| Section 1 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| We have a written, flexible plan, which sets out our goals and targets | |
| We regularly review our performance against the targets set in our business plan | |
| We update our business plan at regular intervals and formally redevelop it for the beginning of each financial year | |
| We run our business in accordance with the strategies in our business plan | |
| We have clearly identified where we want the business to be in five years time and beyond | |
| Knowledge of our business's strengths and weaknesses have been documented | |
| Future opportunities and threats to our business have been identified | |
| The business model that will maximise our returns and allow us to grow is clear to us | |
| Developing strategies is a central part of our planning process | |
| From each strategy, we identify the processes that need to be implemented | |
| We do not get distracted from our core business or our objectives | |
| We quantify our objectives and set time frames for them to be met | |
| Section 2 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| We take the time to discover why our clients buy from us | |
| We contact our customers on a regular basis | |
| We understand the reasons why we gain, retain or lose customers | |
| Our marketing strategy is understood by our managers and employees | |
| Our database tells us what the average spend per customer is and how often they purchase from us | |
| Competitors of our business have been identified and we know how they operate | |
| Each year we analyse which of our clients are profitable and which are not | |
| We know how we can compete with our competitors (i.e.- price, service, quality, promotions) | |
| We have a clear list of marketing activities and when they occur during the year | |
| We have a referral system and thank or reward those who provide referrals to us | |
| We allocate time and other resources to market our products/services | |
| All marketing literature has a consistent brand, look and message that attracts our defined ideal customers | |
| Section 3 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| Our employees are well trained in how to sell our products/services in a consistent way | |
| Our employees take pride in always delivering excellent customer service | |
| We have set benchmarks for servicing our clients. All employees are aware of these benchmarks | |
| We monitor the results of customer service against our benchmarks | |
| We monitor, record and analyse our sales activity regularly | |
| Sales in each category of products/services are recorded independently | |
| Our employees are extremely knowledgeable in our products/services (including non-sales employees) | |
| We provide a form of value adding to each sale that we make | |
| Our business never discounts | |
| Our sales people have a bag of sales tools (brochures, demos etc) that are critical to our sales process | |
| Our business always acts on any leads or referrals immediately | |
| Each year we break down our clients into segments and decide how to increase sales to those segments | |
| Section 4 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| Our business has a well defined procedures manual for each department and task within the business | |
| Our products/services are checked regularly to ensure the highest quality is maintained | |
| We have calculated the maximum we can produce at full capacity | |
| We plan ahead for sales peaks and troughs and are able to adjust our output to the desired levels | |
| The level of efficiency of each employee is monitored on a regular basis | |
| We know our stock levels and ensure that these levels turnover regularly | |
| Our equipment is sufficient for our needs and provides efficient production | |
| Processes within our operation are well planned, documented and communicated to the necessary employees | |
| We review our processes and systems regularly to ensure we are doing it in the most effective and efficient way | |
| We calculate the maximum output we can achieve for the floor space that we occupy | |
| Our plant and equipment will adequately support our business needs for the coming year | |
| We allocate adequate resources (including time) to product development | |
| Section 5 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| We produce meaningful financial reports regularly | |
| We have defined key performance measures at the business, team and individual level | |
| We monitor our key performance indicators often | |
| Cashflows are monitored and we can predict with certainty when we will have excess cash and when we will be cash negative | |
| Each department knows what our expenditure budget is and the purpose of the allocated funds | |
| We have access to cash reserves that ensures the liquidity of our business is never a threat to our existence | |
| We hold no more stock than necessary | |
| Our customers/debtors pay on time, all the time | |
| We pay our suppliers/creditors on time every time | |
| We have systems in place which control debtor & creditor levels | |
| We have a daily backup system in place for our financial data | |
| Only the authorised personnel have access to our financial system | |
| Section 6 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| We can generate sufficient funding to support our development plans | |
| We do not rely too heavily on borrowings to finance the business | |
| Time has been taken to calculate the profit margin within each product/service we provide | |
| Budgets are set and monitored against actual income & expenses on a regular basis with reforecasting adjusted accordingly | |
| An asset register is maintained and checked regularly for current accuracy | |
| We know well in advance when we can purchase capital equipment for the business | |
| Our business returns an acceptable profit in line with owners expectations | |
| We know what the benchmarks are of our industry's financial performance | |
| Each year we review the performance of our business and where we can improve | |
| We never make uninformed decisions | |
| Costs are researched, planned and budgeted | |
| We measure the cost of quality and have programs in place to reduce waste | |
| Section 7 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| Employees within our business have a documented training program | |
| We evaluate the impact of training and development on performance | |
| New employees to the company or to a new job are given the training and development they need to do the job | |
| We have a training budget and encourage employees to improve their skills | |
| We have a commitment to raising skill levels through active training & development | |
| Everyone is made aware of the training and development opportunities open to them | |
| All our employees have a well defined position description detailing their role and responsibilities | |
| Our entire team have been heavily involved in the development of our business plan | |
| We find ways to reward new ideas that benefit the company and to employees who perform above expectations | |
| We regularly appraise our employees on their performance | |
| We consider our team morale to be excellent within our business culture | |
| Everyone receives regular updates on progress towards our business objectives | |
| Section 8 | N/A | Non Existent | Poorly Done | Could Be Better | Good | Excellent |
| We have the processes in place to identify hazards that could cause harm to people, property and the environment | |
| A complete workplace health and safety procedures manual exists and is kept up to date | |
| We investigate the causes of incidents and injuries in our workplace to prevent further incidents | |
| On a regular basis, we assess the level of risk of identified hazards and implement measures to reduce risk | |
| We are totally aware of our employer obligations under workplace health and safety legislation | |
| Our employees are trained on how to perform their tasks and operate equipment safely in line with our documented WHS procedures | |
| A system exists to audit and test our employees to ensure that they are complying with workplace health and safety processes | |
| We are aware of which industrial relations instruments we must comply with and ensure all our workers are covered correctly | |
| When employing people, we know we meet national employment standards | |
| Our time and wages sheets, payslips and superannuation payment requirements are maintained in accordance with legislation | |
| We provide a letter of offer and employment agreements to all new employees | |
| Our workcover obligations are maintained correctly, including any contractors or sub-contractors who predominantly work for us | |