NUMBER OF AREAS
Unique token for entry
Choose the phrase from each group that best describes you
Is your business growing at the pace you want?
Which best describes you?
I don’t have annual goals
I have a few annual goals
I have several written annual goals
I keep a complete written list of my annual goals
How many annual goals do you have?
GOALS2 - Q3
More than 9
How would you define your goals?
GOALS3 - Q4
A list of resolutions
Clear, compelling statements of intent
A written list of SMARTER Goals
Do you set both personal and professional goals?
WORKLIFE1 - Goal-related - Q5
On average, how many hours do you usually work each week?
WORKLIFE2 - Q6
70 hours or more
40 hours or fewer
How would your family and friends grade how present you are in their lives?
WORKLIFE3 - Q7
Describe your vision for the future of your business.
STRATEGIC1 - Q8
I don’t have time for vision.
The vision thing is not a strength for me.
I’ve got a vision, but it’s mostly in my head.
I have a written vision statement, but I’m not sure how well my employees know it.
My company has a written vision statement and all our employees are familiar with it.
Describe your strategic planning process.
STRATEGIC2 - Q9
What process? We’re mostly focused month-to-month right now.
We determine a budget and usually set some goals each year, but that’s about it.
We have a complete strategic planning process in place and use it each year.
We implement a rigorous process and monitor progress and results throughout the year.
Describe how you feel most of the time.
PERSONALPRODUCTIVITY1 - Q10
Like I’m stuck in reaction mode, always putting out fires
Like I spend more time than I like dealing with emergencies
Like I spend enough time on what matters, emergencies are manageable
Like I’m mostly focused on what matters, so dealing with emergencies is no big deal
How often do you get to do the work only you can do and that you enjoy?
PERSONALPRODUCTIVITY2 - Q11
Most of the time
How would you describe your ability to effectively delegate?
PERSONALPRODUCTIVITY3 - Q12
It rarely works.
I wish I could delegate more.
I delegate a lot.
I delegate everything I’m not uniquely qualified to do.
Do you have an executive assistant?
PERSONALPRODUCTIVITY4 - Q13
No, I don’t have money for one.
No, I don’t see the reason for one.
Yes, but they’re not too helpful.
Yes, and I can’t live without them.
Do you have the financial margin and time to invest in growth opportunities?
PERSONALPRODUCTIVITY5 - Q14
Not as much as I'd like
Is this true for you? "Our entire team knows which activities drive results and prioritize accordingly."
TEAMPRODUCTIVITY1 - Q15
Describe your meeting culture.
TEAMPRODUCTIVITY2 - Q16
We have a lot of meetings that feel like a waste of time.
We have some regular meetings and sometimes I don’t know why we’re meeting.
We have a regular meeting schedule and usually only call meetings that are needed.
We only have meetings that are needed and are scheduled around our Company Ideal Week.
Describe your team culture.
TEAMPRODUCTIVITY3 - Q17
I never think about it.
It’s good but could be better.
It’s healthy. People love working here!
What’s your current experience with employee hiring and retention?
SYSTEMS1 - Q18
Several positions are unstaffed right now.
Some key positions are unstaffed right now.
We’ve lost some key positions recently.
Hiring and retention are rarely an issue.
Is your team delivering the results you want?
SYSTEMS2 - Q19
Do you have an annual budget?
SYSTEMS3 - Q20
Yes, but I don’t have a regular review process
Yes, and I review it every month
Do your financial reports accurately predict cashflow and expenses?
SYSTEMS4 - Q20
They’re hit or miss
Reorder these from greatest frustration (top) to least (bottom). This will help us create your personalized coaching plan.
Systems and Ops
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