<aside> 💡 Evaluating your own business is hard, so let’s just get that out of the way. When you're very close to your business, seeing things from an unbiased/objective viewpoint can be difficult. So, over the years that we’ve been doing this with our clients, we have found that it’s much easier for our clients to get their “evaluation juices” going by starting with “big picture” concepts and then drilling down into specifics later on in the Assessment.
We encourage you to work through this section with a team member to get multiple perspectives and a full picture of your business.
We recommend starting with this section to establish a clear understanding of your business goals and objectives. By keeping your goals (both quantitative and qualitative) in mind as you work through the Assessment, you'll have a solid foundation for making informed decisions about improving your operations.
Where do you want your business (operations) to be in a year? What problems do you not want to be dealing with?
What are your goals for the next 12 months that do not have numbers associated with them?
Ex: make new hire onboarding more streamlined or look forward to vacations instead of dread them
What are your goals for the next 12 months that do have numbers associated with them?
Ex: make $30k months or increase sales call per week to 10
Where do you feel great about your company? What improvements have you made that have had the greatest impact?