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Business Assessment

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Section 1: Strategic Planning and Execution

Assess the clarity and effectiveness of your organization’s strategic direction, planning processes, and execution capabilities. This includes evaluating how well strategies are developed, communicated, and implemented to achieve long-term success.

1/12 Reflecting on the past five months, how would you rate your organization’s overall performance?





2/12 What percentage of your organization’s goals have been successfully achieved?





3/12 Your level of involvement in strategic planning?




4/12 How is the strategic plan communicated? (Select all that apply)









5/12 How clearly are strategic objectives communicated?






6/12 Barriers to strategic execution? (Select all that apply)









7/12 How often is the strategic plan reviewed?

8/12 Tools used to measure success? (Select all that apply)







9/12 How do you measure team execution effectiveness?






10/12 Are employees aware of your competitive advantages and vision?




11/12 Does your strategy align with market/customer changes?



12/12 How well does your team adapt to changes during execution?




Final Question: What are your organization’s top priorities and goals for the next 3 to 12 months?

Section 2: Management and Team Capability

Evaluate the leadership strength and team capabilities within your organization. This includes assessing the effectiveness of management, the skills and performance of team members, and the ability to work collaboratively toward achieving organizational objectives.

1/14 Over the past five months, how effectively have your teams met their goals?





2/14 Biggest causes of underperformance? (Select all that apply)










3/14 How do you typically handle underperformance?






4/14 How do you reward high-performing team members?






5/14 How often are performance reviews or feedback sessions held?

6/14 How do you assess individual strengths and weaknesses?






7/14 Can your organization maintain operations without a key leader for a month?



8/14 Rate leadership support from senior management:





9/14 What contributes to your effectiveness as a leader? (Select all that apply)











10/14 How effective is your organization at recruiting and retaining high performers?





11/14 Primary onboarding focus?






12/14 How does your team handle failure or missed goals?






13/14 If hiring for growth, what skills or roles would you prioritize?

14/14 Are there hires/promotions you’d reconsider if starting over?



Final Question: What leadership skills do you need to develop?

Section 3: Product or Service Offering

Examine the competitive edge, value proposition, and relevance of your organization’s products or services. This section focuses on how well your offerings meet customer needs, differentiate from competitors, and maintain a long-term position in the market.

1/14 How satisfied are you with the current performance of your products or services?





2/14 Do you track product/service profitability and performance?



3/14 Are customers requesting complementary offerings you don’t provide? If yes, list them:

4/14 How well does your product/service meet customer needs?




5/14 How often do you update or improve your offerings?

6/14 What drives your development of new products or services? (Select all that apply)








7/14 How do you ensure alignment with market trends?





8/14 What role do partnerships/alliances play in your offerings?





9/14 Common customer complaints or improvement requests? (Select all that apply)










10/14 How often do you analyze competitors?





11/14 How well does your offering differentiate from competitors?




12/14 What are your key differentiators? (Select all that apply)











13/14 Does your marketing strategy clearly communicate your value proposition?



14/14 Which strategies will improve your product or service’s market position? (Select all that apply)