Business health assessment
Which part of the business is weakest right now, and what should be dealt with first?
What you need
- Twenty minutes
- Honest answers rather than optimistic ones
About 10 minutes · saved in this browser only
Step 1 of 7
Saved in this browser as you type
Strategy and focus
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- I can state in one sentence who we serve and why they choose us.
- We have said no to work this year because it did not fit.
- There is a written plan for the next ninety days.
- New ideas get finished, not just started.
Money and margin
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- I know the gross margin on each main product or service.
- Prices have been reviewed since costs last increased.
- I know how many weeks of cash the business currently holds.
- Management accounts are produced monthly and I read them.
Customers and sales
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- I know which customers are profitable and which are not.
- No single customer represents a dangerous share of revenue.
- There is a repeatable way we win new work, not just referrals we cannot predict.
- Quotes and proposals are followed up on a schedule.
Operations and systems
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- The work is delivered the same way regardless of who does it.
- Key processes are documented well enough for someone new to follow.
- Information lives in one place rather than in several people’s heads.
- Work rarely stalls waiting for my approval.
People and accountability
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- Everyone can state what they are responsible for.
- Poor performance gets addressed rather than absorbed.
- The business could operate for two weeks without me.
- We can hire and get someone productive without chaos.
Risk and resilience
Answer as the business actually is today, not as you intend it to be.
0 of 4 answered
0 / 16- Contracts, insurance, and key agreements are current.
- Debt levels and repayment dates are known and manageable.
- Data is backed up and access is controlled.
- I know what would happen to the business if our largest risk landed tomorrow.
Result
Nothing to read yet
Score the statements in each area and the overall read, the weakest area, and where to start all appear here.