
	Home		Engagements		Assessments		Contact Us

Jump To Section:

Clarity - Confidence - Courage

We want to help business owners get what they want personally, financially, and professionally. More…

Objectives - Obstacles - Opportunities

Do you know what stands in the way of meeting objectives, and how to remove them? More…

Performance - Play - Purpose

Entrepreneurs find themselves with a “main concern or challenge” Do you know yours? More…

Coordinating Your Vision

Your Company, Your Employees, and Your Future

Name:
Email Address:
Phone:
Clear Objectives
1. Have you identified and documented your business objectives?	Yes No Don't Know
2. Do your key employees have a clear understanding of your company objectives?	Yes No Don't Know
3. Is the company focusing on profitable activities?	Yes No Don't Know
4. Do your key employees understand their roles and what is required of them to grow the company?	Yes No Don't Know
5. Do the key employee’s personal missions align with the corporate mission?	Yes No Don't Know
6. Do you have the right people structures in place to meet your growth goals?	Yes No Don't Know
7. Are you able to delegate as much as you’d like?	Yes No Don't Know
8. Are YOU concentrating on high value activities?	Yes No Don't Know
Key Employee Compensation
1. Are your compensation strategies aligned with your business objectives?	Yes No Don't Know
2. Is your key employee compensation structured so that it rewards work that is profitable?	Yes No Don't Know
3. Do you have key employees with compensation "at risk" with potential for greater rewards?	Yes No Don't Know
4. Are you rewarding key employees in the way that motivates them to do their best?	Yes No Don't Know
5. Do you understand what motivates them?	Yes No Don't Know
6. Are ownership opportunities/rewards available as part of the overall compensation program for your key people?	Yes No Don't Know
Transition Planning
1. Has your company identified , documented and communicated a transition program for: • Death • Disability • Owner's retirement	Yes No Don't Know
2. Do you have the right key employees in place to continue to grow the business if you become an absentee owner?	Yes No Don't Know
3. Do you have the right employees in place to maximize the value if you want to sell the business?	Yes No Don't Know
4. Have you positioned other people to manage key vendor and supplier relationships?	Yes No Don't Know
5. Could the business survive if you took a 6-month vacation?	Yes No Don't Know
6. Would your key employees be a major selling point of the business if you decided to get out of business tomorrow?	Yes No Don't Know
7. Does the company have a transition plan that will help you meet your personal and financial objectives?	Yes No Don't Know