Quick Assessment (for business owners)

There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” -Colin Powell, Former U.S. Chairman of the Joint Chiefs of Staff

Score each Line item  from 1 to 5

 1 = No or to a very limited extent

 5 = Yes to a very high degree

 

Leadership

___

I have a clear 1 and 5 year vision for my business

___

I have identified measurable goals that support my business vision

___

I am effective with my time management and understand what tasks are most important

___

I am able to transform problems and frustrations into opportunities

___

I am able to balance work and my personal life

___ Sub-total for Leadership

 

Financial

___

I am confident about our cash flow and its predictability

___

I conduct regularly scheduled reviews of our income statement, balance sheet, cash flow statements, budget and other key financial indicators

___

I develop and monitor our annual budget and cash flow plan in accordance with our company plan & vision

___

I make adjustments and communicate with our team based on my regular review and reporting of our company financials

__  Our profit margins by product line are sufficient to meet our financial goals

___ Sub-total for Financial

 

Marketing & Sales

___

I know where my clients are, how they think and how I can best help them

___

I understand and communicate my value proposition in a language that works best for our clients

___

My pipeline is full and I regularly measure effectiveness of our lead generation activities

___

Our sales conversion rate is competitive and allows us close the sales volume we need

___

I stay in touch with past, current, and potential clients

___ Sub-total for Marketing & Sales

 

Client Fulfillment

___

I always deliver a “WOW” customer experience

___

I am very satisfied with our product / service quality and consistency

___

I am very satisfied with the amount of repeat customers we have

___

I get a lot of referrals from existing clients

___

I am confident that we are able to meet and effectively manage our business capacity

___

Sub-total for Client Fulfillment

 

 

 

Management

___

My team is clear about our company vision, how they fit into the plan and “how we do it here”

___

My team delivers consistent results for our clients

___

I am constantly increasing my company’s capability in terms of people, process and tools

___

My business does not depend on a few key team members for its success

___

Most of our company systems are documented and organized

___

Sub-total for Management

 

 

___

Grand Total for the Business

 

Score 100 to 125     Congratulations you have a profitable business with a few areas left to optimize.

Score 85 to 100       You are ahead of most business owners and with a few improvement will have a solid business.

Score 70 to 85         You have a business with potential and ample opportunity for growth.

Score 70 & Below  Your business needs a foundation upon which to build more robust systems and a capable team.

 

Patrick Leask
813-675-7722
Tampa, FL
PatrickLeask@actioncoach.com
https://patrickleask.actioncoach.com
Award Winning Business Strategist and Coach.
Helping Professional Service & Project Based Businesses Accelerate Growth.
Click HERE for your free coaching session with me.