Self Assessment

First Name

Last Name

Buisness Email

Section 1: Structure

Assess how clearly roles, responsibilities, and daily operations are structured in your business.

Do your managers clearly understand what is expected daily and weekly?

Yes

Partly

Are roles and responsibilities clearly defined?

Yes

Partly

Does your operation run consistently day-to-day?

Yes

Partly

Is work planned in a structured, repeatable way?

Yes

Partly

Section 2: Accountability

Evaluate how performance is tracked and issues are addressed, and how teams own results.

Do you track performance daily?

Yes

Partly

Do you/ your managers know by midday if they’re on/off track?

Yes

Partly

Are issues addressed quickly?

Yes

Partly

Do teams own results without relying on you?

Yes

Partly

Section 3: Workflow

Review how work flows from sale to delivery, job scheduling, and escalation management.

Does work flow smoothly from sale → delivery → completion?

Yes

Partly

Are jobs completed on time, first time?

Yes

Partly

Is scheduling aligned with capacity?

Yes

Partly

Do small issues escalate into bigger ones?

Yes

Partly

Section 4: Profit & Cash

Check your invoicing, profit tracking, and cash collection processes for clarity and reliability.

Are jobs invoiced immediately after completion?

Yes

Partly

Do you clearly understand where profit is made/lost?

Yes

Partly

Is cash collected quickly after work is done?

Yes

Partly

Is your profit clear and reliable without needing adjustments or explanation?

Yes

Partly

Section 5: Exit Readiness

Evaluate whether your business can run without you, and whether performance and profit data are clear for a potential buyer.

Could your business run without you for 4+ weeks?

Yes

Partly

Do you have reliable performance data for a buyer?

Yes

Partly

Is profit consistent month-to-month?

Yes

Partly

Could a buyer easily understand how your business runs?

Yes

Partly

Total Score

Section 1

Section 2

Section 3

Section 4

Section 5

Section 1: Structure

Section 2: Accountability

Section 3: Workflow

Section 4: Profit & Cash

Section 5: Exit Readiness

Phone

Email

Location