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PlanIt! Efficiency Assessment Form
Thank you for contacting us! We are very interested in learning more about your business. For us to provide you with the most effective and efficient service, we need to learn a bit more about your business.
Please complete and submit the form. There will be further instructions at the end of the form. Let us help you take your business to the next level. Thanks again!
* Indicates required question
Email
*
Your email
Business Contact Info
First Name
*
Your answer
Last Name
*
Your answer
Company Name
*
Your answer
Business Website
Your answer
Business Phone
*
Your answer
City
*
Your answer
Province/State
*
Choose
Alberta
British Colombia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Québec
Saskatchewan
Yukon
Not in Canada
Country
*
Choose
Canada
United States
Other
Which is the best way to contact you? What do you prefer based on the information ?
*
Phone
Mobile phone
Email
Text message
Other:
Current State of your Business
This section will help us to better understand your needs.
What type of computer do you use in your office?
*
Mac
PC
Both
Other:
How long have you had this business?
*
Choose
Less than 2 years
2-5 years
6-10 years
More than 10 years
What stage of business development are you in or working towards?
*
Choose
Pre-operational/set up stage
Start-up
Ready to scale
Sustain and optimize
Does your business fall under one (or more) of the following sectors?
*
Accommodation and Food Services
Construction
Educational Services
Health and Wellness, Dental
Professional, Scientific and Technical Services
Public Administration
Real Estate, Rental and Leasing
Arts, Entertainment and Recreation
Other:
Required
How many team members do you currently have?
*
Choose
1 - 4
5 - 10
11 - 25
26 - 50
50+
How do you charge? By the hour, packages etc.?
*
Hourly
Per item
Packages
Membership
Subscription
Multiple charging options
Daily/Weekly
Other:
Required
Do you or any of your team members work remotely?
Yes
No
Sometimes
Hybrid
Other:
Clear selection
What are the top 3 goals for your business in the next 3-5 years? (in order of priority, most important first)
*
Your answer
What is currently slowing you down (what's not working, time consuming, frustrating, overwhelming)?
Your answer
What's working well? What aspect of your operations are you happy with?
Your answer
What kind of tools or Apps do you currently use to manage your workload and day to day activities? Please select all that apply.
Accounting
Calendar
Customer Relationship Management (CRM)
eCommerce or Shopping Cart
Email Marketing
Expense Tracking
Form Creation
Meeting Management
Payment Processing
Payroll
Project Management
Scheduling
Social Media Management
Storage and Backup
Task Management
Team Collaboration
Time Management
Current Challenges
Performing the day to day functions in our businesses can be challenging and may take more time and effort than we would like. Which of the following tasks do you struggle with or feel you can improve on? Please select all that apply.
Productivity
*
Distractions or getting off track
Email management
Frequent interruptions (family, clients, etc)
Inconsistent daily schedule
Team dynamics/underperforming team
Time Management
Team collaboration is disorganized or inefficient
Other:
Required
Efficiency
*
Automating manual tasks
Bottlenecks or work delays
Excessive, unproductive, or unnecessary meetings
Rework and duplication of tasks
Information access or distribution is uncoordinated, late or doesn't get to everyone
High energy/utility costs or usage
Other:
Required
Organization
*
Clutter
Misplacing documents or information (receipts, files etc)
Keeping paper or electronic files organized/locating files
Missing deadlines and due dates (Reminder system)
Forgetting to follow-up with clients, stakeholders
Managing Customer/Client Info
Inefficient mileage and expense tracking
Other:
Required
Operations
*
High leasing or operating costs/overdue fees
Incompatible tools and programs
Lengthy, slow, or outdated processes
Managing regulatory requirements
Not prepared for emergency/threat to operations
Poor quality control
Trouble collecting payments/late payment
Inefficient billing/invoicing process
Other:
Required
Functionality & Capacity
*
Firefighting or controlling unplanned events
Inconsistent process for providing services
Performing multiple roles/overlapping roles
Too many/too few tools
Project Mismanagement
Physical Discomfort, injuries or pain due to office configuration
Lack of systems
Other:
Required
Location and Setup
Tell us how you are set us internally and externally and if this set up contributes or undermines your productivity.
Are you concerned about your current energy usage or measures to increase energy efficiency?
*
Yes
No
Maybe
Does your current office setup or layout support your work style and productivity goals? E.g. Are frequently used items out of reach or in an inconvenient location?
*
Yes
No
I'm not sure but I'd like to find out
Other:
Where do you currently operate your business?
*
Choose
Storefront
Office building
Co-working space
Home office
Remotely
Mobile
Other
One more question :). How did you hear about us?
*
Choose
Website
Facebook
Twitter
LinkedIn
Instagram
RevolutionHer (formerly Mompreneurs)
Referral
Google My Business
Diverse Supplier Organization (e.g. CAMSC)
Kalabash Collective
If you were referred to us, please provide the name of the person or company that referred you. Thanks!
Your answer
Comments
Your answer
Thank you for completing our form. We will compile this information to get a good overview of your operations. We will follow up within 2 business days to schedule an appointment to review your responses if you do not book after submitting the form.
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