Construction Organisational Assessment

How to answer...

Score each statement using the numbers 1 – 4 1Totally disagree 2Disagree 3Agree 4Totally agree

Marketing and Sales

We have a documented marketing plan 1 2 3 4

We market to our clients and prospective customers regularly 1 2 3 4

We know what marketing mediums generate the highest amount of return 1 2 3 4

We have a documented sales process that sales personnel are trained in and follow 1 2 3 4

We evaluate our marketing and sales results in order to further improve performance 1 2 3 4

Subtotal: 0

Finance

We are in a strong financial position 1 2 3 4

We understand our key financial ratios and review them regularly 1 2 3 4

We diligently monitor cashflow 1 2 3 4

Every job is reviewed upon completion for its profitability 1 2 3 4

We follow a documented receivables collection process 1 2 3 4

Subtotal: 0

Systems and Workflow

Everyone knows where to find our process and procedural documentation that relates to their roles 1 2 3 4

We invest in technology to constantly improve customer delivery 1 2 3 4

We are quick to identify and eradicate duplicated efforts 1 2 3 4

We monitor errors and reworks, taking immediate steps to reduce future occurrences 1 2 3 4

Workflow audits are conducted at least annually 1 2 3 4

Subtotal: 0

Leadership & People

Leaders tangibly express appreciation of their people 1 2 3 4

Our leaders give balanced feedback 1 2 3 4

People often comment how much they enjoy working here 1 2 3 4

Each team member knows exactly what they are responsible for 1 2 3 4

Our people regularly receive training to assist them in their roles 1 2 3 4

Subtotal: 0

Regulatory Compliance

We regularly review our compliance requirements 1 2 3 4

Safety and its organisational integration are paramount to our company operating standards 1 2 3 4

Those responsible for compliance receive regular update, training and support 1 2 3 4

We are quick to act when failure occurs 1 2 3 4

We are 100% compliant in all regulatory areas 1 2 3 4

Subtotal: 0

Total

Identify your 2 – 3 lowest category scores and then begin to focus intently on shoring these up.

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