Business Info

Strategy

People

Finances

Operations

Sales

Brand & Marketing

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FREE Small Business Warrant of Fitness Test

Section 1/8

Let’s start with some info about your business

Just the basics for the FREE Business Fitness Test.

Business Name

Website

Industry

Region

Number of Staff

Annual Revenue

Section 2/8

Strategy

All businesses need a solid Why and How before setting specific goals. They then need a practical, sustainable strategy to execute. So let's start here.

Do you have a business plan?

Has your business plan been updated in the last 12 months?

Is your business vision and mission documented?

Can you articulate your companies purpose?

Do you know your business values?

Do you have clear possible exit opportunities for your business?

Do you have a strategic plan for growth?

Section 3/8

People

He tangata, he tangata he tangata. You can’t do much without great people. The best businesses attract and retain the best talent. How are you stacking up?

Do you have clear and open comms with your staff?

Do you have HR policies in place?

Do you have development pathways for your team?

Do you feel your company culture can retain its best people?

Do you have employment agreements for all your staff?

Have all staff been officially reviewed in the last 12 months?

Do your staff all have accurate and up to date job descriptions?

Do you have a Health & Safety plan for your business?

Do you practice leadership that inspires your team to perform above and beyond?

Section 4/8

Finances

C.R.E.A.M. All successful businesses need to plan and monitor financial performance, manage their working capital to stay afloat, watch profitability and comply with the IRD.

Do you know your current profit margins?

Have you identified opportunities to increase profitability?

Do you have a cashflow forecast?

Do you know your current TAX and GST obligations?

Is your book keeping up to date?

Do you use cloud based accounting software?

Do you have cost control measures in place?

Do you know your current debt levels?

Are you proactively managing financial risk?

Section 5/8

Operations

Internal systems and processes are key to a highly functioning business. Plan production capacity, manage operational constraints, procure well and have the right processes, technology and premises.

Have you identified and are actively managing risks in business?

Do you have a sustainability plan?

Do you have the best materials and tools for the job?

Do you have effective and efficient systems to maintain quality?

Do you have Asset insurance?

Do you have Health insurance?

Do you have any Intellectual Property secured appropriately?

Do you have a disaster plan in place?

Do you proactively look at ways to innovate new products and services?

Do you have the technical and management skills needed to operate your business successfully?

Section 6/8

Sales

Similar paragraph on sales and marketing and why we are asking these questions that goes for a couple of lines.

Do you have a highly effective and motivated sales force?

Are you maximising profits by improving margins?

Do you have an effective business to increase the customer base?

Do you have a documented sales plan?

Do you truly know your customer?

Do you have up to date CRM tools?

Do you know EXACTLY what your customer wants?

Section 7/8

Brand & Marketing

Paragraph about brand and marketing

Do you have a clear marketing plan?

Do you have brand guidelines?

Do you have existing relationships with all your marketing partners?

Do you currently have a brand strategy?

Do you know your clear point of difference? Are you consistently promoting it?

Do you have a clear plan to build your brand and grow demand for your products and service?

Section 8/8

Last, but not least, some information about you

Your Business Fitness Warrant of Fitness Results and PASS/FAIL certificate will be automatically emailed to your inbox.

Name

Job Title

Email

Phone (optional)

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Strategy
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Finances
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Fail
Sales
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Fail
People
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Fail
Operations
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Fail
Brand & Marketing
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Fail
Result
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