BUSINESS HEALTH CHECKUP
QUESTIONNAIRE
MANAGEMENT
Yes No
I. Basic Planning
A.The company has a clearly defined mission statement. ______
1.There is a written mission statement.______
2.Mission statement is modified when necessary.______
3.Employees understand & share in the mission. ______
B.The company has a written sales plan. ______
1.Market niche for the products/services to be offered ______
has been determined.
2.New products/services are offered based on customer ______
feedback.
3.Potential/targeted customers are being reached.______
4.Sales are increasing. ______
C.The company has developed a budget. ______
1.Budget is used as a way to monitor income and expenses.______
2.Actual expenses are compared to budgeted
expenses. ______
3.The budget is prepared by the owner with input ______
from the appropriate personnel.
II. Personnel
A.Employees know what is expected of them.______
1.Each employee has only one supervisor.______
2.Supervisors have a written job description explaining
their authority. ______
3.Employees are using their skills on the job. ______
4.Employees are adequately trained. ______
B.Each employee has a job description.______
1.Employees can accurately describe what they do.______
2.Employees know what is expected of them. ______
3.Work load is distributed equally. ______
4.Employees receive feedback on performance.______
5.Employees are rewarded for good performance. ______
6.Employees are familiar with company policies.______
7.There is a written policy manual in place.______
OPERATIONS
Yes No
I. Sales and Marketing
A.The owner knows exactly what the business is. ______
1.The owner knows who his/her customers are. ______
2.Potential customers know about the business. ______
3.Location is appropriate for the business. ______
4.Potential customers are clearly identified. ______
B.The owner knows competitors and their location. ______
1.The owner knows how his or her prices compare with the
competitions'. ______
2.The owner knows the reputation of his competitors. ______
3.Demographic information is used for marketing.______
C.The owner is aware of customer needs. ______
1.Feedback is requested from customers. ______
2.Sales transactions are monitored. ______
3.Sales are compared to those from previous years.______
4.Seasonal fluctuations are taken into account. ______
D.The company needs to increase sales volume. ______
1.Sales goals are established by the business.______
2.Sales goals are being met. ______
3.Names, addresses and emails of customers are kept ______
in a follow-up file.
II. Advertising and Promotion
A.The owner has an advertising and promotional plan.______
1.The business has an advertising budget. ______
2.Company has weekly sales events. ______
3.Has seasonal promotions.______
B. Has the company determined the most effective way to advertise. ______
1.Direct Mail - Business uses direct mail to advertise ______to potential customers
2. Television ______
3.Radio ______
4. E-mail (Constant Contact) ______
5. Established a website. ______
6. Newspaper/Local publications-Advertises in local ______
newspapers.
7.Yellow Pages. ______
7. Takes advantage of no-cost or low-cost media coverage. ______
8. Offers discounts or promotional items. ______
FINANCIAL
Yes No
I. Financial Planning
A.The company has adequate cash flow.______
1. Cash receipts and/or cash register receipts______
monitored and accounted for.
2.Checks are deposited in a timely manner. ______
3.Customer invoicing is done promptly (within two
working days).______
4.Past due invoices receive prompt attention and are ______
handled according to company policy.
5.Accounts payable takes advantage of cash discounts ______
available from vendors.
6.Payments are made with business checks. ______
B.The company projects cash-flow needs. ______
1.Payrolls are met without problems. ______
2.Money is set aside for expansion, emergencies
and suitable purchases.______
3.Short-term financing is used when needed. ______
4.Line of credit is established with a bank. ______
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