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 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |
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1 2 3 4 5 |
1 2 3 4 5 |