Chaos to Clarity

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Business Name

First Name *

Last Name *

Email *

Phone *

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Leadership

Direction

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We have a clear vision and goals—and the team knows them *

Yes

Somewhat

Nope

Our priorities are tracked, not just talked about *

Always

Sometimes

Never

The founder isn’t stuck in the weeds every day *

Nailed it

Needs work

Not yet

Team

Roles

Everyone knows what they’re responsible for (and it’s written down) *

Nailing it

Needs work

No idea what anyone is responsible for

We have a simple team structure that makes sense *

Simple and effective

Some structure, but needs simplifying

Everyone does what ever they want, when ever they want

We check in regularly, not just when something goes wrong *

Nailed it

Needs work

Not yet

Systems

Processes

Key processes are documented and actually used and regularly reviewed and updated *

Processes are the best

Some

None, we got some work to do

Tasks get done the same way—no reinventing the wheel *

Nailed it

Sometimes

Never

The business doesn’t grind to a halt if one person is away *

We've got plan C's for the plan B's

Some tasks/roles, but not complete

We are a mess

Tools

Tech

We’re using the right software (and using it well and to its full potential) *

Nailed it

Needs work

Not yet

There’s no double-handling of tasks or processes *

We are a well oiled machine

We've done some automation, but still double handle some tasks

We are doing things 3 times over daily

Repetitive tasks are automated where it makes sense *

Nailing it

Some are

None are

Planning

Reporting

We plan weekly/monthly/quarterly and stick to it (within reason) *

YES!!!

Somewhat

Not at all

Key metrics are tracked and reviewed (both overall business metrics and individual team metrics) *

We are nailing this

Have some, but could use work

No metrics at all

We know what’s working—and what’s wasting our time *

All over it

Kind of

Not sure

Client

Experience

Clients are onboarded smoothly and consistently *

Nailed it

Needs work

Not yet

We regularly get great feedback or referrals *

All the time, our customers say such nice things

Sometimes, but more often would be better

Not really

Delivery issues are rare, not routine *

Non existent

Sometimes

We have a lot of issues

Compliance

Risk

Risks are identified and managed (WHS, legal, etc.) *

Yes we are all over risk

Kind of, but not confident in this area

No idea what you're on about

Key documents are stored where we can find them fast and there is some form of document control *

Absolutely

Sort of

Hell no

If a new person walked into your business today, would they be able to closely (and reasonably) replicate how you operate day-to-day by following your processes and procedures?

Yes, we understand our risks

Kind of, but could be improved

No idea what you're on about