CVG Self Assessment
Thank you for choosing to participate in our Self Assessment Survey. This survey is intended to serve small to mid-sized architecture firms with 10 or fewer full-time employees, who have been in existence for 10 years or less. If your firm falls outside of those parameters, please contact us for additional assessment services.

You will be guided through seven sections, each with five simple questions. Your answers will not be published or shared with anyone outside of the CVG team. Once the survey is completed, your results will be added to a master chart showing your scores in comparison to all other firms who have completed the survey.

Please contact Todd Reding at Todd@CharretteVG.com if you have any questions or suggestions for improvement.

Firm Name
Your answer
Your Name
Your answer
Email
Your answer
This section seeks to understand the level of transparency that exists in your culture, and how the culture is currently defined.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
The entire firm meets regularly to discuss the financial performance of the firm.
Financial goals, and our achievement of them, are shared with everyone regularly.
There is a defined vision for the future of the firm.
There is consensus within the firm regarding our strategic direction (markets, clients, project type, project size, design philosophy, etc.)
Our firm’s culture is honest, performance-focused, accountable, collaborative, ambitious, innovative and agile.
This section seeks to understand the firm's approach to branding and its current brand position.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
The name of my firm is my name, or a combination of current partner names.
My website URL is the same (or a very close abbreviation) of my firm's name.
All employees have email addresses that utilize my URL as the extension (eg. NOT name@gmail.com).
Our website is regularly updated.
There is a video telling the story of our firm on the website.
This section assesses the firm's position on the use of its website and other digital platforms.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
There is a person designated to manage the firm's digital presence.
Google Analytics is actively used to monitor the performance of the website.
My firm actively uses at least one social media channel (ie. Twitter, Facebook, LinkedIn, etc.).
I refer potential clients to our website regularly.
My firm's website accurately tells the story of our firm and defines our value proposition.
This section seeks to understand the role of the firm in its local community and its position on community involvement.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
My firm encourages and supports volunteerism in our local community.
My firm is a member of the local Chamber of Commerce, or equivalent.
My firm knows the local organizations that represent potential business (or influence on potential business) and actively seeks ways to be involved with them.
I have attended a business/social event such as 1 Million Cups, breakfast club, business reception, etc. in the past month.
Involvement in our local community is very important to the future of our firm.
This section seeks to understand the leadership style within the firm.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
Our firm has a comprehensive business plan that we refer to on a regular basis.
We have outlined each of our leader’s roles, responsibilities and individual focus.
My firm meets at least annually to review our plans for the future.
We have a process in place to ensure that we effectively support and assess the progress of our team in order to grow skills-sets and collective expertise.
We actively encourage feedback and constructive criticism in order to improve our business.
Developing new business is critical to any firm. This section seeks to define the level of attention given to business development.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
Our firm has a business development plan in place to ensure that our efforts are focused and proactive.
Our business development process includes well-defined steps that we move prospective customers through.
We use a Customer Relationship Management software solution to track all business development activity.
We review our business pipeline and connect potential projects with planning for future capacity.
It is clear who is responsible for business development in my firm.
This section assesses the firm's use and approach to the latest technology.
Strongly Disagree
Moderately Disagree
Agree
Moderately Agree
Strongly Agree
My firm uses the latest software to manage our business.
We are always interested in new technical tools that help us improve our services.
We use a cloud-based file management service to house company documents.
Our hardware (computers, laptops, printers, etc.) is mostly less than four years old.
We proactively budget for annual improvements in our technology.
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