Business Management Self Assessment
Company & Contact Person Details
Company Name
Industry
Select Industry
Accommodation and Food Services
Agriculture, Forestry and Fishing
Construction
Electricity, Gas, Water and Waste Services
Manufacturing
Mining
Professional, Scientific and Technical Services
Retail Trade
Transport, Postal and Warehousing
Wholesale Trade
Number Of Employees
Select Number Of Employees
1 to 10
11 to 50
51 to 100
101 to 300
More Than 300
Annual Revenue
Select Annual Revenue
Less Than 1M Rands
1M to 5M Rands
5M to 10M Rands
10M to 50M Rands
More Than 50M Rands
Company Physical Address
Company website
Make sure it starts with https:// eg. https://my.website.com (Optional)
Province
Select Province
Eastern Cape
Free State
Gauteng
KwaZulu-Natal
Limpopo
Mpumalanga
North West
Northen Cape
Western Cape
Contact Person Full Name(s)
Contact Person Email Address
Contact Person Phone No
Self Assessment Questions
On a scale of 1 to 5, with 1 being the lowest and 5 being the highest, rate yourself on each of the points.
CUSTOMER RELATIONSHIP MANAGEMENT
Target customers and clientelle: Clearly defined and known
Products and services: Known and defined in terms of what the target customer needs
Feedback: Systematically gather, analyze, and act on customer feedback
Data and System: Have a centralised CRM system in place
Strategy: Clearly defined, documented, and communicated target customer and CRM strategy
Journey and Experience: Smooth and consistent customer lead, onboarding and management
Issue Resolution: Effective and timely customer complaint/inquiry resolution process
Retention and Loyalty: Measuring and improving customer retention and loyalty
HUMAN RESOURCES MANAGEMENT
HR Structure: A documented HR structure with roles/responsibilities clearly defined
Recruitment: Automated effective and efficient recruitment process attracting the right talent
Onboarding: Structured and effective new employee onboarding program
Performance Management: Meaningful and consistent employee performance reviews/feedback
Employee Records: Centralised and automated employee records management system
Compliance Administration: Automated and efficient leave administration, employee discipline, etc.
OPERATIONS AND PROCESSES MANAGEMENT
Process Documentation: Core operational processes clearly mapped and documented
Process Implementation: Internal processes fully understood by all employees
Efficiency: Efficient identification and elimination of waste/bottlenecks
KPIs & Monitoring: Operational KPIs defined, tracked and used for decision-making
Technology: Adequate automation and use of technology to support core operations
Quality Control: Quality control system with checklists
FINANCE COMPLIANCE AND BUSINESS INTELLIGENCE
Revenue Administration: Ability to track quotes, invoices and customer statements in one place
Business Reporting: Timely, accurate, and insightful reports to support decion-making
Key Metrics: Adequate monitoring and improvement of key business matrics
Bookkeeping: Accurate, timely and compliant bookkeeping
Admin Efficiency: Efficient core business administrative functions
Regulatory Awareness: Systematic identification and monitoring of applicable laws and regulations
Compliance Processes: A robust process to ensure ongoing compliance (Tax, Licenses, Labour, Safety, Accounting, Industry)?
Growth Model
Please answer each question by selecting the option that best describes your business.
The business idea
Not yet clear
Somewhat clear, but it will likely be refined or changed in the short term
Very clear for the short term
Well established and not likely to change in the short term
Customer / Revenue
The business has no customers yet and have not started generating revenue.
The business has some customers, but revenue is not yet consistent.
The business has consistent customers and revenue is growing.
The business has consistent customers, but growth is slower than growth stage.
Cashflow
The business does not have any cash flow.
The business has some cash flow, but not yet consistent.
Consistent cash flow. Sometimes positive and sometimes negative.
The business has consistent positive cash flow.
Internal Processes
No internal processes are in place.
The business has processes, but no formal internal processes in place.
The business has some internal processes in place.
The business has formal internal processes in place and continue evolving them.
Learning & Growth
No information management system of any kind in place.
No formal information management in place.
IMS / learning programme at conceptual or early stage.
IMS / learning programme in place and continuously evolving.
Other Business Services & Tools Required
Please select the type of support you require. You can choose more than one option.
Business compliance execution
Business compliance training
Business management software implementation
Business management training
clocking system
Financial management execution
Financial management training
Marketing management tools
Marketing management training
Operations management execution
Operations management training
Purchase order funding
Tools of trade funding
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