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
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  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
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  • YesNo
    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
  • YesNo
    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
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  • YesNo
    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
  • YesNo
    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
  • YesNo
    I have a marketing strategy for generating quality leads for my business
    I measure and monitor all of my business's lead generating strategies
  • YesNo
    We have a marketing strategy for generating quality leads for our business
    We measure and monitor all of our business's lead generating strategies
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  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
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  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    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
  • YesNo
    I have a separate emergency funds account
    My team is trained to operate the business without me
  • YesNo
    We have a separate emergency funds account
    Our team is trained to operate the business without us
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