Every business passes through various stages of growth and development on its way to
achieving the success that the owner is looking for. Each stage has its own unique challenges and
opportunities, and the business owner must properly setup, execute, and manage the basic
business functions to overcome these challenges and be successful.
The assessments has the following sections with 5 questions in each section;
-Business foundation
-Product and Services
-Marketing and branding strategies
-Accounting and financial growth
-Sales and growth
-Customers and referrals
-Business Operational Systems
-Personnel and vendor development
-Business skill growth
-Business Owner(s) performance
Answering the questions:
Answer these questions the way things are right now. Not how you hope they will be. This is not a pass or fail test. The areas that are NO are areas that we need to work on to develop.
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Please provide the following
Business Foundation
Having a strong foundation is fundamental to the success of any business. You must make time to develop your plans, strategies and goals to determine where you are today and where you want to be in the future
Products and Services
You must understand that the products and services you offer will determine how successful your business is. Your business must be good at finding and growing successful products and services to obtain sustainable growth.
Marketing and Branding Strategies
Accounting and Financial Growth
Sales Tools and Growth
Customers and Generating Referrals
Business Operational Systems
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My business has the necessary protection it needs, such as legal agreements, insurance, business licenses and permits, software backup systems, etc. |
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My business operations are capable of functioning day-to-day, effectively and efficiently delivering products and services. |
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My systems are designed to avoid unnecessary paperwork and procedures |
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I have a written disaster plan that is reviewed regularly to prevent delays in product and service in the event of a calamity (i.e., hurricane, system crash, fire, etc) |
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Excellence is my operating standard; nothing is thrown together, substandard, or ridden with inaccuracies. |
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Staff and Vendors
Business Skill Growth
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I know the three most critical issues facing my business and have a plan in place to address them. |
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I am comfortable and confident in resolving conflict and building consensus with clients, vendors, and/or personnel. |
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I know and understand the importance of various business functions such as market research, strategic planning, profit orientation, sales pro forma, brand positioning, value proposition, projections, etc. |
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I have a reserve of resources (i.e., time, money, space, skills, staff, and opportunities). |
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I have what it takes to be successful (i.e., ambition, dedication, courage, initiative, and willingness to risk). |
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Business Owner Performance
Additional Comments
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Enter any additional comments
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