I have a life plan that I refer to regularly

My life plan has milestones that I plan to achieve

I have full clarity of where I am going and where I am driving my business for the next 5 years

I have a business plan that I refer to regularly

The business plan has been broken down into 90-day milestones that I plan to achieve

I have a documented Vision for the business that is known by all team

I have a documented Mission statement

I have a documented Culture statement

I have an organizational chart for where my business is now

I have an organizational chart for where I want my business to be

I run weekly team meetings

Communication in my team is open and honest

There are written job descriptions for everyone on my team and they know what they are

I test and measure my number of leads, conversion rate and average $ sale on a weekly basis

I review these figures weekly

I know my margins on every product/service

I review my margins weekly

I have a profit and loss budget for my business

I update my profit and loss budget every quarter

I review my profit and loss position weekly

I have a cashflow forecast for my business

I update my cashflow forecast every quarter

I review my cashflow forecast weekly

I reconcile my bank statement weekly

I review by creditors/payables list weekly and pay all my bills on time

I review my debtors/receivables list weekly and ensure all my customers are up to date at all times

I know my daily/weekly/monthly overhead costs

I know the average gross margin for my business

I know how many sales, customers, or dollars I need to make per day/week/month to Break Even

I know the difference between mark-up and margin

I set my prices based on my target margin

I ensure that all products/services I sell make a profit

I can accurately predict how my current/future margins will look

I focus more of my time/energy/team on my high margin items

I have a list of my top 10 – time consuming tasks

I have a list of my top 10 – stressful tasks

I have a list of my top 10 – productivity related tasks

I have a list of my top 10 – most enjoyable tasks

I delegate or outsource most/all of the Admin and Low Value/Low Enjoyment work

I write a “To Achieve” list each evening for the next day

I have a Default Diary that delivers maximum productivity

I have time slots in my diary for my own health & enjoyment

I keep to my Default Diary

I plan my week ahead that is congruent with my 90-day plan and default diary

I work ON my business for at least 5 hours each week

I do not operate in crisis mode and have good work balance

I prioritize well and understand Urgency & Importance with all my decisions

I have good self-discipline and manage myself well

I respect myself and my time above all else

I have basic systems in place to ensure we deliver a consistent product/service to our customers

I have defined our customer service standards

We survey our customers every quarter to determine how we can better serve them

We consistently deliver in a way that exceeds our customers’ expectations

I have identified our top 5 customer complaints and have put systems in place to remedy them

I have identified our top 10 common mistakes/errors and have put basic systems in place to remedy them

I have a standard for dress code including the use of name tags

We have a script/process in place for greeting customers

We have a script in place for answering the phone

We have flow charted our customer experience from first contact to collection of payment

I know and understand the 5 Ways business chassis

I know my numbers in each area of the 5 ways

I have a growth target in each area of the 5 ways

I have defined what my business Uniqueness is and it is truly unique

I have produced a Guarantee that is meaningful

My team knows what our point of difference and Guarantee is

Everyone in the business is a walking, talking reflection of this Point of Difference

I believe that Marketing is an investment when I Test & Measure

I put 50% of my time, effort and investment into delivery of my products/services and the other 50% on Sales & Marketing

I have defined all my target markets

I have defined my ideal customer

I know my Acquisition Cost and understand that buying customers is an investment

I am after Wallet Share rather than Market Share

I have a long term view of the value of our customers and know their Lifetime Value

I always aim to reduce my Acquisition Cost and increase my Lifetime Value

I have more than 5 strategies in place to increase my Gross Profit

I have a plan in place to reduce my overheads by at least 10% over the next 12 months

I actively delist low margin items

I actively delist low margin clients

I have an Average $$$ Sale target, and review progress towards it regularly

I have sales scripts in place to increase my average $$$ sale

I have trained my team in using sales scripts to increase my average $$$ sale

I have identified and implemented 5-10 Average $$$ Sale strategies I choose to use in my business

I have a Conversion Rate target, and review progress towards it regularly

I have sales scripts in place to increase my conversion rate

My team use sale scripts

We have a sales process which is documented

We have a benefits and features list for our products/services

Our sales team does weekly sales skills training

My sales team is responsible for sales projections and is held accountable for daily, weekly and monthly targets

I have identified and implemented 5-10 Conversion Rate strategies I choose to use in my business

I have a computerized customer database

I have identified the key information I need about each client

I have Graded all of my customers and know who are my A,B,C & D clients

I have strategies in place to move my customers up the ladder of loyalty

I contact my entire customer database at least every 90 days

I have a system in place for innovating and adding value for my customers i.e., critical non-essentials and WOW factors

I have identified and implemented 5-10 No. of Transactions strategies I choose to use in my business

I have a systemized referral strategy in place

I know what publications my target market read and what organizations they belong to

I only advertise after I have done a complete marketing strategy analysis and Break Even calculation

I Test & Measure all marketing campaigns

I have a folder of my previous marketing campaigns

I have a folder of other peoples’ marketing pieces for market research

I have a list of at least 50 Headlines for my marketing pieces

I have a list of at least 10 offers for my marketing pieces

I have at least 10 different ways of generating leads in my business at any one time

I have an annual marketing plan that is budget driven

I use rosters & schedules for repetitive tasks

I have documented all sales and marketing systems

I have documented and charted all information and work flow processes

I have all key tasks and routines documented in a policies and procedures manual

I regularly update all documentation (minimum monthly)

I have a process to track and control all updates to documentation

I have and regularly test my security system

I have a systems training & an orientation program

I have identified up to 5 System strategies that I choose to use in my business, and have a plan for implementing / reviewing these strategies (list them below)

I schedule & complete regular maintenance on all key items of equipment

I run computerized systems for stock control, invoicing & credit monitoring

I run a purpose designed computer database program to track customer details for sales and marketing

I use up to date computer software and hardware

I re-system as the business grows

I have regular off site computer (minimum weekly) back ups and regularly test these off site (minimum quarterly)

I have identified up to 5 Technology strategies that I choose to use in my business, and have a plan for implementing / reviewing these strategies (list them below)

There are/is a strong leader(s) other than myself in the business

We have identified what kind of leadership qualities are needed in my business

Our culture has been established, written down and is available

The team promote and maintain the culture of the business

There is a clear common goal that my team are aiming for

I have positional descriptions and up to date contracts for every member of my team

The company and each team member have a 90 day SMART goal plan

I have developed and implemented my company’s ‘Rules of the Game’

I have implemented a strategy that lays down how results are to be achieved and measured (KPI’s)

My team understands clearly what their roles and limitations are.

Each role has been systemized and documented

The whole team is involved and included

I regularly review the individual and joint performance of my team with them

I have a strong clear vision that my team understands

I consistently maintain the company vision

I am able to trust my team and allow them responsibility to make decisions fix any upsets (support risk taking)

My team works to their strengths

I hold regular team meetings

The team meetings have measurable outcomes

My team plays above the line

I have a system for encouraging open communication among team members (WIFLE)

I have implemented and customized the action recruitment system to work in my business

I employ people to “run the systems” in my business

I hire on Attitude

I have a systemized training programme for skills

I have a consistent recruitment system

I have a system for induction

I have a system for ensuring people continuity and succession

I have 5-10 KPI’s for each position in my business

I have positional ‘how-to’ manuals for each position

I have a program in place for on-going training and team building

I use behavioral style assessments for each team member

I have an up to date organizational chart

I have an organizational chart for when the business is finished

I have up to date positional contracts

The company has a system for recognition

The company has a system for rewarding longevity and performance

I have an enrolling and inspiring company vision and mission

My team knows about the vision, mission and rules of the game

Each member of my team is inspired in their role, contributing to the company’s vision and mission

I have a system for career planning within the company

I have an ongoing training system for staff including time management training, sales training and team skill based sessions

All my staff have job descriptions and I have a redundancy system that I have shared with staff

My business subscribes to industry newsletters, magazines and other educational materials

My business has contingency staffing plans in the case of any absence and staff are cross-trained so as to remove “king pins”

I have identified, appointed and groomed a general manager so I can walk away from the business and still get massive results

I don’t have to show up at work every day

I enjoy and am motivated by my work

My business fulfils my life goals

I have financial and personal independence

I am investing and growing assets outside my business

The business is generating passive income

I have groomed a general manager who runs the business for me

I am giving back to charity

I am mentoring others

I have surrounded myself with a dream team (outside your business ) – Ideas person, prioritizing and planning person, detail person, financial person, etc.

I have written a book, booklet or developed a business game. I own intellectual property that is earning me an income.

I am actively putting on an exit strategy in place