Yes

No

•  I know what I want my business to look like in 10 years, and I have a list of the specific action steps to get me there and I'm systematically working on them.

  o

  o

•  My business offers customers benefits that are unique in our industry and we communicate these differences in everything we do.

  o

  o

•  We systematically inquire of our customers about their level of happiness with our services.   We're ahead of our competition because we truly know the direction our target market is moving.

  o

  o

•  We have a real sense of control over all aspects of the business (finances, operations)

  o

  o

•  Our team (employees) always delights our customers.   The team consistently develops raving fans–customers so happy with our service they can't wait to send their friends and family to us.   Plus our human resources strategy is designed to ensure this team commitment.

  o

  o

•  We have systems in place to maximize the life-time value of each and every one of our customers.   We're as focused (or even more focused) on marketing to our current customers as we are focused on generating new ones from the “cold market.”

  o

  o

•  We have a pricing strategy designed to ensure premium pricing for our products.   This is accomplished in part through our customer service strategy.   Our value-added benefits are superior to our competitors'.

  o

  o

•  We have a detailed business plan covering the next 12 month period.   This includes the written action steps we expect to take as well as the financial projections we hope to achieve.

  o

  o

•  We receive appropriate daily, monthly, quarterly and annual financial and operational data.   This means not only dollars, but also Key Operational Performance Indicators.

  o

  o

•  The financial and tax planning for our business has been properly integrated with our personal financial plans.

  o

  o