Quick Assessment - Perficio Partners

This Scaling Up 4 Decision© assessment tool prompts you to think about 8 statements for each dimension of People, Strategy, Execution and Cash.

Please use the sliding scale to indicate how strongly you agree with each of the statements.

People

Everyone on the Leadership Team is an A Player.

All team members feel comfortable debating and discussing the brutal facts.

We would enthusiastically re-hire every employee a second time.

We attract enough of the right talent to support our growth objectives.

We employ a formal/structured interview process to select the right talent.

We have an active process to educate and coach our people.

We measure Productivity Per Employee (PPE) and have a plan to double it over the next 3-5 years.

The Purpose (“Why we exist”) and Core Values are known, alive and driving decisions by everyone in the organization.

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PEOPLE TOTAL

Strategy

Our top-line revenue and gross margin are growing as rapidly as we would like.

We have figured out the secret to making a lot of money.

We have set the right “10-25” year “Big Hairy Audacious Goal” (BHAG®) that aligns with our business model.

We have 3 clear and measurable Brand Promises – reasons why people should buy from us.

Everyone knows our elevator pitch – a compelling response to “What does the company do?”

“How” we operate in our industry is radically different than our competition.

We focus more on the price side vs. cost side of the organization.

The CEO and a few select others spend time every week on strategy and actively monitor trends that could impact our industry.

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STRATEGY TOTAL

Execution

Our net profit is 3-5x industry average indicating effective execution of our strategy.

We are making progress toward the company’s goals and rarely spend time responding to crises.

We have clearly defined metrics assigned to each priority in our plan, which are regularly updated and visually displayed.

Each person can articulate our top quarterly priorities and their role attaining them.

We consistently receive feedback from our customers on how we are doing and what they are hearing about our competitors.

We have strong alignment between our strategic priorities and quarterly priorities.

We have regularly established meetings to align activities with company priorities and identify and solve miscommunications.

We have an effective process for employees to offer suggestions and feedback in order to enhance our culture and strengthen our team.

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EXECUTION TOTAL

Cash

We use cash from our customers to fuel our growth.

We have large cash reserves or access to large amounts of cash to pursue opportunities and survive downturns/mistakes.

Our financial statements are accurate and timely.

We consistently review 12-month cash flow projections with our team.

We have an accurate understanding how much it costs to acquire a new customer.

We have an accurate understanding of the average lifetime value of each customer.

We regularly pursue ideas for reducing our cash conversion cycle (the time period from placing $1 of working capital into daily operations until it returns as cash collected).

We have effective accounts payable and accounts receivable policies.

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CASH TOTAL

Results

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