Assessment Section

Please fill out the following survey:

Marketing/Sales:

 

We are NOT dependent on one customer or a few customers.

We have a consistent sales system that leads to steady increases in sales.

We profitably grow our market share year-after-year.

We have identified our key niches in the industry and are using a coordinated strategy to service those customers.

Operations:

 

Our employees deliver service with consistent quality.

We have effective operational systems and customer record-keeping in place.

Our employees take complete responsibility for projects.

Our information technology resources contribute toward success.

Financial:

 

The owners of the company receive consistent income.

We have sufficient working capital.

Our financial records are automated.

My personal expenses are separate from my business expenses.

Our customers pay their bills on time.

Management/Human Resources:

 

We are able to find good management talent to expand our business.

We have a process that identifies and develops future business leaders.

We communicate excellently with employees, customers, and suppliers.

Our employees are committed to the business.

We can find and keep the right employees.

Our employees cooperate with each other and work as a team.

Our employees’ performance objectives are linked to key business metrics.

Best Practices:

 

We have good time management skills and have strong organization.

We effectively manage email, voicemail, phone calls, mail, expenses, etc.

We consistently implement the “best practices” in our industry.

We have systems that consistently keep the CEO and/or partners accountable.

We excel at working “in” the business and “on” the business.

Strategy:

 

We consistently grow into new and more profitable markets.

We have a creative forum for making key decisions.

The business can operate without the owners, allowing us regular vacations.

We focus sufficient time on the most profitable segments of our business.

We are able to replicate our business model to grow the company effectively.

Objectives: What are your most important goals, issues, and needs?  What are your most significant developmental needs in your firm?  In other words, what is keeping you up at night? 

Measurement: How would you measure success?  How will you feel if you achieve these goals?

Expectations: If your organization hired me as a coach/trainer, what expectations do you have of me?

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