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Assessment Form

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COMPANY INFORMATION

Name*

First Last

Email*

Company Name*

Your Title/Position:*

Annual Revenue (Last 12 months):*

Phone

Number of Employees:*

Please enter a number greater than or equal to 1.

Primary Industry:*

Years in Business:*

1. Strategic Foundation

1. Does your company have a clearly defined Vision (3-10 year picture) and Mission (core purpose)?*

No vision or mission documented

Basic statements exist but not actively used

Clear statements that leadership knows

Documented, communicated, and guides decisions

2. Do you have 3-5 measurable annual goals (revenue, profit, quality, delivery, safety)?*

No formal annual goals set

Goals exist but not written or tracked

Written goals but no regular progress tracking

SMART goals with monthly progress reviews

3. Do you have a documented Strategic Plan (3+ years) that guides major decisions?*

No strategic plan exists

Plan in my head but not documented

Basic plan documented but rarely referenced

Comprehensive plan reviewed quarterly

2. Organizational Structure

1. Does your company have a current Organizational Chart showing all roles and reporting structure?*

No org chart exists

Outdated org chart (6+ months old)

Current chart but roles aren't clear

Detailed chart with clear roles and succession plan

2. Are ALL key roles and responsibilities clearly documented (job descriptions)?*

No documented roles or responsibilities

Some roles documented, many unclear

Most roles documented but outdated

All roles documented with KPIs and accountability

3. Do you have identified successors or backup personnel for critical roles?*

No succession planning whatsoever

Know who might fill roles but no plan

Informal succession ideas for some roles

Documented succession plan with development paths

3. Meeting Rhythm & Communication

1. Do you hold a regular Weekly Leadership Team meeting with agenda and action items?*

No regular leadership meetings

Ad-hoc meetings when issues arise

Weekly meetings but inconsistent format

Structured weekly meetings with clear outcomes

2. Do you conduct Quarterly Strategic Reviews to assess progress and adjust plans?*

No quarterly reviews conducted

Annual reviews only

Quarterly reviews but informal

Structured quarterly reviews with documented outcomes

3. Does your shop floor/production team have daily huddles or shift meetings?*

No daily communication structure

Occasional team meetings

Daily huddles but inconsistent

Daily structured huddles with metrics review

4. Metrics & Scorecards

1. Do you have a company scorecard tracking 5-10 Key Performance Indicators (KPIs)?*

No formal KPI tracking

Track a few metrics in spreadsheets

Regular scorecard but not reviewed consistently

Weekly scorecard reviewed with entire team

2. Do you track and review your Gross Margin percentage at least monthly?*

Don't track gross margin

Track quarterly or annually only

Track monthly but don't analyze trends

Monthly tracking with variance analysis and action plans

3. Do you measure and display production metrics daily (OEE, on-time delivery, quality)?*

No production metrics tracked

Track some metrics weekly/monthly

Daily tracking but not visible to team

Real-time dashboards visible on shop floor

5. Processes & Systems

1. Are your core business processes documented (sales, production, quality, shipping)?*

No documented processes

Some processes documented, most tribal knowledge

Key processes documented but not followed

All processes documented, trained, and consistently followed

2. Do you have a CRM or sales system to track leads, opportunities, and customer communication?*

No CRM, track in email/memory

Basic spreadsheet tracking

CRM exists but inconsistently used

Fully utilized CRM with pipeline management

3. Do you have Standard Operating Procedures (SOPs) for critical production processes?*

No written SOPs

Some SOPs exist but outdated

SOPs exist but not consistently followed

Current SOPs with regular training and auditing

6. People & Accountability

1. Do you conduct regular (quarterly minimum) performance reviews with all employees?*

No formal performance reviews

Annual reviews only

Quarterly reviews but informal

Quarterly reviews with clear goals and development plans

2. Do you have a documented hiring process with clear criteria for each role?*

No formal hiring process

Basic interviews but no structure

Structured interviews for some positions

Complete hiring system with scorecards and onboarding

3. Does every employee know their Top 3 priorities and how they're measured?*

Employees don't know specific priorities

General job duties but no clear priorities

Some employees have clear priorities

Everyone has documented priorities with metrics

7. Financial Management

1. Do you receive financial statements (P&L, Balance Sheet, Cash Flow) within 10 days of month end?*

No regular financial statements

Quarterly or annual only

Monthly but 30+ days after month end

Monthly within 10 days with variance analysis

2. Do you have a 13-week rolling Cash Flow forecast?

No cash flow forecasting

Basic bank balance monitoring

Monthly cash flow review

Weekly 13-week rolling forecast

3. Do you know your True Breakeven point (fixed costs, variable costs, contribution margin)?*

Don't know breakeven

Rough estimate of breakeven

Calculated breakeven but not tracked

Detailed cost structure with monthly breakeven tracking

4. Do you review Job/Project profitability and use it to improve pricing and operations?*

Don't track job profitability

Track revenue by job only

Track job costs but don't analyze

Full job costing with profitability analysis and pricing adjustments

8. Continuous Improvement

1. Do you have a formal process for employees to submit improvement ideas?*

No structured improvement process

Open door policy but no tracking

Suggestion system but limited follow-through

Formal kaizen/continuous improvement program with rewards

2. Do you conduct regular (quarterly) reviews of customer complaints and issues?*

Don't formally track customer issues

Handle issues reactively as they arise

Track issues but no trend analysis

Systematic issue tracking with root cause and prevention

3. Do you benchmark your company's performance against industry standards?*

No benchmarking conducted

Informal industry knowledge

Occasional benchmarking research

Regular benchmarking with gap analysis and action plans

9. Sales & Marketing

1. Do you have a documented sales process from lead to close?*

No defined sales process

Informal process varies by salesperson

Documented process but inconsistently followed

Standardized process with CRM tracking and conversion metrics

2. Do you track your Marketing ROI (cost per lead, lead-to-customer conversion rate)?*

Don't track marketing effectiveness

Know rough marketing spend only

Track some metrics but incomplete

Full marketing funnel tracking with ROI by channel

3. Do you have a systematic approach to generating new business (not just referrals)?*

Rely entirely on referrals and inbound

Occasional outreach when we need work

Some marketing activities but inconsistent

Structured lead generation with multiple channels

10. Growth Readiness

1. Could your business operate successfully for 2+ weeks without you?*

Business would stop without me

Could survive a few days

Could run for a week with issues

Operates smoothly without my daily involvement

2. If you wanted to sell your business in 2 years, how ready would you be?*

Not sellable in current state

Would need major restructuring

Could sell but at reduced valuation

Ready to sell at premium valuation

3. Could you scale revenue 2x with your current systems and processes?*

Would break with any growth

Could handle 20-30% growth maximum

Could handle 50% growth with some strain

Systems ready to scale 2-3x

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Top Strength

Priority Area

Manufacturing Profitability Insights

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