Small Business Diagnostic - SBMS



| |2010 |

| |SBMS Experienced Business Mentors (c)|

| |2010 |

| | |

|[pic] | |

|[Small Business Diagnostic] |

|Pre meeting Client worksheet |

[pic] Small Business Diagnostic

In order to get the most from mentoring, SBMS have written a brief diagnostic. Please fill out as much as you can. If there are areas that you are unable to answer, don’t worry, the Mentor will be able to explain or work through these questions when you meet.

On completion of the diagnostic, return it to the Mentor via email, fax or mail. This will allow the Mentor to have an understanding of your business and needs. The information provided in this document is held as private and will be used solely by SBMS to help you with your business.

|Business name: |Date |

|(or trading as ….) | |

|& Contact Number | |

| |Referral Number |

|Assessed by: |Mentor |

|(Person filling out diagnostic) | |

| |Criteria |Score range |Comments |

| | |Poor score Average score Good score | |

| | |Circle or colour the correct answer | |

|1 |Management capability | | |

|1.1 |Management experience overall |0 |1 |2 |

|1.2 |Expertise/skills of proprietors |0 |1 |2 |

|1.3 |Employee/team strengths |0 |1 |2 |

|1.4 |Vision and drive |0 |1 |2 |

|2 |Commercial performance | |Comments |

|2.1 |Track record | |1 |2 |3 |4 |

|2.2 |Business viability |0 |1 |2 |3 |

|2.3 |Business planning |0 |1 |2 |3 |

|2.4 |Financial position |0 |1 |2 |3 |4 |

|2.5 |Financial planning |0 |1 |2 |3 |

|2.6 |Cash management |0 |1 |2 |3 |

|2.7 |Growth aspirations |0 |1 |2 |3 |4 |

| |Criteria |Score range |Comments |

| | |Poor score Average score Good score | |

|3 |Business product/service | | |

|3.1 |Stage of development |0 |1 |2 |3 |4 |

|3.2 |Product range |0 |1 |2 |3 |

|3.3 |Competitiveness |0 |1 |2 |3 |4 |

|3.4 |Market need |0 |1 |2 |3 |

|3.5 |Functionality |0 |1 |2 |3 |

|3.6 |Innovativeness |0 |1 |2 |3 |

|3.7 |Product profitability |0 |1 |2 |3 |4 |

|4 |The market | |Comments |

|4.1 |Market size |0 |1 |2 |3 |

|4.2 |Market access channels |0 |1 |2 |3 |

|4.3 |Target market |0 |1 |2 |3 |4 |

|4.4 |Marketing plan |0 |1 |2 |3 |

|4.5 |Competitive advantage/s |0 |1 |2 |3 |

| |Criteria |Score range | |

| | |Poor score Average score Good score | |

|5 |Overview | |Comments |

|5.1 |Barriers to entry |0 |1 |2 |3 |4 |

|5.2 |Government involvement |0 |1 |2 |3 |

|5.3 |Export potential |0 |1 |2 |3 |4 |

|5.4 |Funding need |0 |1 |2 |3 |

|5.5 |Intellectual property |0 |1 |2 |3 |

|5.6 |Community benefit |0 |1 |2 |3 |4 |5 |

|5.7 |Development |0 |1 |2 |3 |

|6 |

|LIST CATEGORIES REQUIRING ATTENTION |PRIORITISE CATEGORIES (IN ORDER OF URGENCY) |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

SUGGESTED TASKS & STRATEGY SCHEDULE

| |

|LIST IN ORDER OF PRIORITY THE TOP SIX CATEGORIES (OR AREAS OF WEAKNESS) IDENTIFIED ON THE PREVIOUS PAGE AS REQUIRING MOST ATTENTION. THE MENTOR |

|SHOULD THEN RECORD BELOW SOME SUGGESTED TASKS/STRATEGIES THAT WOULD ASSIST THE SMALL BUSINESS PROPRIETOR. EXAMPLES: ‘BUSINESS PLANNING’ - USING |

|A STANDARD TEMPLATE, DEVELOP A PLAN TO TAKE ACCOUNT OF CURRENT AND FUTURE NEEDS OVER THE NEXT 2 YEARS ‘ADVERTISING & PROMOTION – DEVELOP A PLAN |

|(INCL. DESIGN OF NEW LEAFLETS) TO INCREASE AWARENESS OF YOUR NEW PRODUCT RANGE. |

| | | |

|Priority category names |SUGGESTED TASK/STRATEGY (IN BRIEF – POINT FORM) |COUNSELLOR TO ASSIST |

| | | |

| | | |

| | | |

| | | |

| | | |

| | | |

CLIENT’S OWN STRATEGY SCHEDULE

| |

|BASED ON THE ABOVE SUGGESTED TASKS & STRATEGIES THE CLIENT(S) SHOULD NOW DEVELOP THEIR OWN PLANS AND OBJECTIVES. THE REQUIREMENT HERE IS TO |

|GENUINELY COMMIT TO A SERIES OF IMPROVEMENT PROGRAMS BY IDENTIFYING THE TASKS NEEDING ATTENTION, AGREEING TO A STARTING DATE, AND COMMITTING TO |

|COMPLETE THE TASK(S) BY A NOMINATED DATE. OVER THE ENSUING MONTHS THE MENTOR(S) WILL THEN REGULARLY REVIEW PROGRESS WITH THE PROPRIETORS, |

|ENCOURAGE THEM, AND MAKE SUGGESTIONS AS NECESSARY TO ENHANCE THE IMPROVEMENT PROGRAMS. |

|DATE |TASK TO TACKLE |COUNSELLOR TO ASSIST |COMPLETION DATE |

|(MONTH/YEAR ) | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download