BIZDIAGNOSTIC Part 01
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Company Name:
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SERVICE
1. My company tests and measures everything to ensure customer satisfaction.
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2. We survey our clients regularly to determine how we can better serve them.
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3. We analyse our mistakes as both a company and as individuals and learn from them.
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4. We strive for excellence plus one percent.
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5. We believe that servicing the client is as important or even more important than making the sale.
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6. We choose our clients to fit our way of doing business.
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7. We are certain of the needs of our clients and base our company on those needs.
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8. Our direction and people can change instantly to meet our customers needs.
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9. I would gladly give up or postpone a sale to meet my customer service agenda.
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10. Our company continuously under promises and over delivers.
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SALES
1. Sales processes are managed weekly and measures are taken to ensure quotas are met.
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2. My sales force is successful and undergoes regular training on both product and selling skills.
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3. My sales force operates as a team versus a group of individuals.
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4. The sales force is equipped with quality point of sale materials and new tools are being developed.
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5. A sales rewards programme is in place.
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6. The production team supports the sales force and does everything they can to assist the sale.
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7. Our sales volumes are continuously increasing.
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8. There is little or no animosity or friction between sales and production departments.
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9. The sales team is responsible for regular sales projections and is held accountable.
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10. I am completely satisfied with my market share.
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MARKETING
1. The company has found a niche for its product and no longer competes on price.
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2. Everyone is aware of the lifetime value of our clients and that value is increasing continuously.
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3. We track our leads, our client conversion rate and the number of transactions per client, continuously.
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4. We only advertise when we can test and measure the results. We do not advertise randomly.
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5. We constantly educate our clients on the benefits of our products and services.
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6. Every member of our team knows and understands our unique selling proposition.
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7. Every member of our team is a walking, talking advertisement for the company.
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8. We have an agency do any creative work for our ads and insist on ownership of that creative work.
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9. We always educate on value and never market on price.
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10. We survey people who do not buy our products to improve our product or service.
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TEAM (Employees)
1. Every member of the team is operating at their full potential.
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2. The company provides and engages in ongoing team training.
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3. There is synergy among all the members of our team.
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4. People are listened to and are encouraged to speak up and make recommendations.
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5. The team always remains positive and does not tolerate negativism among its members.
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6. The team sees change as positive and is always ready for challenges.
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7. My team members are accountable and never make excuses for performance.
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8. Reporting systems are in place and adhered to.
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9. Deadlines are taken seriously and are managed by the team leaders.
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10. Every member of the team enjoys their work.
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STRATEGIC PLAN
1. The company has a formal written business plan that sets out its strategic objectives.
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2. The company's business plan is being used, tested and measured and updated quarterly.
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3. Regular planning sessions are conducted with staff and management.
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4. The company has its finger on the pulse of the market at all times.
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5. The company is moving in a clear direction and every strategic decision supports that direction.
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6. The company has the cash flow to achieve its objectives.
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7. The company has a very good knowledge of its competition and their practices.
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8. No one area of the company is dependant on a single supplier.
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9. The company has the right allies to support the organisation (E.g.: Accountant, Solicitor, Banker).
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10. The company for the most part is going in the direction you intended it to go from its inception.
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BUDGETING, FINANCE AND CASH FLOW
1. The company has an annual budget in writing from which to work.
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2. Budgeting processes are clearly defined and adhered to.
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3. Financial statements are done monthly, at the very minimum.
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4. The accounting department is properly staffed and run to my satisfaction.
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5. Loan payments are current and in line with the agreements.
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6. Suppliers and Service Providers' invoices are routinely paid on time.
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7. Inventories are monitored to ensure maximum turnover and minimal financial outlay.
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8. Terms are negotiated with all suppliers including early payment discounts.
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9. All budgeting is done from an optimistic perspective.
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10. Budgeting is always reflected upon prior to conclusion and seldom if ever redone.
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PRODUCTIVITY
1. Operations are, for the most part, fully computerised.
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2. Designated people are responsible for the day to day operating decisions.
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3. Staff does complete work, nothing is redone or substandard.
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4. Staff communication is good and duplication of work does not occur.
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5. The company is driven by both quality and profit, and both are measured regularly.
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6. Every meeting accomplishes some specific objective or outcome.
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7. Individual staff tasks are rated by level of urgency and importance.
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8. Meetings between staff are scheduled in advance / spur of the moment encounters are avoided.
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9. Staff have the opportunity to openly communicate about obstacles to their production.
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10. The staff have the environment, equipment and the training they need to double their productivity.
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PROFITABILITY
1. Profit margins have increased over the last three years.
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2. Profits will increase this year by no less than 10%.
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3. Debt service as a percentage of gross profit decreased last year.
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4. The ratio of the company's total debt to equity has decreased over the last year.
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5. Break even levels are relatively low.
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6. Individual responsibilities for achieving financial goals are clearly defined.
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7. The company is one of the leaders in the market.
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8. Our pricing policies are not tied to the market leaders.
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9. Staff and facilities are being utilised to at least 80% of their potential.
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10. 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
1. I possess a clear vision of where the company is going and have written it out in detail.
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2. The company culture is defined, cooperative and forward thinking.
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3. We have a clear mission statement.
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4. The company provides social activities for the team.
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5. Break even levels are relatively lowI have a complete contingency staffing plan in place.
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6. My staff treats their job as a career, not a short term financial fix.
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7. I encourage my staff to set career and personal goals.
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8. Decisions are pushed down the hierarchy as far as possible.
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9. I continuously let my people know when I am proud of their work.
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10. Ideas for improvement that originate from the team are regularly introduced into the business.
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BALANCE
1. I work less than 50 hours per week.
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2. I have more time than I need to get things done.
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3. I have a assistant to handle details ensuring I have space to focus on bigger things.
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4. I exercise regularly and spend quality time with the people I care about.
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5. I am putting aside funds regularly with which to become financially independent.
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6. I have at least 10 daily well-being habits and I do them consistently.
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7. I am proud of myself as both a business owner and as a human being.
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8. My days are well planned and I never run on adrenaline.
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9. I express my feelings long before they cause me undo stress.
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10. I am happy with the amount of money I make from the business.
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