Company Shareholder Health Check Company Shareholder Health Check "*" indicates required fields Step 1 of 11 9% Please enter the information indicated below.Shareholder Name* First Last Company Name*Date* MM slash DD slash YYYY Email* Part 1 – Shareholder Hats – Please answer Yes or NoI am the Chief Strategist.* Yes No I am the Sales Leader and all sales staff report to me.* Yes No I am the Marketing Leader or manage our external Marketing Company.* Yes No I am the Operations Leader and all operations staff report to me.* Yes No I am the Finance Leader and all finance staff report to me.* Yes No I am the Information Technology and Software Leader and these staff report to me.* Yes No I am the Human Resources Leader and all human relations staff report to me.* Yes No I am the Purchasing Leader and all purchasing staff report to me.* Yes No I am the Inventory & Warehouse Manager and all warehouse staff report to me.* Yes No Number of Yes Answers*Please enter a number from 1 to 9.Number of No Answers*Please enter a number from 1 to 9.As the Shareholder I wear "Too Many Leadership Position Hats".* Yes No Part 2 – Quality of Leadership Staff – Please Define Each Position based on the Grading Definitions“A Player” is a person who meets all written job expectations, provides good business insights and likely pushes the company to change/improve/new direction. “B Player” is a person who achieves 75-80% of all written job expectations. They know your company, your processes, your customers, your suppliers and you would not fire them. “C Player” is either a new person in this role and you are still determining their capability OR they have underperformed for a long time and you wonder why they are still here or they are a “blood relative” and you feel like you can not remove them.My Sales Leader (myself) is a ___ leader.* A B C My Marketing Leader (myself) is a ___leader.* A B C My Operations Leader (myself) is a ___leader.* A B C My Finance Leader (myself) is a ___leader.* A B C My Finance Leader (myself) is a CPA/CA/CMA.* Yes No My I.T./Software Leader (myself) is a ___leader.* A B C My Human Resources Leader (myself) is a ___leader* A B C My Purchasing Leader (myself) is a ___leader* A B C My Inventory & Warehouse Leader (myself) is a ___leader* A B C Number of A Leaders*Please enter a number from 0 to 9.Number of B Leaders*Please enter a number from 0 to 9.Number of C Leaders*Please enter a number from 0 to 9.I have a Leadership Capability Problem.* Yes No Part 3 – Company Strategic Plan – Please answer Yes or NoWe do have a written company Strategic Plan.* Yes No The Strategic Plan is updated Quarterly.* Yes No The Strategic Plan is not created by the Management/Leadership team it is created by the Owner/President only.* Yes No The Strategic Plan is communicated to all staff* Yes No The Strategic Plan Results are Reviewed Quarterly with all Staff.* Yes No The company does have a variable compensation plan for all “key employees” based on achieving quarterly and annual strategic plan goals.* Yes No The company does have a variable compensation plan for all employees based on achieving quarterly and annual strategic plan goals.* Yes No Number of Yes Answers*Please enter a number from 0 to 7.Number of No Answers*Please enter a number from 0 to 7.I have a Strategic Planning Problem.* Yes No Part 4 – Accountability Culture – Please answer Yes or NoMy company does achieve it’s strategic plan goals and key priorities.* Yes No My leadership team does hold themselves accountable to executing their responsibilities according to the strategic plan.* Yes No I hear more “excuses” than accepting “responsibility” when the strategic goals and key priorities are not met.* Yes No Number of Yes Answers*Please enter a number from 0 to 3.Number of No AnswersPlease enter a number from 0 to 3.I have an Accountability Problem.* Yes No Part 5 – Financial Performance – Please answer Yes or NoMy last 3 years Gross Revenue has increased each year.* Yes No My last 3 years Gross Revenue has met/exceeded our goals each year.* Yes No My last 3 years Gross Margin has increased each year.* Yes No My last 3 years Gross Margin has met/exceeded our goals each year.* Yes No My last 3 years Net Margin has increased each year.* Yes No My last 3 years Net Margin has met/exceeded our goals each year.* Yes No Number of Yes Answers*Please enter a number from 0 to 6.Number of No Answers*Please enter a number from 0 to 6.I have a Financial Performance Problem.* Yes No Part 6 – Cash Concentration – Please answer Yes or No80% of my company revenue does comes from 20% or less of my customers.* Yes No My Top Revenue Customer represents more than 10% of my total revenue.* Yes No My Top 5 Revenue Customers represent more revenue than I am comfortable with.* Yes No My Top Revenue Customers do purchase 75% or more of what they can from us.* Yes No One of my products/services revenues are disproportionately high compared to my other products/services revenue streams.* Yes No My Top Revenue product/service has been in the market a very long time and runs the risk of becoming obsolete or replaced.* Yes No Number of Yes Answers*Please enter a number from 0 to 6.Number of Number Answers*Please enter a number from 0 to 6.I have a Cash Concentration Problem.* Yes No Part 7 – Cash Collection – Please answer Yes or NoI do have a written cash collection policy my A/R staff follow.* Yes No My A/R staff does follow my cash collection policy.* Yes No My A/R # days is paid in 30 days or less.* Yes No My A/R # days paid more than 60 days,* Yes No My A/R # days paid more than 90 days.* Yes No Number of Yes Answers*Please enter a number from 0 to 5.Number of No Answers*Please enter a number from 0 to 5.I have a Cash Collection Problem.* Yes No Part 8 – Defined Business Processes – Please answer Yes or NoThe key areas of the business have our business processes documented.* Yes No The Key Business Processes have been communicated to the appropriate staff and they know about them.* Yes No The Key Business Processes are being implemented to ensure consistency and quality of work.* Yes No The Key Business Processes being implemented are allowing our business to Grow and Scale.* Yes No Number of Yes Answers*Please enter a number from 0 to 4.Number of No Answers*Please enter a number from 0 to 4.I have a Business Processes Problem.* Yes No Part 9 – Revenue Generation – Please answer Yes or NoI have a written Sales Growth Strategy.* Yes No The Sales Team does follow and execute the Sales Growth Strategy.* Yes No I am satisfied with the % of new clients added each year.* Yes No I am satisfied with the client expansion the sales team achieves.* Yes No I am satisfied with the Gross Margin the sales team achieves vs discounting too much to add new clients or renew current clients.* Yes No The distribution of customer segments is intentional with our clients.* Yes No I am satisfied with the distribution of customer segments vs disproportionate representation of customer segments.* Yes No I am satisfied with our company market share as a result of executing our Sales Growth Strategy.* Yes No I am satisfied with our Quoting to Winning Ratio with prospects as a result of executing our Sales Growth Strategy.* Yes No I am satisfied that my Sales Team consistently follows the same selling system to prospect, qualify, close & win new business.* Yes No I am satisfied that my Sales Team consistently follows and executes our “Documented Best Practices Sales Process/Cycle”.* Yes No I am satisfied my Sales Team has the necessary Sales Skills to compete effectively in today’s technological sales world.* Yes No Number of Yes Answers*Please enter a number from 0 to 12.Number of No Answers*Please enter a number from 0 to 12.I have a Revenue Generation Problem.* Yes No Part 10 – Shareholder/Leader Satisfaction – Please answer Yes or NoMy company is growing at the pace that I desire.* Yes No I am comfortable, I can take a 2-week vacation, and the company performs well.* Yes No My stress level is comfortable and within the realm of reasonableness.* Yes No I am satisfied with how My Business/Company is Performing.* Yes No Number of Yes Answers*Please enter a number from 0 to 4.Number of No Answers*Please enter a number from 0 to 4.I have a Satisfaction Problem* Yes No CommentsThis field is for validation purposes and should be left unchanged.
