EI Business Questionnaire Template

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Phone & Email:

• Number of Staff

• Insert important images here:

  Media

So I can best understand how I can help you, do you mind if I ask you some questions about your organisation?

• What does your company specialise in?

• How long have you been in operation for?

• What do you believe is your competitive advantage?

• To become more competitive, where do you feel the business could improve?

• What are the primary goals for your business over the next 12 to 24 months?

• What will be your obstacles to achieving your 12 to 24 month goals?

Taking into consideration your administration staff through to Team Leaders / Middle Management, can you please answer Yes or No if you feel your business could benefit by improving any of the following:

Entry Level Staff to Middle Management

• Improve Customer Service Outcomes (Internal & External)

  Yes

  No

  N/A

• Leadership that Promotes Team Effectiveness

  Yes

  No

  N/A

• OH&S & Workplace Safety

  Yes

  No

  N/A

• Developing Work Priorities & Time Management

  Yes

  No

  N/A

• Promoting Innovation & Continuous Improvement

  Yes

  No

  N/A

• Development within Teams & Individuals

  Yes

  No

  N/A

• Self Coaching & Mentoring

  Yes

  No

  N/A

• Playing a Role in Operational Planning

  Yes

  No

  N/A

• Reporting Operational Risk Management

  Yes

  No

  N/A

• Improve Team Culture & Morale

  Yes

  No

  N/A

• Notes:

In reference to your Team Leaders through to Senior Management, again can you please answer Yes or No if you feel your business could benefit by improving any of the following:

Team Leaders to Senior Management:

• Manage Quality Customer Service (Internal & External)

  Yes

  No

  N/A

• Ensure Team Effectiveness

  Yes

  No

  N/A

• Manage Operational Plan

  Yes

  No

  N/A

• Manage Projects

  Yes

  No

  N/A

• Manage Risk

  Yes

  No

  N/A

• Manage Workforce Planning

  Yes

  No

  N/A

• Manage Recruitment, Selection & Induction Processes

  Yes

  No

  N/A

• Manage Work Priorities

  Yes

  No

  N/A

• Manage Professional Development

  Yes

  No

  N/A

• Plan or Review Administration Systems

  Yes

  No

  N/A

• Manage Business Document Design & Development

  Yes

  No

  N/A

• Identify & Evaluate Marketing Opportunities

  Yes

  No

  N/A

• Notes:

Thank you for your feedback; it really helps me to understand your business.

• This feedback allows me to come back to you with solutions to help you further develop your staff and ultimately the productivity of your business. Am I right in assuming that you can see the value in a company like ours supporting your business?

• Show the relevant course descriptors and point out within the course descriptors where the client answered Yes in the above questionnaire's that the students will be learning those subjects

• Are you interested in creating improvements like these within your business?

• If we can organise for the Government to pay for your training, are you interested in enrolling your staff?

  Yes

  No

  N/A

• Who is the best person to provide me with staff information on Government funding eligibility?

  Yes

  No

  N/A

• What day next week are you available for me to present your solutions?

  Yes

  No

  N/A