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Sales & Marketing

1. Are sales where they should be?	RATING Excellent Good Fair Poor N/A
2. Rate the effectiveness of the outside sales force. Do you always know the agenda and focus of sales force activity?	RATING Excellent Good Fair Poor N/A
3. Rate the effectiveness of media advertising.	RATING Excellent Good Fair Poor N/A
4. Is internet (web site) advertising employed?	RATING Excellent Good Fair Poor N/A
5. Is there an overall marketing plan in place? If so, rate its performance.	RATING Excellent Good Fair Poor N/A
6. How do customers rate product quality?	RATING Excellent Good Fair Poor N/A
7. Are customers paying for product quality?	RATING Excellent Good Fair Poor N/A

Retail Operations

1. Rate your sales performance per employee	RATING Excellent Good Fair Poor N/A
2. Rate your sales performance per square foot	RATING Excellent Good Fair Poor N/A
3. Do you maintain records on product line performance per foot of display?	RATING Excellent Good Fair Poor N/A
4. Do you maintain records on average sales / profit per transaction?	RATING Excellent Good Fair Poor N/A
5. Do you maintain records on sales performance on specific days of the week?	RATING Excellent Good Fair Poor N/A
6. Do you maintain records on sales performance on specific days of the week?	RATING Excellent Good Fair Poor N/A
7. Rate your retail stocking levels. Are there "holes" in the retail product displays?	RATING Excellent Good Fair Poor N/A
8. Rate your retail presentation. Evaluate POS displays, effective use of end caps, cleanliness / orderliness of displays and signage, etc.	RATING Excellent Good Fair Poor N/A

Distribution Operations

1. Are you meeting customer deadlines?	RATING Excellent Good Fair Poor N/A
2. Rate your order fulfillment performance (out-of-stock percentage,order delays, short shipments, etc.)	RATING Excellent Good Fair Poor N/A
3. Rate delivery accuracy: shipping errors, returns, expedited shipments (e.g. overnight packages)	RATING Excellent Good Fair Poor N/A
4. Are inventory stock levels in line with business requirements? Too much, too little, critical overstocks in specific items?	RATING Excellent Good Fair Poor N/A
5. Rate purchasing controls: Is there a purchase order system? Is the proper personnel doing the buying? Do you know that you're always getting the best price?	RATING Excellent Good Fair Poor N/A
6. Are warehouse / storage facilities orderly? Can you always find what is meant to be there? Do distribution operations flow smoothly and efficiently?	RATING Excellent Good Fair Poor N/A

Production Operations

1. Do you know your actual cost of materials for each product?	RATING Excellent Good Fair Poor N/A
2. Rate material control operations: waste, scrap, production errors (wrong material used).	RATING Excellent Good Fair Poor N/A
3. Do you know the actual cost of an hour's labor? By function, category, product? At base rates with benefits and down time?	RATING Excellent Good Fair Poor N/A
4. Is overtime excessive?	RATING Excellent Good Fair Poor N/A
5. Does your production process flow smoothly? Rate your production facility layout, work flow, materials handling, etc.	RATING Excellent Good Fair Poor N/A
6. Rate the effectiveness of your production schedule.	RATING Excellent Good Fair Poor N/A

Organization

1. Do you have adequate, qualified staff in administration?	RATING Excellent Good Fair Poor N/A
2. Do you have adequate, qualified staff in sales and marketing?	RATING Excellent Good Fair Poor N/A
3. Do you have adequate, qualified staff in customer service?	RATING Excellent Good Fair Poor N/A
4. Do you have adequate, qualified staff in production and project management?	RATING Excellent Good Fair Poor N/A
5. Do you have adequate, qualified staff in purchasing and inventory control?	RATING Excellent Good Fair Poor N/A
6. Do you have adequate, qualified staff in front line production operations?	RATING Excellent Good Fair Poor N/A
7. Do you have adequate, qualified staff in technical support and / or skilled positions?	RATING Excellent Good Fair Poor N/A
8. Do you have adequate, qualified staff in warehousing, distribution, and delivery?	RATING Excellent Good Fair Poor N/A
9. Do you have adequate, qualified staff in retail operations?	RATING Excellent Good Fair Poor N/A
10. Is turnover a problem?	RATING Excellent Good Fair Poor N/A
11. Does "teamwork" describe the company organization?	RATING Excellent Good Fair Poor N/A
12. Do all employees clearly understand their job duties and responsbilities?	RATING Excellent Good Fair Poor N/A
13. Rate the general term "communication" in your organization	RATING Excellent Good Fair Poor N/A

Financial Control Systems

1. Rate the accuracy of financial reporting systems.	RATING Excellent Good Fair Poor N/A
2. Rate the timeliness of financial reporting.	RATING Excellent Good Fair Poor N/A
3. Are you getting the information that you need from your   automated information systems?	RATING Excellent Good Fair Poor N/A
4. Do your systems provide detailed information on department / profit center performance?	RATING Excellent Good Fair Poor N/A
5. Do your systems provide detailed information on profitability by product and / or product line?	RATING Excellent Good Fair Poor N/A
6. Rate your company's cash flow planning	RATING Excellent Good Fair Poor N/A
7. Does your company have a detailed financial plan for the current year?	RATING Excellent Good Fair Poor N/A
8. Does your company have a detailed financial plan for the next year?	RATING Excellent Good Fair Poor N/A
9. Does your company have a detailed financial plan for the next five year period?	RATING Excellent Good Fair Poor N/A

Personal Management Barometer

1. Are you satisfied with your personal earnings?	RATING Excellent Good Fair Poor N/A
2. Are you able to delegate responsibilities adequately to key company personnel?	RATING Excellent Good Fair Poor N/A
3. Are you satisfied with the balance between your business life and your personal life?	RATING Excellent Good Fair Poor N/A
4. Do you have adequate time to MANAGE the business as well as OPERATE it?	RATING Excellent Good Fair Poor N/A
5. Objectively rate the cooperation and effectiveness of relationshipsn between partners and / or family members in your management team.	RATING Excellent Good Fair Poor N/A