Business Process Self Assessment

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Your first step to improving business performance

The few minutes you spend reviewing and answering this questionnaire will, at the very least, give you a better understanding of how your business processes and procedures help or hinder you and your employees in getting things done. Done correctly and followed through, they could help launch your business to new heights of success and bring you closer to achieving your goals and objectives.

Remember, there are no "right" or "wrong" answers. Use your best judgment. Only you can decide if having your accountant run a report and get you the results the next day is the same as "having this information at my fingertips."

Your score is updated as you proceed.
  (Select One)
Q1. For the next 7 to 14 weeks, I know exactly: Yes

No
a. How much CASH I start the week with 2
b. Receivables I expect to come in. 3
c. Payables I expect to pay out 3
d. How much cash I will end each week with 2
e. I have all this information at my fingertips 5
Cash management is essential to your present and long-term success. You must always know exactly how much cash you have available. Remember - Cash is King.
 
Q2. Each of my employees knows: Yes
No
a. What he/she is expected to do 2
b. The results expected 2
c. His/Her authority and responsibilities 3
d. How his/her performance affects others employees and customers 3
e. How other employees and customers affect his/her performance 2
f. How well he/she is doing 4
Employee performance is critical to your success. Each employee must always know what is expected and actual performance levels.
 
Q3. I know my best clients/customers: Yes

No
a. How much business they do with me 3
b. My profit margins on this business 4
c. Each of the key players 4
d. How each is doing in the marketplace 2
e. My customer base is diversified so that I am not helplessly dependent on any one customer 4
f. I have an on-going program to reach out for new customers 4
Customer relationships are vital. You must nurture them to ensure your customers remain loyal. At the same time you must not allow yourself to be overdependent on any one.

 
Q4. I know I have made the best decisions for my company because: Yes

No
a. I have good business models and other decision support tools 4
b. I use these tools on an on-going basis 4
Models and other decision support tools make it easier for you to make good decisions every time.
 
Q5. I know I am maximizing profits on each bid/order because: Yes

No
a. I know my cost structure intimately 3
b. My cost business model tells me when to walk away from a bid/order 3
Knowing when not to pursue an apparent opportunity can help you conserve money and effort by avoiding fruitless effort.
 
Q6. I can make the best of unexpected problems or opportunities because my support structure: Yes

No
a. Ensures careful analysis of situational benefits/drawbacks 4
b. Gives me timely and actionable information I can use immediately 4
Streamlining your business processes enables you to make the best of unexpected opportunities. It also tells you of "low-hanging fruit" you might have otherwise missed.
 
Q7. I know my employees are as productive as possible because: Yes

No
a. I have streamlined my business process to be as effective and efficient as possible 4
b. My business process minimizes / eliminates drudgery and wasted effort 4
Productive employees are your most valuable resource. Identify, retain, and treasure them.
 
Q8. I can take off for a day or two at short notice without worrying because: Yes

No
a. My business processes are designed to handle most routine matters 4
b. My staff knows how to handle most emergency matters 4
 
 
Q9. When things are not as I want them to be Yes

No
  I know what I need to to to turn things around 10
 

Score
Comments
90-100
75-89
50-74
25-49
00-24 		You walk on water without wetting your shoes
You perform well above average
Above average
Below average, need to improve
Situation CRITICAL, must take immediate action

 

W
O
R
K

H
A
R
D 		L
e
s
s 		Intermediate
Productivity
& ROI

MOST Productive

HIGHEST ROI
M
o
r
e

Least Productive

LOWEST ROI

 Intermediate
Productivity
& ROI
  Less More
WORK SMART

The chart shows you how to interpret your score in terms of company performance and ROI.

If you score high but still feel you are working harder than you ought to, you probably are rating your processes and support higher than is warranted. Remember, the ultimate proof of effectiveness is a healthy bottom line. Good company performance in spite of a low score usually shows you are using a lot of time and effort to get results. In other words, you are working much harder than you need to.

Your goal should be moving to and staying within the upper right quadrant. Improving your score by working smarter and changing how you get work done results in improved performance with less effort in a shorter time. In other words, you have a better ROI.

At Sequeira Consulting, we get you to the top right quadrant as quickly and expeditiously as possible.
 
Just a little more information to ensure you get the most out of the review.
Let's talk about your plans for the future
I would like to: Yes No
a. Have more free time for my self
b. Retire in a few years
c. Sell this business to finance my retirement
d. Improve value of business so that I could sell it
e. Sell this business and invest in another
f. Acquire complementary businesses
g. Turn over the company to my son/daughter
h. My son/daughter needs help in taking over the company
 
A final few facts about yourself
  Yes No
a. I am an "out of the box" thinker
b. I am open to new ideas and ways of doing things to help my business
c. I can accept honest critcism
d. I can make quick decisions and am usually correct
 
What are the top 3 things about your business you would like to improve or change?
Item 1
Item 2
Item 3
 
Finally, your contact information. Items in  red  are required

Name
Email
 
Business Phone Extension
x
Best Time
to Call
Message
characters left

Some optional information:
Company
Address
City    ST    Zip
Web Site


 

 
Results!
A Client View
 
Results don't lie and the results have been outstanding. In the first 8 months we increased sales by $74,000 and profitability by $71,000. These are remarkable statistics. I feel my company and I are far better off for having hired Roy. I am now able to step back and see the whole picture while having a staff that is more capable, responsible and professional. I am much more enthusiastic about my company and I am constantly looking for ways to improve the "system."
View original testimonial
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