Growth Online
Business Management:
Business Evaluation
Articles

Here we present a list of statements by which you can evaluate your company. The statements are grouped by type of business (retail, manufacturing, wholesale, and service, other). Consider printing out the statements for your business type, distributing the statements to appropriate staff, have them rate each statement on a scale of 1-10, tally up and average the scores (e.g. in Excel), and determine which areas need the most improvement. Then develop a plan to improve those areas that are most wanting in the company ASAP.

See assessment for this type of business: Retail | Manufacturing | Wholesale | Service

 

 Q#

Area

RETAIL BUSINESS EVALUATION
(top)

 1-10

1

 

We are constantly taking fresh initiatives to contact all potential customers for our products in our marketplace.

 

2

 

Our market strategy effectively differentiates us in the eyes of the customer.

 

3

 

We have an effective sales and marketing strategy to tap the most growing markets.

 

4

 

Our store layout and merchandizing are designed to effectively promote our products.

 

5

 

We are taking effective measures to improve our closing ratio on traffic coming into the store.

 

6

 

We effectively utilize direct mail to attract new customers.

 

7

 

Our customers are extremely pleased by the quality and speed of service which they receive from us.

 

8

 

Our store signage and product merchandising are neat, attractive, frequently varied, making it easy for customers to identify the features and price of every product.

 

9

 

We utilize effective systems to follow-up on every sale and obtain customer referrals.

 

10

 

We systematically monitor the impact of ads and promotions on store traffic and sales to evaluate their effectiveness.

 

11

 

Our marketing plan provides for an appropriate level and blend of print, radio, TV, other advertising to reach all potential customers in our market area.

 

12

 

The information that we give our customers is timely, accurate and appropriate to satisfy their level of needs.

 

13

 

We effectively complement our in-store sales efforts with sales and marketing efforts that reach a greater number and broader range of customers.

 

14

 

Every member of our sales staff knows how to listen to customers, win their confidence, and make them feel happy about the products/services we offer.

 

15

 

All our sales people are alert, energetic and enthusiastic in the interactions with customers.

 

16

 

Our sales people have clear sales targets that effectively motivate them to exceed past levels of performance.

 

17

 

Sales managers frequently monitor and review individual performance with each sales person and identify ways to improve their performance.

 

18

 

All our sales people are highly skilled in qualifying customers and closing sales.

 

19

 

We have clear standards for customer service which are known and followed by all personnel.

 

20

 

We strive to make the sales experience entertaining, enjoyable and delightful for every customer.

 

21

 

We have a clear and in-depth understanding of the trends effecting consumer demand, buying habits, and distribution in our industry.

 

22

 

Our store design, the conduct of our sales staff and the store environment are appealing to youth and women.

 

23

 

We maintain an appropriate blend of mid and high end products to meet the needs of our customers.

 

24

 

We eagerly and enthusiastically study new technologies in search of new business opportunities.

 

25

 

Our product strategy effectively differentiates us from the competition in our marketplace.

 

26

 

Our product strategy avoids unnecessary duplication of product lines.

 

27

 

We maintain an appropriate balance of inventory in each product category to match our actual sales in that category.

 

28

 

Our product line integrates high margin product categories.

 

29

 

We continuously review the products we stock to add new faster moving items and reduce investment in slower moving ones.

 

30

 

Every member of our sales staff possesses a high level of technical knowledge about our product lines.

 

31

 

Our technicians possess a high level and a complete range of technical knowledge and skills.

 

32

 

Our technical staff in service do every job right the first time.

 

33

 

Every member of our technical staff receives regular training.

 

34

 

All the demos in our stores are kept in fully operational condition.

 

35

 

Our sales people have the knowledge and skill to demonstrate the products they sell.

 

36

 

We are entrepreneurial pioneers in marketing new technologies.

 

37

 

We effectively utilize computers to improve the speed and efficiency of all aspects of our operations.

 

38

 

There is good communication and coordination between the sales force, customer service, warehouse, purchasing and advertising departments.

 

39

 

We know exactly what products we have in stock and on order at all times and this information is readily available to those staff who need it.

 

40

 

We have effective systems to monitor the satisfaction of our customers.

 

41

 

When customers inquire about the status of deliveries, installations and repairs, we are able to immediately retrieve the information and reply.

 

42

 

We have the management structure and systems in place to provide cost effective, high quality, timely service for our products and services.

 

43

 

We have a core team in place capable of effectively managing all aspects of our business.

 

44

 

We effectively delegate responsibilities to people throughout the organization and closely monitor their performance.

 

45

 

We assign clear responsibilities and levels of authority to people throughout the organization.

 

46

 

There are standard written operating procedures for all recurring activities.

 

47

 

All activities of the company are carefully planned in advance and closely monitored during implementation.

 

48

 

Routine operations, projects and paperwork are completed on schedule.

 

49

 

Decisions are taken and executed promptly.

 

50

 

We have effective purchasing system for managing inventory.

 

51

 

All file cabinets, offices, storage facilities, and warehouses are maintained in a clean and orderly fashion.

 

52

 

Sales management provides strong, motivating leadership and effective organizational discipline.

 

53

 

Recurring problems are dealt with by introducing new systems or by improving existing ones.

 

54

 

We consciously recruit people with high energy levels.

 

55

 

Our recruitment systems and procedures enable us to effectively identify and evaluate potential new employees.

 

56

 

We are highly successful in recruiting people with the right qualifications, skills and personality to work effectively in our business.

 

57

 

We have an effective orientation and training program in place to bring new employees up to high levels of performance as quickly as possible.

 

58

 

We have an effective training program in place to continuously raise the skills of experienced sales people.

 

59

 

We have an effective training program in place to continuously improve the managerial, organization and interpersonal skills of all managers in the company.

 

60

 

All our people work together harmoniously as a team without conflicts.

 

61

 

The pay scales and benefits offered by our company are sufficient to attract and retain competent people.

 

62

 

We have performance based incentives in place that effectively motivate our managers and staff to strive for high performance.

 

63

 

Our employees feel a high level of enthusiasm and job satisfaction.

 

64

 

We actively encourage the participation and initiative of our people to improve the way we carry out all aspects of our business.

 

65

 

All employees receive regular job performance appraisals to help them improve their performance and plan for their career development.

 

66

 

We give social recognition and personal attention to employees that do a good job.

 

67

 

We have systems in place to capture ideas and suggestions generated at all levels of the company, and procedures for evaluating and responding to them.

 

68

 

The company encourages and supports the on-going education of all its employees.

 

69

 

Our managers possess a high level of organizational and managerial skills.

 

70

 

The company has a clear standard for the number of hours of training which each sales person should receive every year.

 

71

 

People within the company are self-disciplined in their work.

 

72

 

Our accounting system enables us to track all categories of recurring expenses and compare them to past levels and industry norms.

 

73

 

We pay our bills on time.

 

74

 

We collect receivables on time.

 

75

 

Our inventory system enables us to accurately account for all products without discrepancies.

 

76

 

We have a detailed budget for projecting and controlling expenditures.

 

77

 

Our accounting systems are updated daily and maintained up-to-date.

 

78

 

We utilize all possible sources of capital from banks, investors, supplier credit, etc.

 

79

 

We utilize all possible means to help our customers finance their needs in a cost effective manner.

 

80

 

We carefully control expenditures to minimize costs and eliminate waste of any description.

 

81

 

We systematically control inventory levels to maximize turns.

 

82

 

When we give a quote for a sale, the price accurately takes into account our costs and the proper amount of gross profit for the sale.

 

83

 

We maintain active and close relations with our bankers.

 

84

 

Our pricing strategy enables us to maintain high margins on exclusive lines and be competitively priced on non-exclusive brands.

 

85

 

All purchases of goods/services are routed through a central purchasing department to ensure we buy at the best prices.

 

86

 

Our company is highly successful in evaluating credit risks and minimizing bad debts.

 

87

 

In evaluating product lines we take into account the total annual gross margin on each line.

 

88

 

Our financial people possess all the knowledge and skills required to carry out their responsibilities effectively.

 

89

 

We carefully manage our cash utilization to maintain sufficient liquidity and to invest surplus cash to maximize returns.

 

90

 

We are aware of enormous untapped potentials for the growth of the business.

 

91

 

We have the energy needed to grow the company.

 

92

 

We are committed and enthusiastic about growing the company.

 

93

 

People in the company are energetic and hard working.

 

94

 

Customers are attracted by the energy they feel in our store.

 

95

 

Our employees feel a minimum of fatigue and burnout on the job.

 

96

 

Physical activities at the company are quick and brisk.

 

97

 

Fresh ideas are continuously being generated and encouraged.

 

98

 

There is a culture of positive thinking and a "can do" attitude throughout the company.

 

99

 

Everyone in the company understands our mission and future direction.

 

100

 

Our company has clear goals and plans for its long term growth which are understood and endorsed by our managers and employees.

 

101

 

There is clear direction of the goals and objectives coming from top management.

 

102

 

The structure of our company (e.g. divisions, departments, processes, teams, etc.) is right for the direction our company is moving in.

 

103

 

The activities of the company are highly organized and clearly defined.

 

104

 

Job positions in the company are highly organized, in terms of people doing the right tasks, responsibility, and clarity of authority.

 

105

 

Systems in the company operate smoothly and efficiently.

 

106

 

The skill needs of people are constantly being evaluated.

 

107

 

People are getting the training they need to meet the skill needs they have.

 

108

 

There is excellent communication among people in our company.

 

109

 

There is excellent teamwork and cooperation among people in our company.

 

110

 

The quality of the products and services we sell is high.

 

111

 

Our company is fully systematized. The activities and systems in our company are fully organized and implemented.

 

112

 

There is good coordination between the various activities, functioning within the company.

 

113

 

All activities have been systematized to insure that they are effectively carried out.

 

114

 

We have a clear and effective marketing plan.

 

115

 

We are marketing to the right target market.

 

116

 

We have all of the information needed to have an effective marketing plan.

 

117

 

We are aware of the economic, social, governmental, international, and industry forces affecting the market.

 

118

 

Top management has excellent attitudes toward, relations with, and interest in the staff.

 

119

 

There is harmony between members of the staff.

 

120

 

There is plenty of scope given for individual initiative, enterprise, and creativity.

 

121

 

There is fair compensation in terms of salary scale, employee benefits, bonus and profit sharing, etc.

 

122

 

Each employee's talents are fully utilized.

 

123

 

Each employee is given the right amount of responsibility in their job.

 

124

 

We have regular staff meetings to discuss new employees, new products and services, new procedures, and get employee feedback.

 

125

 

We offer a solid line of custom products/services that augment our standard offerings.

 

126

 

Our employee work schedule is maximized for efficiency.

 

127

 

We have solid cash flow.

 

128

 

We offer products/services that meet the price range requirements of our customers.

 

129

 

Our ads and promotions effectively attract potential customers.

 

130

 

Considering all factors, we have the right location to attract customers to our business.

 

131

 

The company has a clear perception of its mission and central purpose.

 

132

 

The company has up-to-date plans for sales, marketing, products & services, human resources, organization, and budget.

 

133

 

The company strives to achieve high company values, which are endorsed by others, and are implemented in daily activities.

 

134

 

Our people feel closely identified with the interests of the company and are eager for its growth.

 

135

 

People express a cooperative attitude throughout the company. There is an appreciation of each other's point of view.

 

136

 

People in the company always want to improve their performance, and take pride in doing the best job possible.

 

 

 

MANUFACTURING BUSINESS EVALUATION
(top)

 

1

 

We know exactly the profile, size, and composition of our customer base.

 

2

 

We are able to anticipate and respond to the changing needs of our customers.

 

3

 

We have well designed and effective marketing materials.

 

4

 

Our customers are pleased by the service they receive from our company.

 

5

 

We always deliver products and services to our customers within the time agreed upon.

 

6

 

The information we give our customers is timely, accurate and complete.

 

7

 

We closely observe the marketing strategies of other companies in our industry.

 

8

 

Our systems for communication with customers provide for smooth and quick exchange of information without misunderstandings.

 

9

 

Our sales staff and representatives possess a high level of sales and marketing skills

 

10

 

Our company employs highly innovative marketing strategies

 

11

 

All our people have friendly attitudes and do everything possible to please our customers.

 

12

 

We offer an effective coop program to support the advertising efforts of our dealers.

 

13

 

We have well defined standards for customer service.

 

14

 

We have regular sales meetings to discuss performance, set targets and develop new strategies.

 

15

 

We have effective systems and programs in place to support the introduction and launch of new products.

 

16

 

Our showrooms, offices and other facilities open to the public are clean, orderly and pleasing to the eye.

 

17

 

Our product strategy emphasizes those lines on which we are able to achieve a dominant position in our marketplace.

 

18

 

Every member of our sales staff possesses a high level of technical knowledge about our product lines.

 

19

 

Our service technicians possess a high level of technical knowledge and skill.

 

20

 

Our technical staff in service do every job right the first time.

 

21

 

We are continuously integrating all commercially-relevant, emerging technologies related to our business.

 

22

 

Our customers are fully satisfied with the quality of the products we produce.

 

23

 

We deliver our products and services faster than the competition.

 

24

 

We maintain an accurate inventory system to assure the quick supply of product to our dealers.

 

25

 

We are highly creative and innovative in improving and developing new products and services.

 

26

 

The company utilizes the most advanced technologies to support easy and regular communication with our customers.

 

27

 

We effectively use computers to improve the speed and efficiency of all aspects of our business.

 

28

 

Our product strategy effective differentiates us from the competition in the market place.

 

29

 

We have a core team in place capable of effectively managing all aspects of our business.

 

30

 

The company is structured so as to minimize duplication of work and maximize efficiency.

 

31

 

Decisions are taken and executed promptly.

 

32

 

All operations of the company are carefully planned in advance and closely tracked during implementation.

 

33

 

All departments of the company are well-coordinated, so that information and work flow smoothly back and forth between departments.

 

34

 

There are standard written operating procedures for all routine recurring activities.

 

35

 

Routine operations, projects and paperwork are completed on schedule.

 

36

 

Our managers delegate routine work so they can spend their time on key issues to improve the performance of the company.

 

37

 

Decision-making is decentralized throughout our organization, so that decisions are taken by the lowest level employee competent to do so.

 

38

 

Recurring problems are dealt with by introducing new systems or modifying existing ones.

 

39

 

All files, cabinets, offices, storage facilities and warehouses are maintained in a clean and orderly fashion.

 

40

 

Meetings are carried out in an effective and productive manner.

 

41

 

When something goes wrong it is easy to determine who is responsible and accountable.

 

42

 

Our recruitment procedures enable us to effectively identify, evaluate and check references on potential new employees.

 

43

 

We are highly successful in recruiting people with the right qualifications, skills and personality to work effectively in our business.

 

44

 

We have an effective orientation and training program in place to bring new employees up to high levels of performance as quickly as possible.

 

45

 

We have an effective training program in place to continuously raise the skills of our sales people.

 

46

 

We have an effective training program in place to continuously improve the managerial, organization and interpersonal skills of all managers in the company.

 

47

 

All our people work together harmoniously as a team without conflicts.

 

48

 

The pay scales and benefits offered by our company are sufficient to attract and retain competent people.

 

49

 

We have performance based incentives in place that effectively motivate our managers and staff to strive for high performance.

 

50

 

Our employees feel a high level of enthusiasm and job satisfaction.

 

51

 

We actively encourage the participation and initiative of our people to improve the way we carry out all aspects of our business.

 

52

 

All of our employees receive regular job performance appraisals to help them improve their performance.

 

53

 

We give social recognition and personal attention to employees that do a good job.

 

54

 

The company encourages and supports the on-going education of all of its employees

 

55

 

Our managers have a high level of organizational and managerial skills.

 

56

 

People within the company are self disciplined in their work.

 

57

 

Our accounting system enables us to track all categories of recurring expenses and compare them to past levels and industry norms.

 

58

 

We pay our bills on time.

 

59

 

Our receivables come in and are collected on time.

 

60

 

Our inventory system enables us to accurately account for all products and accessories without discrepancies.

 

61

 

We have a detailed budget for planning and projecting expenditures.

 

62

 

Our accounting systems are updated daily and maintained up-to-date.

 

63

 

We utilize all possible means to help our customers finance their needs in a cost effective manner.

 

64

 

Our company is highly successful in evaluating credit risks and minimizing bad debts.

 

65

 

We systematically control inventory levels to maximize turns.

 

66

 

All our people consciously strive to minimize costs and eliminate waste of all descriptions.

 

67

 

All purchases are routed through a central department to ensure we buy at the best prices.

 

68

 

The people in our accounting department posses all the knowledge and skills required to carry out their responsibilities effectively.

 

69

 

We are aware of the enormous untapped potentials for the growth of the business.

 

70

 

We have the energy need to grow the business.

 

71

 

We are committed and enthusiastic about growing the company.

 

72

 

People in the company are enthusiastic and hard working.

 

73

 

Our employees feel a minimum of fatigue and burnout on the job.

 

74

 

Physical activities in the company are quick and brisk.

 

75

 

Fresh ideas are continuously being generated and encouraged.

 

76

 

There is a culture of positive thinking and a "can do" attitude throughout the company.

 

77

 

Everyone in the company understands our mission and future direction.

 

78

 

Our company has clear goals and plans for its long term growth which are understood and endorsed by our managers and employees.

 

79

 

We have the right amount of production capacity in our plant and machinery.

 

80

 

We are getting the right quality of production from our plant and machinery.

 

81

 

The condition of our machinery is up to the job.

 

82

 

Our production staff have the right amount of technical knowledge.

 

83

 

Our production staff have the necessary skills to do their job.

 

84

 

There is great innovation in research and development.

 

85

 

There is great innovation in our products/services.

 

86

 

The product development cycle of our products/services is fast enough to meet the needs of the market.

 

87

 

There is an excellent match between the technology of our products/services and the needs of the market.

 

88

 

Our financial systems, such as expenditure control, credit management, cost accounting, and budgeting, are streamlined, efficient, and responsive.

 

89

 

There is clear direction of the goals and objectives coming from top management.

 

90

 

The structure of our company (e.g. divisions, departments, processes, teams, etc.) is right for the direction our company is moving in.

 

91

 

The activities of the company are highly organized and clearly defined.

 

92

 

Job positions in the company are highly organized, in terms of people doing the right tasks, levels of responsibility, and clarity of authority.

 

93

 

System in the company operate smoothly and efficiently.

 

94

 

The skill needs of people are constantly being evaluated.

 

95

 

People are getting the training they need to gain needed skills.

 

96

 

There is excellent communication among people in our company.

 

97

 

There is excellent teamwork and cooperation among people in our company.

 

98

 

The quality of our products and services is high.

 

99

 

Our company is fully systematized. The activities and systems in our company are fully organized and implemented.

 

100

 

The productivity of manufacturing is among the highest in the industry.

 

101

 

The productivity (i.e. capacity utilization) of our equipment is among the highest in the industry.

 

102

 

Top management is fully aware of the importance of technology and is continuously upgrading the facilities and equipment.

 

103

 

Our engineering/design group is highly creative and innovative in improving and developing new products/services and new methods of manufacturing.

 

104

 

We have a procurement and inventory system that ensures the proper supply of tools and materials required for the work.

 

105

 

We utilize a preventative maintenance program that minimizes breakdowns.

 

106

 

Production operations are well coordinated with our sales and customer service staff.

 

107

 

We are constantly trying to reduce the production costs of our products and services.

 

108

 

A high level of cleanliness is maintained on the shop floor and on all equipment.

 

109

 

Everyone of on our staff has been through basic training in quality control procedures and is familiar with the company's quality standards.

 

110

 

There is good coordination between the various activities, functioning within the company.

 

111

 

All activities in the company have been systematized to insure that they are effectively carried out.

 

112

 

We have a clear and effective marketing plan.

 

113

 

We have a creative marketing plan.

 

114

 

We have the knowledge and skills needed to create an effective marketing plan.

 

115

 

We are aware of the economic, social, governmental, international, and industry forces affecting the market.

 

116

 

Top management has excellent attitudes toward, relations with, and interest in the staff.

 

117

 

There is harmony between members of the staff.

 

118

 

There is plenty of scope given for individual initiative, enterprise, and creativity.

 

119

 

There is fair compensation in terms of salary scale, employee benefits, bonus and profit sharing, etc.

 

120

 

Each employee's talents are fully utilized.

 

121

 

Each employee is given the right amount of responsibility in their job.

 

122

 

We have regular staff meetings to discuss new employees, new products and services, new procedures, and get employee feedback.

 

123

 

We have solid cash flow.

 

124

 

The company has a clear perception of its mission and central purpose.

 

125

 

The company has up-to-date plans for sales, marketing, products & services, human resources, organization, and budget.

 

126

 

The company strives to achieve high company values, which are endorsed by others, and are implemented in daily activities.

 

127

 

Our people feel closely identified with the interests of the company and are eager for its growth.

 

128

 

People express a cooperative attitude throughout the company, and appreciate. There is an appreciation of each other's point of view.

 

129

 

People in the company always want to improve their performance, and take pride in doing the best job possible.

 

 

 

WHOLESALE BUSINESS EVALUATION
(top)

 

1

 

We are constantly taking fresh initiatives to contact all potential customers for our products in our marketplace.

 

2

 

Our marketing strategy effectively differentiates us in the eyes of the customer.

 

3

 

We have an effective sales and marketing strategy to tap the most growing markets.

 

4

 

Our marketing materials effectively promote our products.

 

5

 

We are taking effective measures to improve our closing ratio on customer sales.

 

6

 

We effectively utilize mailings to attract new customers.

 

7

 

Our customers are extremely pleased by the quality and speed of service which they receive from us.

 

8

 

Our literature is, attractive, and frequently varied, making it easy for customers to identify the features and price of every product.

 

9

 

We utilize effective systems to follow-up on every sale, obtain customer referrals and assess customer satisfaction.

 

10

 

We systematically monitor the impact of ads and promotions to evaluate their effectiveness.

 

11

 

Our marketing plan provides for an appropriate level and blend of print and sales contact to all potential customers in our market area.

 

12

 

The information that we give our customers is timely, accurate and appropriate to satisfy their level of needs.

 

13

 

We effectively complement our normal sales and marketing efforts with efforts to reach a greater number and broader range of customers.

 

14

 

Every member of our sales staff knows how to listen to customers, win their confidence, and make them feel happy about the products/services we offer.

 

15

 

All our sales people are alert, energetic and enthusiastic in the interactions with customers.

 

16

 

Our sales people have clear sales targets that effectively motivate them to exceed past levels of performance.

 

17

 

Sales managers frequently monitor and review individual performance with each sales person and identify ways to improve their performance.

 

18

 

All our sales people are highly skilled in qualifying customers and closing sales.

 

19

 

We have clear standards for customer service which are known and followed by all personnel.

 

20

 

We strive to make the sales experience entertaining, enjoyable and delightful for every customer.

 

21

 

We have a clear and in-depth understanding of the trends effecting consumer demand, buying habits, and distribution in our industry.

 

22

 

Our literature and the conduct of our sales staff are appealing to youth and women.

 

23

 

We maintain an appropriate blend of mid and high end products to meet the needs of our customers.

 

24

 

We eagerly and enthusiastically study new technologies in search of new business opportunities.

 

25

 

Our product strategy effectively differentiates us from the competition in our marketplace.

 

26

 

Our product strategy avoids unnecessary duplication of product lines.

 

27

 

We maintain an appropriate balance of inventory in each product category to match our actual sales in that category.

 

28

 

Our product line integrates high margin product categories.

 

29

 

We continuously review the products we stock to add new faster moving items and reduce investment in slower moving ones.

 

30

 

Every member of our sales staff possesses a high level of technical knowledge about our product lines.

 

31

 

Our sales people have the knowledge and skill to demonstrate the products they sell.

 

32

 

We are entrepreneurial pioneers in marketing new technologies.

 

33

 

We effectively utilize computers to improve the speed and efficiency of all aspects of our operations.

 

34

 

There is good communication and coordination between the sales force, customer service, warehouse, purchasing and advertising departments.

 

35

 

We know exactly what products we have in stock and on order at all times and this information is readily available to those staff who need it.

 

36

 

We have effective systems to monitor the satisfaction of our customers.

 

37

 

When customers inquire about the status of deliveries, we are able to immediately retrieve the information and reply.

 

38

 

We have the company structure and systems in place to provide cost effective, high quality, timely service for our products and services.

 

39

 

We have a core management team in place capable of effectively managing all aspects of our business.

 

40

 

We effectively delegate responsibilities to people throughout the organization and closely monitor their performance.

 

41

 

We assign clear responsibilities and levels of authority to people throughout the organization.

 

42

 

There are standard written operating procedures for all routine and recurring activities.

 

43

 

There is continuous planning going on in the company.

 

44

 

The planning in the company is of the highest order.

 

45

 

The planning process takes into consideration the input of people at all levels of the company.

 

46

 

All file cabinets, offices, storage facilities, and warehouses are maintained in a clean and orderly fashion.

 

47

 

Sales management provides strong, motivating leadership and effective organizational discipline.

 

48

 

Recurring problems are dealt with by introducing new systems or by improving existing ones.

 

49

 

We consciously recruit people with high energy levels.

 

50

 

Our recruitment systems and procedures enable us to effectively identify and evaluate potential new employees.

 

51

 

We are highly successful in recruiting people with the right qualifications, skills and personality to work effectively in our business.

 

52

 

We have an effective orientation and training program in place to bring new employees up to high levels of performance as quickly as possible.

 

53

 

We have an effective training program in place to continuously raise the skills of experienced sales people.

 

54

 

We have an effective training program in place to continuously improve the managerial, organization and interpersonal skills of all managers in the company.

 

55

 

All our people work together harmoniously as a team without conflicts.

 

56

 

The pay scales and benefits offered by our company are sufficient to attract and retain competent people.

 

57

 

We have performance based incentives in place that effectively motivate our managers and staff to strive for high performance.

 

58

 

Our employees feel a high level of enthusiasm and job satisfaction.

 

59

 

We actively encourage the participation and initiative of our people to improve the way we carry out all aspects of our business.

 

60

 

All employees receive regular job performance appraisals to help them improve their performance and plan for their career development.

 

61

 

We give social recognition and personal attention to employees that do a good job.

 

62

 

We have systems in place to capture ideas and suggestions generated at all levels of the company, and procedures for evaluating and responding to proposals.

 

63

 

The company encourages and supports the on-going education of all its employees.

 

64

 

Our managers possess a high level of organizational and managerial skills.

 

65

 

The company has a clear standard for the number of hours of training which each sales person should receive every year.

 

66

 

People within the company are self-disciplined in their work.

 

67

 

Our accounting system enables us to track all categories of recurring expenses and compare them to past levels and industry norms.

 

68

 

We pay our bills on time.

 

69

 

We collect receivables on time.

 

70

 

Our inventory system enables us to accurately account for all products without discrepancies.

 

71

 

We have a detailed budget for projecting and controlling expenditures.

 

72

 

Our accounting systems are updated daily and maintained up-to-date.

 

73

 

We utilize all possible sources of capital from banks, investors, supplier credit, etc.

 

74

 

We utilize all possible means to help our customers finance their needs in a cost effective manner.

 

75

 

We carefully control expenditures to minimize costs and eliminate waste of any description.

 

76

 

We systematically control inventory levels to maximize turns.

 

77

 

We maintain active and close relations with our bankers.

 

78

 

Our pricing strategy enables us to maintain high margins on exclusive lines and be competitively priced on non-exclusive brands.

 

79

 

All purchases of goods/services are routed through a central purchasing department to ensure we buy at the best prices.

 

80

 

Our company is highly successful in evaluating credit risks and minimizing bad debts.

 

81

 

In evaluating product lines we take into account the total annual gross margin on each line (gross margin x turns).

 

82

 

Our financial people possess all the knowledge and skills required to carry out their responsibilities effectively.

 

83

 

We carefully manage our cash utilization to maintain sufficient liquidity and to invest surplus cash to maximize returns.

 

84

 

We are aware of enormous untapped potentials for the growth of the business.

 

85

 

We have the energy needed to grow the company.

 

86

 

We are committed and enthusiastic about growing the company.

 

87

 

People in the company are energetic and hard working.

 

88

 

Customers are attracted by the energy they feel from us.

 

89

 

Our employees feel a minimum of fatigue and burnout on the job.

 

90

 

Physical activities at the company are quick and brisk.

 

91

 

Fresh ideas are continuously being generated and encouraged.

 

92

 

There is a culture of positive thinking and a "can do" attitude throughout the company.

 

93

 

Everyone in the company understands our mission and future direction.

 

94

 

Our company has clear goals and plans for its long term growth which are understood and endorsed by our managers and employees.

 

95

 

We have regular sales meetings to discuss performance, set targets and develop new strategies.

 

96

 

Our systems for communication with customers provide for smooth and quick exchange of information without misunderstandings.

 

97

 

We have effective systems and programs in place to support the introduction and launch of new products.

 

98

 

Our product strategy emphasizes those lines on which we are able to achieve a dominant position in our marketplace.

 

99

 

Purchasing operates in a smooth and timely manner.

 

100

 

The products we order from our suppliers arrive in a smooth and timely manner.

 

101

 

We always able to work out the best pricing from our suppliers.

 

102

 

There is clear direction of the goals and objectives coming from top management.

 

103

 

The structure of our company (e.g. divisions, departments, processes, teams, etc.) is right for the direction the company is moving in.

 

104

 

The activities of the company are highly organized and systematized, with little waste in time, effort, money, and materials.

 

105

 

Job positions in the company are highly organized, in terms of people doing the right tasks, responsibility, and clarity of authority.

 

106

 

Systems in the company operate smoothly and efficiently.

 

107

 

The skill and knowledge of people are constantly being evaluated and upgraded.

 

108

 

People are getting the training they need.

 

109

 

There is excellent communication among people in our company.

 

110

 

There is excellent teamwork and cooperation among people in our company.

 

111

 

The quality of the products and services we sell is very high.

 

112

 

Company activities are systematized.

 

113

 

There is good coordination and integration between the various activities, systems, and functioning within the company.

 

114

 

All activities have been systematized to insure that they are effectively carried out.

 

115

 

We have a clear and effective marketing plan.

 

116

 

We have a creative marketing plan.

 

117

 

We have all of the knowledge needed to have an effective marketing plan.

 

118

 

We are aware of the economic, social, governmental, international, and industry forces affecting the market.

 

119

 

Top management has excellent attitudes toward, relations with, and interest in the staff.

 

120

 

There is harmony between members of the staff.

 

121

 

There is plenty of scope given for individual initiative, enterprise, and creativity.

 

122

 

There is fair compensation in terms of salary scale, employee benefits, bonus and profit sharing, etc.

 

123

 

Each employee's talents are fully utilized.

 

124

 

Each employee is given the right amount of responsibility in their job.

 

125

 

We have regular staff meetings to discuss new employees, new products and services, new procedures, and get employee feedback.

 

126

 

We have solid cash flow.

 

127

 

The company has a clear perception of its mission and central purpose.

 

128

 

The company has up-to-date plans for sales, marketing, products & services, human resources, organization, and budget.

 

129

 

The company strives to achieve high company values, which are endorsed by others, and are implemented in daily activities.

 

130

 

Our people feel closely identified with the interests of the company and are eager for its growth.

 

131

 

People express a cooperative attitude throughout the company, and appreciate. There is an appreciation of each other's point of view.

 

132

 

People in the company always want to improve their performance, and take pride in doing the best job possible.

 

 

 

SERVICE BUSINESS EVALUATION
(top)

 

1

Market

We are constantly taking fresh initiatives to contact all potential clients/customers for our products and services in our marketplace.

 

2

Market

Our marketing strategy effectively differentiates us in the eyes of the client/customer.

 

3

Market

We have an effective sales and marketing strategy to tap the most growing markets.

 

4

Market

Our literature and promotional materials are designed to effectively promote our products and services.

 

5

Market

We effectively utilize mailings, advertising, and other forms of marketing to attract new clients/customers.

 

6

Services

Our clients/customers are extremely pleased by the quality and speed of service which they receive from us.

 

7

Market

We have effective methods and systems to follow-up on every project/case/job, assess client/customer satisfaction, and obtain client/customer referrals

 

8

Market

We systematically monitor the impact of ads and promotions on sales to evaluate their effectiveness.

 

9

Market

The information that we give our clients/customers is timely, accurate and appropriate to satisfy their level of needs.

 

10

Market

We know exactly who the target market for our products and services are is.

 

11

Market

We have an excellent network of contacts who refer us business.

 

12

Market

We know the best way to market our products and services.

 

13

Market

We have the perfect quantity and mix of clients/customers for our products and services.

 

14

Market

We continuously and closely monitor the activity level of our clients/customers, distinguishing between those that are active and inactive, and those that have short term and long term work potential.

 

15

Market

Every member of our sales staff knows how to listen to clients/customers, win their confidence, and make them feel happy about the products and services we offer.

 

16

Market

All our sales people are alert, energetic and enthusiastic in the interactions with clients/customers.

 

17

Market

Our sales people have clear sales targets that effectively motivate them to exceed past levels of performance.

 

18

Market

Sales managers frequently monitor and review individual performance with each sales person and identify ways to improve their performance.

 

19

Market

All our sales people are highly skilled in qualifying clients/customers and closing sales.

 

20

Market

We have clear standards for customer service which are known and followed by all personnel.

 

21

Market

We strive to make the sales experience entertaining, enjoyable and delightful for every client/customer.

 

22

Market

We have a clear and in-depth understanding of the trends effecting demand in our professional area.

 

23

Technology

We maintain an appropriate blend of products and services to meet the needs of our clients/customers.

 

24

Technology

We eagerly and enthusiastically study new technologies in search of new business opportunities.

 

25

Technology

Our product and services strategy effectively differentiates us from the competition in our marketplace.

 

26

Technology

Every member of our sales staff possesses a high level of technical knowledge about our product and services.

 

27

Technology

We maintain continuous feedback from the client/customer on how we are doing on the project/case/job, and respond in kind.

 

28

Technology

We excel at understanding the needs of our clients/customers.

 

29

Technology

We excel at providing effective solutions for the needs of our clients/customers.

 

30

Technology

We are always able to focus on the issues that the client/customer deems most important, rather than getting side-tracked by our own interests or lesser issues.

 

31

Technology

We are entrepreneurial pioneers in marketing new products and services.

 

32

Organization

We effectively utilize computers to improve the speed and efficiency of all aspects of our operations.

 

33

Organization

There is good communication and coordination between the sales force and those performing the service.

 

34

Technology

We know exactly what products and services we are offering and this information is readily available to those staff who need it.

 

35

Technology

We have effective systems to monitor the satisfaction of our clients/customers.

 

36

Organization

When clients/customers inquire about the status of our products and services, we are able to immediately retrieve the information and reply.

 

37

Organization

We have the management structure and systems in place to provide cost effective, high quality, timely products and services.

 

38

People

We have a core team in place capable of effectively managing all aspects of our business.

 

39

People

We effectively delegate responsibilities to people throughout the organization and closely monitor their performance.

 

40

People

We assign clear responsibilities and levels of authority to people throughout the organization.

 

41

Organization

There are standard written operating procedures for all routine recurring activities.

 

42

Organization

All activities of the company are carefully planned in advance and closely monitored during implementation.

 

43

Organization

Routine operations, such as handling paperwork are completed on schedule.

 

44

Organization

Decisions are taken and executed promptly.

 

45

Organization

All file cabinets, offices, storage facilities, etc. are maintained in a clean and orderly fashion.

 

46

Organization

Recurring problems are dealt with by introducing new systems or by improving existing ones.

 

47

Organization

We always complete each project/case/job in a manner completely satisfactory to the client/customer.

 

48

Organization

We always complete the work for our clients/customers in a timely manner.

 

49

Organization

We have the most effective legal structure for our type of business.

 

50

Organization

When we undertake a project/case/job we are clear about the time and resources required.

 

51

Organization

On any project/case/job we know if we are on or off schedule.

 

52

Organization

On any project/case/job we understand which are the critical elements from the client/customers point of view.

 

53

People

We consciously recruit people with high energy levels.

 

54

People

Our recruitment procedures enable us to effectively identify and evaluate potential new employees.

 

55

People

We are highly successful in recruiting people with the right qualifications, skills and personality to work effectively in our professional area.

 

56

People

We have an effective orientation and training program in place to bring new employees up to high levels of performance as quickly as possible.

 

57

People

We have an effective training program in place to continuously raise the skills of our people.

 

58

People

We have an effective training program in place to continuously improve the managerial, organization. and interpersonal skills of all managers in the company.

 

59

People

All our people work together harmoniously as a team without conflicts.

 

60

People

The pay scales and benefits offered by our company are sufficient to attract and retain competent people.

 

61

People

We have performance based incentives in place that effectively motivate our managers and staff to strive for high performance.

 

62

People

Our employees feel a high level of enthusiasm and job satisfaction.

 

63

People

We actively encourage the participation and initiative of our people to improve the way we carry out all aspects of our work.

 

64

People

All employees receive regular job performance appraisals to help them improve their performance and plan for their career development.

 

65

People

We give social recognition and personal attention to employees that do a good job.

 

66

People

We have systems in place to capture ideas and suggestions generated at all levels of the company and procedures for evaluating and responding to proposals.

 

67

People

The company encourages and supports the on-going education of all its employees.

 

68

People

Our managers possess a high level of organizational and managerial skills.

 

69

People

The company has a clear standard for the number of hours of training which each sales person should receive every year.

 

70

People

People within the company are self-disciplined in their work.

 

71

Finance

Our accounting system enables us to track all categories of recurring expenses and compare them to past levels and industry norms.

 

72

Finance

We pay our bills on time.

 

73

Finance

We collect receivables on time.

 

74

Organization

Our inventory system enables us to accurately account for all products and services without discrepancies.

 

75

Finance

We have a detailed budget for projecting and controlling expenditures.

 

76

Finance

Our accounting systems are updated daily and maintained up-to-date.

 

77

Finance

We utilize all possible sources of capital from banks, investors, supplier credit, etc.

 

78

Finance

We carefully control expenditures to minimize costs and eliminate waste of any description.

 

79

Organization

We systematically control inventory levels to maximize turns.

 

80

Finance

Our project/case/job costing/estimating methods and systems accurately reflects the actual cost needed to complete each project/case/job.

 

81

Finance

We maintain active and close relations with our bankers.

 

82

Finance

Our company is highly successful in evaluating credit risks and minimizing bad debts.

 

83

Finance

In evaluating products and services to purchase/utilize we always take into account the costs (to maximize profitability) of the items.

 

84

Finance

Our financial people possess all the knowledge and skills required to carry out their responsibilities effectively.

 

85

Finance

We carefully manage our cash utilization to maintain sufficient liquidity and to invest in the future of the business.

 

86

Technology

We are aware of enormous untapped potentials for the growth of the business.

 

87

Energy

We have the energy needed to grow the company.

 

88

Energy

We are committed and enthusiastic about growing the company.

 

89

Energy

People in the company are energetic and hard working.

 

90

Energy

Clients/customers are attracted by the energy they feel from our people.

 

91

Energy

Our employees feel a minimum of fatigue and burnout on the job.

 

92

Energy

Physical activities at the company are quick and brisk.

 

93

Innovation

Fresh ideas are continuously being generated and encouraged.

 

94

Attitude

There is a culture of positive thinking and a "can do" attitude throughout the company.

 

95

Direction

Everyone in the company understands our mission and future direction.

 

96

Direction

Our company has clear goals and plans for its long term growth which are understood and endorsed by our managers and employees.

 

97

Finance

We are able to differentiate between each project's/case's/job's anticipated cost vs. its actual costs.

 

98

Finance

Our billing system is clear, streamlined, and kept up to date.

 

99

Finance

Our fee structure is the most effective for our type of products and services and our types of clients/customers.

 

100

Finance

We are constantly developing and providing products and services that are at a higher fee or are at a more profitable level than what we have offered in the past.

 

101

People

We have all of the necessary skilled people to effectively carry out our work.

 

102

Organization

Everyone is doing the work they should be doing.

 

103

Organization

There is excellent communication among our staff.

 

104

Organization

There is excellent communication between our staff and our clients/customers.

 

105

Market

We have made a real effort to market to potential clients/customers.

 

106

Market

We are continuously undertaking fresh initiatives to develop new market strategies, and then follow through on our plans.

 

107

Direction

There is clear direction of company goals and objectives coming from top management.

 

108

Organization

The structure of our company (e.g. divisions, departments, processes, teams, etc.) is right for our company.

 

109

Organization

The activities of the company are highly organized and clearly defined.

 

110

Organization

Job positions in the company are highly organized, in terms of people doing the right tasks, responsibility, and clarity of authority.

 

111

Organization

Systems in the company operate smoothly and efficiently.

 

112

People

The skill needs of people are constantly being evaluated.

 

113

People

People are getting the training they need.

 

114

People

Employees feel there is a real future for them in the company.

 

115

Organization

There is excellent teamwork and cooperation among people in our company.

 

116

Technology

The quality of products and services we provide is high.

 

117

Organization

Our company is fully systematized. The activities and systems in our company are fully organized and implemented.

 

118

Technology

A good number of our products and services are geared toward specific niche areas that uniquely make us stand out in the market.

 

119

Technology

Our products and services distinguish themselves from the competition.

 

120

People

Our technical people have all of the knowledge and skills to create customer satisfaction.

 

121

Organization

The job/project/case is always performed/delivered and completed for the client/customer on-time.

 

122

Organization

Effective, smooth running systems enable every job/project/case to be performed/delivered in an effortless manner.

 

123

Organization

There is good coordination between the various activities, functioning within the company.

 

124

Organization

All activities have been systematized to insure that they are effectively carried out.

 

125

Market

We have a clear and effective marketing plan.

 

126

Market

Our marketing plan is continuously being appraised and improved to match the needs of the market.

 

127

Market

Our marketing plan incorporates the latest innovations and methods for reaching the client/customer.

 

128

Market

We are aware of the economic, social, governmental, international, and industry forces affecting the market.

 

129

People

Top management has excellent attitudes toward, relations with, and interest in the staff.

 

130

People

There is harmony between members of the staff.

 

131

People

There is plenty of scope given for individual initiative, enterprise, and creativity.

 

132

People

There is fair compensation in terms of salary scale, employee benefits, bonus and profit sharing, etc.

 

133

People

Each employee's talents are fully utilized.

 

134

People

Each employee is given the right amount of responsibility in their job.

 

135

People

Each employee has the freedom and authority to carry out their tasks.

 

136

Organization

We have regular staff meetings to discuss new employees, new products and services, new procedures, and get employee feedback.

 

137

Organization

Our employee work schedule is maximized for efficiency.

 

138

Finance

We have solid cash flow.

 

139

Direction

The company has a clear perception of its mission and central purpose.

 

140

Organization

The company has up-to-date plans for sales, marketing, products & services, human resources, organization, and budget.

 

141

Direction

The company strives to achieve high company values, which are endorsed by others, and are implemented in daily activities.

 

142

People

Our people feel closely identified with the interests of the company and are eager for its growth.

 

143

People

People express a cooperative attitude throughout the company, and appreciate. There is an appreciation of each other's point of view.

 

144

People

People in the company always want to improve their performance, and take pride in doing the best job possible.

 

 



Additional Information:

  • Click here to see an article describing a number of powerful business strategies (for market, products & services, orgamization, people, and finance).

  • Click here to learn about the power of business values.

  • Click here to see an article on the keys to business success.

  • Click here to see the main set of articles on business success at Growth Online.

  • Examine Double It! strategic planning software which includes a powerful system for tracking employee evaluations, including the statements you see above.

 






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