Small Business Management Consulting Firm

The four major management functions are organizing, planning, directing, and controlling. A company can fail with weakness in any one of the major management functions as well as in operations and finances. For a brief summary of how well your company management is doing, honestly answer each of the following questions and then go to the evaluation section. For more accurate results, please answer all of the applicable questions.

COMPANY MANAGEMENT QUESTIONNAIRE

Operations
1. Sales Growth .	1=much less than your primary competitors. 5=much more than competitors.	N/A 1 2 3 4 5
2. Profit as a % of Sales ..	1=much less than your primary competitors. 5=much more than competitors.	N/A 1 2 3 4 5
3. Employee Turnover ..	1=much less than your primary competitors. 5=much more than competitors.	N/A 1 2 3 4 5
4. Customer Service .	1=much less than your primary competitors. 5=much more than competitors.	N/A 1 2 3 4 5
5. New Product/ Service Offerings .	1=much less than your primary competitors. 5=much more than competitors.	N/A 1 2 3 4 5
Organization
6. Able to hire and retain good employees	1=very untrue. 5=very true.	N/A 1 2 3 4 5
7. Each employee understands his/ her job ..	1=very untrue. 5=very true.	N/A 1 2 3 4 5
8. Employees evaluated, rewarded based on results achieved	1=very untrue. 5=very true.	N/A 1 2 3 4 5
9. Your replacement is identified and trained	1=no one can do your job. 5=replacement ready to take over now.	N/A 1 2 3 4 5
Planning
10. Company operations guided by plan .	1=no established company direction. 5=functioning operating plan.	N/A 1 2 3 4 5
11. Company is going where you want it to go ..	1=you don’t know where company should go. 5=you are on track.	N/A 1 2 3 4 5
12. Employees rewarded for helping achieve company goals .	1=no company goals. 5=functioning goal based incentive system.	N/A 1 2 3 4 5
13. Forecast Cash Flow .	1=you don’t know how much cash is in the bank each day. 5=you fore-cast cash flow or, better yet, you do not need to worry about it.	N/A 1 2 3 4 5
Directing
14. Subordinates make major management decisions .	1=you make all the important decisions. 5=decision making authority is properly delegated.	N/A 1 2 3 4 5
15. Management decisions are thoroughly carried out .	1=very untrue. 5=very true.	N/A 1 2 3 4 5
16. Communications to and among employees are good	1=very untrue. 5=very true.	N/A 1 2 3 4 5
Controlling
17. Product/ Service Quality Standards ..	1=no standards. 5=functioning quality standards.	N/A 1 2 3 4 5
18. Written Policies/ Procedures ..	1=no policies/ procedures. 5=complete, functioning policies/procedure.	N/A 1 2 3 4 5
19. Employees solve problems	1=employees show no problem solving initiative. 5=employees routinely suggest problem solutions.	N/A 1 2 3 4 5
Accounting
20. Automated Accounting Reports	1=month delay. 5=all needed reports available 3 days after month end.	N/A 1 2 3 4 5
21. Actual results compared with budget	1=no accounting reports, budget. 5=variance reports available 3 days after month end variance reports available 3 days after month end.	N/A 1 2 3 4 5
Pricing/ Sales
22. Price/ Service Rates .	1=no competitive price survey, has not been adjusted in past year. 5=prices properly slotted vs competitive prices.	N/A 1 2 3 4 5
23. Sales Coverage .	1=all potential customers not identified. 5=calling on all prospective customers.	N/A 1 2 3 4 5
24. Sales Planning/ Control ..	1=no sales plan or report. 5=each salesman works from a weekly sales schedule with weekly sales reports each salesman works from a weekly sales schedule with weekly sales reports.	N/A 1 2 3 4 5
Contractors/ Contract Manufacturers/ Bid Work
25. Track job costs vs bid costs ..	1=no job cost tracking. 5=job costs compared with bid costs at job end.	N/A 1 2 3 4 5
26. Bid rates cover all company costs . ..	1=you use bid rates that you believe cover costs and provide a profit. 5=bid rates based on your actual overhead rate and target profit and consistent with competitive rates.	N/A 1 2 3 4 5