Organizational Checkup
Organizational Checkup
Name
Name
First
First
Last
Last
We have a clear vision in writing that has been properly communicated and is shared by everyone in the company.
*
1
2
3
4
5
Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them.
*
1
2
3
4
5
Our Core Focus (core business) is clear, and we keep our people, systems and processes aligned and focused on it.
*
1
2
3
4
5
Our 10-Year Target (big, long-range business goal) is clear, communicated regularly, and is shared by all.
*
1
2
3
4
5
Our target market (definition of our ideal customer) is clear, and all of our marketing and sales efforts are focused on it.
*
1
2
3
4
5
Our 3 UniquesTM (differentiators) are clear, and all of our marketing and sales efforts communicate them.
*
1
2
3
4
5
We have a proven process for doing business with our customers. It has been named and visually illustrated, and all of our salespeople use it.
*
1
2
3
4
5
All of the people in our organization are the “right people” (they fit our culture and share our core values).
*
1
2
3
4
5
Our Accountability ChartTM (organizational chart that includes roles/responsibilities) is clear, complete, and constantly updated.
*
1
2
3
4
5
Everyone is in the “right seat” (they “get it, want it, and have the capacity to do their jobs well”).
*
1
2
3
4
5
Our leadership team is open and honest, and demonstrates a high level of trust.
*
1
2
3
4
5
Everyone has Rocks (1 to 7 priorities per quarter) and is focused on them.
*
1
2
3
4
5
Everyone is engaged in a regular Meeting PulseTM (weekly, quarterly, annually).
*
1
2
3
4
5
All meetings are on the same day and at the same time, have the same agenda, start on time, and end on time.
*
1
2
3
4
5
All teams clearly identify, discuss, and solve issues for the long-term greater good of the company.
*
1
2
3
4
5
Our Core Processes are documented, simplified, and followed by all to consistently produce the results we want.
*
1
2
3
4
5
We have systems for receiving regular feedback from customers and employees, so we always know their level of satisfaction.
*
1
2
3
4
5
A Scorecard for tracking weekly metrics/measurables is in place.
*
1
2
3
4
5
Everyone in the organization has at least one number they are accountable for keeping on track each week.
*
1
2
3
4
5
We have a budget and are monitoring it regularly (e.g., monthly or quarterly).
*
1
2
3
4
5
Score (Target is 80 or higher)
If you are human, leave this field blank.
Δ
Continue
Submit
Use
Shift+Tab
to go back
