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					                           INSTRUCTIONS FOR THE ASSESSMENT
This Assessment is for those business owners who are committed to:
 Change
 Improving their business
 Knowing where they need to improve
 Spending the time to find out where they are and where they want to be in the future
This does not pertain to you if you have not yet made the above commitments.

This type of assessment is modeled on GAP Analysis - that is the difference between where you
want to be and where you are at the present time. This analysis does not even address where you
should be, just where you think you are and where you really are.

This assessment is about YOU and YOUR business. This is not a short assessment, it examines all
facets of your business in a very detailed manner.

Most areas are protected, so the spreadsheet won't let you change them. The areas where your
input is allowed is in all cases Yellow.

STEP 1
Input below the three areas that you believe are the most critical areas of need or development in
your business at this time (for some suggested areas - see the areas in STEP 2)
1.
2.
3.

Input below your three wishes to improve your business (they may be same as above or not)
1.
2.
3.


STEP 2
There are Ten areas (sections) of the assessment.
  (Customer) Service               Teams                  Leadership
  Personnel                        Sales                  Marketing
  Planning                         Operations             Financial
  Personal

You need to insert a percentage of importance for each section in the yellow input area below that
reflects the relative importance of the section in relation to the other sections. Total of all areas must
equal 100%.




   6/22/2011                                                    43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
   7:13 PM                                      Page 1 of 17                                 Instructions
       Area              %
1.0 Service
2.0 Teams
3.0 Leadership                            *** If a section does not apply to you or your business,
4.0 Personnel                             *** leave the percentage at ZERO
5.0 Sales
6.0 Marketing
7.0 Planning
8.0 Operations
9.0 Financial
10.0 Personal
Total                             This must equal 100%


STEP 3
Go to the Questions tab and answer the questions to the best of your ability, be brutally honest with
yourself in giving the answers - the more honest you are, the better the output will be.
If a section does not apply to you or your business (and you've left the percentage at zero) make sure
the answer column for that section is completely blank.
For each question, place an "X" in box next to the most appropriate answer.
Do the Personal section first and then do the rest of the sections. After completing all sections go back
and review the Personal section again.

STEP 4
Review the Results tab
    Where the Yellow filled in area is INSIDE the Red (Target) Line your actual performance for
    that section is less than you think it should be and obviously needs work.
    Where the Yellow filled in area is OUTSIDE the Red (Target) line your actual performance is
    exceeding your expectations.

STEP 5
Self Analysis
     Ask yourself the following questions
      Are my expectations too low?
      Are my expectations too high?
      Why did I fall short in a particular section?
      Why was I successful in a particular section?
      What actions can I replicate from successful sections in the sections that need work?
If you would like to spend some time and have 2012 Logistics UK - Business Solutions review the questio
contact us.
We would be pleased to help you with a free, no obligation review of the assessment.




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   7:13 PM                                    Page 2 of 17                                 Instructions
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7:13 PM     Page 3 of 17                                Instructions
s. After completing all sections go back




UK - Business Solutions review the questions and results with you




          6/22/2011                                             43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
          7:13 PM                                Page 4 of 17                                Instructions
                                                         Your own assessment of where you are

                                                                                                                                    Score
1.0                                             Service                                                Response                 X
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.1   My company tests and measures everything to ensure customer satisfaction                                              3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.2   We analyse our mistakes as both a company and as individuals and learn from them                                      3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.3   We are certain of the needs of our clients and base our company on those needs                                        3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.4   Our direction and people can change instantly to meet our customers' needs                                            3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.5   I would gladly give up or postpone a sale to meet my customer service agenda                                          3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.6   Our company continuously under promises and over delivers                                                             3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                      Completely Disagree   1           0
                                                                                                                            2           0
1.7   We survey our clients regularly to determine how we can better serve them                                             3           0
                                                                                                                            4           0
                                                                                                        Completely Agree    5           0
                                                                                                                                        0




                                                                                         43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                                      Page 5 of 17                                       Questions
                                               Your own assessment of where you are

                                                                                                                            Score
2.0                           The Team Approach                                              Response                   X
                                                                                                          Exploitive            0
                                                                                                       Bureaucratic             0
2.1 What is the organisation type?                                                                       Consultive             0
                                                                                                        Participative           0
                                                                                                 Highly Participative           0
                                                                                                 Individual Incentive           0
                                                                                                        Hourly Wage             0
2.2 How are Front Line Staff compensated?                                                            Group Incentive            0
                                                                                                               Salary           0
                                                                                               Salary+Annual Bonus              0
                                                                                       Transfers & Layoffs Every Year
                                                                                                   Retraining Reduce            0
2.3 To what extent do people have job security?                                                               Layoffs           0
                                                                                                     Layoffs Are Rare           0
                                                                                                               31%+             0
                                                                                                            14%-30%             0
2.4 What is the annual personnel turnover                                                                    7%-11%             0
                                                                                                              3%-6%             0
                                                                                                              0%-2%             0
                                                                                                               <5%              0
                                                                                                            6%-10%              0
      What percentage of personnel (ALL Personnel) have received at least eight
2.5 hours of team building training?                                                                       11%-30%              0
                                                                                                           31%-90%              0
                                                                                                          91%-100%              0
                                                                                                               <5%              0
                                                                                                            6%-10%              0
      What percentage of personnel are active members of formal work teams,
2.6 quality teams, or problem-solving teams?                                                               11%-30%              0
                                                                                                           31%-90%              0
                                                                                                          91%-100%              0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
      People are listened to and are encouraged to speak up and make
2.7 recommendations                                                                                                3            0
                                                                                                                   4            0
                                                                                              Completely Agree     5            0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
2.8 The team sees change as positive and is always ready for challenges                                            3            0
                                                                                                                   4            0
                                                                                              Completely Agree     5            0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
2.9 My team members are accountable and never make excuses for performance                                         3            0
                                                                                                                   4            0
                                                                                              Completely Agree     5            0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
      Deadlines are taken seriously and are managed by team members, team
2.10 leaders and management                                                                                        3            0
                                                                                                                   4            0
                                                                                              Completely Agree     5            0
                                                                                                                                0




                                                                              43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                         Page 6 of 17                                         Questions
                                                  Your own assessment of where you are

                                                                                                                                Score
3.0                                    Leadership                                                Response                   X
                                                                                                Completely Disagree    1            0
                                                                                                                       2            0
3.1 We have a clear mission statement                                                                                  3            0
                                                                                                                       4            0
                                                                                                  Completely Agree     5            0
                                                                                                Completely Disagree    1            0
                                                                                                                       2            0
      I possess a clear vision of where the company is going and have written it out in
3.2 detail                                                                                                             3            0
                                                                                                                       4            0
                                                                                                  Completely Agree     5            0
                                                                                                                  Never             0
                                                                                                                 Seldom             0
3.3 Decisions are pushed down the hierarchy as far as possible                                              Occasionally            0
                                                                                                              Frequently            0
                                                                                                                 Always             0
                                                                                                                  Never             0
                                                                                                                 Seldom             0
3.4 The company provides social activities for the team                                                     Occasionally            0
                                                                                                              Frequently            0
                                                                                                                 Always             0
                                                                                           Communication is nonexistent             0
                                                                                                       Tops Down Only               0
      How are communications? Not only from the top to the bottom, but from side to
3.5 side and bottom to the top.                                                                             Side to Side            0
                                                                                          Up & Down, but not side to side           0
                                                                                                            Free flowing            0
                                                                                                                  Never             0
                                                                                                                 Seldom             0
3.6 We continuously let our people know when we are proud of their work                                     Occasionally            0
                                                                                                              Frequently            0
                                                                                                                 Always             0
                                                                                                Completely Disagree    1            0
                                                                                                                       2            0
3.7 The company culture is defined, cooperative and forward thinking                                                   3            0
                                                                                                                       4            0
                                                                                                  Completely Agree     5            0
                                                                                                                  Never             0
                                                                                                                 Seldom             0
3.8 All ideas for improvement are regularly introduced into the business                                    Occasionally            0
                                                                                                              Frequently            0
                                                                                                                 Always             0
                                                                                                Completely Disagree    1            0
                                                                                                                       2            0
3.9 My staff treats their job as a career, not a short term financial fix                                              3            0
                                                                                                                       4            0
                                                                                                  Completely Agree     5            0
                                                                                                                                    0




                                                                                 43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                              Page 7 of 17                                       Questions
                                               Your own assessment of where you are

                                                                                                                        Score
4.0                                  Personnel                                            Response                  X
                                                                                                    Non-Existent            0
4.1 Do you have terms of employment for all your staff?                                   Substantially Complete            0
                                                                                           Complete & Accurate              0
                                                                                                    Non-Existent            0
4.2 Do all positions have job descriptions? Including YOU!                                Substantially Complete            0
                                                                                           Complete & Accurate              0
                                                                                                    Non-Existent            0
4.3 Is there a standard performance and evaluation procedure?                             Substantially Complete            0
                                                                                          Complete & Adhered to             0
                                                                                        Completely Disagree    1            0
                                                                                                               2            0
4.4 Is morale high throughout the organisation?                                                                3            0
                                                                                                               4            0
                                                                                           Completely Agree    5            0
                                                                                                   Non-Existent             0
4.5 Is your employee handbook up-to-date?                                                Substantially Complete             0
                                                                                        Complete and distributed            0
                                                                                                          Never             0
                                                                                                         Seldom             0
4.6 How often do you conduct employee meetings?                                                     Occasionally            0
                                                                                                      Frequently            0
                                                                                                         Always             0
                                                                                       Non-Existent - No Benefits           0
                                                                                       We rank in the lowest 25%            0
4.7 How competitive are the benefits for your staff?                               We rank between 26% and 50%              0
                                                                                   We rank between 51% and 75%              0
                                                                                         We Rank in the Top 25%             0
                                                                                        Completely Disagree    1            0
                                                                                                               2            0
4.8 Is the workload in the business evenly distributed?                                                        3            0
                                                                                                               4            0
                                                                                           Completely Agree    5            0
                                                                                        Completely Disagree    1            0
                                                                                                               2            0
4.9 Do your employees understand your expectations? Are they in writing?                                       3            0
                                                                                                               4            0
                                                                                           Completely Agree    5            0
                                                                                                                            0




                                                                           43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                           Page 8 of 17                                    Questions
                                                Your own assessment of where you are

                                                                                                                            Score
5.0                                       Sales                                               Response                  X
                                                                                                                Plan?           0
                                                                                                       Top Level Only           0
                                                                                                     Plan has Targets           0
5.1 Do you have a robust Sales Plan and Sales Pipeline target?                        Plan has Targets and is Tracked           0
                                                                                      Plan has Targets and is Tracked
                                                                                                        and Reviewed            0
                                                                                                              Never             0
                                                                                                             Seldom             0
      The sales team is responsible for regular sales targets and is held
5.2 accountable?                                                                                        Occasionally            0
                                                                                                          Frequently            0
                                                                                                             Always             0
                                                                                                        Never, Why?             0
                                                                                                             Seldom             0
5.3 Do you monitor your competitors' performance?                                                       Occasionally            0
                                                                                                          Frequently            0
                                                                                                              Always            0
                                                                                                               100%             0
                                                                                                         75% to 99%             0
5.4 What % of your sales is new business?                                                                50% to 74%             0
                                                                                                         26% to 49%             0
                                                                                                          0% to 25%             0
                                                                                                               100%             0
                                                                                                         75% to 99%             0
5.5 What % of your sales is repeat business?                                                             50% to 74%             0
                                                                                                         26% to 49%             0
                                                                                                          0% to 25%             0
                                                                                                        80% to 100%             0
                                                                                                         60% to 79%             0
5.6 What % of your revenue is generated by your top five customers                                       40% to 59%             0
                                                                                                         20% to 39%             0
                                                                                                          0% to 19%             0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
5.7 The sales force is successful and undergoes regular skills and product training                                3            0
                                                                                                                   4            0
                                                                                               Completely Agree    5            0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
5.8 The sales force operates as a team versus a group of individuals                                               3            0
                                                                                                                   4            0
                                                                                               Completely Agree    5            0
                                                                                            Completely Disagree    1            0
                                                                                                                   2            0
5.9 A sales incentive/reward programme is in place                                                                 3            0
                                                                                                                   4            0
                                                                                               Completely Agree    5            0
                                                                                                                                0




                                                                              43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                            Page 9 of 17                                      Questions
                                                Your own assessment of where you are

                                                                                                                           Score
6.0                                   Marketing                                               Response                 X
                                                                                                                 No            0
6.1                           Do you have a Marketing Plan?                                              Don't Know            0
                                                                                                                Yes            0
                                                                                                             Never             0
                                                                                                            Seldom             0
6.2 How often do you refer to the Marketing Plan?                                                      Occasionally            0
                                                                                                         Frequently            0
                                                                                                            Always             0
                                                                                                              Never            0
                                                                                                                               0
6.3 How Often do you update the Marketing Plan?                                                            Annually            0
                                                                                                                               0
                                                                                                           Quarterly           0
                                                                                                                 No            0
6.4 My company is one of the leaders in the market                                                       Don't Know            0
                                                                                                                Yes            0
                                                                                                              Never            0
                                                                                                            Seldom             0
      We continuously track our leads, client conversion rate and the number of client
6.5 transactions                                                                                       Occasionally            0
                                                                                                         Frequently            0
                                                                                                        Continuosly            0
                                                                                                             Never             0
                                                                                                            Seldom             0
6.6 We only advertise when we can test and measure the results                                         Occasionally            0
                                                                                                         Frequently            0
                                                                                                            Always             0
                                                                                             Completely Disagree   1           0
                                                                                                                   2           0
6.7 All Staff memebers are aware of the lifetime value of our clients                                              3           0
                                                                                                                   4           0
                                                                                               Completely Agree    5           0
                                                                                             Completely Disagree   1           0
                                                                                                                   2           0
6.8 We constantly educate our clients on the benefits of our products and services                                 3           0
                                                                                                                   4           0
                                                                                               Completely Agree    5           0
                                                                                             Completely Disagree   1           0
                                                                                                                   2           0
6.9 We always educate on value and never market on price                                                           3           0
                                                                                                                   4           0
                                                                                               Completely Agree    5           0
                                                                                             Completely Disagree   1           0
                                                                                                                   2           0
      Every member of our team knows and understands our unique selling
6.10 proposition                                                                                                   3           0
                                                                                                                   4           0
                                                                                               Completely Agree    5           0
                                                                                             Completely Disagree   1           0
                                                                                                                   2           0
6.11 Every member of our team is a walking, talking advertisement for the company                                  3           0
                                                                                                                   4           0
                                                                                               Completely Agree    5           0
                                                                                                                               0




                                                                                43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                          Page 10 of 17                                         Questions
                                                 Your own assessment of where you are

                                                                                                                               Score
7.0                                     Planning                                                  Response                 X
                                                                                                                     No            0
      Do you have a formal written business plan that sets out the company's
7.1 strategic objectives                                                                                     Don't Know            0
                                                                                                                    Yes            0
                                                                                                                 Never             0
                                                                                                                Seldom             0
7.2 Is the company's business plan is being used, tested and measured?                                     Occasionally            0
                                                                                                             Frequently            0
                                                                                                                Always             0
                                                                                                                  Never            0
                                                                                                                                   0
7.3 How often is the business plan updated?                                                                    Annually            0
                                                                                                                                   0
                                                                                                               Quarterly           0
                                                                                                                     No            0
7.4 Regular planning sessions are conducted with staff and management                                        Don't Know            0
                                                                                                                    Yes            0
                                                                                                 Completely Disagree   1           0
                                                                                                                       2           0
      My company is moving in a clear direction and every decision supports that
7.5 direction .                                                                                                        3           0
                                                                                                                       4           0
                                                                                                   Completely Agree    5           0
                                                                                                 Completely Disagree   1           0
                                                                                                                       2           0
      My company is generally going in the direction I intended it to go from its
7.6 inception?                                                                                                         3           0
                                                                                                                       4           0
                                                                                                   Completely Agree    5           0
                                                                                                 Completely Disagree   1           0
                                                                                                                       2           0
7.7 My company has its finger on the pulse of the market at all times                                                  3           0
                                                                                                                       4           0
                                                                                                   Completely Agree    5           0
                                                                                                                     No            0
7.8 Have you defined an exit strategy?                                                                       Don't Know            0
                                                                                                                    Yes            0
                                                                                                                     No            0
7.9 Do you have a defined succession plan?                                                                   Don't Know            0
                                                                                                                    Yes            0
                                                                                                                     No            0
7.10 Do you have an up to date will?                                                                         Don't Know            0
                                                                                                                    Yes            0
                                                                                                                                   0




                                                                                    43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                            Page 11 of 17                                           Questions
                                                  Your own assessment of where you are

                                                                                                                              Score
8.0                                    Operations                                               Response                  X
                                                                                                                     No           0
8.1 Is there an Operations Plan and Budget?                                                                Don't Know             0
                                                                                                                  Yes             0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
8.2 Is the Operations Plan and Budget used as a target or guideline?                                                  3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
       My company is driven by both quality and profit, and both are measured
8.3 regularly.                                                                                                        3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                                                     No           0
8.4 Designated people are responsible for the day to day operating decisions.                              Don't Know             0
                                                                                                                  Yes             0
                                                                                                                     No           0
8.5 Do you have a quality system such as ISO 9000?                                                         Don't Know             0
                                                                                                                  Yes             0
                                                                                                                     No           0
8.6 Do you obey Health & Safety regulations?                                                               Don't Know             0
                                                                                                                  Yes             0
                                                                                                                     No           0
8.7 Are you adequately insured?                                                                            Don't Know             0
                                                                                                                  Yes             0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
8.8 Staff and facilities are being utilised to at least 80% of their potential?                                       3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
       Inventories are monitored to ensure maximum turnover and minimal financial
8.9 outlay.                                                                                                           3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
8.10 Operations are, for the most part, fully computerised                                                            3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                                                                  0




                                                                                  43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                             Page 12 of 17                                        Questions
                                                 Your own assessment of where you are

                                                                                                                            Score
9.0                                     Financial                                              Response                 X
                                                                                                                  No            0
       Do you have a formal budget? Do your employees participate in its
9.1 preparation?                                                                                          Don't Know            0
                                                                                                                 Yes            0
                                                                                                                  No            0
9.2 Are your books up to date?                                                                            Don't Know            0
                                                                                                                 Yes            0
                                                                                                            Annually            0
                                                                                                                                0
9.3 How often are Financial statements done?                                                                Quarterly           0
                                                                                                                                0
                                                                                                             Monthly            0
                                                                                                              Dismal            0
                                                                                                                                0
9.4 Rate your business revenue, is it where you want it?                                                     Average            0
                                                                                                                                0
                                                                                                             Superior           0
                                                                                                                  No            0
9.5 Is your business revenue increasing each year?                                                        Don't Know            0
                                                                                                                 Yes            0
                                                                                                              Dismal            0
                                                                                                                                0
9.6 Rate your Cost of Goods Sold, are they reasonable?                                                       Average            0
                                                                                                                                0
                                                                                                             Superior           0
                                                                                                              Dismal            0
                                                                                                                                0
9.7 Rate your Profit Margin, is it where you want it?                                                        Average            0
                                                                                                                                0
                                                                                                             Superior           0
                                                                                                                  No            0
9.8 Has your Profit Margin increased for the last three years?                                            Don't Know            0
                                                                                                                 Yes            0
                                                                                                                  No            0
9.9 Will your Profit Margin increase this year by 10% or more?                                            Don't Know            0
                                                                                                                 Yes            0
                                                                                                       Cash Strapped            0
                                                                                                                                0
9.10 Rate your Cash Position at the moment, is it tight or are you flush with funds?                         Average            0
                                                                                                                                0
                                                                                                     Flush with Funds           0
                                                                                                               Never            0
                                                                                                            Annually            0
9.11 How often do you produce cash flow forecasts?                                                          Quarterly           0
                                                                                        Between Quarterly and Monthly           0
                                                                                                              Monthly           0
                                                                                                                  No            0
9.12 Are you happy with your cash flow accuracy?                                                          Don't Know            0
                                                                                                                 Yes            0




                                                                                43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                           Page 13 of 17                                        Questions
                                              Your own assessment of where you are

                                                                                                                        Score
                                                                                                             No             0
9.13 Are Loan payments current and in line with the agreements?                                      Don't Know             0
                                                                                                            Yes             0
                                                                                                       90+ Days             0
                                                                                                   60 to 90 Days            0
9.14 What is the average time for payment by your customers? (debtor days)                         45 to 60 Days            0
                                                                                                   31 to 45 Days            0
                                                                                                 30 Days or Less            0
                                                                                                 30 Days or Less            0
                                                                                                   31 to 40 Days            0
9.15 On average how long do you take to pay creditors? (creditor days)                             41 to 45 Days            0
                                                                                                   46 to 50 Days            0
                                                                                                       50+ Days             0
                                                                                                                            0




                                                                             43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
      6/22/2011                                        Page 14 of 17                                        Questions
                                                 Your own assessment of where you are

                                                                                                                              Score
10.0                                    Personal                                                Response                  X
                                                                                                             70+ Hours            0
                                                                                                         60 to 70 Hours           0
10.1 How many hours do you put in per week?                                                              50 to 60 Hours           0
                                                                                                         40 to 50 Hours           0
                                                                                                          Less Than 40            0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
10.2 I have more time than I need to get things done                                                                  3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                                                   No             0
       I have an assistant to handle details ensuring I have space to focus on bigger
10.3 things.                                                                                               Don't Know             0
                                                                                                                  Yes             0
                                                                                            Completely Dissatisfied   1           0
                                                                                                                      2           0
10.4 How does your family feel about your work load?                                                                  3           0
                                                                                                                      4           0
                                                                                        Will you PLEASE go to work    5           0
                                                                                                                   No             0
10.5 I exercise regularly and spend quality time with the people I care about.                             Don't Know             0
                                                                                                                  Yes             0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
10.6 My days are well planned and I never run on adrenaline.                                                          3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                               Completely Disagree    1           0
                                                                                                                      2           0
10.7 I am proud of myself as both a business owner and as a human being.                                              3           0
                                                                                                                      4           0
                                                                                                 Completely Agree     5           0
                                                                                                                   No             0
10.8 Are you drawing a salary? Is it sufficient to meet your needs?                                        Don't Know             0
                                                                                                                  Yes             0
                                                                                                                   No             0
10.9 I am putting aside funds regularly with which to become financially independent                       Don't Know             0
                                                                                                                  Yes             0
                                                                                                                   No             0
       Have you calculated how much money you will need when you exit the
10.10 business?                                                                                            Don't Know             0
                                                                                                                  Yes             0
                                                                                                                   No             0
10.11 Do you have an exit or succession strategy?                                                          Don't Know             0
                                                                                                                  Yes             0
                                                                                                                                  0




                                                                                 43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
       6/22/2011                                           Page 15 of 17                                        Questions
                                                       A                     B
                    Total                   Area               Relative
                     Area         No. Of   Average    Actual Importance Projected
          Area      Points       Questions Score      Area %      %       Area %
1.0 Service                  0           7     0.00        0%        0.0% #DIV/0!
2.0 Teams                    0          10     0.00        0%        0.0% #DIV/0!
3.0 Leadership               0           9     0.00        0%        0.0% #DIV/0!
4.0 Personnel                0           9     0.00        0%        0.0% #DIV/0!
5.0 Sales                    0           9     0.00        0%        0.0% #DIV/0!
6.0 Marketing                0          11     0.00        0%        0.0% #DIV/0!
7.0 Planning                 0          10     0.00        0%        0.0% #DIV/0!
8.0 Operations               0          10     0.00        0%        0.0% #DIV/0!
9.0 Financial                0          15     0.00        0%        0.0% #DIV/0!
10.0 Personal                0          11     0.00        0%        0.0% #DIV/0!
                                       101               SUM:          0%
                                                         MAX:        0.0%




  A Your area percentage based on your answers to the questions



  B Your area percentage based on your original relative importance input percentage




   6/22/2011                                                 43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
   7:13 PM                                   Page 16 of 17                                     Score
                                       Company Profile


                                       1.0 Service
                                     100.0%
                                     90.0%
                     10.0 Personal                       2.0 Teams
                                     80.0%
                                     70.0%
                                     60.0%
                                     50.0%
                                     40.0%
            9.0 Financial            30.0%                           3.0 Leadership
                                     20.0%
                                     10.0%
                                                                                                       TARGET
                                      0.0%
                                                                                                       ACTUAL



       8.0 Operations                                                4.0 Personnel




                      7.0 Planning                       5.0 Sales


                                      6.0 Marketing




6/22/2011                                                                      43e1c063-a609-4e6c-a15c-72baffcd9ad2.xls
7:13 PM                                                                                                         Results

				
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