Helping you build a remarkable business
This assessment tool gives you an indication of your business in 8 areas critical for success ("Health Factors")
Honesty is the best approach - go with your first impression rather than analysing the situation too deeply.
The assessment should take under 10 minutes to complete. On completion you will be presented with an overview of your results.
To receive a full break down of your assessment and a complimentary coaching session to discuss the results, please complete...
Processes are, for the most part, fully documented and, where possible, computerised.
Designated people are responsible for the day to day operating decisions.
Staff communication is good and duplication of work does not occur.
The business is driven by quality and profit, and both are measured regularly.
Staff have the environment, equipment and the training they need to increase their productivity.
Designated people are responsbile for the day to day operating decisions.
Sales processes are managed weekly and measures are taken to ensure targets are met.
The sales force undergoes regular training on both product and selling skills.
Profitability of sales has increased over the last three years.
The sales team is responsible for regular sales projections and is held accountable.
The sales force sell the right product at the right price to the right customer.
There is a clear and written marketing plan that is aligned to the business plan.
The business has a very good knowledge of its competition and their practices.
The business understands and clearly communicates the value proposition in ways the business customers understand.
The pipeline is full and we generate leads regularly.
The business knows exactly why customers buy from them rather than their competitors.
The business understands and clearly communicates the value proposition in ways the customers understand.
The business has a documented annual budget and cash flow plan aligned with the plan & vision.
Cash flow is regularly modelled, predictable and sufficient to meet the plan.
Suppliers, Service Providers, Debtors and Tax Agencies are routinely paid on time.
Customer receipts are collected within payment terms and debtor days is under control.
Management accounts are available and reviewed monthly.
The business' bank relationship is good and has the financial facilities it needs.
The directors are effective delegators and have an empowered and effective team supporting them.
The business's culture is defined, cooperative and forward thinking.
There is a documented organisation structure that is known and understood by all.
People are clear on their roles and responsibilities.
The business can easily recruit and retain the right people.
The directors posses a clear vision of where the business is going and have written it out in detail.
There are identified, measurable goals that support the business vision.
There is a documented business plan.
Key performance indicators are produced, communicated and reviewed regularly.
The business plan is being used, tested and measured, and updated regularly.
I/we have considered/discussed what we want from the business.
I/we have all set our end goals/exit plans and they are written down and known amongst the directors.
The directors' end goals are aligned.
There is clear agreement about remuneration, expenses and pension payments.
The directors know where they add value and manage their time to focus in those areas.
I am motivated and inspired in the business.
I have adequate support to handle details so that I have space to focus on bigger things.
I am able to spend quality time on things/with the people I care about.
I am on plan for my end game (or exit) and financial independence.
I am happy with the amount of money I make from the business.
Made with by ICAAL