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Herb Rubenstein Consulting's Self Assessment Module

Step One: Data Collection

Organizational Location
Name  
Address
Phone ( ) Ext
Fax ( ) Ext
Email
Web Site
 
Organizational Background
When Started
Number of Employees
Annual Revenue
( past 3 years)
Annual Profits/Losses
( past 3 years)
Roles of Original Founder(s)
Describe Founder(s) Roles,
if any
Industry Description and Outlook
Describe Organization's Industry and Current Outlook
Major Products / Services / Technologies
List the Organization's Products, Services, and Technologies
Legal / Ownership Structure
Describe Organization's Legal Ownership Structure

Defining Moments

A defining moment is a very important event, either positive or negative, which had a critical impact on the nature of your business or its performance. These moments include events or decisions that changed the organization dramatically, that reflect its true character and that set the stage for its current situation. They may include situations when an organization consciously changed the way it did business, launched a new product, entered into a new market, hired or fired a CEO or made other important personnel, product or service changes. Please list the defining moments (that have occurred within the past three to five years) in chronological order beginning with the earliest.
Defining Moment 1
(earliest)
Defining Moment 2
Defining Moment 3
Board of Directors

If your organization has a functional board of directors then rate them by selecting the appropriate button below, otherwise select Not Applicable and continue to Board of Advisors.

Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Board of Advisors
If your organization has a functional board of advisors then rate them by selecting the appropriate button below, otherwise select Not Applicable and continue to Marketing Strategies.
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Marketing Strategies
If your organization has a written marketing strategy ( long term and / or short term) then rate them by selecting the appropriate button(s) below, otherwise select Not Applicable and continue to Financial Reports.
     Long Term  
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
     Short Term  
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Financial Reports
If your organization produces monthly budgets and / or monthly financial reports then continue with Accounting otherwise complete the box to the right. Which reports does your company produce?

Rate your financial reports on two dimensions "Accounting" and "Usefulness for Decision Making" listed below:
Accounting Poor Less than Acceptable Acceptable Good Excellent
 
Usefulness for Decision Making Poor Less than Acceptable Acceptable Good Excellent
 
Financial Performance
Rate your organization's financial health situation.
     Gross Revenues in the Last 12 Months
Poor Less than Acceptable Acceptable Good Excellent
 
 
     Bottom Line Revenues (net profit or net change in assets) in the Last 12 Months
Poor Less than Acceptable Acceptable Good Excellent
 
 
     Cash Flow During the Last 12 Months
Poor Less than Acceptable Acceptable Good Excellent
 
 
     Expected Gross Revenues During the Next 12 Months
Poor Less than Acceptable Acceptable Good Excellent
 
 
     Expected Bottom Line (Net Profit or Net Change in Assets) During the Next 12 Months 
Poor Less than Acceptable Acceptable Good Excellent
 
 
    Expected Cash Flow During the Next 12 Months
Poor Less than Acceptable Acceptable Good Excellent
 
Recruiting Strategy
If your organization has a recruiting strategy, rate the strategy in terms of Meeting your current needs, and Meeting your expected needs over the next 3 years, by selecting the apprortiate button(s) below, otherwise select Not Applicable and continue to Organizational Strategy.
    Meeting Your Current Needs (Strategy)
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
    Meeting Your Expected Needs Over the Next 3 Years (Strategy)
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Organizational Strategy
If your organization has an organizational strategy then rate how well it is organized below, otherwise select Not Applicable and continue to Management Strategy.
     Rate How Well Your Organization is Organized
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Management Strategy
If your organization has a management strategy then rate how well it is managed below, otherwise select Not Applicable and continue to Production and Manufacturing Process and Quality Control Strategy.
     Rate How Well Your Organization is Managed
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Production and Manufacturing Process and Quality Control Strategy
If your organization manufactures products then then rate how well those products are manufactured and produced below, otherwise select Not Applicable and continue to Customer Service Strategy .
     Rate How Well Your Products Are Manufactured and Produced
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Customer Service Strategy
If your organization provides or conducts customer service then rate your customer's satisfaction below, otherwise select Not Applicable and continue to Information Technology Strategy.
     Rate Your Customer's Satisfaction Level
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Information Technology (IT)
If your organization has a written IT strategy then rate how the Information Technology needs are handled below, otherwise select Not Applicable and continue to Step Two: Using Key Business Tools for Analysis.
     Rate How the Information Technology needs are Handled
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Step Two: Using Key Business Tools for Analysis
Gap Analysis
Describe where your organization is now.
    Identify the GAP      
Describe where you want your organization to be in three years.
Competitive Analysis
List the two strongest competitors in your industry and describe how they are superior to your organization. A.
B.
List Three Competitive Strengths Your Organization Has Over Some of its Competitors.
  A.
  B.
  C.
Growth Drivers
    Market
Drivers		 Internal
Drivers		 External
Drivers		 Customer Satisfaction
Drivers
Identify the prevailing forces (drivers).  
Describe how will drivers grow or decline in the next three years.  
Strengths, Weaknesses, Opportunities, Threats Analysis
List three of each specific to your company or organization.
Strengths
Weaknesses
Opportunities
Threats
Stakeholder Analysis
Identify the six top stakeholders for your organization. (Include customers, employees, vendors, etc.)
Outsourcing
If your organization has used outsourcing in the past 12 months then rate how well that outsourcing performed below, otherwise select Not Applicable and continue to Human Capital / Attitude Capital / Intellectual Capital.
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Human Capital / Attitude Capital / Intellectual Capital
Please rate your organization in each of the areas listed below.
Human Capital Poor Less than Acceptable Acceptable Good Excellent
Attitude Capital Poor Less than Acceptable Acceptable Good Excellent
Intellectual Capital Poor Less than Acceptable Acceptable Good Excellent
Leadership
Rate the overall leadership perfomance in the organizaton below.
Overall Leadership Poor Less than Acceptable Acceptable Good Excellent
Training
Rate the effectiveness of your organization's training activities. If your company or organization measures the effect of training programs on employee satisfaction, employee productivity, stimulation to prompts or any other measures of training impact then use your data to rate the overall effectiveness of those training programs below, otherwise select Not Applicable and proceed to the next question.
Not Applicable Poor Less than Acceptable Acceptable Good Excellent
Rate your training program based on its perceived overall impacts on the employee and company or organization.
Perceived overall impact on employee, company or organization Poor Less than Acceptable Acceptable Good Excellent
Summary Comments
Please provide your conclusion based on using the Self Assessment Module.
In the box below, please submit questions you would like Herb Rubenstein Consulting to address in assisting your company's future growth.
Book coverHave you or anyone in you organization read our book, Breakthrough, Inc...High Growth Strategies for Entrepreneurial Organizations by Herb Rubenstein and Tony Grundy (Financial Times/Prentice Hall 1999)?
YES:   NO:
I would like to order copies of the book from Herb Rubenstein Consulting for $25.00 (shipping and handling included).
When you have completed this form please select the "submit" button below.

© 2007 Herb Rubenstein Consulting