Business Planning
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
I have a simple, practical business plan that I refer to and review often.
1 2 3 4
I have clear vision of where I want to go in my life and how my business will help me get there.
1 2 3 4
I am on track to achieve my goals both in business and personally.
1 2 3 4
I am happy with the productivity and profitability of my business.
1 2 3 4
Marketing
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
I have a clear, practical marketing plan.
1 2 3 4
I have strategies in place to generate leads, talk to prospects and communicate regularly with clients.
1 2 3 4
My marketing strategies are implemented on time and easily.
1 2 3 4
I have a consistent message that is communicated through all my marketing on and offline.
1 2 3 4
Finances
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
My bookkeeping is kept up to date with minimal input from me.
1 2 3 4
My BAS statements and end of year financials are prepared accurately and easily.
1 2 3 4
I review my Profit and Loss Statement monthly, quarterly and annually and know my financial position at any time.
1 2 3 4
I know the weekly/monthly break-even point within my business and have set my profit targets accordingly.
1 2 3 4
I’m good at managing my cashflow.
1 2 3 4
People (employees, contractors, external service providers)
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
I have good quality, cost effective people to cover all aspects of my business.
1 2 3 4
I have systems in place to recruit and manage people efficiently.
1 2 3 4
I have a good system to brief people on the job they are required to carry out, my expectations of them, deadlines, milestones and other important information.
1 2 3 4
Administration
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
My admin tasks are done easily and efficiently.
1 2 3 4
My emails, letters, and other correspondence are responded to within a good timeframe.
1 2 3 4
I have effective systems for filing, managing appointments and making bookings.
1 2 3 4
Business Systems
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
I have a set of Key Performance Indicators within my business and monitor them regularly.
1 2 3 4
I have all the policies and procedures that I need and they are well communicated.
1 2 3 4
Personally
Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes
I’m happy with the number of hours that I work each week and the amount of work that I do.
1 2 3 4
I’m happy with the profit that my business is generating.
1 2 3 4
I have a great work/life balance.
1 2 3 4
I’m continually looking for ways to improve myself and my business.
1 2 3 4