Business Growth Evaluation

How many years have you been in business?

< 2 Years
2 Years to 6 Years
6 Years to 12 Years
> 12 Years

Your company's annual revenue is:

< $500K
$500K to $1M
$1M to $2.5M
$2.5M to $5M
$5M to $20M
>$20M

How often have you produced significant annual net profit IN ADDITION to paying owner/employee(s) a market competitive salary?

Never
Sometimes
Mostly
Almost Always

Does your company have a documented sales process?

Yes, our documented sales process is incorporated into every sale.
Yes, our process is documented, but not well followed.
Yes, we have a process, but it is not really documented.
No, our salespeople sell the way they think is best.

Does your company have, and use effectively, CRM (Sales/Marketing), ERP (Financial), or HRM (Human Resource) systems?

Yes, we have multiple systems that are used as intended.
Yes, we have multiple systems that are underutilized.
Yes, we have a few systems.
No, we do not have those systems yet.

Your training process for new employees is:

Sink or swim
On the job
1-4 weeks of orientation
Formal training process

Do you actively manage your financial decisions through using a specified budget?

No, managed by owner discretion
No, managers have guidelines
Yes, annual company-wide budget set
Yes, annual departmental budgets set
Yes, quarterly reviewed departmental budgets set

Do you have an accounting of the current value of your work-in-process/inventory/purchase orders?

Yes, our systems and process ensure we have this information in real time
Yes, we make sure this information is accurate at least monthly
We make accrual adjustments annually to these accounts for tax purposes
No, we don't have that accounting

Do you feel your staff understands exactly how your company makes a profit?

Yes, most employees are clear and operate on that principle
Yes, all my staff understands, but often seems to have amnesia
My executives are clear, but not all employees
No, only myself and/or a few close executives truly understand

Are you getting the bottom line profit results that you want?

Yes, consistently
Yes, more often than not
No, we fall short too often

If you took your traditional line of credit (not credit cards) as a percentage of your annual sales, what would that be?

0%
<5%
5%-10%
>10%

Do you know what your average account receivables are as a % of annual sales?

Yes, they are less than 10%
Yes, they are more than 10%
No, I'm not sure

Does your company regularly update sales forecasts including a funnel of current opportunity/deal stages?

Yes, we have a real-time accurate sales forecast and funnel
We get a good dependable forecast at least monthly
We have a sales forecasting system/process, but it is not accurate enough
No, we depend on meetings to inform us about pending sales

In your company, do you actively oversee all hiring/firing?

Yes
No

Do you personally have to push people to meet goals?

Yes
No

How many employees directly report to you?

3 or less
4 to 5
6 to 7
>7

You know what you should do each day, but how often are you able to actually stay focused on it?

Most of the time I'm able to stay proactive on my agenda
I'm usually able to block enough focus time to accomplish the most important items
I often have to do MY work after-hours
Sometimes I just feel out of control

Is the business creating long-term wealth for you?

Yes, in the way of cash profit/dividends that I am taking out of the company
Yes, in the way of increased equity value (non-public traded) or assets in the company
No, it is paying me quite well, though
Not yet

Can you find any dependable, responsible help when you need it?

Yes, we have on-deck candidates for most of our important positions
Yes, we have generally been able to fill most positions within 6 weeks
No, it usually takes us longer than 6 weeks or the candidates we hire are sub-optimal
No, this is a struggle for us- we sometimes hold onto people too long

If you are not physically at your office (place of work), how sure are you that work will get done properly?

95+%
75+%
50/50 proposition
Makes me nervous

Who for sure knows the unique features of your company's product/service AND the value it brings to customers?

Only I do
Primarily, my sales team and I know
Most of my employees and I know
My customers, employees and I know

Does your company have, distribute, and follow an employee handbook/manual?

Yes, we are in full compliance top to bottom
Yes, we have one that we distribute, but we don't always adhere
Yes, but our manual is very basic/generic (not real useful)
No, we do not have an employee manual