Acustrat Strategic Assessment

Step 1 of 13 - Introduction

Please copy and paste the company ID given within the invitation e-mail.*
Please select the best representation of your responsibility within the company.*
Please select the best representation of your functional area within the company.

The "Core Business" of your company are the products and services your company offers that provide value to your customers AND are core to the business model. Based on your understanding, what extent has the core business been defined, established and communicated?*

Our Core Business is not established or communicated.	Our Core Business is somewhat defined but not communicated or prioritized.	Our Core Business is defined, but not communicated or prioritized.	Our Core Business is defined, communicated and prioritized although our systems and processes do not reflect that.	Our Core Business is defined, communicated and prioritized although our systems OR processes don't reflect that.	Our Core Business is defined, communicated, prioritized, and our systems and processes reflect it.

To what extent do you understand the full offering of products and services your company offers?*
This does not apply to me. Not at all. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.

Differentiation separates your company from your competition by offering something a little different. Based on your understanding, to what extent has your company defined and marketed the key differentiators?*

Differentiation? What's that?	We have an idea of how we are different...that's about it.	We have a good understanding of how we differentiate ourselves but don't market it and it has not been communicated to the company.	We understand our differentiators, they have been communicated, but we lack the knowledge or expertise on how to communicate or market them.	We understand our differentiators, they have been communicated, we are marketing them to our clients but not to the best of our ability.	We are rockin' our differentiators! Our customers and staff understand why we are different.

Differentiation separates your company from your competition by offering something a little different. Based on your understanding, to what extent has your company defined and marketed the key differentiators?*
This does not apply to me. Not at all. Very little. To some extent. I have a clear understanding. I do and it seems everyone in the company has a clear understanding.

Your company's Image and Relationship are important intangible value creators for your customers. Your image is how they view your company. For instance, Apple has a different image than Walmart. Apple might seem cool, hip and innovative, whereas; Walmart might seem big, cheap and assessable). Your relationship is how you make them feel when they buy something or a service from you. For instance, I can buy an iPad in an Apple Store or a Walmart. At an Apple store, I feel supported and engaged. In Walmart, I'm part of the pack and expect very little expertise. To what extent do you understand your company's image and relationship?"*

Huh? This is a new concept to me.	I've heard of this and thought about it briefly.	We have something like this, we just call it something different.	We understand our image and relationship but have not communicated or measured if we are accomplishing our intended results.	We understand our image and relationship, have communicated but struggle to measure.	We know our key image and relationship attributes, have communicated them and are measuring them regularly.

To what extent do you understand or have been informed of your company's brand image (what a customer thinks about your company) and your company's brand relationship (how your customer feels when you do business with them)?*
This does not apply to me. Not at all. Very little. To some extent. I have a clear understanding. I do and it seems everyone in the company has a clear understanding.

Based on your understanding, to what extent does your company collect customer feedback and/or survey your customers?*

Never.	Very rarely.	Sometimes, but mostly verbal.	Sometimes, can be verbal or hand-written.	A scheduled survey is sent to employees but low participation rate.	A scheduled survey is sent to employees and there is a large participation rate.

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Based on your understanding, to what extent is your company's organizational chart or roles, accountability and responsibilities defined, updated and managed?*

There is no Accountability or Organizational chart.	There is an organizational chart but no chart outlining accountability and responsibilities.	There are both, but it is rarely updated and hasn't been communicated.	There are both, but it is rarely updated and but was communicated at some point in time.	There are both, it is updated and communicated regularly.	There are both, it is updated and communicated regularly and it is imbedded in the company culture.

To what extent do you understand the company's organizational chart or roles, accountability and responsibilities?*
This does not apply to me. Not at all. Very little. To some extent. I have a clear understanding. I do and it seems everyone in the company has a clear understanding.
To what extent do you understand the company's organizational chart or roles, accountability and responsibilities?*
This does not apply to me. Not at all. Very little. To some extent. I have a clear understanding. I do and it seems everyone in the company has a clear understanding.

Based on your understanding, to what extent is everyone engaged in regular weekly meetings?*

We don't regularly meet.	Not many of our people are engaged in regular meetings.	Some of our people are engaged in regular meetings.	Many of our people are engaged in regular meetings.	Most of our people are engaged in regular meetings.	All of our people are engaged in regular meetings.

To what extent are your meetings consistent? (same time, same format, notes, start and end on time).*

We don't regularly meet.	Not many of our people are engaged in regular meetings.	Some regular meetings with no agenda.	Regular meetings with a printed agenda and tracking attendance.	Regular meetings with a printed agenda, defined start and end times and tracking attendance.	Regular meetings with a printed agenda, notes taken, defined start and end times and tracking attendance.

Based on your understanding, to what extent does the company collect employee feedback to better understand their level of satisfaction?*

Never.	Very rarely.	Sometimes, but mostly verbal.	Sometimes, can be verbal or hand-written.	A scheduled survey is sent to employees but low participation rate.	A scheduled survey is sent to employees and there is a large participation rate.

Based on your understanding, to what extent is everyone in the organization accountable to hit one goal/target/number that defines success?*
No one. Very few. Some. Just Management. Most. Everyone.
Based on your understanding, to what extent can you and/or the employees in the company answer quantitatively if you/they had a good day or week?*
No one. Very few. Some. Just Management. Most. Everyone.

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Based on your understanding, to what extent does the company budget, forecast, and monitor financial health?*

There is no budget.	We monitor a few expenses.	We project how we will end up for the year and monitor a few expenses.	We set some revenue and expense budgets and monitor and compare to actual numbers.	We budget our revenues, expenses, balance sheet and cash flows and monitor them regularly.	We budget our revenues, expenses, balance sheet and cash flows and monitor, check and readjust based off of our actual numbers.

To what extent do you understand the company's financial goals?*
Not at all. I don't understand why I need to know. Not at all but I would like to know. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.
To what extent has the company's financial goals been communicated?*
Not at all. I don't understand why I need to know. Not at all but I would like to know. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.
Based on your understanding, to what extent do the key people in the company understand the financial statements? (Income Statement, Balance Sheet, Cash Flow, Retained Earnings).*
Not at all. Very little. Somewhat. Good knowledge of some of the statements. Good knowledge of all statements. Great knowledge of all statements.
Based on your understanding, to what extent do you and key leaders understand the Cash Conversion Cycle of the company?*
Not at all. Very little. Somewhat. Most understand it. We understand it but don't measure it often enough. We understand it and measure it regularly (Daily, Weekly, Monthly)

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Based on your understanding, to what extent does your company plan and budget for generosity?*

Not at all.	Very little.	No plan but we give occasionally.	No plan but we give regularly.	We have a plan and give regularly but it is not factored into our budget.	We have a plan, give regularly and it is in our budget.

Based on your understanding, to what extent does your company plan and budget for generosity?*

Not at all. I don't understand why I need to know.	Not at all but I would like to know.	This kind of information is only privy to management.	It has not been communicated to me but I know it has been communicated to some of my colleagues.	It has been communicated to me but I am not sure about others in the organization.	It has been communicated to me and the entire organization.

Based on your understanding, to what extent does your company engage in service projects for a charitable organization?*

Not at all.	Our company serves on an individual basis and not corporately.	Once per year, low participation.	Once per year, medium participation.	Once per year, great participation.	More than once per year and great participation.

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Based on your understanding, to what extent are the people in your company the "right" people who share the core values and fit within the company culture?*

Less than 60% of our people are the "right" people.	60% - 69% of our people are the "right" people.	70% - 79% of our people are the "right" people.	80% - 89% of our people are the "right" people.	90% - 95% of our people are the "right" people.	All of our people are the "right" people.

To what extent are the people in your company in the "right" role?*

Less than 60% of our people are in the "right" role.	60% - 69% of our people are in the "right" role.	70% - 79% of our people are in the "right" role.	80% - 89% of our people are in the "right" role.	90% - 95% of our people are in the "right" role.	All of our people are in the "right" role.

Based on your understanding, to what extent are the people in the company happy and engaged?*
No one. Very few. I am but it seems others are not. Just Management. Most. Everyone.

Based on your understanding, to what extent is the executive team healthy and aligned?*

We don't have a formalized executive team.	The executive team seems dysfunctional.	Functional but struggles to find common goals and strategies.	The executive team is functional and meet regularly but they don't hold each other accountable for results.	The executive team is functional, meet regularly, hold each other accountable for results and have a great amount of trust built up between them.	The executive team is a diverse and functional team. They meet regularly, hold each other accountable for results, have a great amount of trust built up between them and are willing to challenge each other in decision-making with respect and facts.

Based on your understanding, to what extent are the leaders and managers in the organization investing their time and energy in developing their teams?*
Not at all. Very little. To some extent. Some leaders and managers are really good at this; whereas others need help developing this skill. Most. All leaders and managers.

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Critical Success Factors are key measurable factors or activities that your company must achieve in order to fulfill the mission. These are measured on a regular basis and are usually composed of weighted Key Performance Indicators. Based on your understanding, to what extent has your company developed, managed and communicated the company's Critical Success Factors?*
Not at all. Very little. To some extent. Developed but not communicated or actively managed. Developed, measured and communicated to some. Developed, measured and communicated to everyone.

Critical Success Factors are key measurable factors or activities that your company must achieve in order to fulfill the mission. These are measured on a regular basis and are usually composed of weighted Key Performance Indicators. Based on your understanding, to what extent has your company developed, managed and communicated the company's Critical Success Factors?*

Not at all. I don't understand why I need to know.	Not at all but I would like to know.	This kind of information is only privy to management.	It has not been communicated to me but I know it has been communicated to some of my colleagues.	It has been communicated to me but I am not sure about others in the organization.	It has been communicated to me and the entire organization.

Key Performance Indicators are individual measurable values which demonstrate how effective you are achieving something that will contribute to the overall mission of the company. Based on your understanding, to what extent has your company developed, managed and communicated the company's Key Performance Indicators?*
Not at all. Very little. To some extent. Developed but not communicated or actively managed. Developed, measured and communicated to some. Developed, measured and communicated to everyone.

Key Performance Indicators are individual measurable values which demonstrate how effective you are achieving something that will contribute to the overall mission of the company. Based on your understanding, to what extent has your company developed, managed and communicated the company's Key Performance Indicators?*

Not at all. I don't understand why I need to know.	Not at all but I would like to know.	This kind of information is only privy to management.	It has not been communicated to me but I know it has been communicated to some of my colleagues.	It has been communicated to me but I am not sure about others in the organization.	It has been communicated to me and the entire organization.

Dashboards/Scorecards are a collection of measurements that focus on one particular area or a broader company-wide view. Based on your understanding, to what extent has your company developed, managed and currently use dashboards and scorecards?*

Not at all.	Very little.	To some extent.	Developed but data is not as accurate as it needs to be.	Developed, implemented company-wide and data is good.	Developed, implemented company-wide and data is excellent.

Not at all. I don't understand why I need to know.	Not at all but I would like to know.	This kind of information is only privy to management.	It has not been communicated to me but I know it has been communicated to some of my colleagues.	It has been communicated to me but I am not sure about others in the organization.	It has been communicated to me and the entire organization.

Based on your understanding, to what extent have scoreboards, dashboards, and scorecards been displayed for all to see how the company is performing?*

Not at all.	Very little.	To some extent.	Some departments do this but it is cumbersome getting the data. We do not have a system in place for tracking and managing these measurements.	Our performance is posted throughout the company but we struggle with gathering the information. We do not have a system in place for tracking and managing these measurements.	They are displayed for everyone to see and there is a system in place to track and manage these measurements and priorities.

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Based on your understanding, to what extent has your company developed, documented, trained and implemented proven business processes?*

Not at all.	Very little.	To some extent.	Some processes have been developed and employees have been trained.	A majority of our processes have been developed. Employees have been trained.	All of our processes have been developed. Employees have been trained.

Based on your understanding, to what extent are the people in your company following the company's processes?*
Not at all. Very little. To some extent. When it makes sense. Mostly. Everyone follows the process and communicates when they have an issue with the process.

Based on your understanding, to what extent has your company developed, trained and implemented proven business policies?*

Not at all.	Very little.	To some extent.	Some policies have been developed and employees have been trained.	A majority of our policies have been developed. Employees have been trained.	All of our policies have been developed. Employees have been trained.

To what extent have you been trained on the company's business processes?*

Not at all.	Very little.	To some extent.	Some processes have been developed and employees have been trained.	A majority of our processes have been developed. Employees have been trained.	All of our processes have been developed. Employees have been trained.

To what extent are the people in your company following the company's processes?*
Not at all. Very little. To some extent. When it makes sense. Mostly. Everyone follows the process and communicates when they have an issue with the process.

To what extent have you been trained on the company's business policies?*

Not at all.	Very little.	To some extent.	Some policies have been developed and employees have been trained.	A majority of our policies have been developed. Employees have been trained.	All of our policies have been developed. Employees have been trained.

To what extent are the company's processes running smoothly and driving efficiency and profitability?*

Not at all.	Very Few.	Some.	Processes have been implemented in most areas of our business but we aren't quite there yet.	Most of our processes are running well.	All of our implemented processes are running smooth and are generating efficiencies and profitability.

Based on your understanding, to what extent are your processes running smoothly and driving efficiency and profitability?*

Not at all.	Very Few.	Some.	Processes have been implemented in most areas of our business but we aren't quite there yet.	Most of our processes are running well.	All of our implemented processes are running smooth and are generating efficiencies and profitability.

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Targets are clear destination points. This can be financial and/or operational. Based on your understanding, to what extent has a long-range (5,7, or 10-year) target been established and communicated?*

We have no long-term targets established/communicated	We have an idea of what that target looks like but it has not been established or communicated.	We have defined long-term targets but they have not been communicated.	We have defined long-term targets and have been communicated to a few.	We have defined long-term targets and have been communicated to most.	We have defined long-term targets and have been communicated to everyone.

A Target Market is the defined market your company will primarily focus. To what extent has a target market been defined and marketing efforts been directed to that market?*

We have no clear target market.	We need help defining the target market. We have some knowledge but It is still unclear.	We have a semi-clear target market.	We have a semi-clear target market but our marketing efforts don't represent our target market.	We have a clear target market but our sales and marketing efforts aren't as focused as they should be.	We have a clear target market and our sales and marketing efforts demonstrate that focus.

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To what extent can you state your company's strategy?*

We have a strategy? What's that?	Not at all.	It has been shared but it is hard to recite.	I know parts of it but can't recite it in full.	I know it and can recite it but not everyone in the company can do this.	I know it and believe the whole company does as well.

An Internal Vision Statement is an aspirational statement or desire of where your company is going to be in the future. It usually has a measurable target(s) associated with the vision. Based on your understanding, to what extent has your company developed, documented and communicated its internal vision?*

No clear vision.	Vision is clear, not in writing and only shared with a few.	Vision is clear, in writing and shared with a few.	Vision is clear, in writing and shared with most.	Vision is clear, in writing and shared with everyone.	Vision is clear, in writing, shared with everyone and can be recited, if asked.

An Internal Vision Statement is an aspirational statement or desire of where your company is going to be in the future. It usually has a measurable target(s) associated with the vision. Based on your understanding, to what extent has your company developed, documented and communicated its internal vision?*
This does not apply to me. The company has not communicated this to me. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.

An External Vision Statement is an inspirational statement or desire of HOW you will create value for your customers. This statement can and should be seen by your customers. Based on your understanding, to what extent has your company developed, documented and communicated its external vision?*

No clear vision.	Vision is clear, not in writing and only shared with a few.	Vision is clear, in writing and shared with a few.	Vision is clear, in writing and shared with most.	Vision is clear, in writing and shared with everyone.	Vision is clear, in writing, shared with everyone and can be recited, if asked.

Mission Statements convey the "why" of the company. It is typically a succinct statement that is less than 20 words. To what extent does your company convey the "why" of the company? To what extent has your company developed, documented and communicated its mission?*

No clear mission.	Mission is vague, not in writing and only shared with a few.	Mission is clear, in writing and shared with a few.	Mission is clear, in writing and shared with most.	Mission is clear, succinct, in writing and shared with everyone.	Mission is clear, succinct, in writing, shared with everyone and can be recited, if asked.

A Mission Statement conveys the "why" of the company. To what extent do you and/or your collegues understand your company's mission statement?*
This does not apply to me. The company has not communicated this to me. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.

Core Values are the principles that guide the behaviors, actions, and decision-making for people in the company. Based on your understanding, to what extent do your core values influence the company's hiring, terminations, rewards, and annual reviews?*

We do not have core values.	We have some core values but they are not communicated and understood.	We have clear core values but they are not communicated and understood.	We have clear core values have been communicated. However; they do not influence any decision.	We have clear core values that are communicated and understood. To some degree, you are using them to inform hiring, terminations, reviews and rewards.	We have clear core values that are understood by the entire organization. They influence our decisions and we use them to hire, terminate, reward and review.

Core Values are the principals that guide the behaviors, actions and decision-making for everyone in the company. To what extent do you and/or your collegues understand your company's core values?*
This does not apply to me. The company has not communicated this to me. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.

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Strategic Objectives are programs of work which are defined by high-level action-oriented statements with a measurable outcome. For example, a strategic objective might be titled, "Improve the Receivables process," with an outcome to reduce the average collection period by 10 days. Based on your understanding, to what extent has your company developed and executed Strategic Objectives?*

Not at all.	Very little.	To some extent.	Some Strategic Objectives have been developed but not communicated.	Strategic Objectives have been developed and communicated to some.	Strategic Objectives have been developed and communicated to everyone.

A Roadmap is a high-level plan of action to accomplish your strategic objectives. Based on your understanding, to what extent has your company developed, managed and communicated the company's roadmap?*
Not at all. Very little. To some extent. Developed but not communicated or actively managed. Developed, managed and communicated to some. Developed, managed and communicated to everyone.
A Roadmap is a high-level plan of action to accomplish your company's strategies. To what extent has your company communicated the strategic roadmap?*
This does not apply to me. The company has not communicated this to me. Very little. To some extent. I have a clear understanding. Everyone in the company has a clear understanding.
Initiatives are projects or mini-projects with defined scope and estimated effort and cost. These initiatives are attached to a strategic objective to produce an outcome. Based on your understanding, to what extent has your company developed, managed and communicated the company's initiatives?*
Not at all. Very little. To some extent. Developed but not communicated or actively managed. Developed, managed and communicated to some. Developed, managed and communicated to everyone.

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How would you describe your company's use of technology?*

We are in the dinosaur ages.	Struggling, but we use it.	We use technology but not the same way.	We use technology but it is old and not regularly refreshed.	We are using technology the best we can and we regularly keep our technology current.	We are masters of technology. We use it to enable our processes and we keep a refresh the technology on a schedule basis.

How would you rate your company's website?*

Doesn't exist.	I don't go to the company's website.	Good enough.	Very good and engaging but seems outdated.	Good and engaging. Needs improvement but looks professional.	Good and engaging. Our website clearly defines what we sell, how it will make life better for the customer and how they can buy our products/services…within 5 seconds.

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What does the company do well?*
What do you think the company should start doing?*
What do you think the company should stop doing?*
If you could change one thing about your company, what would it be and why?*
Within your functional area, what is the biggest opportunity for improvement?*
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Acustrat Strategic Assessment

Step 1 of 13 - Introduction

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