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Checklist of Some of What it Takes to Have a Great Company

Name: _______________________________

Importance = How important do you believe it is for your company to have this (in writing)? (5 is high)

Rating = How good/useful is the plan, process or document you have? (5 is high)

Priority = High, Medium, Low to do something about the current status within the next 6 – 12 months.

Plan = With each high priority item, what is your next step(s)?

 

Importance

Rating

Priority

Plan

Vision

1 2 3 4 5

1 2 3 4 5

    

Mission

1 2 3 4 5

1 2 3 4 5

    

Core values

1 2 3 4 5

1 2 3 4 5

    

Business Plan

1 2 3 4 5

1 2 3 4 5

    

Strategic Plan (at least 2 years)

1 2 3 4 5

1 2 3 4 5

    

R&D (Innovation) Plan

1 2 3 4 5

1 2 3 4 5

    

Marketing Plan (competitive anchors defined)

1 2 3 4 5

1 2 3 4 5

    

Ideal Customer Profile defined

1 2 3 4 5

1 2 3 4 5

    

Profile of Economic Buyer

1 2 3 4 5

1 2 3 4 5

    

Competitive Analysis

1 2 3 4 5

1 2 3 4 5

    

Sales Plan (including tracking)

1 2 3 4 5

1 2 3 4 5

    

Defined Sales Cycle

1 2 3 4 5

1 2 3 4 5

    

Process for soliciting and tracking customer feedback

1 2 3 4 5

1 2 3 4 5

    

Operations (action) Plan with clear goals and measures

1 2 3 4 5

1 2 3 4 5

    

Process and use of regular staff meetings

1 2 3 4 5

1 2 3 4 5

    

Financials – budget and tracking

1 2 3 4 5

1 2 3 4 5

    

Quality assurance process

1 2 3 4 5

1 2 3 4 5

    

Year Outcomes and Key Indicators

1 2 3 4 5

1 2 3 4 5

    

Organization Chart of Key People

1 2 3 4 5

1 2 3 4 5

    

Defined Process for Recruiting, Interviewing, Hiring and Orientation

1 2 3 4 5

1 2 3 4 5

    

Development Plans for Key people

1 2 3 4 5

1 2 3 4 5

    

Performance Review Process defined and used

1 2 3 4 5

1 2 3 4 5

    

Leadership Assessment

1 2 3 4 5

1 2 3 4 5

    

Cultural Assessment

1 2 3 4 5

1 2 3 4 5

    

Information Systems Effectiveness

1 2 3 4 5

1 2 3 4 5

    

Job Descriptions for key positions

1 2 3 4 5

1 2 3 4 5

    

Growth Plan (at least 5 years)

1 2 3 4 5

1 2 3 4 5

    

Security of intellectual property

1 2 3 4 5

1 2 3 4 5

    

Succession Plan

1 2 3 4 5

1 2 3 4 5

    

Exit Strategy/Plan

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    

 

1 2 3 4 5

1 2 3 4 5

    
 

 

Improving Business Results and Quality of Life.

For more information, or for comments and questions, please contact us at info[at]ManagingHorizons[dot]com.

Last modified: July 31, 2009