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. | Statement | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|---|
1 | We have a clear vision in writing that has been properly communicated and is shared by everyone. | □ | □ | □ | □ | □ |
2 | Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them. | □ | □ | □ | □ | □ |
3 | Our core business is clear, and our systems and processes reflect that. | □ | □ | □ | □ | □ |
4 | Our 10-Year Target is clear and has been communicated to everyone. | □ | □ | □ | □ | □ |
5 | Our target market is clear, and our sales and marketing efforts are focused on it. | □ | □ | □ | □ | □ |
6 | Our differentiators are clear, and all of our sales and marketing efforts communicate them. | □ | □ | □ | □ | □ |
7 | We have a proven process for doing business with our customers. It has been named and visually illustrated, and everyone is adhering to it. | □ | □ | □ | □ | □ |
8 | All of the people in our organization are the right people. | □ | □ | □ | □ | □ |
9 | Our accountability chart (organizational chart of roles and responsibilities) is clear, complete, and constantly updated. | □ | □ | □ | □ | □ |
10 | Everyone is in the right seat. | □ | □ | □ | □ | □ |
11 | Our leadership team is open and honest, and demonstrates a high level of trust. | □ | □ | □ | □ | □ |
12 | Everyone has Rocks and is focused on them (3 to 7 priorities per quarter). | □ | □ | □ | □ | □ |