Business Effectiveness Evaluation

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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 Score Your Score Target Score
2. We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.*
Past Score Your Score Target Score
3. We conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) on our business annually (as a minimum) and/or as required.*
Past Score Your Score Target Score
4. We use the results of the SWOT analysis to create and prioritize the issues that must be addressed to determine our goals.*
Past Score Your Score Target Score
5. We set and communicate thoughtful and measurable long-term, mid-term, and short-term, and milestone goals to achieve our vision.*
Past Score Your Score Target Score
6. We determine the best strategies to achieve our goals.*
Past Score Your Score Target Score
7. We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.*
Past Score Your Score Target Score
8. We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.*
Past Score Your Score Target Score
9. We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track.*
Past Score Your Score Target Score
10. We use the services of external advisers/experts to help us in our strategic planning.*
Past Score Your Score Target Score

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Strategic Planning Action Plan Options
1. We have company Vision, Mission, & Values statements that guide our planning and decision-making process.*
Goals Next Actions
2. We have a clearly identified Executive/Leadership team that is involved in strategic planning and implementation.*
Goals Next Actions
3. We conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) on our business annually (as a minimum) and/or as required.*
Goals Next Actions
4. We use the results of the SWOT analysis to create and prioritize the issues that must be addressed to determine our goals.*
Goals Next Actions
5. We set and communicate thoughtful and measurable long-term, mid-term, and short-term, and milestone goals to achieve our vision.*
Goals Next Actions
6. We determine the best strategies to achieve our goals.*
Goals Next Actions
7. We break our strategies down into specific actions/tactics that are assigned owners, deadlines, resources required, etc.*
Goals Next Actions
8. We measure progress on a regular basis and hold responsible parties accountable to fulfill actions/tasks.*
Goals Next Actions
9. We regularly make real-time adjustments to our plans as current situations dictate in order to stay on track*
Goals Next Actions
10. We use the services of external advisors/experts to help us in our strategic planning.*
Goals Next Actions

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Section Two - Marketing
a. 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 Score Your Score Target Score
2. We use specific marketing tactics for prospective, existing, and past customers.*
Past Score Your Score Target Score
3. We can describe who we are in ten words or less.*
Past Score Your Score Target Score
4. We communicate the benefits of our products/services in an overt manner.*
Past Score Your Score Target Score
5. What we offer is dramatically different from our competition.*
Past Score Your Score Target Score
6. We communicate clearly why a prospective buyer should believe us (such as the use of testimonials, guarantees, etc.)*
Past Score Your Score Target Score
7. We have clearly defined our target market.*
Past Score Your Score Target Score
8. We use the most effective marketing tactics to get our message in front of our target market.*
Past Score Your Score Target Score
9. We maintain a current marketing plan, including a calendar, budget, etc.*
Past Score Your Score Target Score
10. We track the ROI on all of our marketing tactics.*
Past Score Your Score Target Score

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Marketing Action Plan Options
1. We view marketing as an investment in our business, and not an expense*
Goals Next Actions
2. We use specific marketing tactics for prospective, existing, and past customers.*
Goals Next Actions
3. We can describe who we are in ten words or less.*
Goals Next Actions
4. We communicate the benefits of our products/services in an overt manner.*
Goals Next Actions
5. What we offer is dramatically different from our competition.*
Goals Next Actions
6. We communicate clearly why a prospective buyer should believe us (such as the use of testimonials, guarantees, etc.)*
Goals Next Actions
7. We have clearly defined our target market.*
Goals Next Actions
8. We use the most effective marketing tactics to get our message in front of our target market.*
Goals Next Actions
9. We maintain a current marketing plan, including a calendar, budget, etc.*
Goals Next Actions
10. We track the ROI on all of our marketing tactics.*
Goals Next Actions

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Section Three – Sales
a. The Sales portion of the BEE scores an average of
1. We are well prepared prior to each sales interaction.*
Past Score Your Score Target Score
2. We communicate clearly with all of our prospects the process and possible outcomes of each sales interaction.*
Past Score Your Score Target Score
3. Our questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.*
Past Score Your Score Target Score
4. We consistently know what our prospects’ budget ranges are before we issue any proposals or quotes.*
Past Score Your Score Target Score
5. We consistently determine how our prospects make purchasing decisions.*
Past Score Your Score Target Score
6. 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 Score Your Score Target Score
7. Our salespeople sell “value” instead of selling “price.”*
Past Score Your Score Target Score
8. We produce regular sales forecasts which are accurate and dependable for me to make business decisions.*
Past Score Your Score Target Score
9. When my sales people say a sale will close, it always closes.*
Past Score Your Score Target Score
10. Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full.*
Past Score Your Score Target Score

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Sales Action Plan Options
1. We are well prepared prior to each sales interaction.*
Goals Next Actions
2. We communicate clearly with all of our prospects the process and possible outcomes of each sales interaction.*
Goals Next Actions
3. Our questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.*
Goals Next Actions
4. We consistently know what our prospects’ budget ranges are before we issue any proposals or quotes.*
Goals Next Actions
5. We consistently determine how our prospects make purchasing decisions.*
Goals Next Actions
6. 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.)*
Goals Next Actions
7. Our salespeople sell “value” instead of selling “price.”*
Goals Next Actions
8. We produce regular sales forecasts which are accurate and dependable for me to make business decisions.*
Goals Next Actions
9. When my sales people say a sale will close, it always closes.*
Goals Next Actions
10. Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full.*
Goals Next Actions

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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 Score Your Score Target Score
2. Our customer service always meets or exceeds our customers’ expectations.*
Past Score Your Score Target Score
3. We have a consistent process for delivering customer service.*
Past Score Your Score Target Score
4. Our facility is always maintained in a condition that we are proud to show our customers (inside/outside.)*
Past Score Your Score Target Score
5. Our employees always honor our company values and maintain a professional appearance and demeanor.*
Past Score Your Score Target Score
6. We consistently deliver on time, and in instances where we are not on time, we notify our customers immediately.*
Past Score Your Score Target Score
7. We quickly resolve customer dissatisfaction to the satisfaction of the customer.*
Past Score Your Score Target Score
8. We have a formal customer appreciation program designed to enhance our customers’ experience with us.*
Past Score Your Score Target Score
9. We survey our customers regularly to determine how we are performing.*
Past Score Your Score Target Score
10. Based on our customers’ feedback, we constantly assess and improve our systems and products/services.*
Past Score Your Score Target Score

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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.*
Goals Next Actions
2. Our customer service always meets or exceeds our customers’ expectations.*
Goals Next Actions
3. We have a consistent process for delivering customer service.*
Goals Next Actions
4. Our facility is always maintained in a condition that we are proud to show our customers (inside/outside.)*
Goals Next Actions
5. Our employees always honor our company values and maintain a professional appearance and demeanor.*
Goals Next Actions
6. We consistently deliver on time, and in instances where we are not on time, we notify our customers immediately.*
Goals Next Actions
7. We quickly resolve customer dissatisfaction to the satisfaction of the customer.*
Goals Next Actions
8. We have a formal customer appreciation program designed to enhance our customers’ experience with us.*
Goals Next Actions
9. We survey our customers regularly to determine how we are performing.*
Goals Next Actions
10. Based on our customers’ feedback, we constantly assess and improve our systems and products/services.*
Goals Next Actions

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Section Five – Human Resources
a. The Human Resources portion of the BEE scores an average of
1. We are “slow to hire and quick to fire.”*
Past Score Your Score Target Score
2. We use an effective and formalized hiring system.*
Past Score Your Score Target Score
3. All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.*
Past Score Your Score Target Score
4. We perform annual audits of our Employee Manual to ensure compliance with labor laws.*
Past Score Your Score Target Score
5. We have written job descriptions for every position within the company.*
Past Score Your Score Target Score
6. New hires are effectively trained in a systemized process and all staff members are provided with ongoing training/cross-training.*
Past Score Your Score Target Score
7. We provide timely feedback to employees on their performance, and conduct formal evaluations on a regular basis.*
Past Score Your Score Target Score
8. We conduct regularly scheduled staff meetings that are highly effective.*
Past Score Your Score Target Score
9. Our employees are highly motivated and love coming to work.*
Past Score Your Score Target Score
10. I’m confident that our benefits and compensation plans are competitive and motivate the performance I desire.*
Past Score Your Score Target Score

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Human Resources Action Plan Options
1. We are “slow to hire and quick to fire.”*
Goals Next Actions
2. We use an effective and formalized hiring system.*
Goals Next Actions
3. All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.*
Goals Next Actions
4. We perform annual audits of our Employee Manual to ensure compliance with labor laws.*
Goals Next Actions
5. We have written job descriptions for every position within the company.*
Goals Next Actions
6. New hires are effectively trained in a systemized process and all staff members are provided with ongoing training/cross-training.*
Goals Next Actions
7. We provide timely feedback to employees on their performance, and conduct formal evaluations on a regular basis.*
Goals Next Actions
8. We conduct regularly scheduled staff meetings that are highly effective.*
Goals Next Actions
9. Our employees are highly motivated and love coming to work.*
Goals Next Actions
10. I’m confident that our benefits and compensation plans are competitive and motivate the performance I desire.*
Goals Next Actions

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Section Six – Your Business Systems
a. 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 Score Your Score Target Score
2. All of the functions necessary to successfully run our company have been clearly identified and documented in a company operations manual.*
Past Score Your Score Target Score
3. All documented functions are assigned to departments and/or individuals within the company.*
Past Score Your Score Target Score
4. Employee roles and responsibilities to support the business functions are clearly defined.*
Past Score Your Score Target Score
5. We regularly consider outsourcing options to reduce expenses and increase efficiencies.*
Past Score Your Score Target Score
6. All systems are fully implemented and followed and any exceptions are immediately addressed.*
Past Score Your Score Target Score
7. We use up-to-date technology and ensure that all of our systems are compatible.*
Past Score Your Score Target Score
8. We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.*
Past Score Your Score Target Score
9. 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 Score Your Score Target Score
10. We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.*
Past Score Your Score Target Score

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Your Business Systems Action Plan Options
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).*
Goals Next Actions
2. All of the functions necessary to successfully run our company have been clearly identified and documented in a company operations manual.*
Goals Next Actions
3. All documented functions are assigned to departments and/or individuals within the company.*
Goals Next Actions
4. Employee roles and responsibilities to support the business functions are clearly defined.*
Goals Next Actions
5. We regularly consider outsourcing options to reduce expenses and increase efficiencies.*
Goals Next Actions
6. All systems are fully implemented and followed and any exceptions are immediately addressed.*
Goals Next Actions
7. We use up-to-date technology and ensure that all of our systems are compatible.*
Goals Next Actions
8. We regularly review our systems to ensure they are as efficient and effective as practical in delivering the desired outcome.*
Goals Next Actions
9. 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.*
Goals Next Actions
10. We periodically survey our employees, customers and vendors to discover opportunities to improve our systems.*
Goals Next Actions

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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 Score Your Score Target Score
2. I have a clear picture of where my company will be five or ten years from now.*
Past Score Your Score Target Score
3. I have an exit or succession plan that considers family members and/or key employees.*
Past Score Your Score Target Score
4. I have developed a strategic plan for my business that supports my exit or succession plan.*
Past Score Your Score Target Score
5. 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 Score Your Score Target Score
6. If an outside buyer wanted to purchase my company today, I would get maximum value for it*
Past Score Your Score Target Score
7. A large part of the value of my company is NOT dependent upon my own unique skills, experience, and/or relationships.*
Past Score Your Score Target Score
8. 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 Score Your Score Target Score
9. I have a clear picture of what my life looks like after I leave the business.*
Past Score Your Score Target Score
10. I have a team of professionals for estate planning who have assisted in developing my exit plan.*
Past Score Your Score Target Score

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Exit/Succession Planning Action Plan Options
1. The vision for my business includes an exit or succession strategy.*
Goals Next Actions
2. I have a clear picture of where my company will be five or ten years from now.*
Goals Next Actions
3. I have an exit or succession plan that considers family members and/or key employees.*
Goals Next Actions
4. I have developed a strategic plan for my business that supports my exit or succession plan.*
Goals Next Actions
5. 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.*
Goals Next Actions
6. If an outside buyer wanted to purchase my company today, I would get maximum value for it*
Goals Next Actions
7. A large part of the value of my company is NOT dependent upon my own unique skills, experience, and/or relationships.*
Goals Next Actions
8. 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.*
Goals Next Actions
9. I have a clear picture of what my life looks like after I leave the business.*
Goals Next Actions
10. I have a team of professionals for estate planning who have assisted in developing my exit plan.*
Goals Next Actions

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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 Score Your Score Target Score
2. We understand our financial statements and review them regularly.*
Past Score Your Score Target Score
3. We use our financial statements as decision-making tools.*
Past Score Your Score Target Score
4. All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.*
Past Score Your Score Target Score
5. We understand and forecast our cash position to easily meet the demands of our business.*
Past Score Your Score Target Score
6. We maintain frequent interaction with our accountant, banker and other financial professionals to ensure financial best practices.*
Past Score Your Score Target Score
7. We price our products/services to what the market will bear to maximize profitability.*
Past Score Your Score Target Score
8. All variable expenses (Costs of Goods Sold) are at their lowest point practical to ensure highest gross margin.*
Past Score Your Score Target Score
9. We have appropriate financial controls in places (including budgets and revenue forecasts) to ensure proper allocation of resources.*
Past Score Your Score Target Score
10. We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.*
Past Score Your Score Target Score

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Financial Management Action Plan Options
1. Our financial statements (including balance sheet and income statement) are current.*
Goals Next Actions
2. We understand our financial statements and review them regularly.*
Goals Next Actions
3. We use our financial statements as decision-making tools.*
Goals Next Actions
4. All members of our leadership team use Key Performance Indicators (KPIs) to actively manage the business.*
Goals Next Actions
5. We understand and forecast our cash position to easily meet the demands of our business.*
Goals Next Actions
6. We maintain frequent interaction with our accountant, banker and other financial professionals to ensure financial best practices.*
Goals Next Actions
7. We price our products/services to what the market will bear to maximize profitability.*
Goals Next Actions
8. All variable expenses (Costs of Goods Sold) are at their lowest point practical to ensure highest gross margin.*
Goals Next Actions
9. We have appropriate financial controls in places (including budgets and revenue forecasts) to ensure proper allocation of resources.*
Goals Next Actions
10. We use benchmarking and financial ratios to compare ourselves to our own past performance and to others in our industry.*
Goals Next Actions

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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 Score Your Score Target Score
2. I am disciplined in overseeing the communication and execution of our strategic plan.*
Past Score Your Score Target Score
3. I exhibit a high level of integrity in my words and my actions at all times.*
Past Score Your Score Target Score
4. I follow through on my commitments to others.*
Past Score Your Score Target Score
5. I communicate clearly with my team and listen to their feedback.*
Past Score Your Score Target Score
6. I make decisions quickly.*
Past Score Your Score Target Score
7. I show personal respect and concern for our team members and demonstrate compassion when needed.*
Past Score Your Score Target Score
8. I am never surprised when an employee resigns.*
Past Score Your Score Target Score
9. I am actively involved in training/mentoring leaders within my organization.*
Past Score Your Score Target Score
10. I believe that any failure in my business is directly related to my own leadership.*
Past Score Your Score Target Score

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Leadership Action Plan Options
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.*
Goals Next Actions
2. I am disciplined in overseeing the communication and execution of our strategic plan.*
Goals Next Actions
3. I exhibit a high level of integrity in my words and my actions at all times.*
Goals Next Actions
4. I follow through on my commitments to others.*
Goals Next Actions
5. I communicate clearly with my team and listen to their feedback.*
Goals Next Actions
6. I make decisions quickly.*
Goals Next Actions
7. I show personal respect and concern for our team members and demonstrate compassion when needed.*
Goals Next Actions
8. I am never surprised when an employee resigns.*
Goals Next Actions
9. I am actively involved in training/mentoring leaders within my organization.*
Goals Next Actions
10. I believe that any failure in my business is directly related to my own leadership.*
Goals Next Actions

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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 Score Your Score Target Score
2. I set SMART goals (Specific, Measurable, Achievable, Results, Time) and pursue them daily.*
Past Score Your Score Target Score
3. I am personally responsible for all my actions and accountable for all of my results.*
Past Score Your Score Target Score
4. I am active in improving my overall health.*
Past Score Your Score Target Score
5. I connect regularly with my spiritual side.*
Past Score Your Score Target Score
6. I am aware of how my emotions impact my actions, decisions, and relationships.*
Past Score Your Score Target Score
7. I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.*
Past Score Your Score Target Score
8. My personal finances, retirement plans, insurance and estate planning are in order.*
Past Score Your Score Target Score
9. I have a good balance of work, play and rest.*
Past Score Your Score Target Score
10. I always have time for the things I need to get done.*
Past Score Your Score Target Score

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Personal Effectiveness Action Plan Options
1. I have a personal vision, mission, and values statement for my life*
Goals Next Actions
2. I set SMART goals (Specific, Measurable, Achievable, Results, Time) and pursue them daily.*
Goals Next Actions
3. I am personally responsible for all my actions and accountable for all of my results.*
Goals Next Actions
4. I am active in improving my overall health.*
Goals Next Actions
5. I connect regularly with my spiritual side.*
Goals Next Actions
6. I am aware of how my emotions impact my actions, decisions, and relationships.*
Goals Next Actions
7. I have a strong network of family and/or friends that I spend quality time with and enjoy regularly.*
Goals Next Actions
8. My personal finances, retirement plans, insurance and estate planning are in order.*
Goals Next Actions
9. I have a good balance of work, play and rest.*
Goals Next Actions
10. I always have time for the things I need to get done.*
Goals Next Actions
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Step 1 of 21 - Company Profile

Section One - Strategic Planning:

Strategic Planning Action Plan Options

Section Two - Marketing

Marketing Action Plan Options

Section Three – Sales

Sales Action Plan Options

Section Four – Customer Service:

Customer Service Action Plan Options

Section Five – Human Resources

Human Resources Action Plan Options

Section Six – Your Business Systems

Your Business Systems Action Plan Options

Section Seven – Exit/Succession Planning:

Exit/Succession Planning Action Plan Options

Section Eight – Financial Management:

Financial Management Action Plan Options

Section Nine – Leadership:

Leadership Action Plan Options

Section Ten – Personal Effectiveness:

Personal Effectiveness Action Plan Options