The good old days
 History/background Ambitions/vision/mission/values Drivers Critic cal Success factors Organization/ Key people/ age ...
 Main markets Size, share & Trends Market intelligence Competition USP and position Pricing & strategy Promotion D...
 Performance & Trends - balance sheet P&L & funds flow analysis Forecasting MIS Costing Accounting systems & quality...
 Structure Employments trends Pay policy Training Records Staff Turnover Absenteeism Accidents Overtime Attitude...
 Resources/premises Capacity / demand Lead times / delivery reliability Purchasing Logistics Systems Scrap Energy
 Customer database MRP/MRPII/ ERP CADCAM Main application
 Systems Measurement of customer     Complaints     Satisfaction Continuous improvement
 Health & Safety Emissions & Waste management Legislative threats/opportunities
 Key drivers Competitor information Knowledge networks Processes Systems
 Climate Culture
 Financial analysis of all key ratios Cash flow and break-even SWOT PESTLE Ports 5 forces Pareto Market segmentatio...
 Main Contact Business address Tel, Fax, Mob, & email Bankers Accountants/ Auditors Date established By whom Backg...
 Manufacturing Factoring Service Contractor Subcontractor Other
Title        Name   Age   Service   Background TrainingManagingdirectorFinancedirectorSalesdirectorTechnicaldirectorAdminm...
Trading history:                           Employees:Years     Sales    Export   PBTI   Staff   Mgt    Direct Indirect P’t...
 What are your overriding business objectives? The time scales associated with these objectives? How well would you say...
Which are your main markets?      A   B   CWhat is their approximate size?What visual approximate share?How do you sell to...
Your main competitors?            A   B   CDo you know their size (Sales)?and their Products?and their Processes?and their...
 How many live customers to have? What is your average order value? Who are your main customers?   Percentage of total...
Strengths   WeaknessesOwnershipManagementExperienceResourcesFinanceSystemsProducts/servicesProcessesCompany imageSales/mar...
Upcoming SlideShare
Loading in …5
×

Classic company diagnostic

279 views

Published on

Published in: Business, Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
279
On SlideShare
0
From Embeds
0
Number of Embeds
10
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Classic company diagnostic

  1. 1. The good old days
  2. 2.  History/background Ambitions/vision/mission/values Drivers Critic cal Success factors Organization/ Key people/ age profile/ training Broad strategy/ business plan Budgets
  3. 3.  Main markets Size, share & Trends Market intelligence Competition USP and position Pricing & strategy Promotion Distribution / route to market Prospects banks Customer gain/loss analysis
  4. 4.  Performance & Trends - balance sheet P&L & funds flow analysis Forecasting MIS Costing Accounting systems & quality of control, information Investors / bank relations Working capital Stocks, debtors and creditors Growth issues
  5. 5.  Structure Employments trends Pay policy Training Records Staff Turnover Absenteeism Accidents Overtime Attitudes / relations
  6. 6.  Resources/premises Capacity / demand Lead times / delivery reliability Purchasing Logistics Systems Scrap Energy
  7. 7.  Customer database MRP/MRPII/ ERP CADCAM Main application
  8. 8.  Systems Measurement of customer  Complaints  Satisfaction Continuous improvement
  9. 9.  Health & Safety Emissions & Waste management Legislative threats/opportunities
  10. 10.  Key drivers Competitor information Knowledge networks Processes Systems
  11. 11.  Climate Culture
  12. 12.  Financial analysis of all key ratios Cash flow and break-even SWOT PESTLE Ports 5 forces Pareto Market segmentation Benchmarking - Standard, EFQM
  13. 13.  Main Contact Business address Tel, Fax, Mob, & email Bankers Accountants/ Auditors Date established By whom Background Ownership Associate businesses
  14. 14.  Manufacturing Factoring Service Contractor Subcontractor Other
  15. 15. Title Name Age Service Background TrainingManagingdirectorFinancedirectorSalesdirectorTechnicaldirectorAdminmanagerOperationsmanagerOther
  16. 16. Trading history: Employees:Years Sales Export PBTI Staff Mgt Direct Indirect P’timeCurrentPre-1Pre-2Pre-3
  17. 17.  What are your overriding business objectives? The time scales associated with these objectives? How well would you say the company is performing? Who are your major shareholders? (Stakeholders) Is there a formal business plan? And are the budget set, and by whom, Do you have a formal vision & mission statement What is special about this business?
  18. 18. Which are your main markets? A B CWhat is their approximate size?What visual approximate share?How do you sell to each market?
  19. 19. Your main competitors? A B CDo you know their size (Sales)?and their Products?and their Processes?and their Strengths?and their Weakness?and their Market share?
  20. 20.  How many live customers to have? What is your average order value? Who are your main customers?  Percentage of total sales?  Sales trend? Your customers tell you what they think of your products and services? What are your main obstacles to growth?
  21. 21. Strengths WeaknessesOwnershipManagementExperienceResourcesFinanceSystemsProducts/servicesProcessesCompany imageSales/marketingInnovationOperations/qualityPeople/training

×