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EVALUATING MANAGEMENT PERFORMANCE WORKSHEET r
YES NO r
1. We operate with a complete and up-to-date business plan that includes: e
A) One- and three-year projections e
B) A capital budget
2. We operate with an annual marketing plan that includes: c
A) Precise sales and profit goals and timetables .
B) Strategies and tactics for the next three years
C) Budgets, Forecasts, and Benchmarks 2
D) A tentative sales plan 0
E) The demographics of our target markets 1
F) A thoughtful definition of the markets we serve 0
G) A definition of the needs/wants our products and services fill .
H) An analysis of the growth potential of our markets
I) A competitive analysis l
J) A definition of our “Unique Selling Proposition” l
K) Projections for other products or services that could be developed
L) Timetables for research and development r
3. We use monthly budgets and statements that include: g
Thorough and up-to-date records h
Cash flow budget