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Business Effectiveness Evaluation
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- General Information
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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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Company
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Number of Employees (currently):
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Number of Employees (prior year):
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Your Coach
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Adam Smith
Alfonso Cobb, Ed.D., CPBC
Amir Fathizadeh
Anessa Billings
Bernie Heine
Betsy Nealon
Bill Turpin
Bob Dixon
Brad Traeger
Byron Skaggs
Carl Sharperson, Jr.
Carlos Fernandez
Carrie Cabell
Chia-Li Chien, PhD, CFP®, PMP®
Cindy Piva
Cody Nielsen
Dale Botting
Daralee Barbera
Darren Larsen
David Fuller
Dawn Bloomer
Dee Mathews
Desirae Klein
Digna Figueroa
Doris Dunn
Dr. Guy Baker
Elio Cozzi
Elizabeth Shah
Fred Johnson
George Fernandez
Glenn Anderson
Greg Petersen
J. Boomer Stufflebeem, CPMBC
J. Glynn
Jackie Keane
James Schless
Jarrett Engel
Jeffrey Rogers
Jeremy Bradley
Jim Petersen
Jim Shopland
Joe Napoli
John Capponi
John Donnelly
John Foster
John Shull
Jonathan Buchner
Joshua Chase
Justin Ferriman
Kerry Brown
Kimberly Danisi McGann, CLF, CPBC
Lamar C Smith
Linda Drake
Lindsay Inman
Lori Rehn
LouAnn Christo
Maqsood Mamawala
Michael Andersen
Michael Beach
Michael Miller
Michelle Fontaine
Nadine Schueller
Naing Win Aung
Neal Smith
Nick LoPresti
Paresh Shah
Pat Grimes
Paul Hajek
paul Maier
Philip Ashcroft
Richard Cleary
Sarah Jane loele
Stefan Andrews
Steven Galing
Tariq Collins
Thomas Monaghan
Tim Bowie
Vickie Schray
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Strategic Planning
We use the services of external facilitators/experts to guide us in our strategic planning process.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have company Vision, Mission, & Values statements that guide our planning and decision-making process.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We conduct a SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats, Trends) on our business annually (as a minimum) and/or as required.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We use the results of the SWOTT analysis to create and prioritize the issues that must be addressed to determine our goals.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We set and communicate thoughtful and measurable long-term, mid-term, short-term, and milestone goals to achieve our vision.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We determine the best strategies to achieve our goals.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Marketing
We use the 4 Ps (Product, Price, Place, Promotion) of Marketing to develop our marketing plan.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We view marketing as an investment in our business, and not an expense.
*
Choose(1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have clearly defined our target market and our ideal client (ex.: using demographics, geographics, and psychographics).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We can describe who we are in ten words or less.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We communicate the benefits of our products/services in a way that shows how we solve problems or improve lives.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have a very unique competitive advantage in our industry and communicate this Unique Selling Proposition through our messaging.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We communicate clearly why our company is creditlble to prospective buyer (such as the use of testimonials, awards, designations, guarantees, etc.).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We maintain a current marketing plan, including a calendar, budget, etc.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We track the ROI on all of our marketing tactics.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Sales
We have a specific sales model (process) with clearly defined objectives of each step in the model.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have a specific sales training program for new hires.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We actively use a contact records management system to track prospects through the different steps in the sales model (process).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our sales questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our salespeople sell “value” instead of selling “price."
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full with well-qualified opportunities.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our salespeople consistently meet expectations (ie: quota/personal sales goals) for overall sales.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We track and then re-sell/cross-sell to aging or lost buyers.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our sales management has adequate control and proactive involvement such that annual sales can be predictably driven to our desired targets.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have identified and are actively contacting our list of top-20 qualified prospects/ideal client pools.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Client Experience
Our client experience always meets or exceeds our clients’ expectations.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have a consistent process for delivering our client experience, so notihng is left to chance.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Our (team) employees always honor our company Vision, Mission, and Core Values and maintain a professional appearance and demeanor.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We consistently deliver on time, and in instances where we are not on time, we notify our clients immediately.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Those who deliver (produce) our products/services always know and follow the promises made by the sales or service teams.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We quickly resolve client dissatisfaction to the satisfaction of the client.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have a formal client appreciation and/or follow up program designed to enhance our clients' experience with us.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We survey our clients regularly to determine how we are performing.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Based on our clients' feedback, we constantly assess and improve our systems and products/services.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Human Resources
We are "slow to hire and quick to fire."
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We use an effective and formalized hiring system that focuses on both hard and soft skills.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
New hires are effectively onboarded in a systemized process and all staff members are provided with ongoing training/cross-training.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We perform annual audits of our Employee Manual to ensure compliance with labour laws and other applicable areas.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have written job descriptions for every position within the company along with clear procedures.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We conduct weekly, monthly, quarterly and annual meetings with clear agendas that are highly effective.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I am confident and review regularly our benefits and compensation plans to ensure they are fair and competitive and develop motivated and engaged employees.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
All of the functions necessary to successfully run our company have been clearly identified and documented in a company Standard Operating Procedures (SOPs).
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
All documented functions are assigned to departments and/or individuals within the company.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Employee roles and responsibilities to support the business functions are clearly defined.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We regularly consider outsourcing options to reduce expenses and increase efficiencies.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
All systems are fully implemented and followed and we have a process to address to improve our systems when something goes wrong.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We use up-to-date technology and ensure that all of our systems are compatible.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Exit / Succession Planning
I have sufficient funding from the sale of my business to support my next journey.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
The vision for my business includes an exit or succession strategy and what my next journey will be.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have a clear picture of where my company will be in 3, 5, and 10 years from now.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I assess the value of the business every 2 years to ensure that we are on track to meet our goals.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have developed a strategic plan for my business that supports my exit or succession plan.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have considered multiple channels to transfer my business.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have taken steps to ensure that I will have a sellable business.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have taken steps to ensure there is a key management team in place.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
My business has a continuity plan in place to address any situation.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I have a team to manage my succession or exit program.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Financial Management
Our financial statements (including balance sheet and income statement) are current.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We understand all of our financial statements and review them regularly.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We use our financial statements as decision-making tools. We analyze our financial statements to make business decisions.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We understand and forecast our cash position to easily meet the demands of our business.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We maintain frequent interaction with our accountant, banker, and other financial professionals to ensure financial best practices.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
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.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We have appropriate financial controls in place (including budgets and revenue forecasts) to ensure proper allocation of resources.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Leadership
I balance my desire to get things done with respect and compassion for the people that work with me.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I exhibit a high level of openness and integrity in my words and actions at all times.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I know what I am feeling, am able to manage my emotions under most situations, and adjust accordingly for personality differences.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I effectively manage my time, including not just at work but to take time for myself, my family, and my friends.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I know how to monitor, coach, and bring the best out of all my employees.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I am able to establish and manage a cohesive team.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Everyone in my company has a clear understanding of our Mission, Vision, Values, and Strategic Plan.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
There are both unwritten and written ground rules in my company that establish how we do things around here.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Everyone in my company understands our strategic plan and knows their individual roles and responsibilities in translating it from paper to making things happen.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I am preparing for the day when I will be able to step back and let new leaders step up.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
Personal Effectiveness
I am happier today than I was yesterday.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
9
10 - Completely Agree
I know my strengths and exercise them daily.
*
Choose (1-10)
1 - Disagree Completely
2
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6
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10 - Completely Agree
I have excellent choice management skills and the time for the things I need to get done.
*
Choose (1-10)
1 - Disagree Completely
2
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5
6
7
8
9
10 - Completely Agree
I have a good balance of work, play and rest.
*
Choose (1-10)
1 - Disagree Completely
2
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8
9
10 - Completely Agree
I am active in improving my overall health.
*
Choose (1-10)
1 - Disagree Completely
2
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7
8
9
10 - Completely Agree
I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.
*
Choose (1-10)
1 - Disagree Completely
2
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5
6
7
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9
10 - Completely Agree
I know what success means to me and I have a plan I am regularly following for my success.
*
Choose (1-10)
1 - Disagree Completely
2
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5
6
7
8
9
10 - Completely Agree
My life has meaning, purpose, and fulfillment.
*
Choose (1-10)
1 - Disagree Completely
2
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9
10 - Completely Agree
My goals are aligned with what I truly value. I have a structure in place that reminds me to pursue my goals daily.
*
Choose (1-10)
1 - Disagree Completely
2
3
4
5
6
7
8
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10 - Completely Agree
I am aware of how my emotions impact my actions, decisions, and relationships.
*
Choose (1-10)
1 - Disagree Completely
2
3
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5
6
7
8
9
10 - Completely Agree
Hidden
Strategic Planning
Hidden
Marketing
Hidden
Sales
Hidden
Client Experience
Hidden
Human Resources
Hidden
Business Systems
Hidden
Exit / Succession Planning
Hidden
Financial Management
Hidden
Leadership
Hidden
Personal Effectiveness
Hidden
Average Score
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