THE PERFECT PLAN CULTURE AND LEADERSHIP SURVEY

Check The Boxes In Each Section That Best Reflects Your Current Culture

TYPES OF BUSINESS

Failure (We are not where we want to be and do not know how to get there)

Frustrated (We are excited and growing but we need help)

Traditional Success (We love our brand and others admire our company)

Transformational (We are looking for new and exciting ways to grow)

STAGES OF GROWTH

Time (Early Stage Growth)

Space (We exist and look for a better future)

Reality (Things are hard - we hit a wall)

Mission (We know where we are going and the trajectory is amazing)

DEVELOPMENT PHASES

Friendship (We thrive on enthusiasm but lack structure, we are fragile yet full of potential.)

Transactional (encourages fast deals and growth, but without depth; same vibe more transactions

Relationship (evolved from the friendship phase; we often plateau as we cling to old connections.)

Partnership (Trust, alignment, and advocacy - we are equally yoked to our vendors and customers)

SALES - B2C OR B2B

Impulse (We don’t have to sell - People buy when they want it)

Recurring (We have recurring orders - subscriptions and repeat buyers)

Commodity (We provide standard services and rely on relationships to differentiate us in sales)

Aspirational (People want our products and people because we make them better)

STYLES OF MARKETING

Introduction (Old School Door-to-Door style distribution)

Stimulate (Our products require motivation - coupons, scarcity, and immediate need)

Fulfillment (Our products are necessary for the client to operate - they “need” us)

TOMA (Top of Mind Awareness - We are there when they need us)

CHECK THE BOXES IN EACH SECTION THAT BEST REFLECTS YOUR CURRENT CULTURE

SALES PROCESS

Take Orders (We do not need sales people - our customer call us)

Gratification (Our sales team leads with “gratitude” in every customer encounter)

Education (We focus on product performance and rely on it to sell for us)

Ease of Business (We make peoples lives easier when they buy from us)

TRANSFORMATIONAL LEADERSHIP

Idealized Influence (We lead by creating a vision for people to strive toward in life)

Inspirational Motivation (Our team is driven by their own inspiration)

Intellectual Stimulation (We lead by tapping into people's need for intellectual conversations)

Individualized Consideration (People want to be better individuals because they work here)

CONCEPTUAL

We strive every day for “Perfection”

80% is Good Enough (We do not chase perfection)

MINDSET

Human-centric (We put people first - Employees and customers)

Create Don’t Compete (There is no competition - only opportunities for collaboration)

Exceed Expectation (We over-deliver product and time to every customer )

Give Forward without Expectation (We give without any expectation of anything in return)

LEADERSHIP PERFORMANCE

Sympathy to the Problem (We seperate the problem from the people)

Empathy to the Person (We focus on our people’s well being, even when there are problems)

Who, Not How (Our employees are experts in their craft, they are our heroes)

TEAM CULTURE

Do Your Employees and Team Mates Feel Valued?

Are Your Employees and Team Mates Empowered?

DATE