Business Analysis Questionnaire - Beyond your Horizon

Without a clear analysis of the existing status of your business, it’s difficult to justify any allocation of time and resources necessary to identify and undertake actions that you feel might be worthwhile.

The following questionnaire has been designed to help you rate your business in relation to an ideal business, the one we all wish we had, and objectively evaluate the strengths and development needs. We have identified these key areas of business operations that contribute to business success, profitability and balance. Answer each question and rate your business from Strongly Disagree through Strongly Agree in the scoring columns based on the degree that you feel you have accomplished. Once submitted, you will be given a link to book your 15-minute free session to discuss the results.

Thank you for taking the time to assess your business. You are taking a significant step in transforming your business by simply answering the questions honestly (your actual state, not where you hope it is). I look forward to going through the results with you in the near future.
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Website*
No. of employees*
Turnover last year*

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Questions

SERVICE AND DELIVERY*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
My company tests and measures everything to ensure customer satisfaction.
We survey our clients regularly to determine how we can better serve them, and improve our product/service.
We analyse our mistakes as both a company and as individuals and learn from them.
We have a strong customer enquiry and complaints process.
We strive for excellence plus one percent.
We provide a customer satisfaction guarantee.
We believe that servicing the client is as important or even more important than making the sale.
We choose our clients to fit our way of doing business.
We are certain of the needs of our clients and base our performance on those needs.
We always maintain capacity to meet customer needs.
Our direction and people can change instantly to meet our customers needs.
I would gladly give up or postpone a sale to meet my customer service agenda.
Our company continuously under promises and over delivers.

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SALES*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
Sales processes are managed and reported weekly and measures are taken to ensure quotas are met.
My sales force is successful and undergoes regular training on both product and selling skills.
My sales force operates as a team versus a group of individuals.
The sales force is equipped with quality point of sale materials and new tools are being developed.
A sales rewards programme is in place.
The production team supports the sales force and does everything they can to assist the sale.
Our sales volumes are continuously increasing, and revenue, margin and profit targets are being met.
There is little or no animosity or friction between sales and production departments.
The sales team/individuals are responsible for regular sales projections/targets and are held accountable.
Our sales team up-sells and cross-sells where possible.
I am completely satisfied with my market share.

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MARKETING*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
The company has found a niche for its product and no longer competes on price.
Everyone is aware of the lifetime value of our clients and that value is increasing continuously.
We track our leads, our client conversion rate and the number of transactions per client, continuously.
We only advertise when we can test and measure the results. We do not advertise randomly.
We constantly educate our clients on the benefits of our products and services.
We have a customer loyalty scheme.
Every member of our team knows and understands our unique selling proposition.
Every member of our team is a walking, talking advertisement for the company.
We understand our competitors, their strengths and weaknesses.
We have a database of our customers and potential leads, and provide regular contact to them.
We have an agency do any creative work for our ads and insist on ownership of that creative work.
We have a strong website, and use social media as part of our marketing strategy.
We always educate on value and never market on price.
We track our enquiry to sale conversion.
We survey our customers regularly to improve our marketing and advertising.
We survey people who do not buy our products to improve our product or service.

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TEAM (Employees)*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
Every member of the team is operating at their full potential, and are competent.
The company provides and engages in ongoing training relevant to our business and its people.
There is synergy among all the members of our team.
People are listened to and are encouraged to speak up and make recommendations.
The team always remains positive and does not tolerate negativism among its members.
The team sees change as positive and is always ready for challenges.
My team members are accountable and never make excuses for performance.
All personnel have position descriptions and performance indicators.
The business has a detailed organisation chart for all positions and functions, including roles to be filled
Reporting systems are in place and adhered to.
Deadlines are taken seriously and are managed by the team leaders.
Regular performance reviews (6-monthly) are undertaken with all personnel, and development plans are created and implemented.
Our Managers have weekly/fortnightly one-on-one meetings with their staff, and regular team meetings for engagement.
We have developed and implemented a disciplinary and performance management process to address poor behaviour and misconduct.
An annual employee survey is conducted to improve our culture and understand the perceptions of our staff.
We have an incentive scheme that is results based for all personnel.
We have a stable workforce, with minimal attrition rates (<10%/annum).
We have a strong recruitment process that consistently captures the most suitable people.
Every member of the team enjoys their work.

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STRATEGIC PLAN*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
The company has a formal written business plan that sets out its strategic objectives.
The business plan is broken down into clear milestones, measures, responsibilities and resources.
Action plans have been documented for the business plan.
The company's business plan is being used, tested and measured and updated quarterly, and gaps are fixed.
Regular planning sessions are conducted with key personnel, and a SWOT analysis is undertaken annually.
Innovations and Opportunities are documented, assessed, and implemented to grow the business.
The company has its finger on the pulse of the market at all times.
The company is moving in a clear direction and every strategic decision supports that direction.
The company has the cash flow to achieve its objectives.
The company has a very good knowledge of its competition and their practices, and where we are placed.
No one area of the company is dependent on a single supplier or customer.
The company has the right support team for the organisation (E.g.: Accountant, Solicitor, Financier, Coach).
The company for the most part is meeting its strategic objectives, and going in its intended direction.

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BUDGETING, FINANCE AND CASH FLOW*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
The company has an annual budget in writing from which to work.
I understand the current cashflow, profit and loss, and balance sheet for the business.
I receive at least weekly projection, cashflow, profit and loss, and balance sheet statements.
I know the break-even point for the business.
Budgeting processes are clearly defined and adhered to.
The budget is being managed through our accounting software.
I have separate banking accounts for at least tax payable, operations, profit, and personal drawings.
Financial statements are done monthly, at the very minimum.
The accounting department is properly staffed and run to my satisfaction.
Loan payments are current (none overdue) and in line with the agreements, and the strategic plan.
Suppliers and Service Providers' invoices are routinely paid on time.
Inventories are monitored to ensure maximum turnover and minimal financial outlay.
Our debtor days are as low as possible.
Terms are negotiated with all suppliers including early payment discounts.
All budgeting is done from an optimistic perspective.
Budgeting is always reflected upon prior to conclusion and seldom if ever redone.

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PRODUCTIVITY*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
Operations are, for the most part, fully computerised.
Designated people are responsible for the day to day operating decisions.
Staff complete their work, nothing is redone or substandard.
Staff communication is good and duplication of work does not occur.
The company is driven by both quality and profit, and both are measured regularly.
Every meeting accomplishes some specific objective or outcome.
Individual staff tasks are rated by level of urgency and importance.
All meetings are scheduled in advance; spur of the moment encounters are avoided.
Staff have the opportunity to openly communicate about obstacles to their production.
The staff have the environment, equipment and the training they need to double their productivity.

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PROFITABILITY*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
Profit margins have increased over the last three years.
Profits will increase this year by no less than 10%.
We understand the profit we make on each transaction.
Debt service as a percentage of gross profit decreased last year.
The ratio of the company's total debt to equity has decreased over the last year.
Break even levels are relatively low.
Our costs and expenses are controlled effectively, with defined processes, and reporting.
Individual responsibilities for achieving financial goals are clearly defined.
The company is one of the leaders in the market.
Our pricing policies are not tied to the market leaders.
Staff, equipment and facilities are being utilised to at least 80% of their potential.
Profitability as a rule is higher than the industry average and is not an issue for the company.

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LEADERSHIP AND DIRECTION*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
I possess a clear vision of where the company is going and have written it out in detail.
The management team are fully supportive of the vision, and engaged to make it happen.
The company culture is defined, cooperative and forward thinking.
Our values are clearly documented and understood by all personnel.
We have a clear mission statement.
We have a clear communication plan, with regular communication to all personnel on our performance.
We have identified the important performance measures for the business, and report against them weekly, monthly, quarterly and annually.
The company provides social activities for the team.
I have a complete contingency staffing plan in place.
My staff treats their job as a career, not a short term financial fix.
I encourage my staff to set career and personal goals.
Decisions are pushed down the hierarchy as far as possible.
I continuously let my people know when I am proud of their work, and provide prompt correction where necessary.
Management explain the expectation and requirements of tasks, but allow some freedom for how the tasks are completed (considering absolutes such as quality and safety).
Ideas for improvement that originate from the team are regularly introduced into the business

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BALANCE*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
I work less than 50 hours per week.
I have more time than I need to get things done.
I have an assistant to handle details ensuring I have space to focus on bigger things.
I exercise regularly and spend quality time with the people I care about.
I am putting aside funds regularly with which to become financially independent.
I have at least 10 daily well-being habits and I do them consistently.
I am proud of myself as both a business owner and as a human being.
My days are well planned and I never run on adrenaline.
I express my feelings long before they cause me undo stress.
I am happy with the amount of money I make from the business.

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SYSTEMS AND PROCESSES*

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
We have established and robust systems and processes to deliver our products and services.
Processes have been documented as needed to ensure consistency and understanding.
All personnel have been trained and are competent in the processes relevant to them.
We regularly review our systems and processes.
When management are absent, the business continues to function well.
We have clear authority levels for all levels of the business.
We have well established and very functional software systems for documentation, finances, human resources and other processes, such as managing incident reporting, that generate regular reports.
Our processes are audited regularly based on the risks to the business.
We understand the relevant risks to the business, and have effective plans and processes to manage them.

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Business Assessment Questionnaire

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