PLAN A CONSULTING BIZ DNA PROFILE

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Brief overview of business

• Outline brief business overview

PLANNING

• Do you have a long term planning process

  Yes

  No

  N/A

• Do you have 12 month plans

  Yes

  No

  N/A

• Do you review plans on a regular basis

  Yes

  No

  N/A

• Does your day to day activity reflect your plans

• If you had structure to planning would that assist & if so how

• Do you have governance systems in place (BOD AB)

  Yes

  No

  N/A

• Do Directors meet on a regular basis

  Yes

  No

  N/A

• Are there regular management meetings

  Yes

  No

  N/A

SALES & MARKETING

• Do you have a SM plan & what is an average sale

  Yes

  No

  N/A

• Do you have a prospecting plan

  Yes

  No

  N/A

• Do you measure SM activity

  Yes

  No

  N/A

• Do you know who,your target market is

  Yes

  No

  N/A

• Do you have an active referral process - what is the $ value of a lead

  Yes

  No

  N/A

• Do you loose customers or fail to convert sales - if so what is the cost of that to you

  Yes

  No

  N/A

• What is the biggest challenge in the SM area and how is that impacting on you

OPERATIONS

• Is everyone's role well defined & if not what issue does that cause

  Yes

  No

  N/A

• Do you measure productivity

  Yes

  No

  N/A

• Are you recovering all billable hours and if not what is that $cost to you

  Yes

  No

  N/A

• Do you back cost / manage projects and if not what is that cost to you

  Yes

  No

  N/A

• Do you have a process to capture variations & if not what is the $cost to you

  Yes

  No

  N/A

FINANCE & ADMIN

• How accurate is GL

• Do you run monthly management reports

  Yes

  No

  N/A

• Do you have cashflows / budgets

  Yes

  No

  N/A

• Do you have a process to measure stock turns - can you reduce stock & if so now much $ would that save

  Yes

  No

  N/A

• Do you have a process for AR

  Yes

  No

  N/A

• Do you have a process for AP

  Yes

  No

  N/A

• Could you ever fail to invoice & if so what would the $cost be

  Yes

  No

  N/A

• Is there a clear separation of duties

  Yes

  No

  N/A

• Do you know your key numbers, GP%, GP required etc

  Yes

  No

  N/A

• Do you cost recover / disbursements etc

  Yes

  No

  N/A

PROFITABILITY

• Is the company as profitable as it could be & if not why

  Yes

  No

  N/A

• Do you know what activity generates the most profit for you

  Yes

  No

  N/A

CHALLENGES

• If there was a major challenge what would it be and what's the $cost of that

• How is that challenge affecting the company

• People often know what to do but don't implement well - how well do you implement

• Who holds key people in business accountable

• What difference would it make if you could solve challenges above

OPPORTUNITY TO DRIVE MORE INCOME

• If you put processes in place what additional $ could you get into business - what difference would that make

FINAL QUESTIONS

• Questions for me

• If you were to start working with me when would you want to start

• My suggestion

• Next meeting date

  Date

• Key action steps to be completed - when