Business Diagnostic Assessment Questionnaire
Dear Client,

This assessment provides your business with a succinct and clear representation of the current capability of your business across all key business functions including:

Governance, Direction & Risk
Strategy, Planning & Succession
Culture, Leadership & Management
Marketing & Sales
Business Development & Customer Service
Organisational Design & People Management
Operational Management & Productivity
Business Systems & IT
Legal Compliance
Measurement, Monitoring & Reporting
Financial Management / Performance

It is designed as a simple self-assessment tool to highlight where your business is out of balance and identify the functions that need attention.  

Each section has a number of statements that you are required to rate on a scale of 1 - 5, where 5 represents an ideal situation and 1 when there is nothing in place.

Whilst the assessment is simply and straight forward to complete the questions do go into a reasonable degree of depth, meaning it is only worth completing if you are genuinely committed to making change. We recommend you set aside approximately 10 - 15 mins to complete the full questionnaire.  At the end of the set of questions, you will be prompted to enter your name and email address and a report will be emailed to you.

If you are genuinely committed to taking steps to improve your business please commence completing the survey

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E-mail *
Business Name *
Industry *
Years in Business *
Name of Key Contact *
Email *
Phone Contact *
We have a clearly defined and communicated vision for the organisation *
We have a clear Business Purpose / Mission? *
We have an effective Governance structure in place to oversee the direction of the business *
We have clear Roles and Responsibilities for Directors/Board Members/Advisors(distinct from operational responsibilities) *
We have a formal meeting on a regular basis to review & plan business direction & performance *
We have a process to identify & Manage the Risks of the business *
We have an up to date and relevant Business Strategy (high-level plan & objectives) in place for the future *
We have a formal process to review and update our Strategy *
We have clearly documented Annual Business Plan with specific & defined goals, targets, timelines & responsibilities *
We have an up to date SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis *
We are confident the business is in a position to manage sustainably through both recessionary and growth cycles *
We have a Succession Plan in place that will enable the current owners to successfully exit the business if desired *
The business will generate sufficient funds to support the owner(s) lifestyle in retirement *
We have a strong company culture and staff morale is good *
We have an effective Leadership / Management Team and understand/recognise our strengths & weaknesses *
The roles of our Management Team are clearly defined with effective reporting, decision making & communication flows *
We have regular & effective weekly / monthly Management Meetings to plan ahead *
We have regular weekly & daily Team Meetings to communicate expectations to all team members *
We have a clearly defined Sales & Marketing Plan *
We have clearly defined our Target Market and understand their buying behaviours *
We understand our Competitive Advantage and promote our unique selling proposition *
We have a strong brand with a clear Brand Promise? *
We have a system to ensure regular Promotion / Lead activity takes place *
We have a focused and effective Sales Function / Team *
We have set Sales Targets which are regularly monitored *
Our Service & Quality levels are met 100% *
We conduct regular Customer Surveys and use this information to improve our customer service / retention *
We have a formal Client Account Management system in place to grow and maintain key clients *
We have a clearly defined Business Development Plan *
We pro-actively develop and maintain strategic partnerships, channel partners & referrers to assist in the growth of the business *
We have an HR Plan in place identifying the future requirements for our team *
We have a documented Organisational Chart outlining roles and reporting lines along with individual Job Descriptions *
We have a structured Recruitment & Induction process in place for new recruits *
We complete regular formal Performance reviews & Training plans with all members of the team? *
All new employees receive a written letter of offer and sign Employment Agreement prior to starting *
We conduct regular Employee Surveys/gain feedback and use this information to improve our staff retention *
We provide staff Incentives to retain key staff *
We have a process in place to manage Under Performance *
Our Products & Services are 100% reliable *
We have a well documented Business Process supported by handbooks, guidelines and procedure notes *
We have a Quality Control procedure in place to minimise the risk of a poor quality output? *
We have an effective Labour Planning & Allocation process including capacity planning & job allocation *
We have an effective Resource Planning process - capacity planning, production scheduling, equipment requirements, material requirements and suppliers and inventory control *
We have Operational Effectiveness Targets & measures in place to assist in optimising Operational Performance *
We have an effective Process, Product & Service Improvement process in place in key operational areas *
We have an effective Accounting system to manage all aspects of our accounts and financial reporting *
We have an effective Operational / Job Management System to manage all aspects of our operations *
We have an effective CRM System to manage all leads, opportunities and key customer interactions *
We have an effective Payroll system for managing wages, holiday pay and PAYE *
We have a robust system for filing electronic Documents that is accessible to all staff *
We have a reliable, scalable and accessible IT infrastructure to support the business *
We have a robust IT Backup and Disaster Recovery Plan in place *
We have a compliant Health and Safety process & system in place that is followed? *
We have adequate Business Insurance in place and this is regularly reviewed? *
We have appropriate Legal Contracts & Terms in place with Customers and Sub-contractors? *
We have appropriate Legal Contracts & Terms in place with Customers and Sub-contractors? *
We understand & monitor key measures "Key Performance Indicators" (financial & non financial) that drive performance & profitability *
We have a effective process to report key Operational Performance to / from management on a regular basis *
We produce & regularly review monthly Financial Reports that enable timely decision making and understanding of the key drivers of profitability *
We produce & regularly review monthly Financial Reports that enable timely decision making and understanding of the key drivers of profitability *
We compare our business Performance against others in our Industry *
We regularly review & monitor Progress against our Business Plan *
We understand our business expenses & overheads well and set our Pricing to achieve target Margins *
We understand our business expenses & overheads well and set our Pricing to achieve target Margins *
We have a Budget and Cash Flow Forecast in place? *
We pro-actively plan & manage for our Taxation obligations including PAYE , WHT, VAT etc. *
We pro-actively manage our Debtors and Creditors to maintain liquidity? *
Our Profitability is good and is forecasted to remain strong *
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