Business Health Check List

The Working Smarter Checklist

Do you have the following Growth Tools in your business? If you have started any of these activities (not completed) please note them as WORK IN PROGRESS (WIP)

Tool RequiredYESNOWIP
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?