ACCELERATE BUSINESS ROI
Starting Roadmap: Rating the scalability of your venture [BUSINESS 360]
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Company *
STRATEGY
Vision, Purpose, Mission & Values
1. Our company's purpose (why we do what we do) and mission (how we do it) are clearly understood and owned by all members of our team *
Weak
Strong
2. Every employee can accurately articulate the company's long-term vision and they understand how their role contributes towards the achievement of that vision. *
Weak
Strong
3. Our company has clearly-defined, written, posted and continually reinforced Core Values. *
Weak
Strong
Brand Strategy
4. We have a systematic process in place to determine what's most important to our customers; we validate this on a regular basis and we use this information to focus our strategy. *
Weak
Strong
5. We have clearly defined our unique competitive advantage; we have validated its relevance to customers and regularly measure our performance in delivering on it. *
Weak
Strong
6. We have procedures in place that ensure we experience operational and financial "pain" if we fail to deliver on our brand promises. *
Weak
Strong
Planning
7. We have a written Annual Operating Plan, including 3-5 key priorities, a detailed budget, and specific goals, milestones and action steps defining how the plan will be achieved. *
Weak
Strong
8. Our key employees consistently take time to objectively evaluate company performance and proactively identify opportunities for improvement. *
Weak
Strong
9. Our team is disciplined and effective at proactively identifying issues and creating and implementing plans to address them. *
Weak
Strong
Long-Term Strategy
10. We have defined the Long-Term Strategic Plan for our organization;  we review and update this at regular intervals. *
Weak
Strong
11. We regularly assess our organizational capabilities to ensure we will have the right people in place to support our growth AND we have a succession plan in place for all key roles. *
Weak
Strong
12. We regularly analyze our client demographics and have a solid strategy in place to ensure that we have a diversified revenue base (i.e. we are not too dependent on anyone client or revenue channel). *
Weak
Strong
EXECUTION
Prioritizing
13. We regularly review our Annual Business/Operating Plan (at least monthly) and proactively make the adjustments needed to ensure that we stay on track in achieving it. *
Weak
Strong
14. Our team has clearly defined our key priorities for the quarter and we are aligned in our plan to achieve these priorities. *
Weak
Strong
15. As a team, we regularly discuss our key priorities to ensure we are spending our time focused on the right things rather than simply "fighting fires" *
Weak
Strong
Accountability
16. Our company has a solid execution process that assigns accountability and deadlines to the action items established during meetings. We consistently follow up on each action item and update the status proactively; open action items are regularly reviewed during team meetings. *
Weak
Strong
17. We consistently hold employees accountable for achieving their goals; we implement corrective action when goals are not achieved in-full and/or on time, and we reward goal achievement in a meaningful and motivating way. *
Weak
Strong
18. Our team sets goals that have a clearly identified owner who is held accountable for ensuring that the goal is achieved. *
Weak
Strong
Communication
19. Communication is a two-way street in our organization; our employees regularly make suggestions and offer constructive feedback. *
Weak
Strong
20. Communication is both proactive and productive - the right information consistently gets to the right people, at the right time, and the activities of the different departments in our company are well coordinated *
Weak
Strong
21. Our teams hold regularly-established meetings on a daily, weekly, monthly and quarterly basis. *
Weak
Strong
Productivity
22. We have clearly defined Key Performance Indicators (KPls) that are assigned to each priority in our plan. We are confident that we are focusing on the right metrics, each KPI has an individual owner, and our KPI dashboard is regularly reviewed, discussed, and updated. *
Weak
Strong
23. Our meetings are extremely productive and excellent use of our time - they are effective in synchronizing our team, eliminating miscommunication and ensuring that our activity is aligned with our company's priorities. *
Weak
Strong
24. Our team's planning goes beyond just identifying strategy and setting goals - we define (in writing) detailed action plans that describe the specific steps needed to accomplish our goals, with an owner and due date identified for each action item *
Weak
Strong
TALENT
Culture
25. We have defined employee engagement for our organization and we regularly measure how we  are doing in this area *
Weak
Strong
26. Our employee turnover is low for our industry; we actively manage this and are confident that our culture is attracting and keeping the right people *
Weak
Strong
27. We solicit customer feedback regularly to determine the satisfaction level with our products/services; we have a scoring system in place (i.e. Net Promoter, or other systems) that allows us to quantitatively track our level of customer engagement *
Weak
Strong
Onboarding
28. We have an effective, structured process for recruiting, selecting, hiring, training and successfully onboarding the RIGHT employees, at all levels. *
Weak
Strong
29. Our organization is committed to ongoing employee development and we engage employees on multiple fronts in order to further their growth *
Weak
Strong
30. Our training programs ensure that employees have the knowledge and skills they need to succeed *
Weak
Strong
Performance Management
31. If I were to evaluate our entire team, I can honestly say that I would enthusiastically re-hire every employee. *
Weak
Strong
32. Employees know exactly how success is being measured for their position and they are given consistent, timely feedback on their performance *
Weak
Strong
33. Our compensation and benefits plans are competitive and fair at all levels *
Weak
Strong
Role Clarity
34. We have an accurate organizational chart that details roles, reporting structure and (for key positions) the name of the employee. Changes in the org chart are communicated promptly and an updated document is posted and available to all employees. *
Weak
Strong
35. We have written, clearly defined job descriptions for every employee (including owners and key executives). Job descriptions are updated regularly as roles change and include key responsibilities as well as Key Performance Indicators that are used to quantitatively measure success for each role. *
Weak
Strong
36. We always have a well-defined job description prior to a position being filled. *
Weak
Strong
MONEY
Analysis
37. When confronted with an important decision, we develop a thorough cost/benefit analysis of the situation *
Weak
Strong
38. We have an effective cash management system and we proactively manage our accounts receivable; we consistently look for ways to reduce our receivables cycle. *
Weak
Strong
39. Every line item on our P & L is owned by a team member; we have an effective process in place to review/approve payable invoices and proactively manage expenses *
Weak
Strong
Results
40. We consistently challenge the status quo and look for new ways to improve our operating efficiencies and productivity; we rarely get stuck in doing things simply because it's "the way we've always done things" *
Weak
Strong
41. We have a solid sales & marketing engine in place, from lead generation to our closing percentage. We regularly meet or exceed our revenue goals. *
Weak
Strong
42. We know what the average profit margin is in our industry and we consistently exceed that margin *
Weak
Strong
Cash Optimization
43. We proactively monitor and negotiate rates for our Cost of Goods and key expense categories to  ensure that we are getting the best possible price *
Weak
Strong
44. We regularly set goals on cost reduction and all employees get involved in identifying and implementing new ideas to reduce expenses *
Weak
Strong
45. We regularly monitor developments in our industry and proactively explore opportunities to identify new or additional products/services that we could offer our existing customers. *
Weak
Strong
Systems & Processes
46. We have checks and balances in place to ensure that we are consistently auditing and proactively finding and preventing Accounts Payable and Accounts Receivable errors. *
Weak
Strong
47. We have a solid system in place to ensure that our financial reports and KPI dashboards are consistently accurate and are available on time, every time. *
Weak
Strong
48. We have defined and implemented a plan to ensure that we will have adequate cash reserves  available to fund our growth *
Weak
Strong
Name *
Email *
Phone *
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