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BUSINESS EVALUATION REQUEST
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SURVEY
Please complete for a free business evaluation

1. Are annual business plans developed and used to direct performance and allocate resource?
a. Yes – routinely
b. Sometimes
c . Rarely
d. No

2. How are sales, profit and growth?
a. Exceeding targets
b . Good
c. Slightly down
d. Declining / missing target

3. Does the business have a strong and positive culture? i.e. Are relationships between management and staff highly supportive and open?
a . Yes
b. Generally yes
c. Not sure
d . No

4. Does everyone receive regular feedback and updates on personal and business performance?
a. Yes
b . Usually
c. Not sure
d. No

5. Are the financial, social and environmental impacts of your business activities understood, measured and communicated?
a. Yes
b. Partly
c . Not really
d . No

6. Is there a focus on continuous improvement and a commitment to eliminating inefficiencies and waste?
a . Yes
b . Partly
c . Not sure
d . No

7. Do you monitor and act to improve customer satisfaction?
a . Yes
b. Partly
c . Generally not
d. No

8. Do you have a track record of introducing new products, processes or services? If so, what percentage of sales is from products or services less than 3 years old?
a . A significant part
b . Approximately 25%
c . Approximately 10%
d. Very little

9. Does the business have the cash flow to deal with unexpected disruptions, fund growth and exploit opportunities?
a. Yes – we have strong cash flow and adequate provisions
b. We’re reasonably well placed
c. No – cash flow is tight
d. No – cash flow is a problem - we have a funding gap

10. Are annual marketing and sales plans produced and implemented?
a . Yes – routinely
b . Yes – but process could be improved
c. No – but activities are discussed and implemented
d . No

11. Can the business grow and succeed without involvement of the current owner(s) and/or managing director?
a . Yes
b. Maybe
c. No: Productivity suffers in absence of owner/MD
d. No: Owner/MD critical to successful business operation