overall health*YesNo11. I effectively manage my time to get done what needs to be done*YesNo12. I commit to regular, ongoing personal and/or professional development*YesNo13. There is a formal shareholder agreement in place with partners/co-directors * Choose yes if you are the only shareholder*YesNo14. There is a policy/process for ownership transfer in the event of the unexpected departure of a shareholder*YesNo15. The business enables you to fund your current lifestyle, your family and future retirement plans*YesNo16. There is a formalised exit strategy for the business (i.e. for the owner to exit or sell the business)*YesNo17. I understand the market value of the business based on at least one of the normally accepted practices for business valuations*YesNo18. The company performance does not depend upon my skills, experience, and/or relationships*YesNo19. The company insurance policy/policies protect me, the team, the business and company property*YesNoHuman Resources / Health & SafetyIn this section there are 13 questions that will take less than 1 minute to complete.20. The team performs at a level that meets required expectations*YesNo21. The team are highly motivated and enjoy coming to work*YesNo22. The remuneration and benefits packages make the business competitive and motivate the desired performance expected*YesNo23. The business consistently has the right people, with the right skills, when needed*YesNo24. We deal with poor performance promptly and appropriately*YesNo25. There is an effective hiring process in place in the business*YesNo26. All new hires take part in a comprehensive induction process*YesNo27. There is a succession plan in place for all critical roles in the business*YesNo28. The business provides guidance to employees on KiwiSaver funds*YesNo29. The business would continue to perform effectively if it lost a key person unexpectedly*YesNo30. The business confidently meets obligations relating to workplace health & safety*YesNo31. Audits are conducted regularly to assess strengths and gaps in health & safety*YesNo32. All employees and contractors consistently adhere to business health & safety policies and processes*YesNoFinancial PerformanceIn this section there are 4 questions that will take less than 1 minute to complete.33. I fully understand the company financial reports and how to leverage the insights to make key decisions in the business*YesNo34. I understand and forecast the cash position to meet the demands of the business*YesNo35. I know the key drivers to achieve profitability in the business*YesNo36. The business meets its financial forecast expectations*YesNoSales & MarketingIn this section there are 6 questions that will take less than 1 minute to complete.37. The business consistently meets sales projections*YesNo38. I know which of the business products/services are most profitable*YesNo39. I agree with the statement that ‘marketing is an investment and not an expense’*YesNo40. Individualised marketing tactics are used for each customer segment to attract them to the business proposition*YesNo41. There is a current marketing plan, including a calendar with a budget and means of assessing return on investment*YesNo42. I know our customer ‘life time value’ and how to increase it*YesNoCustomer ExperienceIn this section there are 4 questions that will take less than 1 minute to complete.43. Customer service always meet or exceeds customers’ expectations*YesNo44. The business quickly resolves customer dissatisfaction to the satisfaction of the customer*YesNo45. Customers are surveyed regularly to determine satisfaction levels and how the business is performing; and, we act on that feedback as needed*YesNo46. The business has a clear customer journey which focuses on giving each customer a great experience*YesNoOperational ExcellenceIn this section there are 5 questions that will take less than 1 minute to complete.47. The business has all of functions necessary to operate smoothly; and, documented processes are adhered to consistently by all, as relevant*YesNo48. The business measures efficiency, capability, productivity and error rate in real time*YesNo49. The business processes and systems eliminate the requirement to rely on any particular employees/contractors*YesNo50. The business has a disaster recovery / business continuity plan*YesNo51. Our investment in technology has a proven positive impact on the bottom line results*YesNoAbout You and Your Business Now we just need some of your personal details, so that we can share your personalised report with you.Full Name*Email* Company Name*Phone Number*What is your role in the company?*How many people do you have in your team?*Number of Employees – full time employees/part time employees*Number of Contractors – full time employees/part time employees* Upcoming EventsLift your people's performance.Check out our upcoming Workshops. Workshops
