Business Health Check

Is there enough time in your day to get work done?*
- 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.
On average, how many hours do you work a week?*
- Less than 20 hours.
- 20 to 45 hours.
- 46 to 55 hours.
- 56+ hours per week.
How do you currently manage your workload?*
- I prioritize my tasks and achieve many long-term strategies.
- Tasks are completed based on a daily level of urgency.
- My days are largely disorganized, with many interruptions.
- I am not sure.
Are you able to spend quality time with the people you care about?*
- Yes, I always have time with my family and friends.
- Most of the time my family is top priority.
- Rarely.
- No, I put the majority of my time into my business.
Do you use time in meetings to your advantage?*
- Yes, meetings are concise, planned and help achieve our objectives.
- Yes, but meetings are often too long, not very organized, or infrequent.
- No, our meetings do not use time effectively.
- We do not have regular meetings.
How do you manage your free time?*
- 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.
How do your employees work together as a team?*
- My employees do not work together as a team.
- There are some personality clashes.
- The team works effectively most of the time.
- There is synergy among all members of the team.
Does your team identify with your company?*
- No. Most employees are here for a paycheck.
- Some employees identify with our company.
- Yes. Most understand and we have a strong culture.
- Yes. Every member of my team is a walking/talking advertisement for the company.
What level of communication occurs within your team?*
- Communication is highly effective
- Communication is mostly effective.
- There are frequent communication challenges within the team.
- My employees work independently.
What level of understanding do your team members have about their role?*
- Written job descriptions and regularly scheduled reviews make roles clear.
- There are 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.
Do you consult your team members for suggestions for improvements?*
- 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.
Do you let your team members know when you are proud of their work?*
- Yes - I make a conscious effort to tell them.
- Yes - but I only make the effort when I feel like it.
- I tell everyone else in the team but that person
- No - I don't encourage my team.
Does your company stick to a clearly defined budget?*
- 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.
What financial importance would you place on getting new business in the next 12 months?*
- 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.
How often do you complete your financial statements?*
- Weekly or Monthly.
- Quarterly.
- Every Six months.
- Yearly.
- We don't have organized financial statements
How has your profit margin performed this past financial year?*
- Increased.
- Decreased.
- Remained Constant.
- Not sure.
What is your cashflow outlook for the next 12 months?*
- 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 cashflow.
How does your company set its prices?*
- Add X% markup to the cost price.
- Undercut the competition.
- Estimate market value.
- I'm not involved with price setting.
Does your company stick to a clearly defined business plan?*
- 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.
How organized are your company's systems and procedures?*
- 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.
Which of the following best describes your company's employee systems?*
- 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 formally systemized way to educate our people in the aspects of my business.
What delivery and distribution procedures have you implemented for systemizing processes in your business?*
- We don't have any formally systemized delivery or distribution.
- We forecast customer demand to plan for stock movements.
- A complete purchasing and stock receiving system is in place.
- We run paperless delivery and distribution systems.
How do you test and measure the performance of your business?*
- 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/plans. We measure our business success by how much profits go up/down.
What technology procedures have you added to system your business?*
- Operations are mostly computerized and we frequently update with new technology.
- Operations are (for the most part) fully computerized.
- Our technology still works, although it is outdated.
- We have minimal technology in our company.
Title*
- Mr
- Mrs
- Ms
- Miss
Name*
First Last
Company
Business Type*
Revenue*
Number of Employees*
Years in Business*
Are you currently working with a Business Coach?*
- Yes
- No
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Phone*
How did you hear about ActionCOACH Bluegrass?