engageandcreateconsulting.com.au Business check up The purpose of this business health check up is for you to assess your business against a series of ques�ons. It is a self-assessment, there is no right or wrong! Responses will give you an indica�on of where you want to put �me and effort into your business, or as a way to start a conversa�on with others in the business. This is as useful for a commi�ee, not-for-profit or commercial business. It should take up to twenty minutes to complete. N A M E ____________________________________________ B U S I N E S S _____________________________________________________________ M Y R O L E ________________________________________________________________________________ How to complete this Business C heck Up Read each of the statements on the following pages and consider them. The purpose is to determine what areas to invest energy in, and as such we use the traffic light system. *Mark N/A for any statements that are not applicable for your business Green Light = In place and working well, mark as an 8. Orange Light = OK / Room for improvement, mark as a 5. Red Light = Needs action / Not working well, mark as a 2. 8 5 2
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
engageandcreateconsulting.com.au
Business check up
The purpose of this business health check up is for you to assess your business against a series of ques�ons. It is a self-assessment, there is no right or wrong! Responses will give you an indica�on of where you want to put �me
and effort into your business, or as a way to start a conversa�on with others in the business. This is as useful for a commi�ee, not-for-profit or commercial business. It should take up to twenty minutes to complete.
N A M E ____________________________________________
B U S I N E S S _____________________________________________________________
M Y R O L E ________________________________________________________________________________
How to complete this Business Check Up Read each of the statements on the following pages and consider them. The purpose is to determine what areas to invest energy in, and as such we use the tra�c light system.
*Mark N/A for any statements that are not applicable for your business
Green Light = In place and working well, mark as an 8.
Orange Light = OK / Room for improvement, mark as a 5.
Red Light = Needs action / Not working well, mark as a 2.
8
5
2
Vision and Planning_____ We have a clear vision for our business 3-5 years from now
_____ We understand the purpose of our business and stay true to that purpose
_____ Our team and everyone we deal with knows the vision and purpose of our business and how it
relates to them
_____ Our business values are clearly de�ned and communicated so that our team and anyone who
comes into contact with our business understands the values we operate by
_____ We have a business plan in a form that works for us & documents our goals and targets
_____ Our business plan is kept 'alive' with regular reviews and updating
_____ We spend time to just ‘think’ about our business
_____ We have a list of key performance indicators for our business
_____ We review our business performance and direction at regular intervals
_____ We know what is critical to the success of our business in the coming year
_____ Our wills are current
_____ We have a succession plan in place
_____ We don’t get distracted from our business direction
Total Score
Management and Operations_____ We have a transparent organisational structure clearly outlining all team roles and responsibilities
_____ I am satis�ed with the systems we've established and follow in our business
_____ I am satis�ed with the level of documentation of procedures in our business
_____ I am satis�ed with our Quality Assurance systems
_____ We have appropriate insurance policies in place
_____ I am satis�ed with our o�ce setup and procedures
_____ I am happy with the way we continually improve our processes
_____ We have work safety measures in place to ensure the safety of our team
_____ Our sta� recruitment and release (hiring and �ring) systems are satisfactory
_____ I am happy with our training/induction/sta� development systems
_____ We have good systems in place to record and address the feedback and concerns of our team members
Total Score
engageandcreateconsulting.com.au
Business check up
engageandcreateconsulting.com.au
Business check upPeople_____ The sta� we hire are good and care about our business
_____ We know what motivates each of our people and how to manage them for best performance
_____ We understand how the behaviour of management impacts on our team and our business
_____ Our team members are encouraged to pursue personal and professional development
opportunities and are given time to do so
_____ Our people are committed and motivated. Our sta� work here because they choose to
_____ Our team embrace the vision, purpose and values of our business
_____ We let our team members know when we are proud of their work
_____ We have regular team meetings
_____ Our sta� are able to focus on what they are good at (as opposed to doing work that is not in their
strength areas)
_____ Our management delegates well and happily
_____ We use position descriptions to clearly de�ne the roles of our people. Everyone knows what is
expected of them
_____ We carry out regular performance and pay reviews with our sta�
_____ We o�er incentives for exceptional individual performance
_____ We have a sta� reward system in place
_____ Our team have the opportunity to be involved in business decision making
_____ We ensure a safe, healthy work place
Total Score
Legal and Finance_____ We have clearly de�ned budgets
_____ Cash �ow forecasting is a regular part of our �nancial management
_____ We have cash available and understand how much our business is owed and how much our
business owes
_____ We complete our �nancial statements regularly and review them against our budgets
_____ We make decisions based on the �nancial statements
_____ Our �nancial statements allow me to see where in the business we make and lose money
_____ We know our breakeven point
_____ I understand the key indicators of the health of our business
_____ We are constantly focused on the key indicators of the health of our business
_____ Our customers pay on time
engageandcreateconsulting.com.au
Business check upLegal and Finance Cont._____ We know what the �xed costs of our business are and we manage them
_____ I am comfortable with our level of debt
_____ Our business makes su�cient pro�t
_____ I am happy with our record keeping and accounting systems
_____ I am happy with my involvement in the �nancial management of our business
_____ Our business is supported by professionals (e.g. Accountant, Solicitor, Financial Advisor) we trust
_____ We know and ful�l our taxation and legal obligations
Total Score
Product and Service_____ I am happy with the price we set (or receive) for our products/services
_____ We have control over the sale price of our products/services
_____ I am happy with how we sell our products/services
_____ We research and trial new and emerging ways of selling our products/services
_____ Our products/services are consistent
_____ We deliver on what our customers expect of us at all times
_____ We deliver on time and budget
_____ We measure our performance on many factors and compare against our past performance
_____ We seek regular feedback from customers and we use it to improve our products/services
_____ We are always on the lookout for ways to improve or expand our products/services
_____ We measure our performance on many factors and compare against our competition
_____ We know how we perform against our competitors
_____ I can express what is di�erent about our business in one sentence
_____ I am proud and would use our products/services
Total Score
Customers_____ I can describe our ideal customer
_____ Our vision encompasses our customers and their needs
_____ We deeply understand what our customers expect of us
_____ We know who our customers are and their di�erent needs
_____ We take care of our customers well. They often tell us. They are our 'raving fans'
engageandcreateconsulting.com.au
Business check upCustomers - Cont._____ We always communicate with our customers in a way that is meaningful to them
_____ We actively manage customer feedback or complaints
_____ I am happy with how we keep track of existing and potential customers (e.g. database)
_____ Our customers stick with us for the long term
_____ We manage our long term relationships well and reward loyalty
_____ We know what it costs us to acquire a new customer, or to keep an existing customer
_____ We know who our high value and low value customers are and act appropriately
Total Score
Brand_____ I understand the elements that come together to create 'our brand'-why we are, what we stand
for, who we care about, what we deliver, how we look, how we behave, what we say and how
we say it, our brand story
_____ We understand what our customers believe about our brand
_____ We understand how our customers feel, and want to feel, when they interact with our brand
_____ We know the experience that we want people to have with our brand, in every interaction
_____ We consistently deliver on our promise to give them this desired experience
_____ I am happy with our brand name and tagline
_____ The design of our logo, business cards, website, etc clearly communicate the signal we want to
send about our brand
_____ The people behind our brand uphold our vision and values in the day to day running of our
business
_____ The words and actions of our people are in line with the brand experience we want to create
_____ We give people a good story to tell about our brand
_____ People recommend our brand to one another
Total Score
Marketing Your Business_____ We have a marketing plan in place
_____ The way we market our business is closely aligned with our brand
_____ I am happy with the quality of our marketing materials -website, brochures
_____ We have a database & can use the information within it (spend/customer, geography etc)
engageandcreateconsulting.com.au
Business check up
Marketing Your Business - Cont. _____ Our marketing materials clearly communicate our key messages and the image we want to
create in the market
_____ We know how to reach and engage our ideal customers
_____ We know why people use our business
_____ We understand the intricacies of the market environment that we operate in
_____ We understand how are products/services are positioned in the market
_____ I know what is unique and remarkable about our business
_____ We allocate an annual marketing budget
_____ We know what our return on investment is for our marketing budget
_____ I am happy with our marketing overall
_____ We connect with our clients / customers regularly
Total Score
Innovation and Technology_____ I am happy with the implementation and use of technology in the management and
administration of our business
_____ We are involved in research and development activities within our industry
_____ Within our business there is someone assigned to keeping abreast of new technologies
_____ We are proactive about implementing new technologies on-farm
_____ We like to be at the forefront of our industry when it comes to researching and implementing
new technologies
_____ Innovation is a strategic priority within our business
_____ We innovate and experiment regularly in our business
_____ Su�cient time is allocated for capturing and trying new ideas that are generated internally
_____ Our team constantly seeks ways of improving what they do & how they do it
_____ We foster a culture that supports innovation and improvement
Total Score
engageandcreateconsulting.com.au
Business check up
Personal Wellbeing_____ I am satis�ed with my level of involvement in our business
_____ I get su�cient 'me' time away from our business
_____ I make time for my own personal and professional development
_____ I know what my personal values are
_____ I am clear about the connection between my personal values and the vision and purpose of our business
_____ I value myself as a person
_____ I value my role in our business
_____ I am valued by the people around me for the role I play in our business
_____ I am proud of our business
_____ I have the business skills I need to perform my role in our business to the best of my ability
_____ I am proud of myself as a person
_____ I manage my time well
_____ I prioritise well
_____ I am happy with the support network I have in my life
_____ I spend quality time with my nearest and dearest
_____ I am happy with the level of intimacy in my life
_____ I am happy with my level of health and �tness
_____ I have interests and hobbies outside of our business and I pursue them
_____ I am happy with the level of �nancial freedom that I have
_____ I feel my life is in balance
Total Score
engageandcreateconsulting.com.au
Business check up
Strengths Areas for Improvement Priorities
Totals
Vision & Planning Customers
Management & Operations Brand
People Marketing
Legal & Finance Innovation & Technology
Product & Service Personal Wellbeing
Related Documents
