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Brand Systems Assessment

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  • Brand Systems Assessment

Brand Systems Assessment

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  • Contact Details

  • Specify how many part-time, full-time and contract.
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  • YesNoNot 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.
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  • Overall Business Satisfaction Ratings

  • LowModerateHigh
    Marketing
    Finance / Accounting
    Operations
    Human Resources
    Strategic Planning
    Administration
    Business Income
    Business Reputation
    Owner Role In Business
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  • Business Systems Checklist

  • Written SystemUnwritten SystemNo 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
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  • Written SystemUnwritten SystemNo 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.
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  • Written SystemUnwritten SystemNo 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
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  • Written SystemUnwritten SystemNo 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.)
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  • Written SystemUnwritten SystemNo 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 SystemUnwritten SystemNo 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
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    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.
  • Written SystemUnwritten SystemNo 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 SystemUnwritten SystemNo 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
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  • Written SystemUnwritten SystemNo 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
    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.
  • Written SystemUnwritten SystemNo 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
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More posts by category

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  • Seven Sins of a Startup
  • Strategic Planning
  • Uncategorized
  • Values Alignment
  • Work-Life Balance
  • Workplace Wellness

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