Business Health Check

Take a fresh look at the health of your business. This assessment takes approximately 10 minutes to complete and will help identify strengths, opportunities and areas worth further consideration. All responses remain confidential.

1. Business Name *

Name of business for health check.

2. Email Address *

Email address where the report will be sent.

3. What industry do you operate in? *

Select the industry that best describes your business.

4. How many people work in your business? *

Include owners, employees and regular workers.

5. How long has your business been operating? *

Current business stage *

6. What best describes your primary business activities?

Briefly describe what your business does day to day.
Examples: Consulting; Construction; Maintenance; Manufacturing; Transport; Retail; Service Delivery.

7. Do you currently have a documented business plan? *

Yes
No
Partially

This can be a formal business plan or a practical working plan used to guide the business.

8. How often is your business plan reviewed?

Regular reviews help check whether the business is still heading in the right direction.

9. Have you clearly defined your business objectives? *

Yes
No
Partially

Think about what success looks like for your business.
- Growing revenue;
- Winning more work;
- Employing more staff;
- Improving profitability;
- Expanding into new markets;
- Preparing the business for sale

10. How do you know if your business is heading in the right direction? *

Select the option that best reflects your approach.
Some businesses use formal measures and targets, others monitor performance more casually, while some rely mainly on experience and instinct.

11. Where would you like your business to be in the next 3–5 years? *

Describe the future you are trying to build.
Are you looking at: Growth; More profit; Less owner involvement; Sale; Family transition; New markets; Stronger systems?

12. Do you believe your business is currently set up to achieve the future you described? *

Consider whether your current personnel, systems, structure and resources support your future goals.

13. Which statement best describes your long-term intentions? *

14. Is it clear who is responsible for making important decisions in the business? *

Yes
No
Partially

Think about who makes decisions when issues arise or priorities change.
Examples: Pricing; Hiring; Purchasing; Customer issues; Safety; Growth decisions.

15. Is it clear who is responsible for key activities within the business? *

Yes
No
Partially

This is about who does what, who owns what, and whether people know what is expected.
Examples: Operations; Customers; Finance; People; Business development; Compliance; Scheduling.

16. How often do you review how the business is performing?

This may be a formal meeting or an informal business review.

17. Do you regularly monitor how your business is performing? *

Yes
No
Partially

Monitoring means checking results and using them to make decisions.
Examples: Revenue; Profitability; Customer feedback; Workload; Staff performance; Safety; Quality.

18. Is the business heavily dependent on one person to make important decisions? *

Yes
No
Partially

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19. What keeps you awake at night when you think about your business? *

Be honest. This helps identify the real pressure points in the business.
Examples: Cash flow; Staff; Workload; Customers; Compliance; Growth; Owner dependency; Competition.

20. What is the biggest challenge facing your business today? *

21. What is the biggest opportunity for your business over the next three years? *

22. What is the biggest dependency within your business? *

Think about anything the business relies on heavily.
Examples: Key customers; Key staff; Suppliers; Owner; Market conditions; One major contract; Specialist knowledge.

23. If you were unable to work in the business for 90 days, what would happen? *

24. Are there any key players in your business who would be difficult to replace? *

Yes
No
Unsure

Think about the best-on-ground people or anyone carrying important knowledge or relationships.
Examples:Technical experts; Long-term employees; Relationship holders; Business leaders; Operations coordinators.

25. If a key player left tomorrow, would others know how to keep things running? *

Yes
No
Partially

This includes whether important knowledge is shared or mainly held by a few people.
Examples: Customer relationships; Technical knowledge; Business processes; Operational know-how; Access to systems.

26. Is there a plan for the future ownership or leadership of the business? *

Yes
No
Unsure

Is there a plan for the future ownership or leadership of the business?
Examples: Family succession; Sale of the business; Leadership transition; Partnership succession; Management buyout.

27. How many hours per week do you typically work in the business?

28. Which best describes your role in the business?

Choose the closest option. Many owners will relate to more than one.

29. Why did you decide to complete this Business Health Check today?

Tell us what prompted you to take a closer look at your business.
Examples: Growth; Pressure; Confusion; Tender requirements; Succession; Compliance; Feeling stuck; Preparing for change.

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