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"Quick Look" Business Analysis

Please feel free to fill out our “Quick Look” Business Fitness Analysis form by simply clicking on the appropriate options. Upon completion, a Sage representative will contact you to go over your results.

Business Name
Name
Email
   
Business Topic/Area Top Notch!
We're Doing Great
in this area!
Good
A Few Minor Problems Here & There
Fair
Some Problems in This Area
Not so Hot
One of our Major Problem Areas. HELP!
Business Operations        
Business Plan
Leadership, vision, values, quality, business direction, business purpose & strategy/revenue growth, business development reviews performance-based culture
Top Notch! Good
Fair
Not so Hot
Operational Plan
Virtually "problem-free" day-to-day running of business from opening to closing, high productivity, fully computerized, maintenance, equipment, cleanliness, safety, emergencies, policies & procedures, productivity strategy in place, high degree of professionalism in place from cleanliness to organization to appearance of employees
Top Notch! Good
Fair
Not so Hot
Financial Plan
Budgets, income, expenses, record-keeping, payroll, revenue collection, growth pro-forma, profit driven vs. revenue driven, profit margins increase annually
Top Notch! Good
Fair
Not so Hot
Marketing Plan
Increased client base, Advertising, Public Relations &, Sales, website presence, newsletters, image and business identity
Top Notch! Good
Fair
Not so Hot
Administration Plan
Office set-up, high productivity and organization, telephone, mailings, data base, policies/procedures
Top Notch! Good
Fair
Not so Hot
Program/Product Development
Top Notch! Good
Fair
Not so Hot
New Programs/Products
Research & Design (R&D), coordination, implementation, documentation ©,®,™ and quality assurance and feedback
Top Notch! Good
Fair
Not so Hot
Current Programs/Products
Evaluation/documentation, ©,®,™, quality assurance and feedback
Top Notch! Good
Fair
Not so Hot
Support Systems        
Staff/Employees
Top Notch!Good
Fair
Not so Hot
Recruitment & Hiring, Substitutes / Temporary help
Top Notch! Good
Fair
Not so Hot
Management & Supervision & Communication & Professionalism
Top Notch! Good
Fair
Not so Hot
Retention & Motivation - company is "employer of choice"
Top Notch! Good
Fair
Not so Hot
Performance Reviews and Professional Development Implemented on consistent and on-going basis
Top Notch! Good
Fair
Not so Hot
Education & Training
Orientation, Basic, specialized, advanced, On-going, evaluation, Training employees to do their job exceedingly well is a #1 priority. Management is involved.
Top Notch! Good
Fair
Not so Hot
Customer Service Plan
Standards Development, coordinated and implemented. ,Service standards are set extremely high
Top Notch! Good
Fair
Not so Hot
Website
Attractive, informational and value-added. A presence that integrates overall marketing plan. And "brands" company at all levels
Top Notch! Good
Fair
Not so Hot
Communications Plan
Clear overall plan that allows for consistent open communication channels with management, with staff and with customers
Top Notch! Good
Fair
Not so Hot
Personal Balance
Quality time for self/family, happy & healthy personal life, proper physical activity w/ "fun factor" built into schedule, truly enjoy business, adequate $$ being set aside for financial independence
Top Notch! Good
Fair
Not so Hot

All information you choose to share is strictly confidential and will not be shared with anyone.


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