| Tool Required | YES | NO | WIP |
|---|---|---|---|
| A curent set of financials including P & L and Balance Sheet | |||
| A Financial Management Plan | |||
| Cash-Flow Forecasting Tools | |||
| An appropriate Accounting Software package eg (MYOB) | |||
| An Actionable Business Plan ie: A SWOT Analysis | |||
| A Risk Management Plan including all insurances | |||
| A Strategic / Operations Plan outlining Key Business Priorities | |||
| A Succession Plan / Exit Strategy | |||
| A Workforce Development Plan / Strategy | |||
| A Marketing Plan | |||
| A Policy and Procedures Manual | |||
| Staff / Employee / Contractor Handbook | |||
| Process or Workflow Procedure Documents | |||
| Job Descriptions / Duty Statements for all employees | |||
| Proformas for Service Agreements / Contracts | |||
| Templates for writing tenders and grant applications | |||
| A CRM...Which one, how effective is it? | |||
| A Forms Register | |||
| A File Location / Management System | |||
| A Performance Review / Management Tool | |||
| A Functional Website / Social Media Plan | |||
| A regular Client Communications Tool / Newsletter | |||
| A clearly defined Business Development / Sales Strategy | |||
| A Formal Mentor / Coach / Support Network | |||
| Professional Memberships & Business Networks | |||
| Do YOU attend Professional Development Seminars? | |||
| Do you have a client satisfaction - Testimonials BRAG Book - Web Referrals? |
Expectations vs Reality