BUSINESS HEALTH CHECK   back to business coaching
First Name:
Surname:
Email Address:
Telephone:
Rate yourself from 1 to 10, 1 being poor, 10 being excellent, if the statement does not apply, select N/A.
VISION/PLANNING
I am passionate about my business	12345 67810N/A
I have a clear vision and purpose for my business 3-5 years from now	12345 67810N/A
My staff and everyone we deal with know the vision and purpose of my business and how it relates to them	12345 67810N/A
I am clear about the connection between my personal values and the vision and purpose of my business	12345 67810N/A
I spent regular and appropriate time work "on" versus "in" the business	12345 67810N/A
My business plan is in a form that works for me and my business and is kept "alive" by me	12345 67810N/A
I have a list of key performance indicators for my business	12345 67810N/A
I review my business performance and direction at regular intervals	12345 67810N/A
I know what is critical to the success of my business in the coming year	12345 67810N/A
FINANCE
I have clearly defined budgets	12345 67810N/A
I complete our financial statements regularly and review against budgets	12345 67810N/A
I have cash available and I understand how much my business is owed and how much our business owes	12345 67810N/A
I understand my Breakeven Point	12345 67810N/A
I make decisions based on the financial reports and results	12345 67810N/A
I am constantly focused on the key indicators of the health of my business	12345 67810N/A
I know what the fixed costs of the business are and I manage them	12345 67810N/A
I get reports that allow me to see where in the business we make and lose money	12345 67810N/A
My business makes a sufficient profit	12345 67810N/A
I can predict my cashflow and cash needs and I am achieving my targets	12345 67810N/A
PRODUCT/SERVICE
I am happy with how I determine by pricing	12345 67810N/A
My Products/Services are consistent	12345 67810N/A
We deliver on what our clients expect of us at all times	12345 67810N/A
We deliver on time and budget	12345 67810N/A
We measure our performance on many factors and compare against our past performance	12345 67810N/A
We seek regular feedback from customers and we use it to improve our services	12345 67810N/A
I am always looking for new products or services to introduce to the market	12345 67810N/A
We measure our performance on many factors and compare against our competition	12345 67810N/A
I know how to perform against my competitors	12345 67810N/A
I am proud and would use our product or service	12345 67810N/A
I am happy with our price levels	12345 67810N/A
MARKETING
I am happy with the quality of my marketing materials (brochures, web sites)	12345 67810N/A
I know who my ideal customers are (target market) and how to communicate with them	12345 67810N/A
I am happy with our level of lead generation/marketing activities	12345 67810N/A
We are able to charge more for my services than my competitors	12345 67810N/A
I understand where our product or service is placed in the market	12345 67810N/A
My customers are my number one fans and they often refer new clients to us	12345 67810N/A
I am clear about how people see us and what we stand for... our brand	12345 67810N/A
I know what is unique and different about us	12345 67810N/A
I know what my return on investment is for my marketing budget	12345 67810N/A
I know how I am going to market my business	12345 67810N/A
SALES
I am happy with the quality of our sales documentation	12345 67810N/A
We understand the importance of upselling/cross selling	12345 67810N/A
We are constantly focused on increasing our selling skills	12345 67810N/A
We record our sales per market segment/categories	12345 67810N/A
I am happy with how we sell our products or service	12345 67810N/A
Our 'lead-conversion' rate is healthy	12345 67810N/A
I know the lifetime value of my customers	12345 67810N/A
I know who my high value and low value customers are and I act appropriately	12345 67810N/A
I know which of our customers generate profitable business	12345 67810N/A
We manage our long term relationships well	12345 67810N/A
I can express what is different about my business in one sentence	12345 67810N/A
I know what it costs us to acquire a new customer, or to keep an existing customer	12345 67810N/A
CUSTOMERS
Our ‘vision’ statement focuses on our customers and their needs	12345 67810N/A
We know who our customers are and their different needs	12345 67810N/A
We take care of our customers well, they often tell us. Our customers are our "Raving Fans"	12345 67810N/A
We always communicate with our customers in a way that is meaningful to them	12345 67810N/A
We actively manage customer complaints/feedback	12345 67810N/A
We understand what our customers expect from us and our products at all times	12345 67810N/A
I am happy with how I keep track of existing and potential customers eg. database	12345 67810N/A
More and more of our business comes from existing customer referrals and word of mouth	12345 67810N/A
Our customers stick with us for the long term (Churn-rate is low)	12345 67810N/A
PEOPLE
The staff I hire are good and care about my business	12345 67810N/A
I know what motivates each of my people and how to manage them for best performance	12345 67810N/A
I understand how my behaviour impacts on my business	12345 67810N/A
My people are committed and motivated. My staff work here because they choose to	12345 67810N/A
My team identify with the business	12345 67810N/A
I let my team members know when I am proud of their work	12345 67810N/A
I have regular team meetings	12345 67810N/A
My staff are able to do what they are good at (as opposed to doing work that is not in their strength areas)	12345 67810N/A
I delegate well and happily	12345 67810N/A
My staff know what is expected of them	12345 67810N/A
My staff are given opportunities to develop	12345 67810N/A
We carry out regular performance reviews with staff	12345 67810N/A
My team are involved in making important business decisions	12345 67810N/A
OPERATIONS
I am happy with the level of documentation of procedures in the business	12345 67810N/A
I obtain reports on the business that allow me to forecast our business load into the future	12345 67810N/A
I am happy with my Quality Assurance systems	12345 67810N/A
I am happy with my Office Procedures	12345 67810N/A
I am happy with Customer Interaction Procedures	12345 67810N/A
I am happy with my Scheduling/ project management systems	12345 67810N/A
I am happy with my Ordering Systems/Procedures	12345 67810N/A
I am happy with our implementation and use of Technology	12345 67810N/A
I am happy with my 'Try Something New' systems: We innovate and experiment regularly	12345 67810N/A
I am happy with my Distribution/Delivery Systems	12345 67810N/A
I am happy with my Hiring/Firing Systems	12345 67810N/A
I am happy with Training/Induction/Staff Development Systems	12345 67810N/A
I am happy with the way we continually improve our processes	12345 67810N/A
PERSONAL
I am proud of my business	12345 67810N/A
I am proud of myself as a person	12345 67810N/A
I work an acceptable number of hours per week	12345 67810N/A
I manage my time well	12345 67810N/A
I prioritise well	12345 67810N/A
I am always motivated	12345 67810N/A
I have good friends and social life	12345 67810N/A
I spend quality time with my nearest and dearest	12345 67810N/A
I am happy with the level of intimacy in my life	12345 67810N/A
I am happy with my level of health and fitness	12345 67810N/A
I have interests/hobbies outside work and pursue them	12345 67810N/A
I know what my values are	12345 67810N/A
I am happy with the level of my personal income from my business	12345 67810N/A
I feel my life is in balance	12345 67810N/A
If you were granted three opportunities that would allow you to take your business to the next level,   what specifically would you ask for?
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What is stopping you having these three opportunities now?
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What are your 3 greatest challenges for the upcoming year?
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What do you think are the reasons for the challenges?
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In one short statement, what do you want your life to look and feel like in 3 years?
In one short statement, what do you want your business to look and feel like in 3 years?
Before clicking 'Submit', please check to make sure you have filled in all parts of the form,   including your name and email address so the completed graph PDF can be returned to you.   Thank you.
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