Initial Self-Assessment

Instructions: Select the answer that best describes your current situation. Assess the score (within the given ranges) you would assign the situation, and enter that number as your response. We are not looking for the actual descriptive response at this time.
If, however, you want to add a comment, please feel free to write in a comment.

1 – Leadership & Culture:

Thinking Points Score ranges
Response Score
Comments
Do you have a clearly defined mission, vision and value proposition with the associated core competencies for differentiation?
Informal or None (0-10%)
Yes, not up to date (11-60%)
Yes, curent (61-100%
What information sources do you use to stay on top of your industry, as business environment changes?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%)
Do you have clearly defined 3-5 year goals and a method to track your progress against them?
Not really (0-10%)
Yes, kind of (11-60%)
Yes, absolutely (61-100%)
Do you have a formal approach to drive continuous improvement within the organization today?
Informal or none (0-10%)
Yes, not up to date (11-60%)
Yes, current (61-100%)
Have you conducted a formal competitive analysis to understand your SWOT profile? (SWOT: Strengths, Weaknesses, Opportunities, Threats)
Informal or none (0-10%)
Yes, not up to date (11-60%)
Yes, current (61-100%)
How would you rate your knowledge of EBIT for your organization? (EBIT: Earnings Before Income Tax)
Limited (0-10%)
Adequate (11-60%)
Well versed (61-100%)
Do you have a system for on-going skills development at the executive, manager or front line employee levels?
Informal or none (0-10%)
Yes, not up to date (11-60%)
Yes, current (61-100%)
Subtotal – out of a possible 700

2 – Customer Focus:

Does your organization have a system to collect and respond to the (formal & informal) voice of the customer?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact-based sound systematic approach (61-100%
To what extent do you manage the customer experiene throughout the customer lifecycle?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%)
How do you segment your current and potential customers, and provide them unique value propositions?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%)
Subtotal – out of a possible 300

3 – Measurement, Analysis & Knowledge:

Do the different levels of your organization understand how their work reasonably aligns with your business strategy?
No (0-10%)
Yes, kind of (11-60%)
Yes, reasonably (61-100%
Do you have a clear understanding of your core and enhancing processes, and which metrics drive performance?
Limited (0-10%)
Adequate (11-60%)
Well versed (61-100%)
Do you have a daily management system that enables you to understand key performance metrics?
Limited (0-10%)
Adequate (11-60%)
Well ingrained (61-100%)
How does the organization collect knowledge (from the workforce, customers & suppliers) to use in the planning process?
No process in place (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
How does the organization ensure availability, reliability and security of hardware, software & data to serve its business needs?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
Subtotal – out of a possible 500

4 – Workforce Development:

How do you attract and retain top talent?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach
How do you set performance expectations for your employees?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
How do you address employees who are unable to meet expectations?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach
How do you identify and develop high potential workers differently from the other workers?
No process in place (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
How do you address organizational policies re: workforce health, safety & security?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
Subtotal – out of a possible 500

5 – Operational Excellence:

How does the organization design, manage and improve its work processes?
Never really looked at it (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%
Have you mapped your core processes?
Never really looked at it (0-10%)
Currently in progress (11-60%)
Yes, and using them to improve processes (61-100%)
Customers are most concerned with quality, delivery and cost. How do you track the one (of these three) most critical to you?
No process in place (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
What kind of problem solving approach do you use across your business?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%)
Subtotal – out of a possible 400

6 – Results:

What are your 2-4 key measures for success in your business?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%
How would you describe your company’s performance over the last 3 years?
None to early stages of developing trends (0-10%)
Good performance levels / trends (11-60%)
Excellent performance / trends in most areas (61-100%)
How do you identify 3-5 year breakthrough objectives (or BHAG – Big Hairy Audacious Goals) that will help you transform your business?
No systematic approach (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
How do you adjust your plans when your business is NOT performing to your expectations?
No process in place (0-10%)
A sound systematic approach (11-60%)
A fact based, sound systematic approach (61-100%)
How do you ensure your financial and marketplace success contributes to the greater good?
Difficult to answer (0-10%)
Could answer (11-60%)
Easy to answer (61-100%)
Subtotal – out of a possible 500
Grand Total – out of a possible 2500
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Phone Number :
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