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1298792605-GROWTHbusinessrequirementNOW2010

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					                                                CONFIDENTIAL
BUSINESS NAME




TELEPHONE NUMBER



FAX NUMBER




INDUSTRY (eg Financial)




OPERATING SINCE (Current Management team)

PHYSICAL ADDRESS




GROSS TURNOVER
NET ASSET VALUE




INSTRUCTIONS:
   Complete the following questionnaire by choosing Yes/No
   If you feel the question is “not applicable”, choose “Yes”
   If in doubt, be conservative and choose “No”
    Don’t attempt to score yourself, specific weightings and checks and balances apply
    Forward to More Business Alliance by fax, e-mail or website

1. BUSINESS CONTINUITY
Risk Management Plan (List & action plan)
*Buy and Sell Agreement (Contract and adequate life & disability insurance)
Cooperation Agreement (Partners-, Members-, Shareholders-)
*Succession planning (Senior partners, Majority shareholders, Family business)
*Wills (Up to date, legal & tax effective)
*Contracts with all stakeholders (Staff, Customers, Suppliers, Landlord)
*All insurance in place (Keyman-, Professional Indemnity-, Business continuity-, Short term Insurance)
*Protecting intellectual property (Restrain of trades, Patents, Copyright, Source codes)
*Estate planning (Trusts, Investments, Executors, Portfolio management)
*Business entity (Pty, Trust, Sole Proprietor, Partnership) & circle applicable entity
TOTAL


2. PEOPLE MANAGEMENT
Human Resources Plan (Strategy, Roles & Responsibilities, Succession planning, Equity Plan.)
Policies and Procedures (Disciplinary code, leave, decision making powers etc.)
Recruitment (Process, Interviewing skills, Sourcing)
Engagement contracts (Offer, Service contract, Performance Agreement). Regular review.
*Competitive remuneration (Structured package, Employee benefits, Incentive Schemes)
Career prospects (Career development plan, Review procedures)
Training and Development (Needs analysis, Skills development)
Empowerment initiative
*Key skills protected (Restraint of trades, keyman insurance, Succession planning)
Corporate Compliance (Employment legislation, Record keeping)
TOTAL




3. FINANCIAL MANAGEMENT
Cashflow projection, ( Action plan)
Budget monitoring (Actual vs Budget, Trends, Corrective actions)
3 month working capital float (Access to emergency funds)
*Capital investment planning (Property acquisition, equipment replacing, opportunity fund)
Up to date accounting (Management information, statutory returns, audits)
Debtors under control (less than 30 days on average)
Creditors under control (good relations, advantageous terms)
Healthy relationship with bank manager
*Technically correct tax planning (Corporate tax, Salary structuring, Vat compliance)
*Loan account redemption plan (Balance insured, Sinking fund, Interest bearing?)
Tangible collateral (Property, debtors book, cash value on investments)
*Rand hedge plan (Offshore investments, exports, refinancing, sale/leaseback)
Do you use the business to create wealth outside the business
TOTAL


4. MARKETING MANAGEMENT
Marketing plan (Targets, distribution channels, budget, feedback, media …)
Imaging (Corporate stationery, marketing material, website, workplace, packaging)
Regular Networking (Governing bodies, expo’s, seminars, socials, road shows)
*Motivated sales team (Skilled, incentivised, loyal)
Customer satisfaction survey (Hotline, spot-checks)
Pipeline Management (prospecting, deal making, process)
Spread of Clients (% exposure to key accounts, % growth, niches, profitability)
Distribution alternatives (Outsourcing, e-commerce, sales force, exports, call center)
Product shelf life management (natural shelf life of product/service, excess stock)
R&D (Budget, Personnel committed, external inputs, process, deadlines)
TOTAL


5. PRODUCT/SERVICES
Product Plan (SWOT, ownership of product/service, pricing, promotion, profitability)
Caught Market (Contractual, Relationship management, repeat business, patents)
High barrier to entry (Skills, Capital, Legislation, Size of market)
Specialized knowledge (formal education, experience, key staff)
Balanced range (Depth, breath, cost range, gaps)
Adaptable to change (Economic, social, political, demographic, legislative, resources)
Healthy profit margin (% per product/service)
*Disruption planning (Resignations, litigation, breach of contract, opposition, calamities)
Trend spotting (R&D, Networking, Library, Seminars, professional bodies, publications, internet)
Stock control (Software, security, storage)
IT platform (Hardware, software, database)
*Production (Plant, Staff, Insurance, replacement, upgrades, safety standard)
TOTAL


6. STRATEGIC ISSUES
Full business plan (Comprehensive and up to date)
*Full support team in place (Lawyerÿ auditorÿ broker ÿ banker ÿ IT Consultant ÿ Management Consultant ÿ)
Good corporate governance (Minutes, audits, code of ethics, Board of Directors)
Staying current (Seminar/Technical inputs/ expo’s/ governing bodies, memberships)
Informed staff (Business plan, budgets, promotions, “open door”, inputs)
Empowered staff (Decision making, career development, creativity, problem solving skills)
Business Valuation (Capital gains tax, future sale, equity)
Pending strategic moves (Unbundling, Merger, Acquisition, MBO, MBI)
Experienced management team (Academic, Experience, Depth)
Focus (Other sidelines, hobbies, conflicting interests, outsourcing non-core business activities)
TOTAL
6. WWW supported communication
Communication with clients web supported (Automated)
Communication with referenced clients generating new clients
Supplier communications on the WWW
Keeping future clients in the loop automatic
Special offers to all old and prospective clients
Supported increased business WWW supported
Easy to express interest on the WWW (Pre-qualification)
Contractor, agent and personnel communication
Easy recruitment WWW supported
Future WWW based sales planned
TOTAL


7. TOP THREE PRIORITIES THAT NEEDS “FIXING”
*                                                              Budget $
*                                                              Budget $
*                                                              Budget $
TOTAL OUT OF 100
CONT
ACT
PERS
ON
EMAIL
ADDR
ESS
NUMB
ER OF
OWNE
RS

NUMB
ER OF
EMPL
OYEES



BUSIN
ESS
ENTIT
BUSIN
ESS
LIFEC
YCLE
Startup
Growth




Maturit
y
Decline



NET
PROFI
T
BEFO
RE
TAX
1 to 3         1.   BUSINESS CONTINUITY                            40%             Target site cannon
1              2.   PEOPLE MANAGEMENT                              63%
1              3.   FINANCIAL MANAGEMENT                           64%
1              4.   MARKETING MANAGEMENT                           67%
1              5.   PRODUCT/SERVICES                               67%
3              6.   STRATEGIC ISSUES                               67%
1              6.   WWW supported communication                    67%
1
1
1
                                                        1. BUSINESS CONTINUITY
1                                                           100%
12       40%
                                                             80%
                          6. WWW supported
                                                                                         2. PEOPLE MANAGEM
                             communication                   60%
1 to 3
2                                                            40%
2
                                                             20%
2
2                                                             0%
1
                     6. STRATEGIC ISSUES
2                                                                                               MANAGEMENT
2
2
2
17       63%
                                                                                 4. MARKETING
                                  5. PRODUCT/SERVICES
                                                                                 MANAGEMENT


1 to 3
2
2
2
2
1
2
2
2
2
2
2
2
2
25       64%

1 to 3
2
2
2
2
2
2
2
2
2
2
20       67%

1 to 3
2
2
2
2
2
2
2
2
2
2
2
2
24       67%

1 to 3
2
2
2
2
2
2
2
2
2
2
20       67%
1 to 3
2
2
2
2
2
2
2
2
2
2
20       67%



YES/NO
Target site cannon




      2. PEOPLE MANAGEMENT




             3. FINANCIAL
             MANAGEMENT




 MARKETING
ANAGEMENT

				
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