Business Assessment
Name
*
First
Last
Company
*
Email
*
Read the statements below and rate your business on a scale of 1 through 5.
1 = strongly
disagree
with the statement to
5 = Strongly
agree
with the statement.
1. We believe we have the right team members in the right roles.
*
1
2
3
4
5
2. The operational chart is updated and shared with all team members.
*
1
2
3
4
5
3. We have a personnel review process that is completed annually.
*
1
2
3
4
5
4. We have written clear job descriptions for all team members.
*
1
2
3
4
5
5. The team has a clear understanding of our mission and core business activities.
*
1
2
3
4
5
6. We have a strong relationship with our CPA, Insurance Agent, Attorney and Banker.
*
1
2
3
4
5
7. There is a clear vision for the business and have communicated that to the team.
*
1
2
3
4
5
8. The company core values are written, clear and shared by all.
*
1
2
3
4
5
9. We have systems, policies and procedures in place that align with our core business and keep us focused on that.
*
1
2
3
4
5
10. We have written processes for running the business.
*
1
2
3
4
5
11. We set short term and long-range goals for the company and share them with the team.
*
1
2
3
4
5
12. We have consistent weekly meetings that include sales, operations and finance with a firm agenda and that start and end on time.
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1
2
3
4
5
13. We have a process in place to track and resolve issues that come up.
*
1
2
3
4
5
14. We maintain a “dashboard” that indicates the overall health of the company.
*
1
2
3
4
5
15. We have a company budget that is regularly reviewed and discussed.
*
1
2
3
4
5
16. We are dedicated to moving my business forward.
*
1
2
3
4
5
Name
This field is for validation purposes and should be left unchanged.
