• Introduction
  • High Level Strategy
  • Sales Performance
  • Targeted Business Development
  • Advertising, Marketing and Promotion
  • Business Leadership
  • Working Conditions
  • Financial Health
  • Systems & Operations
  • Individual Satisfaction
  • Questions
  • About You

Introduction

HIGH LEVEL STRATEGY

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. The business growth strategy has been updated to reflect changes in the economy, local marketplace and business conditions.

2. Key advisors have been consulted and are able to provide the right advice and direction (e.g. Coach, Consultant, Trainer, Accountant, Solicitor, Bank).

3. The company has a well thought out and active succession planning strategy .

4. Key performance indicators are regularly reviewed and updated.

5. Ongoing monitoring of key performance indicators enables more effective decision making.

Sales Performance

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. We have clear weekly sales processes with target related performance management .

2. We are able to identify the reasons why sales targets are not met.

3. We have invested in regular training on product, sales and influencing skills .

4. Our sales people work in harmony together and with production/service/development/delivery teams.

5. We have a documented client retention and customer referral strategy .

6. If your business is exporting or importing do you fully understand how your sales numbers will be effected by sterling strengthening or weakening?.

Targeted Business Development

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. We regularly review our ability to meet the needs and demands of our most profitable target client profile .

2. We understand changes taking place within our target market and how these impacts our market share.

3. We have case studies and statistics to prove the value of our offering .

4. Targeted strategic partnerships are a valued part of our business growth plan .

5. Our team know how to network online and offline, with effective results .

Advertising, Marketing and Promotion

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. We have a holistic marketing and communication strategy, linked to defined business objectives.

2. We know the cost of client acquisition and average lifetime values .

3. We have an up to date CRM with prospect pipeline, and know our cross sale and conversion rates .

4. We know how to leverage our unique selling points so that we stand out from our competition.

5. We monitor customer service regularly and request honest feedback to make continuous improvements.

Business Leadership

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. Our business leaders know their defined roles and responsibilities within the same clear and documented strategic delivery plan .

2. All staff understand the company vision and how that relates to everyday operational activities.

3. Transparent decision-making and effective communication exist amongst the entire management team.

4. Our management team continually improve their skills and effectiveness in leadership and management.

5. All staff are encouraged to contribute to decision making, business insight and company direction .

Working Conditions

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. We are able to measure how well team members function in relation to their optimum potential .

2. We document staff development needs and allocate the necessary training budget annually.

3. Staff enjoy and utilise modern, highly efficient IT, systems and processes .

4. We measure employee satisfaction and work towards building a productive and enjoyable culture.

5. All staff members are trained in how to solve problems and identify improvement opportunities.

Financial Health

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. We record and monitor the effectiveness of budget decisions in relation to company performance.

2. We exercise ongoing profit & expenses planning and are fully aware of our cash flow and tax efficiency .

3. We understand the return on investment of company expenditures and they are seen as an investment rather than a cost .

4. We regularly review our procurement costs and supplier deliverables .

5. We know our profit margins on every new client and our break even point in any given month.

6. Do you fully understand how exchange rate movement will affect your gross margin?.

Systems & Operations

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. Operational processesare fully mapped and current to modern IT solutions .

2. Internal tasks are prioritised according to value, importance and urgency .

3. Staff regularly input to process and production improvement initiatives .

4. We have achieved product excellence and 100% customer satisfaction .

5. Creativity and innovation management form part of ongoing business process improvement.

Individual Satisfaction

  • Strongly Disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly Agree

1. I have adequate time to complete my company obligations .

2. I am confident the delegation of day-to-day tasks is effective.

3. I have a documented end game for achieving financial independence .

4. My daily working structure allows me to achieve set goals on a consistent basis.

5. I plan ahead carefully to minimise problems and undue stress or worry .

Questions

1. What do you want to achieve in your business over the next 1 - 5 years? Describe what it will look like.

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2. What are the biggest challenges facing your business today? What is stopping you getting what you want?.

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3. When we discuss your business needs in your complimentary SPA debrief, what would make the conversation really value adding? Alternatively please share 2-3 key points you would like covered.

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About You