Business Health Check
1
Business details
2
Direction and Landscape
3
Financial Mastery
4
Messaging and Marketing
5
Quotes, Tenders and Service
6
Teams and Time
Your Name
First
Email
*
A copy of your responses will be sent to this address
Management Structure
I manage the business on my own
I manage the business with my spouse
I manage the business with a business partner
Business Direction
Yes
No
I have a clear documented vision for the business for the next 12 months
I have a written business plan with clear strategic objectives for the next 12 months
I have an organisational chart for where the business is now
There are written role descriptions for every role within my business
I have a revenue forecast for the business for the next 12 months that aligns with my business vision
My business goals align with my personal goals and priorities
Business Direction
Yes
No
We have a clear documented vision for the business for the next 12 months
We have a written business plan with clear strategic objectives for the next 12 months
We have an organisational chart for where the business is now
There are written role descriptions for every role within my business
We have a revenue forecast for the business for the next 12 months that aligns with my business vision
Our business goals align with our personal goals and priorities
Business Landscape
Yes
No
I have defined and documented my business's target customer(s)
I have documented the value propositions my business offers each of its target customers
I have identified communication channels to reach each of my business's target customers
I have a business plan which includes a growth strategy to achieve the business vision
I am confident the entity structure of my business is the best for achieving my business and personal goals
Business Landscape
Yes
No
We have defined and documented our business's target customer(s)
We have documented the value propositions our business offers each of its target customers
We have identified communication channels to reach each of our business's target customers
We have a business plan which includes a growth strategy to achieve the business vision
We are confident the entity structure of our business is the best for achieving our business and personal goals
Financial Mastery
Yes
No
I understand my business's financial accounts
My business's financial accounts list all of its sales/revenue categories
My business's financial accounts accurately show the Costs of Goods/Sales
I understand the difference between revenue and profits
I understand the difference between my gross profit and net profit
My suppliers and service providers' invoices are routinely paid on time
My customers pay their accounts on time
I know the business's daily/weekly/monthly overhead costs
I review my business's financial statements at least monthly
I know the number of sales, customers, or revenue needed to break even per day/week/month
The gross profit margins of all products and/or services are monitored and reported in my financial statements
I have a plan in place to reduce overheads over the next 12 months
Financial Mastery
Yes
No
We understand our business's financial accounts
Our business's financial accounts list all of its sales/revenue categories
Our business's financial accounts accurately show the Costs of Goods/Sales
We understand the difference between revenue and profits
We understand the difference between my gross profit and net profit
Our suppliers and service providers' invoices are routinely paid on time
Our customers pay their accounts on time
We know the business's daily/weekly/monthly overhead costs
We review our business's financial statements at least monthly
We know the number of sales, customers, or revenue needed to break even per day/week/month
The gross profit margins of all our products and/or services are monitored and reported in my financial statements
We have a plan in place to reduce overheads over the next 12 months
Messaging and Marketing
Yes
No
I have a clear mission statement for my business
My business is considered to be a leader in the marketplace or industry
I market on value not on price
My marketing includes a genuine satisfaction guarantee
My business's website is clear and professional
My business website includes testimonials from satisfied customers.
My business advertising is not random and is aimed at identified target customers
Messaging and Marketing
Yes
No
We have a clear mission statement for our business
Our business is considered to be a leader in the marketplace or industry
We market on value not on price
Our marketing includes a genuine satisfaction guarantee
Our business's website is clear and professional
Our business website includes testimonials from satisfied customers.
Our business advertising is not random and is aimed at identified target customers
Customer and Client Leads
Yes
No
I have a marketing strategy for generating quality leads for my business
I measure and monitor all of my business's lead generating strategies
Customer and Client Leads
Yes
No
We have a marketing strategy for generating quality leads for our business
We measure and monitor all of our business's lead generating strategies
Do you submit quotes or tenders to win work?
Yes
No
Quotes and Tenders
Yes
No
I submit Quotes/Tenders as a professional package which includes a cover letter and capability statement
I have a documented process for following up on quotes/tenders/enquiries with customers
I know the current conversion rate for all my business's lead generating strategies
I do not compete solely on price
Quotes and Tenders
Yes
No
We submit Quotes/Tenders as a professional package which includes a cover letter and capability statement
We have a documented process for following up on quotes/tenders/enquiries with customers
We know the current conversion rate for all my business's lead generating strategies
We do not compete solely on price
Quotes and Tenders
Yes
No
We submit Quotes/Tenders as a professional package which includes a cover letter and capability statement
We have a documented process for following up on quotes/tenders/enquiries with customers
We know the current conversion rate for all our business's lead generating strategies
We do not compete solely on price
Customer Service and Satisfaction
Yes
No
I promote a culture which prioritises customer satisfaction
There is demonstrated demand for my business's products and services
My business consistently exceeds my customers' expectations
The capacity of my business's production or services is consistent with my sales targets
Deadlines for product/service delivery are always met
I have systems in place to encourage repeat business from existing/past customers
Customer Service and Satisfaction
Yes
No
We promote a culture which prioritises customer satisfaction
There is demonstrated demand for our business's products and services
Our business consistently exceeds our customers' expectations
The capacity of our business's production or services is consistent with our sales targets
Deadlines for product/service delivery are always met
We have systems in place to encourage repeat business from existing/past customers
Technology, Systems and Processes
Yes
No
My business's technology is up to date
I have systems in place to ensure my business delivers a consistent product/service to its customers
Technology, Systems and Processes
Yes
No
Our business's technology is up to date
We have systems in place to ensure our business delivers a consistent product/service to its customers
Teams and Culture
Yes
No
There is a healthy and positive culture throughout my business
I have the right number of team members with the right skills
Team members enjoy their work
There is a culture of respect for our customers
Opportunities for learning and development are provided for each role within my business
Team Resources
Yes
No
There is a healthy and positive culture throughout our business
We have the right number of team members with the right skills
Team members enjoy their work
There is a culture of respect for our customers
Opportunities for learning and development are provided for each role within our business
Time Management
Yes
No
I work less than 50 hours per week
My team members have enough time to achieve expected outcomes
I have enough time to complete important tasks
I allocate sufficient time for business planning
Time Management
Yes
No
We each work less than 50 hours per week
Our team members have enough time to achieve expected outcomes
We have enough time to complete important tasks
We allocate sufficient time for business planning
Sleep Easy Business Management
Yes
No
I have a separate emergency funds account
My team is trained to operate the business without me
Sleep Easy Business Management
Yes
No
We have a separate emergency funds account
Our team is trained to operate the business without us
Percentage_Solo
Percentage_Joint
Your Industry
Please select
Accommodation
Commercial services
Education
Entertainment and Tourism
Food and Beverage
Government services
Healthcare
Miscellaneous
Not for profits
Personal services
Professional services
Recreation and Sports
Retail
Rural Production
Trade services
Transportation services
Utilities
Years of Operation
Please select
Less than 1 year
1 to 3 years
3 to 5 years
5 to 10 years
10 to 20 years
More than 20 years
Business name
Your Comments
