Business Effectiveness Evaluation

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Step 1 of 11 - General Information

The following questionnaire has been designed to help you rate your business in various key areas. Read each statement and rate where your business stands today by filling in your level of agreement with the statement from 1 to 10.

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Your Name*

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Company*

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Number of Employees (currently):*

Number of Employees (prior year):*

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Your Coach*

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The Coach's Email

Strategic Planning

We use the services of external facilitators/experts to guide us in our strategic planning process.*

We have company Vision, Mission, & Values statements that guide our planning and decision-making process.*

We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.*

We conduct a SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats, Trends) on our business annually (as a minimum) and/or as required.*

We use the results of the SWOTT analysis to create and prioritize the issues that must be addressed to determine our goals.*

We set and communicate thoughtful and measurable long-term, mid-term, short-term, and milestone goals to achieve our vision.*

We determine the best strategies to achieve our goals.*

We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.*

We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.*

We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track.*

Marketing

We use the 4 Ps (Product, Price, Place, Promotion) of Marketing to develop our marketing plan.*

We view marketing as an investment in our business, and not an expense.*

We have clearly defined our target market and our ideal client (ex.: using demographics, geographics, and psychographics).*

We can describe who we are in ten words or less.*

We communicate the benefits of our products/services in a way that shows how we solve problems or improve lives.*

We have a very unique competitive advantage in our industry and communicate this Unique Selling Proposition through our messaging.*

We communicate clearly why our company is creditlble to prospective buyer (such as the use of testimonials, awards, designations, guarantees, etc.).*

We use the most effective marketing tactics to get our message in front of our target market, keeping in mind past, current, and prospective clients.*

We maintain a current marketing plan, including a calendar, budget, etc.*

We track the ROI on all of our marketing tactics.*

Sales

We have a specific sales model (process) with clearly defined objectives of each step in the model.*

We have a specific sales training program for new hires.*

We actively use a contact records management system to track prospects through the different steps in the sales model (process).*

Our sales questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.*

Our salespeople sell “value” instead of selling “price."*

Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full with well-qualified opportunities.*

Our salespeople consistently meet expectations (ie: quota/personal sales goals) for overall sales.*

We track and then re-sell/cross-sell to aging or lost buyers.*

Our sales management has adequate control and proactive involvement such that annual sales can be predictably driven to our desired targets.*

We have identified and are actively contacting our list of top-20 qualified prospects/ideal client pools.*

Client Experience

Our client experience always meets or exceeds our clients’ expectations.*

We have a consistent process for delivering our client experience, so notihng is left to chance.*

Our facility, whether in-person or virtual, and/or our website, is always maintained in a condition that we are proud to show our clients (inside/outside).*

Our (team) employees always honor our company Vision, Mission, and Core Values and maintain a professional appearance and demeanor.*

We consistently deliver on time, and in instances where we are not on time, we notify our clients immediately.*

Those who deliver (produce) our products/services always know and follow the promises made by the sales or service teams.*

We quickly resolve client dissatisfaction to the satisfaction of the client.*

We have a formal client appreciation and/or follow up program designed to enhance our clients' experience with us.*

We survey our clients regularly to determine how we are performing.*

Based on our clients' feedback, we constantly assess and improve our systems and products/services.*

Human Resources

We are "slow to hire and quick to fire."*

We use an effective and formalized hiring system that focuses on both hard and soft skills.*

New hires are effectively onboarded in a systemized process and all staff members are provided with ongoing training/cross-training.*

All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.*

Our employees are highly motivated and love coming to work and we understand how to recognize and appreciate their achievements and contributions. They feel they can speak their truth.*

We perform annual audits of our Employee Manual to ensure compliance with labour laws and other applicable areas.*

We have written job descriptions for every position within the company along with clear procedures.*

We conduct formal evaluations and review with employees expectations and set goals annualy, quarterly and give them "just in time" feedback, providing feedback to to them on their performance and how the employer can support them.*

We conduct weekly, monthly, quarterly and annual meetings with clear agendas that are highly effective.*

I am confident and review regularly our benefits and compensation plans to ensure they are fair and competitive and develop motivated and engaged employees.*

Business Systems

As the owner of the business, I fully understand that my primary role is to ensure that the business is run by systems (step-by-step processes).*

All of the functions necessary to successfully run our company have been clearly identified and documented in a company Standard Operating Procedures (SOPs).*

All documented functions are assigned to departments and/or individuals within the company.*

Employee roles and responsibilities to support the business functions are clearly defined.*

We regularly consider outsourcing options to reduce expenses and increase efficiencies.*

All systems are fully implemented and followed and we have a process to address to improve our systems when something goes wrong.*

We use up-to-date technology and ensure that all of our systems are compatible.*

We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.*

I’m confident that my employees would know what to do if the leadership team or I were not present for an extended period of time.*

We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.*

Exit / Succession Planning

I have sufficient funding from the sale of my business to support my next journey.*

The vision for my business includes an exit or succession strategy and what my next journey will be.*

I have a clear picture of where my company will be in 3, 5, and 10 years from now.*

I assess the value of the business every 2 years to ensure that we are on track to meet our goals.*

I have developed a strategic plan for my business that supports my exit or succession plan.*

I have considered multiple channels to transfer my business.*

I have taken steps to ensure that I will have a sellable business.*

I have taken steps to ensure there is a key management team in place.*

My business has a continuity plan in place to address any situation.*

I have a team to manage my succession or exit program.*

Financial Management

Our financial statements (including balance sheet and income statement) are current.*

We understand all of our financial statements and review them regularly.*

We use our financial statements as decision-making tools. We analyze our financial statements to make business decisions.*

All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.*

We understand and forecast our cash position to easily meet the demands of our business.*

We maintain frequent interaction with our accountant, banker, and other financial professionals to ensure financial best practices.*

Our products/services are priced to maximize profitability, and we revisit our pricing at least annually. Our products/services are priced to maximize profitability, and we revisit our pricing at least annually.*

We know how much we need to earn in order to break even, as we are aware of our expenses and cost of service/goods.*

We have appropriate financial controls in place (including budgets and revenue forecasts) to ensure proper allocation of resources.*

We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.*

Leadership

I balance my desire to get things done with respect and compassion for the people that work with me.*

I exhibit a high level of openness and integrity in my words and actions at all times.*

I know what I am feeling, am able to manage my emotions under most situations, and adjust accordingly for personality differences.*

I effectively manage my time, including not just at work but to take time for myself, my family, and my friends.*

I know how to monitor, coach, and bring the best out of all my employees.*

I am able to establish and manage a cohesive team.*

Everyone in my company has a clear understanding of our Mission, Vision, Values, and Strategic Plan.*

There are both unwritten and written ground rules in my company that establish how we do things around here.*

Everyone in my company understands our strategic plan and knows their individual roles and responsibilities in translating it from paper to making things happen.*

I am preparing for the day when I will be able to step back and let new leaders step up.*

Personal Effectiveness

I am happier today than I was yesterday.*

I know my strengths and exercise them daily.*

I have excellent choice management skills and the time for the things I need to get done.*

I have a good balance of work, play and rest.*

I am active in improving my overall health.*

I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.*

I know what success means to me and I have a plan I am regularly following for my success.*

My life has meaning, purpose, and fulfillment.*

My goals are aligned with what I truly value. I have a structure in place that reminds me to pursue my goals daily.*

I am aware of how my emotions impact my actions, decisions, and relationships.*

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Strategic Planning

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Marketing

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Sales

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Client Experience

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Human Resources

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Business Systems

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Exit / Succession Planning

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Financial Management

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Leadership

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Personal Effectiveness

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Average Score

Phone

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Business Effectiveness Evaluation

Strategic Planning

Marketing

Sales

Client Experience

Human Resources

Business Systems

Exit / Succession Planning

Financial Management

Leadership

Personal Effectiveness

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