Name:
Company
Email:
Phone:
Planning
Do you have an up-to-date business/strategic plan that you execute consistently?
Adaptability
Does your company quickly adapt to change?
Sales Goals
Are you currently experiencing sales growth in your business?
Financial Goals
Are you meeting your existing financial goals in both revenue and profit?
Performance
Are you meeting your existing production/service goals and maintaining high utilization and low waste?
Quality
How is the quality level of your services viewed?
Customer
Acquisition/Retention
Is your customer base growing, declining or status quo?
Customer Satisfaction
Do you receive high satisfaction scores from your existing customers?
Culture
Do your employees understand your company's mission, vision and values?
Appraisal Process
Do you have a performance appraisal process in place that is tied to your business plan?
Job Descriptions
Do you have a list of up-to-date job descriptions?
Hiring
Do you have a well-defined, repeatable hiring process?
Turnover
Do you have a managed turnover rate?
Team Member Satisfaction
Do you receive high satisfaction scores from your existing employees?
Preparing Future Leaders
Have you developed a succession plan for all of the company's key roles?
All Focus Areas Are Measured
Are your company goals being measured and trended?
Reporting
Do you produce monthly reports to show progress on key measures?
All Focus Areas Have Ownership
Are your company goals assigned and executed according to the plan?
All Teams Work Toward Common Objectives
Are your company goals aligned to the annual plan and evaluated quarterly?
Communications
Do you hold weekly meetings with direct reports to review activities tied to goals?
