FOR BUSINESS BUSINESS CHECK UP 1Part 12Part 23Part 34Part 45Part 56Part 67Part 78 Email* Name* Company Name* Phone Number*What is your role in the company?* How many people do you have in your team?*1 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 5050 +Number of Employees – full time employees/part time employees*1 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 5050 +Number of Contractors – full time employees/part time employees*1 - 56 - 1011 - 1516 - 2021 - 2526 - 3031 - 3536 - 4041 - 4546 - 5050 + Strategic Planning1. I work more ‘in’ the business than ‘on’ it* Yes No 2. An annual strategic plan or roadmap is in place for the business* Yes No 3. A SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats, Trends) is conducted at least annually for the business* Yes No 4. Progress is measured on a regular basis and individuals or teams are held accountable to fulfill actions/tasks* Yes No 5. There is a vision for the business that the team knows and which they can communicate clearly, internally and externally* Yes No 6. The mission / purpose of the business is known by every member of the team* Yes No 7. Our values are known by all team members and lived by everyone* Yes No Owner/Manager8. I have a personal vision, mission, and values statement for my own life* Yes No 9. I have SMART goals (Specific, Measurable, Achievable, Results, Timely) for the myself and pursue them daily* Yes No 10. I actively work to improve my overall health* Yes No 11. I effectively manage my time to get done what needs to be done* Yes No 12. I commit to regular, ongoing personal and/or professional development* Yes No 13. There is a formal shareholder agreement in place with partners/co-directors* Choose yes if you are the only shareholder* Yes No 14. There is a policy/process for ownership transfer in the event of the unexpected departure of a shareholder* Yes No 15. The business enables you to fund your current lifestyle, your family and future retirement plans* Yes No 16. There is a formalised exit strategy for the business (i.e. for the owner to exit or sell the business)* Yes No 17. I understand the market value of the business based on at least one of the normally accepted practices for business valuations* Yes No 18. The company performance does not depend upon my skills, experience, and/or relationships* Yes No 19. The company insurance policy/policies protect me, the team, the business and company property* Yes No Human Resources & Health and Safety20. The team performs at a level that meets required expectations* Yes No 21. The team are highly motivated and enjoy coming to work* Yes No 22. The remuneration and benefits packages make the business competitive and motivate the desired performance expected* Yes No 23. The business consistently has the right people, with the right skills, when needed* Yes No 24. We deal with poor performance promptly and appropriately* Yes No 25. There is an effective hiring process in place in the business* Yes No 26. All new hires take part in a comprehensive induction process* Yes No 27. There is a succession plan in place for all critical roles in the business* Yes No 28. The business provides guidance to employees on KiwiSaver funds* Yes No 29. The business would continue to perform effectively if it lost a key person unexpectedly* Yes No 30. The business confidently meets obligations relating to workplace health & safety* Yes No 31. Audits are conducted regularly to assess strengths and gaps in health & safety* Yes No 32. All employees and contractors consistently adhere to business health & safety policies and processes* Yes No Financial Performance33. I fully understand the company financial reports and how to leverage the insights to make key decisions in the business* Yes No 34. I understand and forecast the cash position to meet the demands of the business?* Yes No 35. I know the key drivers to achieve profitability in the business* Yes No 36. The business meets its financial forecast expectations* Yes No Sales & Marketing 37. The business consistently meets sales projections* Yes No 38. I know which of the business products/services are most profitable* Yes No 39. I agree with the statement that ‘marketing is an investment and not an expense'* Yes No 40. Individualised marketing tactics are used for each customer segment to attract them to the business proposition* Yes No 41. There is a current marketing plan, including a calendar with a budget and means of assessing return on investment* Yes No 42. I know our customer ‘life time value’ and how to increase it* Yes No Customer Experience 43. Customer service always meet or exceeds customers’ expectations* Yes No 44. The business quickly resolves customer dissatisfaction to the satisfaction of the customer* Yes No 45. Customers are surveyed regularly to determine satisfaction levels and how the business is performing; and, we act on that feedback as needed* Yes No 46. The business has a clear customer journey which focuses on giving each customer a great experience* Yes No Operational Excellence 47. The business has all of functions necessary to operate smoothly; and, documented processes are adhered to consistently by all, as relevant* Yes No 48. The business measures efficiency, capability, productivity and error rate in real time* Yes No 49. The business processes and systems eliminate the requirement to rely on any particular employees/contractors* Yes No 50. The business has a disaster recovery / business continuity plan* Yes No 51. Our investment in technology has a proven positive impact on the bottom line results* Yes No