Brand Systems Assessment

Contact Details
Business Name
Name*
First Last
Primary Phone*
Email*
Enter Email Confirm Email
Website
How long have you been in business?*
Please specify how many employees you have.*
Specify how many part-time, full-time and contract.
Where do you usually work?*
- Home office
- Company office/worksite
- Client's location
- Combination of above
What frustrations systems-wise are you currently experiencing in your business?

Save and Continue Later

Survive-Level Systems
Yes No Not Sure
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my business.
I have a proficient bookkeeper and accountant and/or am proficient in bookkeeping/accounting myself.
I have all of the basic equipment/tools I need to run my business effectively.
I have proper contracts in place for my dealings with all clients, employees and suppliers.

Save and Continue Later

Overall Business Satisfaction Ratings
Rate your level of satisfaction with your systems and/or performance of your business in each of the following areas:
Low Moderate High
Marketing
Finance / Accounting
Operations
Human Resources
Strategic Planning
Administration
Business Income
Business Reputation
Owner Role In Business

Save and Continue Later

Business Systems Checklist
Daily Business Operations Systems
Written System Unwritten System No System
Scripts and best practice policy for answering the telephone
1-800 phone number if some clients are non-local
Station and or Policy for receiving and opening mail
Courier # and vendor relationship setup in advance
Systems for tracking purchasing and maintaining of office supplies and equipment
Faxing and e-mailing (how-to documented, email signature, privacy policy )
Email forwarders for departmental scaling (if necessary)
Documented and tracked back up and archival strategy for hard and soft files

Save and Continue Later

Marketing Systems
Written System Unwritten System No System
Creating a marketing plan
Designing and producing promotional materials
Developing general leads and prospects
Creating an advertising plan
Creating a public relations plan
Creating a direct mail plan
Developing and maintaining a CRM (for leads, prospects, clients)
Developing and maintaining a website
Creating and implementing a social media strategy
Analyzing and tracking sales metrics (CRM)
Referral rewards systems.

Save and Continue Later

Financial Systems
Written System Unwritten System No System
Billing/invoicing customers
Receiving payments and issuing receipts
Method, policy for starting the collection process for delinquent receivables.
Purchasing policies, procedures and approvals
Payment process for supplies and inventory.
Petty cash.
Managing the accounting process with daily, weekly, monthly, quarterly, and annual reports
Managing cash with future borrowing needs secured and available
Budgeting and forecasting (understanding ratios for success)
Reporting and paying federal and provincial/state or othertaxes
Planning for federal and provincial/state or other taxes
Paying employees, contractors and payroll taxes

Save and Continue Later

Human Resources Systems
Written System Unwritten System No System
Recruiting new employees.
Interviewing potential employees.
Hiring procedures and policies (ie. what makes a good employee/contractor).
Employee agreements.
Employee orientation system (manuals, policies and procedures for training employees)
Payroll process, benefit plans, health and welfare trust
Other benefits documented / Performance incentive's
Performance management/development systems (performance reviews, disciplinary policies and procedures, etc.)

Save and Continue Later

Are you incorporated?
Yes
No
General Corporate Systems
Written System Unwritten System No System
Negotiating, drafting, and executing contracts
Developing and protecting intellectual property
Managing licensing and insurance needs and coverage
Managing and storing corporate records
Maintaining investor/shareholder relations
Planning and managing growth
Facilities Management Systems
Written System Unwritten System No system
Maintaining and designing telephone and electrical systems
Planning permits and fees
Licensing
Facility security and emergency preplanning
Signage and Labels for often used areas or equipment

Save and Continue Later

Do you sell, develop and/or manufacture physical and/or information products?
Yes
No
Not sure?Physical products include things like T-shirts, furniture, cars - anything that has to be physically manufactured and/or shipped.

Information products include things like books, ebooks, online courses, DVD courses, etc. Basically any product that is designed to convey your information or expertise on a topic.
Physical or Information Product Development Systems
Written System Unwritten System No System
Guidelines for developing product and protecting it legally
Policy for developing packaging and collateral material (e.g., catalogs, etc.)
Policy for developing/manufacturing method and process
Manufacturing costing and bidding process.
Manufacturing and Inventory Systems
Written System Unwritten System No System
Selecting vendors
Determining product warranties offered
Establishing product pricing (retail and wholesale)
Establishing reorder process for inventory production
Receiving and storing product as inventory
Reconciling physical inventory with accounting records

Save and Continue Later

Order Processing and Customer Service Systems
Written System Unwritten System No System
Taking orders and recording the orders-by mail, fax, phone, or online
Fulfilling and packaging the orders
Sending the orders
Returns procedure for inventory receiving and customer payment return
Method, policy for responding to customer complaints (ticketing system)
Policy for replacing defective product or performing other warranty service
Do you sell/provide knowledge-based services?
Yes
No
Answer yes if your business involves charging for information and or hands-on services such as counselling, coaching, fitness training, massage, naturopathy, seminars, bookkeeping or any other professional services.
Knowledge-Based Service Development Systems
Written System Unwritten System No System
Guidelines for developing service and protecting it legally
Policy for developing promotional and collateral material (e.g., catalogs, etc.)
Establishing service pricing.
Determining service guarantees.
Booking client sessions, speaking engagements, etc.
Evaluating and maintaining quality of service
Addressing complaints

Save and Continue Later

Transform your work. Amaze yourself. Change the world.

Step 1 of 10

Contact Details

Overall Business Satisfaction Ratings

Business Systems Checklist

Get our newest book!

More posts by category

What phase are you looking for help with?

Get assessed

	Yes	No	Not Sure
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my business.
I have a proficient bookkeeper and accountant and/or am proficient in bookkeeping/accounting myself.
I have all of the basic equipment/tools I need to run my business effectively.
I have proper contracts in place for my dealings with all clients, employees and suppliers.

	Low	Moderate	High
Marketing
Finance / Accounting
Operations
Human Resources
Strategic Planning
Administration
Business Income
Business Reputation
Owner Role In Business

	Written System	Unwritten System	No System
Scripts and best practice policy for answering the telephone
1-800 phone number if some clients are non-local
Station and or Policy for receiving and opening mail
Courier # and vendor relationship setup in advance
Systems for tracking purchasing and maintaining of office supplies and equipment
Faxing and e-mailing (how-to documented, email signature, privacy policy )
Email forwarders for departmental scaling (if necessary)
Documented and tracked back up and archival strategy for hard and soft files

	Written System	Unwritten System	No System
Creating a marketing plan
Designing and producing promotional materials
Developing general leads and prospects
Creating an advertising plan
Creating a public relations plan
Creating a direct mail plan
Developing and maintaining a CRM (for leads, prospects, clients)
Developing and maintaining a website
Creating and implementing a social media strategy
Analyzing and tracking sales metrics (CRM)
Referral rewards systems.

	Written System	Unwritten System	No System
Billing/invoicing customers
Receiving payments and issuing receipts
Method, policy for starting the collection process for delinquent receivables.
Purchasing policies, procedures and approvals
Payment process for supplies and inventory.
Petty cash.
Managing the accounting process with daily, weekly, monthly, quarterly, and annual reports
Managing cash with future borrowing needs secured and available
Budgeting and forecasting (understanding ratios for success)
Reporting and paying federal and provincial/state or othertaxes
Planning for federal and provincial/state or other taxes
Paying employees, contractors and payroll taxes

	Written System	Unwritten System	No System
Recruiting new employees.
Interviewing potential employees.
Hiring procedures and policies (ie. what makes a good employee/contractor).
Employee agreements.
Employee orientation system (manuals, policies and procedures for training employees)
Payroll process, benefit plans, health and welfare trust
Other benefits documented / Performance incentive's
Performance management/development systems (performance reviews, disciplinary policies and procedures, etc.)

	Written System	Unwritten System	No System
Negotiating, drafting, and executing contracts
Developing and protecting intellectual property
Managing licensing and insurance needs and coverage
Managing and storing corporate records
Maintaining investor/shareholder relations
Planning and managing growth

	Written System	Unwritten System	No system
Maintaining and designing telephone and electrical systems
Planning permits and fees
Licensing
Facility security and emergency preplanning
Signage and Labels for often used areas or equipment

	Written System	Unwritten System	No System
Guidelines for developing product and protecting it legally
Policy for developing packaging and collateral material (e.g., catalogs, etc.)
Policy for developing/manufacturing method and process
Manufacturing costing and bidding process.

	Written System	Unwritten System	No System
Selecting vendors
Determining product warranties offered
Establishing product pricing (retail and wholesale)
Establishing reorder process for inventory production
Receiving and storing product as inventory
Reconciling physical inventory with accounting records

	Written System	Unwritten System	No System
Taking orders and recording the orders-by mail, fax, phone, or online
Fulfilling and packaging the orders
Sending the orders
Returns procedure for inventory receiving and customer payment return
Method, policy for responding to customer complaints (ticketing system)
Policy for replacing defective product or performing other warranty service

	Written System	Unwritten System	No System
Guidelines for developing service and protecting it legally
Policy for developing promotional and collateral material (e.g., catalogs, etc.)
Establishing service pricing.
Determining service guarantees.
Booking client sessions, speaking engagements, etc.
Evaluating and maintaining quality of service
Addressing complaints