What's your name?

Hi! What's your name?

Score

1. Owner's Freedom

2. Vision

3. Planning & Goal Setting

5. HR

4. Training

6. Sales & Marketing

7. KPI

8. SOP's

9. Services & Pricing

10. Financials

11. Org charts & Position

12. Culture

Are You Running the Business — or Is It Running You?

1. We haven’t defined our company culture or values.

2. We’ve discussed culture but haven’t documented or shared it.

3. We’ve defined values, but they aren’t consistently practiced.

4. We use our values when hiring, coaching, and leading.

5. Our culture and values guide everything we do.

11. Org Chart & Position Responsibilities

1. We don’t have a clear org chart or defined roles.

2. We have an org chart, but it’s outdated or incomplete.

3. We’ve defined most roles, but overlap still causes confusion.

4. Each position has clear responsibilities and ownership.

5. Our org chart is current, clear, and supports full accountability.

1. I measure success by whether there’s money in the bank.

2. I get financial statements but don’t really understand them.

3. We review our financials monthly but don’t use them to make changes.

4. We review and act on our numbers each month to improve results.

5. We know our benchmarks and use financial data to guide decisions.

1. We’ll sell almost anything a customer asks for, even if it’s not profitable.

2. We have recurring services but often adjust pricing or scope to close sales.

3. We’ve set prices for core services but sometimes discount or customize too much.

4. We focus on recurring, profitable services and review pricing at least annually.

5. Our service mix and pricing are strategic, profitable, and fully aligned with our growth goals.

1. We rely on verbal instructions; everyone does things their own way.

2. We’ve documented some processes, but many are outdated or incomplete.

3. Most key tasks have written SOPs, though they’re not consistently followed.

4. Our SOPs are current, used daily, and help ensure consistent results.

5. Every major function has clear, updated SOPs that drive efficiency and quality.

8. SOPs (Policies & Procedures)

1. We don’t track any performance metrics.

2. We track a few numbers, but we’re not sure what they tell us.

3. We have some KPIs, but they’re not regularly reviewed or acted on.

4. Each department tracks key KPIs, and we discuss results in team meetings.

5. Every role has clear KPIs tied to company goals, and we use them to drive decisions and accountability.

Are You Running the Business — or Is It Running You?

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