The Business Health Scorecard
Full Name
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Phone
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Email
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Company / Business Name
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Vision & Mission
Does your company have a clear vision and mission that guide decisions and growth?
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1 - Needs clarity
2 - Somewhat defined
3 - Guiding but inconsistent
4 - Well-integrated
5 - Deeply embedded
Market Positioning
How well is your business positioned in the market compared to competitors?
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1 - Emerging
2 - Developing
3 - Competitive
4 - Recognized Leader
5 - Industry Leader
Growth Goals & KPIs (Key Performance Indicators)
Are there measurable KPIs and growth goals in place, and are they consistently tracked?
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1 - Unclear metrics
2 - Partially defined
3 - Moderately tracked
4 - Consistently monitored
5 - Fully optimised
Sales Strategy & Systems
Does your business have a structured sales strategy for acquiring, keeping, and upselling customers?
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1 - Needs refinement
2 - Developing
3 - Moderately structured
4 - Strategic
5 - Well-optimised
Adaptability
How quickly can your business adapt to market changes or customer feedback?
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1 - Reactive
2 - Somewhat adaptive
3 - Moderately flexible
4 - Proactive
5 - Highly agile
Process Documentation
Are key processes documented and followed consistently across teams?
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1 - Informal and inconsistent
2 - Partially documented
3 - Somewhat standardised
4 - Well-defined
5 - Fully embedded and consistent
Automation and AI
Is your business using automation and AI effectively to reduce manual work and boost efficiency?
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1 - Minimal use
2 - Basic implementation
3 - Moderately integrated
4 - Well-utilised
5 - Highly optimised and efficient
Project/Task Management
Do you use a project management tool effectively, and are projects tracked and delivered on time?
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1 - Underutilised
2 - Basic tracking
3 - Moderately effective
4 - Well-managed
5 - Highly effective and reliable
Technology Stack
Are the tools and software you use the right fit for your needs, and well-integrated, avoiding inefficiencies?
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1 - Disconnected and inefficient
2 - Some gaps and limitations
3 - Moderately integrated
4 - Well-optimised
5 - Seamless and fully aligned
Scalability of Systems
Can your current systems scale with your business as it grows?
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1 - Limited capacity
2 - Some scalability
3 - Moderately scalable
4 - Growth-ready
5 - Fully scalable and resilient
Talent Acquisition
How strong and effective is your recruitment process?
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1 - Unstructured and reactive
2 - Needs refinement
3 - Partially effective
4 - Strong and aligned
5 - Highly strategic and scalable
Team Alignment
Are team members aligned with the company’s vision and strategy, and do they clearly understand their roles?
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1 - Lacking clarity
2 - Developing alignment
3 - Somewhat connected
4 - Well-aligned
5 - Highly engaged and purpose-driven
Skills Gaps
Are there any skill gaps in your team that must be addressed to reach business goals?
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1 - Critical gaps present
2 - Some skill shortages
3 - Developing competencies
4 - Mostly well-balanced
5 - Highly skilled and future-ready
Performance and Accountability
Do you have systems in place to track team and individual performance, and is accountability enforced?
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1 - Lacking visibility
2 - Basic monitoring
3 - Moderate accountability
4 - Consistently tracked
5 - Highly transparent and performance-driven
Leadership
Is your leadership team strong and effective in driving the business and aligning everyone with strategic goals?
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1 - Needs direction
2 - Developing leadership
3 - Moderately effective
4 - Strong and aligned
5 - Visionary and inspiring