Organisational Health Check
If you’re looking to evaluate your business performance, facing challenges, or seeking ways to grow or improve, answering these 20 questions honestly will help you pinpoint areas for improvement and focus.
Strategy & Business Goals
1. Is there a written, clearly communicated vision shared by everyone in the organisation
2. Are your core values clear, and do you recruit, review, reward, and dismiss based on them?
3. Is your core business focus defined, with people and systems aligned and consistently focused on it?
4. Have you set a 10-year target that’s clear, regularly communicated, and widely shared?
Sales & Marketing
5. Is your target market clearly defined, with your marketing and sales efforts focused on it?
6. Have you identified at least three unique differentiators, and are they consistently communicated in your marketing and sales?
7. Do you have a documented, proven process for engaging with customers, used consistently by all salespeople?
Leadership, People & Teams
8. Are all team members throughout your organisation a good cultural fit, sharing your core values?
9. Are organisational charts and job descriptions complete, with defined responsibilities that are regularly updated?
10. Are all employees in the right role, do they understand what you want of them, and truly want to be there, and have the capacity and skills to perform well?
11. Does your leadership team demonstrate openness, honesty, and high trust amonst themselves and with the wider team?
12. Does everyone have documented goals and objectives, with regular reviews of performance against these?
13. Do you hold regular team meetings, and company briefings involving everyone in the organisation?
14. Do your meetings start and finish on time, follow an agenda, and have documented actions?
15. Do your people and teams identify, discuss, and resolve issues for the long-term benefit of the organisation?
16. How is morale, and are your people engaged in the strategy and future success of the organisation?
Processes
17. Are your core processes documented, simplified, and followed by all to ensure consistent results?
18. Do you have systems for gathering regular feedback from customers and employees, review it regularly and take action from this insight?
Metrics & Data
19. Have you identified and monitor a small set of critical metrics that indicate progress against your key buisness drivers?
20. Do you have financial budgets or forecasts, and regularly monitor performance against them? (Monthly or Quarterly)
This organisational health check is based on the templates outlined in 'Traction: Get a Grip on Your Business' by Gino Wickman. I highly recommend this book to clients, as it provides a clear, actionable framework for running a successful business. Its principles align closely with my approach to projects and play a key role in building sustainable success.
Results & Findings
Be honest with your answers, and don’t worry if you can’t respond positively to every question— even the most successful companies can’t achieve and sustain all of these consistently.
For some questions, your answer may be a clear ‘Yes’ or ‘No,’ while for others it might be a partial ‘Yes,’ with specific elements that are currently unmet. Reflect on your responses and consider them from the following perspectives:
- Firm ‘No’ – For any questions answered with a ‘No,’ consider these as priority areas for potential improvement.
- Partial ‘Yes’ – Reflect on the steps needed to achieve a full ‘Yes.’ What benefits could this bring to your organisation?
- Firm ‘Yes’ – These represent your organisation’s strengths. Focus on maintaining these while working to enhance other areas.
Discuss Your Findings for FREE
For a deeper insight into your organisation or to discuss strategies for planning and implementing change, please contact me to arrange your FREE 1-2 hour consultation.
This is where our journey begins—working together to support your business and create the success you’re striving for.