Business Health Check

Registered Business Name*

Physical Address*

Governorate/City

Telephone

Business Registration Number

Year Formally Established

Number of Years in Business

Number of Employees

Number of Managerial Staff

Number Technical Staff

Number of Administrative Staff

Revenues the past 3 years

The year before

3 years before

Mobile

Telephone

Website

Key Products/Services

To what extent do you have defined stages, with verifiable outcomes, for each of our key market segments?

To what extent does your organisation prepare forecasts from multiple perspectives (e.g. sales, research)?

To what extent do think you have a clear vision for the future for your business?

To what extent do you communicate this vision to your employees and other stakeholders?

To what extent do you delegate responsibility for the daily management of the business to your employees for extended periods of time?

To what extent is it common for employees to generate new ideas for enhancing your firm's products, services and processes?

Mission and Vision Statements

To what extent does your organisation have a formal, written mission statement that communicates clearly the purpose of your business?

Planning

To what extent do you have a formal, written business plan that you review regularly?

To what extent do you systematically monitor your industry for changes in government regulation, technology or the actions of customers and suppliers?

To what extent is your planning horizon longer than one year?

To what extent does your business use an export strategy?

To what extent do you think your business ready to export or expand in the region or globally?

Strategic Partnerships

To what extent would you be willing to form strategic partnerships with other firms to undertake a new product or process innovation?

IP and Patents

To what extent have you taken formal action to secure legal protection over your firm's intellectual property?

To what extent do you or your business hold registered patents or designs?

Investment in Technology

To what extent are you aware of new technology trends related to your industry?

To what extent do you invest in latest technology and trends in your business?

Market Segmentation

To what extent do you have a clear understanding of who your customers are and why they buy from you?

To what extent have you carefully researched your customers and segmented them into groups with similar needs that your business can satisfy?

To what extent you have a consistent methodology across your business sales channels for evaluating future sales?

Value Proposition

To what extent have you identified the key things that make your business different from its competition?

To what extent do you have a clearly defined, well understood set of values for your sales and marketing team in your organisation?

Sales & Marketing Capability

To what extent do you have a systematic approach to selling your products and services that you can transfer to a sales team?

To what extent the sales staff are effective and qualified in the selling process?

To what extent do you have tools that measure and monitor sales information across your sales and marketing team?

To what extent does your marketing and sales team have a solid understanding of your entire portfolio of products and services?

To what extent does your marketing and sales team have a deep understanding of your industry, customers, and competitors to improve performance results?

Marketing Strategies

To what extent do your marketing campaigns create enough qualified leads to allow your sales team to achieve their assignment targets?

To what extent does your business invest in promotional materials?

To what extent does your business have a system to manage your promotional content?

To what extent does your business have a formal marketing plan that is regularly reviewed?

To what extent does your organisation have tools to measure changes in your market segments?

To what extent does your business have a high volume of new business generated by word of mouth referral?

To what extent does your business adopt up-to-date technology and trend in implementing the business marketing activities ( Social Media, online platforms, e-wallet, payment, IOT,.

Customer Interaction

To what extent does your organisation routinely measure the value that your customers receive from your products and services?

To what extent do you check with customers if they are happy with the services/products provided by your company?

To what extent do you actively monitor trends in customer satisfaction?

To what extent do you make use of costumer surveys on regular basis?

To what extent does your business provide formal training for employees in customer services skills?

To what extent do you regularly and reach out to your customers to seek ways to improve your products/services?

Products/Services

To what extent do you have an organized products/services database?

To what extent are standard reports concerning product performance produced on a regular basis?

To what extent does your business conduct regular product or service reviews following market feedback?

To what extent does your business use formal market research prior to launching new products or services?

To what extent does your budget allow for investment in new products or services?

To what extent does your business attempt to systematically brand its products and develop its image?

To what extent does your business actively seek new ways to secure competitive advantage in the market that might involve new products and services?

To what extent have you collaborated with another business in the development of new products, services or processes?

Financial Management

To what extent has the annual sales turnover of your business been increasing steadily over the past three years?

To what extent are you happy with this sales trend?

To what extent is your business able to secure premium prices due to its unique products and services?

To what extent do you know about your firm's break-even point and know how many sales must be made to achieve break-even during a specific timeframe?

To what extent do you regularly monitor your firm's gross profit margins and the contribution that each product or market segment makes to the firm’s gross profit?

To what extent is the net profitability of your business higher than the average in your industry?

To what extent are you satisfied with these levels of profitability in your business?

To what extent have you well prepared cash flow forecasts for your business?

To what extent do you systematically monitor your firm's cash flow?

To what extent do you have a well-structured set of KPI measures for financials?

To what extent do you consider that your business has sufficient working capital to support robust business growth?

To what extent is your business dependent on mortgages?

To what extent do you systematically reinvest your profits back into the business?

To what extent are you totally comfortable reading and analysing financial statements?

To what extent are you familiar with the recent tax laws and updates that directly affect your business?

To what extent is there a separation and an understand of your fixed and variable costs in your work?

To what extent is there a separation between your personal and company expenses?

To what extent do you set estimated budgets of the company at the beginning of each year and stick with them?

Quality & HR

To what extent are the standards and other quality criteria of your management activities explicit and applied?

To what extent does the business set and review either targets or objectives as part of the management KPIs?

To what extent does your business have a documented and formally accredited system for quality management (e.g. ISO)?

To what extent does your business have a well-structured training program to develop employee skills?

To what extent are you totally satisfied with the level of supervision of your employees?

To what extent does your business have incentive and reward schemes for employees?

To what extent is the connection between your marketing strategy and the company strategy well defined and understood by all employees?

To what extent does your business recognize and reward people who make significant improvements to the business and internal processes?

To what extent does your business have a communication system in place to ensure the quality of information shared in two directions ( upward and downward)

Operations /Project Management

To what extent does your business have clear and repeatable processes that minimizes the administrative and operational burden across all levels of the organisation?

To what extent do your information systems capture relevant information every time your marketing and sales team or your service team makes contact with a customer?

To what extent does your business capture and measure both quantitative and qualitative information on each individual sales opportunity?

To what extent does your business have well documented procedures for key areas of operations?

To what extent is your factory, store or office layout adequate to the needs of your business growth both now and into the future?

To what extent does management provide information concerning recommendations based on current trends/emerging technology?

To what extent does management provide information concerning variances between planned and actual performance in production?

To what extent does management provide information concerning performance trends in production process?

To what extent are you able to monitor costs within your production system including wastage rates in a systematic and timely manner?

To what extent are your firm's levels of wastage and operating costs less than the average in your industry?

To what extent are your firm's levels of absenteeism among employees less than the industry average?

To what extent does your business apply an efficient communication system to ensure shared information quality and knowledge transfer between staff?

To what extent does your company have influence over suppliers and buyers (e.g. negotiation, payments)?

To what extent have responsibilities for management planning process activities been assigned and measured?

To what extent is there a process in place to ensure future business requirements are incorporated into management planning process plans?

To what extent does the organisation have a process to ensure that there is sufficient capacity to support planned services?

To what extent are services detailed in SLA's (service-level agreement) monitored, measured and forecasted?

To what extent are all process capabilities within your business up to standard?

To what extent are your entire firm's production technologies up to date?

To what extent does your business use technology to enhance the efficiency of the supply chain?

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