Business Effectiveness Evaluation Business Effectiveness Evaluation Step 1 of 21 - Company Profile 4% User: Email: Company Name* Section One - Strategic Planning:The Strategic Planning portion of the BEE scores an average of 1. We have company Vision, Mission, & Values statements that guide our planning and decision-making process.*Past ScoreYour ScoreTarget Score2. We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.*Past ScoreYour ScoreTarget Score3. We conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) on our business annually (as a minimum) and/or as required.*Past ScoreYour ScoreTarget Score4. We use the results of the SWOT analysis to create and prioritize the issues that must be addressed to determine our goals.*Past ScoreYour ScoreTarget Score5. We set and communicate thoughtful and measurable long-term, mid-term, and short-term, and milestone goals to achieve our vision.*Past ScoreYour ScoreTarget Score6. We determine the best strategies to achieve our goals.*Past ScoreYour ScoreTarget Score7. We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.*Past ScoreYour ScoreTarget Score8. We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.*Past ScoreYour ScoreTarget Score9. We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track.*Past ScoreYour ScoreTarget Score10. We use the services of external advisers/experts to help us in our strategic planning.*Past ScoreYour ScoreTarget Score Strategic Planning Action Plan Options1. We have company Vision, Mission, & Values statements that guide our planning and decision-making process.*GoalsNext Actions2. We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.*GoalsNext Actions3. We conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) on our business annually (as a minimum) and/or as required.*GoalsNext Actions4. We use the results of the SWOT analysis to create and prioritize the issues that must be addressed to determine our goals.*GoalsNext Actions5. We set and communicate thoughtful and measurable long-term, mid-term, and short-term, and milestone goals to achieve our vision.*GoalsNext Actions6. We determine the best strategies to achieve our goals.*GoalsNext Actions7. We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.*GoalsNext Actions8. We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.*GoalsNext Actions9. We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track*GoalsNext Actions10. We use the services of external advisors/experts to help us in our strategic planning.*GoalsNext Actions Section Two - Marketinga. The Marketing portion of the BEE scores an average of 1. We view marketing as an investment in our business, and not an expense*Past ScoreYour ScoreTarget Score2. We use specific marketing tactics for prospective, existing, and past customers.*Past ScoreYour ScoreTarget Score3. We can describe who we are in ten words or less.*Past ScoreYour ScoreTarget Score4. We communicate the benefits of our products/services in an overt manner.*Past ScoreYour ScoreTarget Score5. What we offer is dramatically different from our competition.*Past ScoreYour ScoreTarget Score6. We communicate clearly why a prospective buyer should believe us (such as the use of testimonials, guarantees, etc.)*Past ScoreYour ScoreTarget Score7. We have clearly defined our target market.*Past ScoreYour ScoreTarget Score8. We use the most effective marketing tactics to get our message in front of our target market.*Past ScoreYour ScoreTarget Score9. We maintain a current marketing plan, including a calendar, budget, etc.*Past ScoreYour ScoreTarget Score10. We track the ROI on all of our marketing tactics.*Past ScoreYour ScoreTarget Score Marketing Action Plan Options 1. We view marketing as an investment in our business, and not an expense*GoalsNext Actions2. We use specific marketing tactics for prospective, existing, and past customers.*GoalsNext Actions3. We can describe who we are in ten words or less.*GoalsNext Actions4. We communicate the benefits of our products/services in an overt manner.*GoalsNext Actions5. What we offer is dramatically different from our competition.*GoalsNext Actions6. We communicate clearly why a prospective buyer should believe us (such as the use of testimonials, guarantees, etc.)*GoalsNext Actions7. We have clearly defined our target market.*GoalsNext Actions8. We use the most effective marketing tactics to get our message in front of our target market.*GoalsNext Actions9. We maintain a current marketing plan, including a calendar, budget, etc.*GoalsNext Actions10. We track the ROI on all of our marketing tactics.*GoalsNext Actions Section Three – Salesa. The Sales portion of the BEE scores an average of 1. We are well prepared prior to each sales interaction.*Past ScoreYour ScoreTarget Score2. We communicate clearly with all of our prospects the process and possible outcomes of each sales interaction.*Past ScoreYour ScoreTarget Score3. Our questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.*Past ScoreYour ScoreTarget Score4. We consistently know what our prospects’ budget ranges are before we issue any proposals or quotes.*Past ScoreYour ScoreTarget Score5. We consistently determine how our prospects make purchasing decisions.*Past ScoreYour ScoreTarget Score6. Prior to making a formal presentation of our products/services, we regularly get a verbal commitment from our prospects to buy (assuming that our solution meets their needs.)*Past ScoreYour ScoreTarget Score7. Our salespeople sell “value” instead of selling “price.”*Past ScoreYour ScoreTarget Score8. We produce regular sales forecasts which are accurate and dependable for me to make business decisions.*Past ScoreYour ScoreTarget Score9. When my sales people say a sale will close, it always closes.*Past ScoreYour ScoreTarget Score10. Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full.*Past ScoreYour ScoreTarget Score Sales Action Plan Options 1. We are well prepared prior to each sales interaction.*GoalsNext Actions2. We communicate clearly with all of our prospects the process and possible outcomes of each sales interaction.*GoalsNext Actions3. Our questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.*GoalsNext Actions4. We consistently know what our prospects’ budget ranges are before we issue any proposals or quotes.*GoalsNext Actions5. We consistently determine how our prospects make purchasing decisions.*GoalsNext Actions6. Prior to making a formal presentation of our products/services, we regularly get a verbal commitment from our prospects to buy (assuming that our solution meets their needs.)*GoalsNext Actions7. Our salespeople sell “value” instead of selling “price.”*GoalsNext Actions8. We produce regular sales forecasts which are accurate and dependable for me to make business decisions.*GoalsNext Actions9. When my sales people say a sale will close, it always closes.*GoalsNext Actions10. Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full.*GoalsNext Actions Section Four – Customer Service:a. The Customer Service portion of the BEE scores an average of 1. Those who deliver (produce) our products/services always know and follow the promises made by the sales or service teams.*Past ScoreYour ScoreTarget Score2. Our customer service always meets or exceeds our customers’ expectations.*Past ScoreYour ScoreTarget Score3. We have a consistent process for delivering customer service.*Past ScoreYour ScoreTarget Score4. Our facility is always maintained in a condition that we are proud to show our customers (inside/outside.)*Past ScoreYour ScoreTarget Score5. Our employees always honor our company values and maintain a professional appearance and demeanor.*Past ScoreYour ScoreTarget Score6. We consistently deliver on time, and in instances where we are not on time, we notify our customers immediately.*Past ScoreYour ScoreTarget Score7. We quickly resolve customer dissatisfaction to the satisfaction of the customer.*Past ScoreYour ScoreTarget Score8. We have a formal customer appreciation program designed to enhance our customers’ experience with us.*Past ScoreYour ScoreTarget Score9. We survey our customers regularly to determine how we are performing.*Past ScoreYour ScoreTarget Score10. Based on our customers’ feedback, we constantly assess and improve our systems and products/services.*Past ScoreYour ScoreTarget Score Customer Service Action Plan Options 1. Those who deliver (produce) our products/services always know and follow the promises made by the sales or service teams.*GoalsNext Actions2. Our customer service always meets or exceeds our customers’ expectations.*GoalsNext Actions3. We have a consistent process for delivering customer service.*GoalsNext Actions4. Our facility is always maintained in a condition that we are proud to show our customers (inside/outside.)*GoalsNext Actions5. Our employees always honor our company values and maintain a professional appearance and demeanor.*GoalsNext Actions6. We consistently deliver on time, and in instances where we are not on time, we notify our customers immediately.*GoalsNext Actions7. We quickly resolve customer dissatisfaction to the satisfaction of the customer.*GoalsNext Actions8. We have a formal customer appreciation program designed to enhance our customers’ experience with us.*GoalsNext Actions9. We survey our customers regularly to determine how we are performing.*GoalsNext Actions10. Based on our customers’ feedback, we constantly assess and improve our systems and products/services.*GoalsNext Actions Section Five – Human Resourcesa. The Human Resources portion of the BEE scores an average of 1. We are “slow to hire and quick to fire.”*Past ScoreYour ScoreTarget Score2. We use an effective and formalized hiring system.*Past ScoreYour ScoreTarget Score3. All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.*Past ScoreYour ScoreTarget Score4. We perform annual audits of our Employee Manual to ensure compliance with labor laws.*Past ScoreYour ScoreTarget Score5. We have written job descriptions for every position within the company.*Past ScoreYour ScoreTarget Score6. New hires are effectively trained in a systemized process and all staff members are provided with ongoing training/cross-training.*Past ScoreYour ScoreTarget Score7. We provide timely feedback to employees on their performance, and conduct formal evaluations on a regular basis.*Past ScoreYour ScoreTarget Score8. We conduct regularly scheduled staff meetings that are highly effective.*Past ScoreYour ScoreTarget Score9. Our employees are highly motivated and love coming to work.*Past ScoreYour ScoreTarget Score10. I’m confident that our benefits and compensation plans are competitive and motivate the performance I desire.*Past ScoreYour ScoreTarget Score Human Resources Action Plan Options1. We are “slow to hire and quick to fire.”*GoalsNext Actions2. We use an effective and formalized hiring system.*GoalsNext Actions3. All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.*GoalsNext Actions4. We perform annual audits of our Employee Manual to ensure compliance with labor laws.*GoalsNext Actions5. We have written job descriptions for every position within the company.*GoalsNext Actions6. New hires are effectively trained in a systemized process and all staff members are provided with ongoing training/cross-training.*GoalsNext Actions7. We provide timely feedback to employees on their performance, and conduct formal evaluations on a regular basis.*GoalsNext Actions8. We conduct regularly scheduled staff meetings that are highly effective.*GoalsNext Actions9. Our employees are highly motivated and love coming to work.*GoalsNext Actions10. I’m confident that our benefits and compensation plans are competitive and motivate the performance I desire.*GoalsNext Actions Section Six – Your Business Systemsa. The Business Systems portion of the BEE scores an average of 1. As the owner of the business, I fully understand that my primary role is to ensure that the business is run by systems (step-by-step processes).*Past ScoreYour ScoreTarget Score2. All of the functions necessary to successfully run our company have been clearly identified and documented in a company operations manual.*Past ScoreYour ScoreTarget Score3. All documented functions are assigned to departments and/or individuals within the company.*Past ScoreYour ScoreTarget Score4. Employee roles and responsibilities to support the business functions are clearly defined.*Past ScoreYour ScoreTarget Score5. We regularly consider outsourcing options to reduce expenses and increase efficiencies.*Past ScoreYour ScoreTarget Score6. All systems are fully implemented and followed and any exceptions are immediately addressed.*Past ScoreYour ScoreTarget Score7. We use up-to-date technology and ensure that all of our systems are compatible.*Past ScoreYour ScoreTarget Score8. We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.*Past ScoreYour ScoreTarget Score9. I’m confident that my employees would know what to do if the leadership team or I were not present for an extended period of time.*Past ScoreYour ScoreTarget Score10. We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.*Past ScoreYour ScoreTarget Score Your Business Systems Action Plan Options1. As the owner of the business, I fully understand that my primary role is to ensure that the business is run by systems (step-by-step processes).*GoalsNext Actions2. All of the functions necessary to successfully run our company have been clearly identified and documented in a company operations manual.*GoalsNext Actions3. All documented functions are assigned to departments and/or individuals within the company.*GoalsNext Actions4. Employee roles and responsibilities to support the business functions are clearly defined.*GoalsNext Actions5. We regularly consider outsourcing options to reduce expenses and increase efficiencies.*GoalsNext Actions6. All systems are fully implemented and followed and any exceptions are immediately addressed.*GoalsNext Actions7. We use up-to-date technology and ensure that all of our systems are compatible.*GoalsNext Actions8. We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.*GoalsNext Actions9. I’m confident that my employees would know what to do if the leadership team or I were not present for an extended period of time.*GoalsNext Actions10. We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.*GoalsNext Actions Section Seven – Exit/Succession Planning:a. The Exit/Succession Planning portion of the BEE scores an average of 1. The vision for my business includes an exit or succession strategy.*Past ScoreYour ScoreTarget Score2. I have a clear picture of where my company will be five or ten years from now.*Past ScoreYour ScoreTarget Score3. I have an exit or succession plan that considers family members and/or key employees.*Past ScoreYour ScoreTarget Score4. I have developed a strategic plan for my business that supports my exit or succession plan.*Past ScoreYour ScoreTarget Score5. I have a strong sense of the market value of my business based on at least one of the normally accepted practices for business valuations.*Past ScoreYour ScoreTarget Score6. If an outside buyer wanted to purchase my company today, I would get maximum value for it*Past ScoreYour ScoreTarget Score7. A large part of the value of my company is NOT dependent upon my own unique skills, experience, and/or relationships.*Past ScoreYour ScoreTarget Score8. In the event of an emergency requiring me to leave the company, I have the correct amounts and types of insurance and an emergency succession plan in place that will protect my family and my company.*Past ScoreYour ScoreTarget Score9. I have a clear picture of what my life looks like after I leave the business.*Past ScoreYour ScoreTarget Score10. I have a team of professionals for estate planning who have assisted in developing my exit plan.*Past ScoreYour ScoreTarget Score Exit/Succession Planning Action Plan Options 1. The vision for my business includes an exit or succession strategy.*GoalsNext Actions2. I have a clear picture of where my company will be five or ten years from now.*GoalsNext Actions3. I have an exit or succession plan that considers family members and/or key employees.*GoalsNext Actions4. I have developed a strategic plan for my business that supports my exit or succession plan.*GoalsNext Actions5. I have a strong sense of the market value of my business based on at least one of the normally accepted practices for business valuations.*GoalsNext Actions6. If an outside buyer wanted to purchase my company today, I would get maximum value for it*GoalsNext Actions7. A large part of the value of my company is NOT dependent upon my own unique skills, experience, and/or relationships.*GoalsNext Actions8. In the event of an emergency requiring me to leave the company, I have the correct amounts and types of insurance and an emergency succession plan in place that will protect my family and my company.*GoalsNext Actions9. I have a clear picture of what my life looks like after I leave the business.*GoalsNext Actions10. I have a team of professionals for estate planning who have assisted in developing my exit plan.*GoalsNext Actions Section Eight – Financial Management:a. The Financial Management portion of the BEE scores an average of 1. Our financial statements (including balance sheet and income statement) are current.*Past ScoreYour ScoreTarget Score2. We understand our financial statements and review them regularly.*Past ScoreYour ScoreTarget Score3. We use our financial statements as decision-making tools.*Past ScoreYour ScoreTarget Score4. All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.*Past ScoreYour ScoreTarget Score5. We understand and forecast our cash position to easily meet the demands of our business.*Past ScoreYour ScoreTarget Score6. We maintain frequent interaction with our accountant, banker and other financial professionals to ensure financial best practices.*Past ScoreYour ScoreTarget Score7. We price our products/services to what the market will bear to maximize profitability.*Past ScoreYour ScoreTarget Score8. All variable expenses (Costs of Goods Sold) are at their lowest point practical to ensure highest gross margin.*Past ScoreYour ScoreTarget Score9. We have appropriate financial controls in places (including budgets and revenue forecasts) to ensure proper allocation of resources.*Past ScoreYour ScoreTarget Score10. We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.*Past ScoreYour ScoreTarget Score Financial Management Action Plan Options 1. Our financial statements (including balance sheet and income statement) are current.*GoalsNext Actions2. We understand our financial statements and review them regularly.*GoalsNext Actions3. We use our financial statements as decision-making tools.*GoalsNext Actions4. All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.*GoalsNext Actions5. We understand and forecast our cash position to easily meet the demands of our business.*GoalsNext Actions6. We maintain frequent interaction with our accountant, banker and other financial professionals to ensure financial best practices.*GoalsNext Actions7. We price our products/services to what the market will bear to maximize profitability.*GoalsNext Actions8. All variable expenses (Costs of Goods Sold) are at their lowest point practical to ensure highest gross margin.*GoalsNext Actions9. We have appropriate financial controls in places (including budgets and revenue forecasts) to ensure proper allocation of resources.*GoalsNext Actions10. We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.*GoalsNext Actions Section Nine – Leadership:a. The Leadership portion of the BEE scores an average of 1. Each member of our leadership team, including myself, leads by example in pursuing the company’s Vision, Mission, and Values and we ensure that our team is doing the same.*Past ScoreYour ScoreTarget Score2. I am disciplined in overseeing the communication and execution of our strategic plan.*Past ScoreYour ScoreTarget Score3. I exhibit a high level of integrity in my words and my actions at all times.*Past ScoreYour ScoreTarget Score4. I follow through on my commitments to others.*Past ScoreYour ScoreTarget Score5. I communicate clearly with my team and listen to their feedback.*Past ScoreYour ScoreTarget Score6. I make decisions quickly.*Past ScoreYour ScoreTarget Score7. I show personal respect and concern for our team members and demonstrate compassion when needed.*Past ScoreYour ScoreTarget Score8. I am never surprised when an employee resigns.*Past ScoreYour ScoreTarget Score9. I am actively involved in training/mentoring leaders within my organization.*Past ScoreYour ScoreTarget Score10. I believe that any failure in my business is directly related to my own leadership.*Past ScoreYour ScoreTarget Score Leadership Action Plan Options1. Each member of our leadership team, including myself, leads by example in pursuing the company’s Vision, Mission, and Values and we ensure that our team is doing the same.*GoalsNext Actions2. I am disciplined in overseeing the communication and execution of our strategic plan.*GoalsNext Actions3. I exhibit a high level of integrity in my words and my actions at all times.*GoalsNext Actions4. I follow through on my commitments to others.*GoalsNext Actions5. I communicate clearly with my team and listen to their feedback.*GoalsNext Actions6. I make decisions quickly.*GoalsNext Actions7. I show personal respect and concern for our team members and demonstrate compassion when needed.*GoalsNext Actions8. I am never surprised when an employee resigns.*GoalsNext Actions9. I am actively involved in training/mentoring leaders within my organization.*GoalsNext Actions10. I believe that any failure in my business is directly related to my own leadership.*GoalsNext Actions Section Ten – Personal Effectiveness:a. The Personal Effectiveness portion of the BEE scores an average of 1. I have a personal vision, mission, and values statement for my life*Past ScoreYour ScoreTarget Score2. I set SMART goals (Specific, Measurable, Achievable, Results, Time) and pursue them daily.*Past ScoreYour ScoreTarget Score3. I am personally responsible for all my actions and accountable for all of my results.*Past ScoreYour ScoreTarget Score4. I am active in improving my overall health.*Past ScoreYour ScoreTarget Score5. I connect regularly with my spiritual side.*Past ScoreYour ScoreTarget Score6. I am aware of how my emotions impact my actions, decisions, and relationships.*Past ScoreYour ScoreTarget Score7. I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.*Past ScoreYour ScoreTarget Score8. My personal finances, retirement plans, insurance and estate planning are in order.*Past ScoreYour ScoreTarget Score9. I have a good balance of work, play and rest.*Past ScoreYour ScoreTarget Score10. I always have time for the things I need to get done.*Past ScoreYour ScoreTarget Score Personal Effectiveness Action Plan Options 1. I have a personal vision, mission, and values statement for my life*GoalsNext Actions2. I set SMART goals (Specific, Measurable, Achievable, Results, Time) and pursue them daily.*GoalsNext Actions3. I am personally responsible for all my actions and accountable for all of my results.*GoalsNext Actions4. I am active in improving my overall health.*GoalsNext Actions5. I connect regularly with my spiritual side.*GoalsNext Actions6. I am aware of how my emotions impact my actions, decisions, and relationships.*GoalsNext Actions7. I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.*GoalsNext Actions8. My personal finances, retirement plans, insurance and estate planning are in order.*GoalsNext Actions9. I have a good balance of work, play and rest.*GoalsNext Actions10. I always have time for the things I need to get done.*GoalsNext ActionsEmailThis field is for validation purposes and should be left unchanged. Δ