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!
* Required
Email address
*
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
Country
*
Choose
Canada
United States
Other
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?
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Public administration
Professional, scientific and technical services
Accommodation and food services
Real estate and rental and leasing
Educational services
Required
How do you charge? By the hour, packages etc?
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Hourly
Packages
Subscription
Multiple charging options
Other:
Required
What are the top 3 goals for your business in the next 3-5 years? (in order of priority, most important first)
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Your answer
What are your current challenges (what's not working, frustrating, overwhelming)?
Your answer
What's working well? What aspect of your operations are you happy with?
Your answer
How many team members do you currently have?
*
Choose
1 - 4
5 - 10
11 - 25
26 - 50
50+
Do you or any of your team members work remotely?
Yes
No
Sometimes
Other:
Clear selection
What kind of Apps do you currently use to manage your workload and day to day activities? Please select all that apply.
Calendar
Task Management
Scheduling
Customer Relationship Management (CRM)
Project Management
Social Media Management
Expense Tracking
Accounting
Payment Processing
Payroll
Meeting Management
Form Creation
Storage and Backup
Team Collaboration
eCommerce or Shopping Cart
Other:
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
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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
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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
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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
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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
Other:
Required
Functionality & Capacity
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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
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?
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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?
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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?
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Website
Facebook
Twitter
LinkedIn
Instagram
Mompreneurs
Chamber of Commerce
Referral
Google My Business
WBE
Other:
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 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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