Survey business process evaluation 1About This Survey2Your Details3About The Ratings4Pillar #1 - Culture5Pillar #2 - Marketing6Pillar #3 - Sales & Delivery7Pillar #4 - Customer / Client Care8Pillar #5 - Administration and Operations9Pillar #6 - Accounting and Finance Name* First Last Email* Business Name*Business Type*How big is your team* Your business Vision is clearly documented and referred to on a regular basis in your business.*Please enter a number from 0 to 5.Your business Mission is clearly documented and used to direct the routine work performed in your business.*Please enter a number from 0 to 5.Your business Values are clearly documented and anchor all aspects of the way every member of the team works in your business.*Please enter a number from 0 to 5.Your team members are given structured opportunities to contribute regularly to the evolving culture of your business.*Please enter a number from 0 to 5. Your marketing is planned strategically on a routine basis with processes that are clear and well documented.*Please enter a number from 0 to 5.The implementation of your marketing activities are managed with clearly documented processes and routine tasks assigned to staff.*Please enter a number from 0 to 5.Your sales and advertising activities are planned with a schedule for each month/quarter/year.*Please enter a number from 0 to 5.You track the results of your marketing activities with routine tasks that are scheduled in software to monitor completion.*Please enter a number from 0 to 5. The processes your company uses for producing or manufacturing products, or developing service packages, are well documented.*Please enter a number from 0 to 5.The systems your business uses to facilitate payments and refunds are well documented and automated as much as possible.*Please enter a number from 0 to 5.The systems and routines your company uses for delivering products and services are well documented and performed consistently by all staff.*Please enter a number from 0 to 5.Your company encourages repeat business with well documented systems for existing customer/client follow-up.*Please enter a number from 0 to 5. Your client/customer care staff are trained well in service using clearly documented training manuals and resources.*Please enter a number from 0 to 5.The processes you and your team use to serve your customers on a daily basis are well documented in steps that are followed consistently.*Please enter a number from 0 to 5.You and your team have a scheduled system you use to revise the processes you use to serve your customers on a regular basis.*Please enter a number from 0 to 5.You have systems in place to gather feedback from all of your customers/ clients and this feedback is used to inform ongoing improvement.*Please enter a number from 0 to 5. You have well documented processes stored centrally in the cloud for access by all team members.*Please enter a number from 0 to 5.You have routine systems to develop, review and maintain your business processes.*Please enter a number from 0 to 5.Your emails are managed so well with folders, filters, templates and guidelines that all staff maintain less than 50 emails in their inbox per day.*Please enter a number from 0 to 5.Your workspaces and resources are managed well with documented, scheduled processes to guide ongoing maintenance and repair.*Please enter a number from 0 to 5. You have systems and routines in place to ensure all bookkeeping and accounting is kept up to date.*Please enter a number from 0 to 5.You have well documented routine tasks to ensure annual/quarterly/ monthly budgets are set and data is collected to track revenue and profit.*Please enter a number from 0 to 5.Your accounting processes are documented, systems are automated and all records are securely stored in the cloud.*Please enter a number from 0 to 5.You have well established systems in place to guide the achievement of lead goals which contribute directly to a strong, stable profits.*Please enter a number from 0 to 5. You have a clear system for staff training and onboarding which includes a resource kit with all templates, documents and files handy.*Please enter a number from 0 to 5.Your staff manage their work using a dedicated task management software which lists required tasks and rates their performance each day.*Please enter a number from 0 to 5.Your staff use comprehensive tools, systems and resources to work with consistent independence and solve problems on their own.*Please enter a number from 0 to 5.Systems for staff reward and support are well documented and provide for ongoing recognition, training and improvement in the workplace.*Please enter a number from 0 to 5. Your Score isAbout Your Score 120 - 140: SYSTEMS SUPERSTAR! If you scored 120 - 140 your average score for each item is a whopping 4.6! You’re a systems superstar! Your staff must love coming to work because your systems and processes set them up for success every time! Your accountant must love you too, with all your records in place and revenue on track. But the biggest winners are your customers. Your silky smooth processes guarantee they enjoy an exemplary experience every time they do business with you. You’re a shining example of a business leader who puts systems before jobs, and the results show! 100 - 119: STRONG PERFORMER! If you scored 100 - 119 your average score for each item is a respectable 4 You’re well on the way with creating business processes which create lifestyle freedom for you whilst driving sustainable growth. Some more diligence with dotting every ‘i’ and crossing every ‘t’ would take your business to the next level. It’s likely your staff are supported through the processes you do have in place. They might be more engaged and productive if a more consistent approach with management was taken. This consistency would also help you stay on top of your finance goals by creating raving, referring fans out of every person you serve. 80 - 99: ROOM FOR IMPROVEMENT If you scored 80 - 99 your average score for each item has just scraped through at 3.2 Your business operations are not performing as well as they could be. You probably have certain pockets of your business functioning well, but these are like well organised islands in a vast ocean of chaos. Just scraping by in business is not easy. You’ll notice the impact of being an average performer in the long hours you work, the troubles you have with delegating tasks, and the lack of control you have over your cashflow. Your customers need to be able to rely on you to Wow them every time. Prioritising this will lead to repeat business and referrals. RENOVATORS DELIGHT If you scored 60 - 79 your average score for each item has missed the mark at 2.5 Your business is like the vast majority of Australian operations that have all the potential in the world for management greatness, but this potential is untapped. If you don’t make it a priority to get your business under control you will struggle to keep your head above water. You need to get better at retaining high quality staff and sustaining the cashflow you need to keep going. Consistent, reliable sales can only come from consistent reliable systems for service and delivery. Without these you will miss out on repeat business and referrals which will hit you hard in your finances, not to mention the well being of you and your team. 0 - 60: CALL THE FIRE BRIGADE! If you scored below 60 your average score for each item has sadly come in at 2 or less To be frank, the systems in your business are a mess. You must be spending a lot of time fixing ugent problems and putting out fires. This is stressful for you and your team, and threatens your ability to achieve the business outcomes you need to stay afloat. You urgently need to build and maintain systems to manage the routine tasks in your business. This is the only way you will stay on top of your marketing, record keeping, team care and service delivery. If you don’t, the results will undoubtedly show up as overwhelming workload and an ailing bottom line. Please click Submit to receive your result EmailThis field is for validation purposes and should be left unchanged.
