Business Health Assessment

For the following 11 questions, rate your organization on a scale of 1 – 10.

People

1. Our recruiting consistently delivers the caliber of talent we need at every level of our organization.*
2. We actively develop our people, so they make maximum contributions to our organization, and provide a career path so we retain top talent.*
3. Our company is led by a strong, aligned leadership team working to hit plan; we do NOT have a top-down, do-what-your boss tells you to do environment.*

Planning and Execution

4. Our leadership team has developed a strong long-term strategic plan – we are confident that our vision and strategy is right!*
5. Our leadership team has developed a comprehensive operating plan covering the year ahead. At every level of our organization, we know the work that needs to get done and who is accountable for doing what.*
6. We excel at managing to plan: we achieve the vast majority of our goals. We have the right communications and meetings cadence. Our leadership team and team leaders have a real-time understanding of how teams and individuals are performing throughout the organization.*
7. We have up-to-date data systems (like ERP, MRP, CRM, BI and more) that give us real-time data so we can make all important decisions based on data and/or careful, written analysis.*
8. Our finance function is strong: we excel at forecasting in all aspects of our business and have a strong handle on our profitability and liquidity. All key leaders understand our finances, and we have enough money to grow the business.*

Go-To-Market

9. We build our go-to-market strategies for sales, marketing and innovation on strong market intelligence, which we are collecting regularly and are writing up our conclusions.*
10. We have defined the right strategic growth initiatives that will get us to our goal. We have the right balance of external strategies (e.g., M+A, strategic partnership) and organic growth (e.g., innovations, new products, new markets, new customers.)*
11. Our sales and marketing systems are appropriate for a business of our size, in particular for CRM, marketing automation, sales training and demand generation. Our systems support our client/customer acquisition and revenue acceleration. We are able to grow our revenues consistently and on plan.*
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