Congratulations! You're about to give your business a checkup. After answering the questions below, you'll receive a report that will allow you to assess the strengths and weaknesses of your business. As the CEO, owner, general manager or key executive, your satisfaction with the issues drives this report. The ratings and comments that you provide are confidential, so you can be comfortable being completely honest.
Here are a few things to keep in mind:
- It's a self-diagnostic tool, and it is up to you whether or not you share the results with anyone.
- If you're struggling with an answer, go with your "gut" or choose "neutral".
- Please answer the questions independently. Several questions are about you, as the leader of your organization.
You'll need to complete all of the answers in one session. Don't worry, it shouldn't take you more than 10-15 minutes.
1. Revenue Growth *This question is required
I'm satisfied with our revenue growth.
2. Net Profit *This question is required
I'm satisfied with our net profit (i.e. it's at or above industry standard).
3. Return On Invested Capital *This question is required
Our Return On Invested Capital is commensurate with our risk. (ROIC: A measure of how well you are using debt and equity to generate financial returns. Formula: Net Income-Dividends/Total Capital)
4. Debt to Equity *This question is required
Our debt/equity is at an optimal level.
5. Customer/Product Profitability *This question is required
We effectively measure which customers and products are most profitable, including overhead allocation.
6. Customer Satisfaction *This question is required
We have measurable, high levels of customer satisfaction.
7. Vision *This question is required
My employees would say that we have a compelling vision. (Vision:
A clear, compelling picture of the future that aligns the organization and allows us to make decisions.)
8. Strategy *This question is required
My team can clearly articulate our strategy. (Strategy: An aligned
set of actions that gives you a sustainable competitive advantage and moves you toward your vision.)
9. Reward System *This question is required
Our compensation/reward system drives the correct behavior.
10. Values *This question is required
My employees, customers and vendors would say that our actions
are aligned with our company values.
11. Driving Force *This question is required
My team is clear on the driving force of our business.
(Driving Force: The primary driver of your business, which you use to determine which products/service you'll offer, which customers you'll serve and what competencies you'll build.)
12. Strategic Planning *This question is required
Our global strategy is broken into critical issues, supporting projects and action plans.
13. Quality of Staff *This question is required
We have the right key staff in place.
14. Accountability *This question is required
Our people are accountable for their performance.
15. Leadership *This question is required
The business would run well if I took an extended vacation.
16. Alignment *This question is required
My employees' actions are consistent with our strategy.
17. Morale *This question is required
Morale in my organization is at a high level.
18. Execution *This question is required
We have a high level of achievement in the execution of our plans.
19. Business Process *This question is required
We have good business processes in place for our key activities.
20. Key Performance Indicators *This question is required
We have identified and periodically review the key indicators that drive our business.
21. Passion *This question is required
I love my work.
22. Confidence *This question is required
I believe that I have the skills required for continued success.
23. Exit Strategy *This question is required
I have an exit strategy. (Exit strategy: Most often, how a business owner plans to sell or transfer ownership of the business. In this case, we also include the
executive who'll eventually leave his or her position to do something else, even if it is retirement.)
