Vision2Goals Assessment

There are a number of Key Business Points that give an indication of the areas that may be draining cash, profits, and potential; and these items are listed in the review sections. This type of assessment is based on GAP Analysis (the difference between where you want to be and where you are now), however this assessment does not address where you should be, just where you think you are and where you really are. This assessment is about YOU and YOUR business.

In performing a Key Business Point Assessment, the main ingredient is honesty; the importance is to pick the rating category that accurately fits where the item is today. There are six sections in this assessment.


CONFIDENTIALITY: TRIAVICA will not use the information for any purpose other than in connection with TRIAVICA’s involvement with the Company. TRIAVICA shall keep all information secret and confidential. TRIAVICA shall not without consent of the Company communicate or allow to be communicated any confidential information to anyone, except as otherwise authorized by the Company.

CONTACT INFORMATION:

First Name:

Last Name:

Company Name:

Your Position:

Telephone:

Email Address:

Business Sector:

Choose One Agriculture, Forrestry, Mining & Animal Services Construction Manufacturing Transportation Wholesale Trade Retail Trade Finance, Insurance & Real Estate Business & Personal Serive Health Services Legal Services Education & Social Services Art & Membership Organizations Engineering, Architecture, Accounting & Management Services Household & Miscellaneous Services Government

Annual Revevue:

Choose One $ 0 - 1 million $ 1 - 5 million $ 5 - 10 million $ 10 - 25 million $ 25 - 50 million above $50 million

Number of Employees:

Choose One 1 - 10 11 - 20 21 - 50 51 - 100 101 - 500 above 500

Comment:

STRATEGY and PLANNING

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Is your company's Marketing Plan created and documented?

2.

Is your company's Sales Plan created and documented?

3.

Is your company's Operations Plan created and documented?

4.

Rate your company's Budgeting activities

5.

Rate your New Product/Service Development Strategy

6.

Is your HR Plan created and documented?

7.

Are these plans used regularly in your company? (1=not at all, 5= very frequently)

MARKETING and SALES

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Does your company stay updated on market trends? (1=not at all, 5= very frequently)

2.

Are your company's branding and advertising activities satisfactory?

3.

Rate your company's ability to indentify target clients and prospects

4.

Rate your ability to generate New Business

5.

Do you keep track of competitors' performance? (1=not at all, 5= very frequently)

6.

What is your ratio of Repeat Sales versus New Sales? (1=more repeat sales, 5=more new sales)

7.

Rate your company’s Sales forecasting capability

8.

Do you encourage your salespersons to push products? (1=not at all, 5= very frequently)

9.

Rate your company’s market share level (1=much lower than expected, 5= much higher than expected)

10.

Are your customers satisfied with your products/services?

11.

Does your company conduct customer surveys? (1=not at all, 5= very frequently)

12.

Is it important for your company to satisfy customer needs?

OPERATIONS

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Rate the Productivity level in your company

2.

Rate the skills and knowledge of your employees

3.

Rate the skills and knowledge of your managers

4.

Does your company currently require additional tools and equipment?

5.

Does your company have the right staffing level?

6.

Is organization important in your company?

7.

Do your employees need regular training?

8.

Is your participation required in the day-to-day operations?

9.

Are your company’s work processes established and documented?

10.

Does your company continuously improve business processes? (1=not at all, 5= very frequently)

11.

Rate your inventory control process (1=very bad, 5=very good)

12.

Does your company measure the quality of your products/services? (1=not at all, 5= very frequently)

13.

Rate the overall quality level of your products and/or services (1=very bad, 5=very good)

14.

Rate the quality level of your processes

FINANCE and ACCOUNTING

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Rate your company’s Sales Revenue (1=much lower than expected, 5=much higher than expected)

2.

Is your sales revenue increasing or decreasing from last year? (1=much-lower, 3=same, 5=much-higher)

3.

Rate your company's ability to attract new investment or funding

4.

Are Government Subsidies needed to start your projects? (1=not at all, 5=very dependent)

5.

How well is your company prepared for growth and/or future market trend?

6.

Is your inventory regularly monitored? (1=not at all, 5= very frequently)

7.

Rate your company's cash flow level? (1=much lower than expected, 5=much higher than expected)

8.

Rate your profit level (1=much lower than expected, 5=much higher than expected)

9.

Is your profit increasing or decreasing from last year? (1=much-lower, 3=same, 5=much-higher)

10.

Rate your Cost Control ability

11.

Does your company measure the waste level?

12.

Does your company have an Accounts Receivable policy? (1=no, 5=yes)

13.

Does your company have an Accounts Payable policy? (1=no, 5=yes)

PEOPLE

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Rate your Employee Turn-over

2.

Are the company’s objectives communicated to employees? (1=not at all, 5=very frequently)

3.

How often do your Employees provide their input? (1=not at all, 5=very frequently)

4.

Do your employees require motivation? (1=not at all, 5=very frequently)

5.

How often are decisions pushed down the chain of command? (1=not at all, 5=very frequently)

6.

What is the Employees' view of managers and leaders

7.

Are your employees accountable for their job duties?

8.

Are your Employees regularly motivated (social events)? (1=not at all, 5=very frequently)

TECHNOLOGY and INNOVATION

Low

.

.

.

High

Not

Not

1

2

3

4

5

Sure

Applic.

1.

Is your inventory control system computerized?

2.

Are your company's Operations computerized and/or automated?

3.

Are customer orders tracked from reception though delivery?

4.

Rate your Research-and-Development investment level (1=much lower than expected, 5= much higher than expected)

5.

Is your company exploring new business ideas? (1=not at all, 5=very frequently)

6.

Rate your New Product/Service Development and Introduction performance (1=much lower than expected, 5=much higher)

7.

Is your company taking advantage of the latest Marketing ideas and technologies (internet, social media)?

If you are satisfied with your selection, press SUBMIT to complete your Vision2Goals Assessment.