First Name
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Last Name
Organization
Email
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Phone
Do you have Business Plan for 2026?
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No written plan — we mostly operate reactively.
We have a forecast in a spreadsheet
We have some goals, but nothing is documented.
We have a written business plan, but did not create 1st quarter startegic growth projects.
Yes — we have a clear, actionable Strategic Business Plan with 1st quarter Strategic Projects identified
YES — we held a Strategic Planning Session created a Strategic Business Plan, complete with a Financial Projection. We alos have clearly defined our 1st quarter Strategic Growth Projects.
Have you identified your Company's Core Purpose?
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Not yet — We focus mainly on day-to-day operations.
We have general idea, but haven't defined it clearly.
We've identified our Core Purpose, but it is not communicated.
YES — our Core Purpose drives decisions and projects we pursue.
Have you defined your Core Values?
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No, we have never formally defined our Core Values.
We have some informal principles, but they are not written down.
We've identified our core values, but they are not actively reinforced
Yes — our Core Values are clear, communicated, and lived daily.
Have you articulated your company's Big Dream (BHAG)?
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Not yet — We are still trying to figure out our long-term direction.
We have a vague big dream, but it is not documented or shared.
We've defined our big dream, but the team doesn't often reference it.
YES — our Big Dream is clear, inspiring, and guides our growth decisions.
Have you clearly defined your Target Market?
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No — we try to serve anyone who is interested.
We have a general idea but lack specific customer profiles.
We know our audience, but we haven't refined our segmentation.
YES — our Target Market is well-defined and documented.
Do you have a clear and compelling Positioning Statement?
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No — We have not crafted one.
We have one, but it's not distinct or well communicated.
We've defined it, but haven't aligned our marketing with it.
YES — our Positioning Statement differentiates us clearly in our market.
Have you defined your Functional, Economic, and Emotional Benifits? (FEE Benifits)
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No — We focus on our product features, not benefits.
Functional benefits, yes. We haven't looked into emotional or economic ones yet.
We've identified most benefits but haven't articulated them clearly.
YES — we clearly communicate our FEE Benefits in our messaging.
Have you conducted a Competitive Analysis?
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No — we haven't researched competitors formally.
We know a few competitors but don't track them closely.
We've done some research, but it is outdated.
YES — We regularly perform a competitive analysis and implement its insights.
Have you completed a PEST Analysis? (Political, Economic, Social, Technology)
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No — we have not systematically evaluated external factors.
We have done some informal environmental scanning.
We've completed one in the past but haven't updated it recently.
YES — we regularly conduct PEST and plan around external macro trends.
Have you performed a SWOT or a SWaTOL4™ Analysis?
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No — We have never done one.
We've discussed strengths and weaknesses informally.
We conduct a traditional SWOT analysis regularly.
YES — we conduct a quarterly SWaTOL4 and identify quarterly projects.
Do you have Quarterly Strategic Projects to drive growth?
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No — we set annual goals but don't break them down to projects.
We sometimes create projects, but not quarterly or consistently.
We have quarterly strategic projects, but follow-through is lacking.
YES — we consistently define and create Quarterly Projects to drive growth.
Do you track performance through a Dashboard with Leading Metrics?
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No — we don't use dashboards or metrics
We track some KPI's manually but inconsistently.
We have a dashboard, but it does not track the Leading Metrics or Projects
YES — our Dashboard illustrates both Leading Metrics and Projects
Does you Leadership Team meet Weekly?
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No — meeting are ad=hoc or only when issues arise.
We meet occasionally, but not on a set cadence
We meet at least once per month, but our discussions aren't well-structured.
YES — we hold consistent, Weekly Leadership Team meetings.
Do you meet regularly with your Direct Reports?
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No — one-on-ones happen rarely or only when problems arise.
We meet ocasionally but without a set structure.
We, meet reguarly, but discussions and folow-up tasks are not well structured.
YES — I hold consistent, purposeful meetings with my Direct Reports.
Is your Strategic Plan shared with your team, and Wins celebrated?
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No — only our leadership team knows the plan.
We share it once, but don't revisit it often.
We communicate progress occasionally, but don't celebrate our wins.
YES — our Plan is transparent, and Wins are consistently recognized.
If you have had a Past Business Plan did you satisfied with it's level of Execution and Results?
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Not Applicable — we have never had a plan in the past
We had a plan but the execution lacked.
We had a plan but did not but it was marginally succesful
YES — We have had plans in the past. The level of Execution Results met or exceeded our targets.