Self Assessment — Blaze & Brunt

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Self-assessment - Transferability & Scalability

To assess which areas need more attention to maximize the chances of transitioning to the next phase and — if desired — selling the company at optimal valuation, rate your organization on the questions below from (1) very little so, to (5) very much so.

Dependency on the owner

There is someone in the organization who could take over the CEO role tomorrow:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

There are several persons in the organization, who have the potential to develop and take over leadership responsibilities for the organization:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

One can develop these persons until that can take over the leadership in:

over 5 years

4 years

3 years

2 years

less than a year

Lack of System

The process descriptions allow someone with the skill but not the knowledge of the process a proper execution:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

The organigram and the related accountabilities for each role are detailed and lived by the organization:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

The quarterly or yearly goals for the organization, each team, and team member are set in a clear manner, and goal achievements (or lack of) are reviewed at the end of the period:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

Limited use of data

The organization gathers data in all domains (Client, Sales, Ops, HR, Finance, etc:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

The data gathered are accurate and usable:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

One can easily access the data and use them in the daily operations, for analysis, or strategic decision making:

(1) Very little so

(2) Somewhat

(3) Moderately

(4) Considerably

(5) Very much so

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