diagnostic questionaire

7/27/2019 Diagnostic Questionaire

1/5

Performance Leadership AssessmentNote: Rate your company on the following areas

1 2 3 4 5

Strategy and Focus1 Vision We have a clearly stated and visibleVision that sets the

direction for the organization 1 2 3 4 5

2 Values We share clearly stated and visibleValues that guide the

organization in howit operates 1 2 3 4 5

3 Objectives We have defined and visible SMART objectives that

determines what we will do 1 2 3 4 5

4 Risk Balance We have a good balance of attainable and stretch

objectives 1 2 3 4 5

5 Accountability People are assigned to be accountable for the objectives

1 2 3 4 5

People Engagement6 Content People are engaged in assessing what needs to be done

1 2 3 4 5

7 Importance The relative importance of tasks or projects are clear to

people 1 2 3 4 5

8 How People know howto do their work

1 2 3 4 5

9 Expectations Expectations of how to do things and towhat standard

are clear to people 1 2 3 4 5

10 Flexibility Leadership style is adjusted and appropriate for

individual needs 1 2 3 4 5

11 Feedback We practice a just and fair process for recognising

good performance and dealing with poor performance 1 2 3 4 5

Organization and Relationships12 Roles The roles in the team are effective for the work we do

1 2 3 4 5

13 Structure The structure of the organization is effective

1 2 3 4 5

14 Efficiency Theprocesses that we use are smooth and work well

1 2 3 4 5

15 Relationships Goodworking relationships are considered importantand are managed well 1 2 3 4 5

16 Help People actively help each other to achieve their goals

1 2 3 4 5

17 Trust There is a trusting working environment

1 2 3 4 5


2/5

Performance Leadership AssessmentNote: Rate your company on the following areas

1 2 3 4 5

People Support and Development18 Resources All necessary resources are available to do the work

effectively 1 2 3 4 5

19 Information All the necessary information about the work is

available 1 2 3 4 5

20 Safety Leaders demonstrate than the safety of people is of

paramount importance 1 2 3 4 5

21 Obstacles People can openly identify obstacles/problems and

seek help in finding solutions 1 2 3 4 5

22 Training People's training and development needs are openly

discussed and followed through on. 1 2 3 4 5

23 Being Valued People are treated as valued employees, where short

and long term needs are met. 1 2 3 4 5

Measurement, Review and Learning24 Monitoring There is a system in place to monitoring progress

against set objectives 1 2 3 4 5

25 Visibility The mentoring system is clear and visible to all of the

organization (e.g. scorecard) 1 2 3 4 5

26 Accountability It is clear to people who is accountable for the

delivery and their progress is openly discussed 1 2 3 4 5

27 Delivery We have a good track record of delivery, that fits well

with the risk profile of our objectives 1 2 3 4 5

28 Challenge People feel encouraged to air their thoughts on

delivery, challenge the norm and suggest new ways1 2 3 4 5

29 Improvement There is a good process to incorporate good

improvement ideas into the business plan. 1 2 3 4 5


3/5

How old is your business? 1 Years 2 Years 3 Years 4 Years 5 Years > 5 Years

Books and Financial Inteligence

1 Do you have Financials of your business?No Up-to-date Last Year Not of Recent

2 Are you financials audited? No Yes

3 Do you bank all your revenue before spending?No Always Sometimes Random

4 Do you have records of you cash inflows and out flows?No

Sales and

Expenses Sales Expenses

5 Do you record/refund all personal expenses made from the Company's Revenue?No Always Sometimes Random

6 Do you prepare cash flow projections for the business?No Monthly Quarterly Semi-Annual

7 What is the rage of your revenue?No Revenue over N500m N200m to N500m

N100m to

N200m 5 Yrs. 3 Yrs. 2 Yrs.

25 Has you business started or invested in another business before? What stake did you take?No Majority Minority Exited

26 Are you thinking of or ready to start or invest in another SME in the future?

No Related Industry Same Industry

Different

Business Any

27 Are you open to seek investments in your business growth in the future?No Majority Minority

28 What do you perceive to be the major opportunities for the business?

29 How long do you thing the opportunity will last?

1 Yr. >5 Yrs. 3 Yrs. 2 Yrs.

30Are your products basic goods and services whose demand will increase as purcha sing

power increases? No Yes Medium

31 Are you working on new products/Services?No Yes R and D stage

32 How many Departments do exist in the business?1 2 3 4 >4

33 What is the average headcount of each department?1 2 3 4 >4

34 Is there Pipeline of Customers/Orders awaiting the new product/ New Line/Expansion?No Yes R and D stage

35 How will you describe the culture in you business?unprofessional professional almost there

Sustainability AssessmentCross or circle the correct opetion for youen business


4/5

Industry Attractiveness

36 What is the industry outlook?Dim Bright Shaky Not clear

37 What is the current cost of entry into your industry? Is this cost rising or falling, and why?Low and Falling High and Rising High but steady

High but

Falling Low but Rising

1Does the need for expensive fixed assets or other large capital expenditures limit your ability

to compete? Yes No to some extent

2 Are inventories and equipment large part of your business assets?

Yes Low Medium

38 What id driving the growth or decline of the industry

39 Is international competition emerging, or is it a current factor within the industry?Current Far Emerging

Customers satisfaction and Intelligence

40Do you have a database of your customers with enough data and intelligence on each

customer? No Yes Developing one

41 What percentage of you revenue comes from Government contract?

About 40% Less than 10% About 20%

Less than 20%

but more than

10%

42 Do you have Long term contract with you customers?All Retail Business Whole Sale About 50%

43 What percentage of your customers comes from out side your market /environ?L ess than 10% About 40% About 20%

ess an

but more than10%

44 What percentage of customers generate 60% of you Revenue?Dont Know about 60% More than 60%

but Less than

60% Less than 30%

45Has the company experienced a significant change in turnover among its important

customers in recent years?? Yes No Minimal

46 What percentage of your total customers were acquired in the past 18 months?Dont Know About 20% About 10% Less than 10% Less than 5%

Com etitive environment

47 Do you have any information on the nearest competition?No Yes Medium

48 How Many of your competitor do you have information about?0 5 4 3 2

49 Do you have information on what they are doing right that you are doing wrong?No Yes Medium

50 Are you able to use such the above information to improve your own processes?No Yes

51 If you take the closest 5 competition, how will you rate your business position?

1 5 4 3 2

52Are ther e specific costs, processes, or technologies that limit competitive entry into the

market? No Yes

Human Resources

53 Does the business product or service require special skills, education, or licensing?No Yes Minimal

54 What is your total headcount?


5/5

Qualit Mana ement

69Do you effectively and constantly communicate the focus on customer and quality to all

levels within the organization? No Yes

70

Do you measure data related to customers, products, suppliers performance, financial

performance , and employee per formance? Is this data use ful, used and understandable for

decision making? No Yes

71How and how effectively do you share goals, objectives and targe t with employees,

suppliers, and others who have to execute the strategy?Performance

Review Strategy Session Meetings

Line

Communication

Correspondenc

e

72Do you systematically assess the needs of the workforce and develop plans for training and

development at various levels and categories of employment?No Yes

73 Are you able compare your business data/ results with that of competition?

No Yes

74 Do you regularly and systematically identify areas for improvement?

No Yes

75 When last did you carry out process review/ Improvement driveNever 6 month ago 12 months ago 24 months ago

Corporate Governance

76 Is there a management team in place? What is the team size?No 5 4 3 2

77 How frequent does the management team meetNot Applicable Weekly Bi-Weekly Monthly Random

78 Are minutes of meeting documented and action points identified and reviewed?No Yes

79 Is there a constituted Board or Directors or Advisory Board in place? How many members?No 5 4 3 2

80 How Many of the management team are on the board?Non 2 3 1

81 How frequent does the Board team meetNot Applicable Monthly Quarterly Bi- Annual Yearly

82Are there a clear division of responsibilities between the senior management and the Board

of Directors? No Yes

83 Are there sub-committees constituted in the boardNo Yes

Risk and Risk Management

84Is there any risk identification technique or procedure documented and communicated to

staff on each of potential risk elements in the business? Yes No In Progress

85Is there any risk mitigation technique or procedure documented and communicated to staff

on each of potential risk elements identified? Yes No In Progress

86 Is there any guideline documented for offering credit?Yes No In Progress

87 Are all credits offering documented in explicit contract?Yes No Sometimes

88Are appr oval/authority levels clearly de fined and structured to ensure check and balances

on all transactions Yes No

89 Is there strict penalties for non compliance to approved procedures and processes?Yes No

90 Is the labour unionized in you industry?No Yes

91 Would critical staff remain if the company is business sold?Yes No

92 Are there any risk involved in assets or companies recently acquired by the company?No Yes

93 Is there a pipeline of employees that can take over identified critical and key job roles?Yes No

94 What is the general health status of most critical key personnel?Dont know BP Diabetes Other terminal

95 Are there insurance Policies in place?Some Assets

and GL/WC None Group Live WC All Assets only

96Is heavy government regulations prevalent in the industry, or is there potential for such

regulation? Yes No Expected

97Are there any current or pending material litigations, including employees, customers,

suppliers, government related etc.? No Govt Emp Cust Sup

98Are operations unusually susceptible to weather, political events, or other genera lly

uncontrollable events? None Both Political Weather

Sustainability AssessmentCross or circle the correct opetion for youen business

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