Business Health Snapshot 2025.15

Before you can scale further, you need a clear starting point. Think of this assessment as standing at the edge of the pool—eventually, you have to jump in. This isn’t about perfection or proving yourself; it’s about gaining clarity.

By scoring each area, you’ll uncover the few focal points that matter most right now—the leverage points where small, strategic changes can create big breakthroughs. Strategic growth never begins everywhere at once. It begins exactly where you choose to start.

You’ve already learned the playbook for moving from stuck to strategic. You’ve seen the roadmap, the 90-day launch, and the rhythms that sustain momentum. Now comes the turning point: clarity about where you are today.

This chapter is your mirror. It gives you a snapshot of how well your business aligns with the principles of strategic growth. Without this clarity, you risk one of two errors—either overestimating your readiness or underestimating your strengths.

How the Assessment Works

Rate each statement on a scale of 1 to 5, based on how accurately it reflects your current business reality. Be brutally honest—this isn’t about looking good; it’s about knowing where to focus next.


Rating
Meaning
1 – Fully Organic / Chaotic
Reactive, owner-dependent, and unsustainable.
2 – Emerging
Some systems exist, but execution is inconsistent.
3 – Transitional
Noticeable progress, but key gaps remain.
4 – Mostly Strategic
Strong alignment, with clear opportunities to strengthen.
5 – Fully Strategic / Aligned
Disciplined, documented, self-running, and scalable.

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1.  Vision, Strategy, and Success
We have a bold success goal and compelling vision that actively guides our direction, strategy, tactics, and decisions.  
Organic
Strategic
Clear selection
2.   Revenue Growth
Net revenue has grown meaningfully and sustainably over the past two years, exceeding inflation and meeting or surpassing stated goals.  
Organic
Strategic
Clear selection
3.    Business Management, Systems & Processes
We have well-documented, repeatable systems in place for core functions such as sales, service, HR, and operations.  
Organic
Strategic
Clear selection
4.     Target Market Focus
Our target market and ideal client profile are clearly defined and consistently pursued through focused marketing and sales efforts.  
Organic
Strategic
Clear selection
5.      Performance Tracking
We regularly track KPIs, sales, retention, and satisfaction metrics—and use the data to make informed adjustments.  
Organic
Strategic
Clear selection
6.      Team Structure & Accountability
Our teams operate with clear roles, mutual accountability, and effective collaboration.  
Organic
Strategic
Clear selection
7.       Scaling, Innovation & Disruption
We actively innovate, adapt, and scale through documented systems and processes that drive consistent growth.  
Organic
Strategic
Clear selection
8.        Culture & Values
Our culture is strong, values-driven, and inspires loyalty, productivity, and engagement.  
Organic
Strategic
Clear selection
9.         Partner & Owner Relations
Partnerships and co-ownership relationships are purposeful, aligned, and built on trust, communication, and shared goals.  
Organic
Strategic
Clear selection
10.          Business Processes
Processes are streamlined, documented, and efficient—reducing errors and enabling scalability.  
Organic
Strategic
Clear selection
11.           Business Continuation Planning
We have a clear succession, continuation, or exit plan aligned with our long-term vision and value goals.  
Organic
Strategic
Clear selection
12. Sales, Marketing, Branding & Business Dev.
Our marketing and branding are strategic, consistent, and effective in generating predictable growth.  
Organic
Strategic
Clear selection
13.  Financial, HR, Operational & IT Management
Our financial, HR, operational, and IT systems are robust, aligned with strategic goals, and provide visibility for sound decisions.  
Organic
Strategic
Clear selection
14.   Investor & Stakeholder Readiness
Our pitch decks, presentations, and investor materials are professional, persuasive, and aligned with our vision and strategy.  
Organic
Strategic
Clear selection
15.   Opportunities, Challenges & Blockers
We identify and resolve blockers quickly, maintain accountability, and leverage opportunities through structured, strategic processes.  
Organic
Strategic
Clear selection
Extra Credit - Insight

What is your biggest insight from this assessment?

Which one area do you want to make more strategic in the next 90 days?

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