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. We will send further instructions within two business days. Let us help you take your business to the next level. Thanks again!
Business Contact Info
Newfoundland and Labrador
Prince Edward Island
Current State of your Business
This section will help us to better understand your needs.
Does your business fall under one (or more) of the following sectors?
Professional, scientific and technical services
Accommodation and food services
Real estate and rental and leasing
How do you charge? By the hour, packages etc?
Multiple charging options
What are the top 3 goals for your business in the next 3-5 years? (in order of priority, most important first)
What are your current challenges (what's not working, frustrating, overwhelming)?
What's working well? What aspect of your operations are you happy with?
How many team members do you currently have?
1 - 4
5 - 10
11 - 25
26 - 50
Do you or any of your team members work remotely?
What kind of Apps do you currently use to manage your workload and day to day activities? Please select all that apply.
Customer Relationship Management (CRM)
Social Media Management
Storage and Backup
eCommerce or Shopping Cart
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.
Distractions or getting off track
Email management Frequent interruptions (family, clients, etc)
Inconsistent daily schedule
Team dynamics/underperforming team
Team collaboration is disorganized or inefficient
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
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
High 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
Clients don't pay on time
Functionality & Capacity
Firefighting or controlling unplanned events
Inconsistent process for providing services
Performing multiple roles/overlapping roles
Too many/too few tools
Physical Discomfort, injuries or pain due to office configuration
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?
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?
I'm not sure but I'd like to find out
Where do you currently operate your business?
One more question :). How did you hear about us?
Chamber of Commerce
Google My Business
If you were referred to us, please provide the name of the person or company that referred you. Thanks!
Thank you for completing this 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.
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