BAQ Owner

Nombre de empresa

Dirección de correo electrónico

Do you have any business partners that are not your spouse? síNo

Do you have a Buy-Sell Agreement? síNo

Is the Buy-Sell Agreement funded with life and disability insurance? síNo

Does the organization have a written mission statement? síNo

Are all higher-level staff aware of the mission? síNo

Do they understand it? síNo

Do top executives take formal responsibility for the organization’s strategic business planning? síNo

Does the organization follow a defined set of procedures in its strategic planning process? síNo

Is strategic planning a top priority activity, performed on a regular basis, e.g., each year? síNo

Do the goals list quantified, measurable targets (e.g., volume, market share, growth rate, profitability)? síNo

Do all affected managers participate in the strategic planning process? síNo

Does the organization have written longer-term (3-5 years) and short- term (1-year) goals? síNo

Do the goals appear realistic yet challenging, based upon experience and/or research? síNo

When appropriate, do the goals list quality, time frame, and cost targets? síNo

Are they observable or measurable? síNo

Does the organization provide resources (time, money, support,) specifically for strategic planning? síNo

If appropriate, do the goals specify targets by location or geographic area? síNo

Does the company’s information system provide relatively easy access to the internal data? síNo

Does the organization perform a SWOT (strengths/weaknesses & opportunities/threats) analysis? síNo

Does the SWOT lead to key strategic changes? síNo

Do you have a personal board of advisors and a legal advisor whom you consult? síNo

Do you have a disaster plan for situations involving bad weather, fire or other disasters? síNo

Do you have a contingency plan if the owner(s) or manager(s) are incapacitated? síNo

Are you able to overcome family issues that could affect the business (or vice versa)? síNo

Do you have a written plan for leader development and key manager succession? síNo

If the business is in decline, will you be able to save it and make it successful? síNo

Do you have a succession plan that is reviewed regularly? síNo

Could the business be structured so that it would be majority owned by: a disabled veterana veterana womana racial or ethnic minoritysomeone who is disadvantaged or handicapped?

Do you have a will? síNo

Do you have a durable power of attorney for health issues? síNo

Do you have a trust? síNo

If so, what type of trust is it? living/revocableirrevocablecharitableother

If so, who is the trustee?

Do you have life insurance? síNo

If so, what type? termwhole lifewhole lifeother

Tenga en cuenta que #1 significa que está totalmente de acuerdo,

#2 significa que estás algo de acuerdo,

#3 significa que no está de acuerdo ni en desacuerdo,

#4 significa que está algo en desacuerdo y

#5 significa que está totalmente en desacuerdo.

The company is moving in a well-defined direction 12345

Owners have a clearly defined exit strategy 12345

The business runs equally well if I'm at work or on vacation 12345

We have a detailed written strategic plan for the business 12345

We review the strategic plan periodically, and revise it as needed 12345

The business succession plan has been updated within the last 12 months 12345

The succession plan has identified potential replacements for each key position 12345

The succession plan includes grooming for each potential replacement 12345

We have a written continuity plan in case of unexpected departures 12345

We have a written contingency plan covering an owner’s departure 12345

Each owner has a written exit plan 12345

We have arrangements in place to avoid probate entanglement 12345

We have good business models and other decision support tools 12345

We use these tools regularly and on an on-going basis 12345

We meet regularly to set & review priorities 12345

Most decisions are collaborative 12345

Our leaders work “on” vs. “in” the business 12345

We are having trouble keeping up with our growth 12345

We bog down when dealing with new issues or opportunities 12345

Our leadership is united 12345

We compare the goals in the business plan with the business accomplishments at least once a year 12345

I have prepared a succession plan and have reviewed it during the past year 12345

I am satisfied with the overall performance of the business, and feel in control of our future 12345

I have a good work/life balance 12345

I communicate well with my staff 12345

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