BUSINESS HEALTH ASSESSMENT

Purpose - This assessment helps evaluate your Organization's current Business Health across Key Business Areas. Your honest assessment contributes to your growth and improvement planning.

Instructions

Rate each statement on a scale of 1 to 5
- 1 = Weak/Rarely True
  - Almost never happens (0-20% of the time)
  - No systems or documentation exist
- 2 = Occasionally True
  - Occasionally happens (21-40% of the time)
  - Basic systems exist but rarely followed
- 3 = Sometimes True
  - Sometimes happens (41-60% of the time)
  - Systems exist but inconsistently followed
- 4 = Usually True
  - Usually happens (61-80% of the time)
  - Well-defined systems consistently followed
- 5 = Strong/Always True
  - Almost always happens (81-100% of the time)
  - Robust systems are fully adopted and optimized
Use specific examples to support your ratings

Consider the last 180 days when rating.

READY TO BEGIN THE BUSINESS HEALTH ASSESSMENT - CLICK THE "NEXT" BUTTON BELOW

ASSESSMENT AREAS - VISION & STRATEGY

1. We have a clear, written Vision that everyone understands and shares (Select One): *

2. Our Core Values guide our Hiring, Reviews, Rewards, and Firing (Select One):

3. Our Core Business focus keeps our people, systems, and processes aligned (Select One): *

4. Our 10 year Vision is clear and regularly communicated (Select One): *

ASSESSMENT AREAS - MARKET POSITION

5. Our target market is well-defined and drives our Marketing/Sales (Select One): *

6. Our three Key Differentiators guide our Marketing/Sales messages (Select One): *

7. We have a clear, documented process for Customer Engagement (Select One): *

ASSESSMENT AREAS - PEOPLE & STRUCTURE

8. All team members align with our Culture and Core Values (Select One): *

9. Our Responsibility Framework chart is clear and current (Select One): *

10. Everyone is in the right role (they get it, want it, have the capacity to do it) (Select One): *

11. Our leadership team demonstrates trust and openness (Select One): *

ASSESSMENT AREAS - EXECUTION & GOALS

12. Everyone has 1-7 quarterly priorities and focuses on them (Select One): *

13. Regular meeting rhythms are established and followed (Select One): *

14. Meetings are consistent, punctual, and productive (Select One): *

15. Teams effectively identify and solve key challenges (Select One): *

ASSESSMENT AREAS - SYSTEMS & PROCESSES

16. Core processes are documented and consistently followed (Select One): *

17. We regularly collect and act on customer/employee feedback (Select One): *

ASSESSMENT AREAS - DATA METRICS

18. We track weekly performance metrics effectively (Select One): *

19. Everyone owns at least one weekly performance number (Select One):

20. We actively monitor and manage our budget (Select One): *

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