Entrepreneurial Self-Assessment

Score for each aspect:

0  If you have no idea

1  If you have begun to think this through

2  If you have thought this through and have a strategy to deal with it.

Total Score: out of 100 _____

Team

1.    Describe your team

2.    Who helps you – mentors, coaches, friends

3.    Training and education plan

4.    Core vision and mission

5.    Skills required to grow

6.    Team building philosophy

7.    Hiring philosophy and plans

8.    Firing philosophy

9.    Job descriptions and org chart

10. What keeps everyone motivated

 

 

Operations

  1. Menu of services clearly defined  
  2. Full payment system                    
  3. Delivery and follow up                
  4. Sales and inventory reporting system                           
  5. Customer relationship system – CRM  
  6. Record keeping and filing
  7. Time management system         
  8. Sales support system
  9. Strategic plan for the next 2-3 years
  10. Written operations manual

 

You the Entrepreneur

1.    Stress management

2.    Industry – who to watch

3.    Why are you doing this

4.    Health and stamina

5.    Passion and inspiration

6.    Mental clarity and focus

7.    Emotional intelligence

8.    Philosophy of success

9.    Fear

10. Self-motivation

 

Sales

  1. Branding and image
  2. Networking
  3. Sales presentation
  4. Selling skills one on one
  5. Customer service & people skills
  6. Reputation, testimonials & referrals
  7. Describe your products & services
  8. Confident pricing & good margins
  9. Social media & internet marketing
  10. Marketing plan

Finances

  1. Profit margins by division
  2. Financial statements & bookkeeping
  3. Professionals – accountant, bookkeeper, lawyer, banker
  4. How much does the business pay you
  5. Your philosophy of money and wealth
  6. Can you afford to hire
  7. What is your breakeven
  8. Sales and net profit goals for this year, next year, and 5 years
  9. Business model percentages
  10. How much do you need to retire