TIME:
1. Is there enough time in your day to get work done?
Select one
Yes, my days are well planned and almost every task is completed
Yes, although some important tasks are not completed
Rarely, I struggle to keep up
Never. I am overwhelmed with my workload daily
2. How many hours per week do you work on average?
Select one
Less than 20 hours
20-45 hours
45-60 hours
60+ hours per week
3. How do you cope with your existing workload?
Select one
Through prioritising my tasks, I achieve the majority of my long term strategies.
Tasks are completed based on a daily level of urgency
My days are very disorganised with lots of interruptions
I am not sure
4. Do you spend quality time with the important people in your life?
Select one
Yes, I always spend time with my family and friends
Family and friends remain mostly my top priority
Rarely
No, I put the majority of my time into my business
5. Do you use time in meetings to your advantage?
Select one
Yes, meetings are concise, planned and help achieve our objectives
Yes, but meetings are often too long, not very organised, or infrequent
No, our meetings do not use time effectively
We do not not have regular meetings
6. How do you manage your free time?
Select one
I have an hour or more of free time a day, with regular exercise
I have time for hobbies, relaxing and reading
I schedule time for occasional breaks
I often feel as though I can't relax, I keep thinking of work
TEAM:
7. Do your employees work together as a team?
Select one
My employees do not work together as a team
Differences in personalities are an issue
The majority of the time the team works effectively
Synergy is present amongst all members of the team
8. Do your team members identify with your business?
Select one
No, their main motivation is their pay cheque
A few employees identify with the organisation
Yes. Most understand and we have a strong culture
Yes. Every team member of my team is a walking/ talking advertisement for the company
9. What level of communication occurs within your team?
Select one
Communication is highly effective
Communication is mostly effective
There are frequent communication challenges within the team
My employees work independently
10. What level of understanding do your team members have about there role?
Select one
Written job descriptions and regularly scheduled reviews make roles clear
There ares some formal structures and employees receive regular feedback
Team members "hit the ground running" with little instruction or review
Team members are often confused about roles and how they impact the business
11. Do you consult your team members for suggestions or improvements?
Select one
I often use team member suggestions
Team members often leave feedback, I rarely find it valuable
I have asked, however team members do not leave feedback
I have not asked for feedback in over 6 months
12. Do you let your team members know when you are proud of their work?
Select one
Yes, I make a conscious effort to tell them.
Yes, but I only make the effort when I feel like it
I tell everyone one else in the team but that person
No, I don't encourage my team
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MONEY:
13. Does your business stick to a clearly defined budget?
Select one
Yes, the budget is always adhered to
Sometimes. The budget is considered more of a guide.
Rarely, the budget is generally not followed
No, we don't use a budget.
14. What financial importance would you place on getting new business in the next 12 months?
Select one
I don't need any new customers
We are already profitable, and have plans/ goals for generating new business
It is important, but not critical.
It is critical to the survival of my business
15. How often do you complete your financial statements?
Select one
Weekly or monthly
Quarterly
Every six months
Yearly
We don't have organised financial statements
16. How has your profit performed this past financial year?
Select one
Increased
Decreased
Remained constant
Not sure
17. How does your company set it's prices?
Select one
Based on what the market will pay
Based on it's competitors
I'm not involved with price setting
18. What is your cash flow outlook for the 12 months?
Select one
A positive cashflow result is forecast.
A negative cashflow result is forecast.
I never have enough cash to pay my bills
I don't monitor my cash flow
SYSTEMS :
19. Does your company stick to clearly defined business plan?
Select one
Yes, and we review our business plan every 90 days
Yes, and we review our business plan regularly
No, we rarely use/ update the business plan
No, we don't have a formal business plan
20. How organised are your company's systems and procedures?
Select one
The company runs like clockwork as a result of highly efficient systems and procedures
Some systems and procedures are working but there is still room for improvement
The systems and procedures are out of date and need updating to become efficient
There are no/ very few formal systems and procedures in place
21. Which of the following best describes your company's employee systems?
Select one
We have formal written policies and reviews, although we don't provide training
We invest in our employees, providing training as well as formal written systems and policies
We use verbal communication and handle situations on an individual basis
There is no formal system with the people and education aspect of my business
22. What customer service procedures have you implemented for sytemising processes in your business?
Select one
We don't have any formal systemised customer service procedures
We forecast customer demand to plan
A complete customer service system is in place
23. How do you test and measure the performance of your business?
Select one
We measure performance on a daily basis and often use quotes
We have multiple measurable goals/ plans that are calculated and divided by time periods.
We have goals and plans, although we frequently do not evaluate our progress.
There are no goals and plans. We measure our business success by how much profits go up and down
24. What technology procedures have you added to systemise your business?
Select one
Operations are mostly computerised and we frequently update with new technology
Operations are (for the most part) fully computerised
Our technology still works, although it is outdated.
We have minimal technology in our company
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