Est. Reading: 1 minute
07/24

Organisational Check Up Worksheet

Marketing Director, Consultancy Group
Marketing Director, Consultancy Group
As a seasoned Marketing Director with over two decades of experience, I drive growth and community engagement across the six divisions of the Consultancy Group—Finance, Transformation, Data, Strategy, HR, and Tax. My expertise lies in developing strategic marketing initiatives that enhance brand presence and foster robust professional networks among SMEs and FTSE-listed companies.

Our organisational check up worksheet is designed to help you gauge the current strength and alignment of your business operations with your strategic goals. Below, you will find key statements reflecting essential aspects of a thriving organisation. For each statement, rank your business on a scale from 1 to 5, where 1 signifies weak performance and 5 indicates strong performance. Your responses will provide valuable insights into areas where your business is excelling and identify opportunities for improvement.

No.Statement12345
1We have a clear vision in writing that has been properly communicated and is shared by everyone.
2Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them.
3Our core business is clear, and our systems and processes reflect that.
4Our 10-Year Target is clear and has been communicated to everyone.
5Our target market is clear, and our sales and marketing efforts are focused on it.
6Our differentiators are clear, and all of our sales and marketing efforts communicate them.
7We have a proven process for doing business with our customers. It has been named and visually illustrated, and everyone is adhering to it.
8All of the people in our organization are the right people.
9Our accountability chart (organizational chart of roles and responsibilities) is clear, complete, and constantly updated.
10Everyone is in the right seat.
11Our leadership team is open and honest, and demonstrates a high level of trust.
12Everyone has Rocks and is focused on them (3 to 7 priorities per quarter).

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