This tool will allow owners and executives measure the health of the company in different areas, discovering strengths and weakness or areas to improve.

1. $0
$20.000
$40.000
$60.000
$80.000
$100.000
$120.000
$140.000
$160.000
$180.000 Sales
Sales

2. Assessment of performance for
Small Business
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3. Facts for Latin America Small Business
• Latin America has 11% of SMEs in
the world
• Brazil has 44.44% , Mexico
12.7% , and Argentina 11.11%
• 90% of the jobs in Latin America
is generated by SMEs

4. Facts for Latin America Small Business
• Latin America has:
• 716,000 small businesses
• 145,000 medium businesses

5. Facts for USA Small Business
• 50% of the working population works in small
business
• Small Business generates over 65% of net new
jobs since 1995
• There are 22 million self-employed workers, and
the remaining almost 7 million businesses have
almost 100 million employees
• 52% al all small businesses are now home based,
with lower overhead and clearly new business
models than they were prevalent 30 years ago.
Source: Business Insider

6. Why measure performance ??
• Improve
• Planning and forecasting
• compete
• Reward
• Comply with regulations and
standards

7. The performance measurement
system
• It is a set of strategic objectives and
performance indicators that apply across the
organization
• Allow executives see the results generated by
units combine to influence the overall results
of the company

8. Finance
• The financial area
determines what
objectives have
shareholders or
owners of the
business, balancing
risk-growth-profit,
with focus on the
vision and strategy.
Finance

9. Clients
• For customers area is
key to reach them
through segmentation,
translating it in target
markets and
customers. The value
proposition we
present customers will
determine satisfaction
and loyalty.
Clients

10. Process and operations
• Once we know what
the customer wants,
the company must
translate the internal
processes in order to
meet client
expectations
Process and
operations

11. Human resources and it capabilities
• For technology and human
resources the business
must identify the
infrastructure that the
organization must build to
grow and improve on a
long-term plan, motivating
human resources, building
the capacities of
information systems and
providing power to
employees to solve by
themselves the difficulties
of everyday operations
Human
Resources
and IT

12. How to use the guide
• The self diagnosis will enable think about issues
for which you had not thought of before, or you
had spent very little time with.
• Is aimed at owners, partners or senior managers
of SMEs answer the questionnaire and assess
what degree of professional help is required in
your company.
• The score should be given for each response goes
from 1-5. Recital 1 as the least satisfactory and 5
as very satisfactory
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13. Degree seeking professional help as
the score
• If you get less than 100 points you should seek
professional help quickly in all areas of the
company.
• If you get between 100 and 150 points you
should seek help only in those areas where
the score is less.
• If you get a higher score of 150 points you
should think about what areas you want to
grow in the future and plan everything for
that to happen.
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14. Areas to be assess
Finance
Clients
Process -
Operations
Human
Resources
it
capabilities

15. Finance : The given score for each response goes from 1-5 recital
1 as less satisfactory don´t agree at all with the argument and 5
as very satisfactory, in full compliance with the argument .
SME (Small and Medium size Enterprises ) :
Periodically evaluates the liquidity to meet operational
issues and investment medium / long term
Reserves part of the profits for contingencies or low
business cycles.
Periodically assesses business risks that may lead to
bankruptcy
It has tools to properly measure the performance of
financials
Considers plans to diversify revenue and cost control
Finance

16. Finance : The given score for each response goes from 1-5 recital 1 as
less satisfactory don´t agree at all with the argument and 5 as very
satisfactory, in full compliance with the argument . SME :
Adequately meets the vision and mission values
established for the company
Prepares an annual business plan becoming the tool of
control the financial and non financial goals
It has a set of key performance indicators to monitor
business performance on a monthly basis
Periodically reviews the long-term strategy of the company
Is making appropriate use of all the management tools to
measure the performance of the company
Maximum Score 50 points Total Score
Finance

17. Clients
Clients : The given score for each response goes from 1-5 recital 1
as less satisfactory don´t agree at all with the argument and 5 as
very satisfactory, in full compliance with the argument .
SME :
It has segmented the customer base
It has a CRM or the like to understand, maintain and
retain customers
Has detailed monthly information on sales and
profitability per customer - product – business
Provides easy access to customers to the products /
services, and to place purchase orders and forward
them easily.
Conducts regular customer satisfaction surveys on
Products / Services

18. Clients
Clients : The given score for each response goes from 1-5 recital 1
as less satisfactory don´t agree at all with the argument and 5 as
very satisfactory, in full compliance with the argument .
SME:
Calculates the ROI on ad spending
Provides customers with information as to know which
is the value proposition of the product / service
Coaches and train staff to meet customer demands
Has a value proposition for each customer segment
Measures specific weight of finished contracts in the
total number of contracts with customers
Maximum Score 50 points Total Score

19. Process
Process : The given score for each response goes from 1-5 recital 1
as less satisfactory don´t agree at all with the argument and 5 as
very satisfactory, in full compliance with the argument .
SME :
Recognizes that all employees know perfectly the
processes in which they are involved.
Measures the productivity of the output of the
production of goods / services
Can identify opportunities to develop new products and
services
Can get ahead competitors through innovation and
deliver those benefits to the market.
It has a department / team involved in developing new
products / services

20. Process
Process : The given score for each response goes from 1-5 recital 1
as less satisfactory don´t agree at all with the argument and 5 as
very satisfactory, in full compliance with the argument .
SME :
Has detailed records of reworks, scrap and returns of
products / services
Has the post sales service to meet customer
requirements
Know what the customer wants and company results in
internal processes to meet your expectations
Plans to renovate and upgrade the production plant
It takes into account in determining the overall process :
time inspection, transportation and storage
Maximum Score 50 points Total Score

21. Human Resources and it capabilities
HR and IT : The given score for each response goes from 1-5 recital
1 as less satisfactory don´t agree at all with the argument and 5 as
very satisfactory, in full compliance with the argument . SME :
It has a team with the skills and capabilities that the
business requires
Makes plans to develop human resources
Has adequate compensation and retention plans that
keep the personnel involved with the growth and
objectives of the company.
Has systems for employees to use in supporting all
internal processes
Regularly measures the ratio of sales / revenue per
employee

22. Human Resources and it capabilities
HR and IT: The given score for each response goes from 1-5 recital 1 as less satisfactory
don´t agree at all with the argument and 5 as very satisfactory, in full compliance with the
argument . SME :
Plans to upgrade Back Office processes
Has programs for HR to feel satisfaction in their jobs, thus
increasing retention and productivity
Employees are motivated and empowered to meet the
business objectives
Regularly performs a survey to employees to analyze how
involved they are with their jobs, their department and
company
Customers, suppliers, employees have access through
information systems to data that may interest everyone
Maximum Score 50 points Total Score

23. • If you have questions or suggestions for improving
diagnosis for SME you can write to
ramiro@adfilmconsulting.com
• The guide was prepared by :
• https://ar.linkedin.com/pub/ramiro-mazzeo/0/5ba/312
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