Organizational Checkup

Rate each statement from 1 (weak) to 5 (strong).

0 / 20
Vision

1.We have a clear vision in writing that has been properly communicated and is shared by everyone.

WeakStrong

2.Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them.

WeakStrong

3.Our core business is clear, and our systems and processes reflect that.

WeakStrong

4.Our 10-year target is clear and has been communicated to everyone.

WeakStrong

5.Our target market is clear, and our sales and marketing efforts are focused on it.

WeakStrong

6.Our differentiators are clear, and all of our sales and marketing efforts communicate them.

WeakStrong

7.We have a proven process for doing business with our customers. It has been named and visually illustrated, and everyone is adhering to it.

WeakStrong
People

8.All of the people in our organization are the right people.

WeakStrong

9.Our accountability chart (organizational chart of roles and responsibilities) is clear, complete, and constantly updated.

WeakStrong

10.Everyone is in the right seat.

WeakStrong
Traction

11.Our leadership team is open and honest, and demonstrates a high level of trust.

WeakStrong

12.Everyone has Rocks and is focused on them (3 to 7 priorities per quarter).

WeakStrong

13.Everyone is engaged in regular weekly meetings.

WeakStrong

14.All meetings are on the same day and at the same time each week, have the same printed agenda, start on time, and end on time.

WeakStrong
Issues

15.All teams clearly identify, discuss, and solve key issues for the greater good and long term.

WeakStrong
Process

16.Our systems and processes are documented, simplified, and followed by all.

WeakStrong

17.We have a system for receiving regular customer and employee feedback, and we know their level of satisfaction.

WeakStrong
Data

18.A Scorecard for weekly metrics and measurables is in place.

WeakStrong

19.Everyone in the organization has a number.

WeakStrong

20.We have a budget and are monitoring it regularly (i.e., monthly or quarterly).

WeakStrong