Business Overview Assessment

Mission & Vision Evaluation

Current Mission Statement

How well does your business live up to its mission? /10

Current Vision Statement

Rate clarity and achievability of your vision /10

SWOT Analysis Framework

Strengths

What does your business do exceptionally well?

Weaknesses

What areas need improvement?

Opportunities

What external factors could benefit your business?

Threats

What external challenges could impact your business?

Financial Health Assessment

Revenue Analysis

Primary Revenue Stream

Secondary Revenue Stream

Revenue Growth Rate (Year-over-Year %)

Customer Acquisition Cost ($)

Customer Lifetime Value ($)

Expense Analysis

Monthly Fixed Expenses ($)

Monthly Variable Expenses ($)

Profit Margin (%)

Cash Flow Status

Market Position Assessment

Target Market Analysis

Age Range

Income Level

Geographic Location

Key Characteristics

Market Size

Estimated Market Share (%)

Competitive Analysis

Top 3 Competitors

Operational Excellence Assessment

Process Efficiency (Rate 1-10)

Order Processing /10

Customer Service /10

Inventory Management /10

Quality Control /10

Communication Systems /10

Technology Assessment

CRM System

Accounting Software

Project Management

Communication Tools

Team & Leadership Assessment

Team Structure

Total Team Members

Management

Sales

Operations

Leadership Effectiveness (Rate 1-10)

Strategic Planning /10

Team Communication /10

Decision Making /10

Problem Solving /10

Team Motivation /10

Skill Gap Analysis

Critical Skills Needed

Customer Satisfaction Assessment

Customer Metrics

Customer Retention Rate (%)

Net Promoter Score (if known)

Average Customer Rating (1-5 stars)

Customer Feedback

Most Common Customer Complaints

Most Praised Aspects

Marketing & Sales Assessment

Marketing Effectiveness (Rate 1-10)

Brand Awareness /10

Digital Presence /10

Lead Generation /10

Content Marketing /10

Social Media /10

Sales Performance

Conversion Rate (%)

Average Deal Size ($)

Sales Cycle Length (days)

Top Performing Sales Channels

Innovation & Growth Assessment

Innovation Index (Rate 1-10)

Product/Service Innovation /10

Process Innovation /10

Market Innovation /10

Business Model Innovation /10

Growth Readiness

Systems can handle 2x growth

Team can support expansion

Financial resources available

Market demand exists

Operational processes documented

Growth Barriers

Risk Assessment

Rating Guide

Rate Impact and Likelihood on a scale of 1-10:

Impact: 1 = Minimal impact, 10 = Business threatening

Likelihood: 1 = Very unlikely, 10 = Very likely

Financial Risks

Cash flow issues Impact: Likelihood:

Customer concentration risk Impact: Likelihood:

Economic downturn impact Impact: Likelihood:

Operational Risks

Key person dependency Impact: Likelihood:

Supply chain disruption Impact: Likelihood:

Technology failure Impact: Likelihood:

Market Risks

New competition Impact: Likelihood:

Regulatory changes Impact: Likelihood:

Customer preference shifts Impact: Likelihood:

Assessment Summary

Overall Business Health Score

0

Complete all sections to see your score

Action Priority Matrix

High Impact, High Urgency (Do First)

Next Steps Timeline

30 Days

60 Days

90 Days

Interactive Business Assessment Workbook