Business Check-Up Step 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* Yes No2. An annual strategic plan or roadmap is in place for the business* Yes No3. A SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats, Trends) is conducted at least annually for the business* Yes No4. Progress is measured on a regular basis and individuals or teams are held accountable to fulfill actions/tasks* Yes No5. There is a vision for the business that the team knows and which they can communicate clearly, internally and externally* Yes No6. The mission / purpose of the business is known by every member of the team* Yes No7. Our values are known by all team members and lived by everyone* Yes NoOwner / 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* Yes No9. I have SMART goals (Specific, Measurable, Achievable, Results, Timely) for the myself and pursue them daily* Yes No10. I actively work to improve my overall health* Yes No11. I effectively manage my time to get done what needs to be done* Yes No12. I commit to regular, ongoing personal and/or professional development* Yes No13. There is a formal shareholder agreement in place with partners/co-directors * Choose yes if you are the only shareholder* Yes No14. There is a policy/process for ownership transfer in the event of the unexpected departure of a shareholder* Yes No15. The business enables you to fund your current lifestyle, your family and future retirement plans* Yes No16. There is a formalised exit strategy for the business (i.e. for the owner to exit or sell the business)* Yes No17. I understand the market value of the business based on at least one of the normally accepted practices for business valuations* Yes No18. The company performance does not depend upon my skills, experience, and/or relationships* Yes No19. The company insurance policy/policies protect me, the team, the business and company property* Yes NoHuman 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* Yes No21. The team are highly motivated and enjoy coming to work* Yes No22. The remuneration and benefits packages make the business competitive and motivate the desired performance expected* Yes No23. The business consistently has the right people, with the right skills, when needed* Yes No24. We deal with poor performance promptly and appropriately* Yes No25. There is an effective hiring process in place in the business* Yes No26. All new hires take part in a comprehensive induction process* Yes No27. There is a succession plan in place for all critical roles in the business* Yes No28. The business provides guidance to employees on KiwiSaver funds* Yes No29. The business would continue to perform effectively if it lost a key person unexpectedly* Yes No30. The business confidently meets obligations relating to workplace health & safety* Yes No31. Audits are conducted regularly to assess strengths and gaps in health & safety* Yes No32. All employees and contractors consistently adhere to business health & safety policies and processes* Yes NoFinancial 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* Yes No34. I understand and forecast the cash position to meet the demands of the business* Yes No35. I know the key drivers to achieve profitability in the business* Yes No36. The business meets its financial forecast expectations* Yes NoSales & MarketingIn this section there are 6 questions that will take less than 1 minute to complete.37. The business consistently meets sales projections* Yes No38. I know which of the business products/services are most profitable* Yes No39. I agree with the statement that ‘marketing is an investment and not an expense’* Yes No40. Individualised marketing tactics are used for each customer segment to attract them to the business proposition* Yes No41. There is a current marketing plan, including a calendar with a budget and means of assessing return on investment* Yes No42. I know our customer ‘life time value’ and how to increase it* Yes NoCustomer 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* Yes No44. The business quickly resolves customer dissatisfaction to the satisfaction of the customer* Yes No45. Customers are surveyed regularly to determine satisfaction levels and how the business is performing; and, we act on that feedback as needed* Yes No46. The business has a clear customer journey which focuses on giving each customer a great experience* Yes NoOperational 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* Yes No48. The business measures efficiency, capability, productivity and error rate in real time* Yes No49. The business processes and systems eliminate the requirement to rely on any particular employees/contractors* Yes No50. The business has a disaster recovery / business continuity plan* Yes No51. Our investment in technology has a proven positive impact on the bottom line results* Yes NoAbout 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* Lift your people's performancewith a bespoke in-house workshop. Contact us
