Self Assessment Survey Submitted

1. You and each and every one of your employees can accurately state your company mission. *

2. Your key employees and other stakeholders agree is there a concrete, compelling vision for where your company is headed in the next five years. *

3. You have a written strategic plan that is clearly articulated, shared with all employees, and utilized to drill down to specific activities by specific people with specific budgets and timelines. *

4. You have regular senior management meetings to discuss your strategic plan, operational performance, capital plan, talent development plan, etc. – and those meetings are energizing with clear direction. *

5. When an employee’s spouse asks, “how will you keep my husband/wife safe on your jobs?,” you have crystal clear processes to show them – and the safety results to back you up. *

6. Your leadership effectively maintains a culture assuring excellent employee retention, allows for attracting top new talent, and provides a rewarding work experience for all employees. *

7. You have a clearly defined people strategy including plans for recruiting, hiring, developing, and retaining the right talent for your business. *

8. You effectively benchmark company performance in key areas (e.g. gross profit $ and %, net profit $ and %, revenue growth, backlog, employee engagement/morale, client satisfaction) – and key leaders understand how this performance contributes to business goals. *

9. The future management of your company clearly defined – and all affected stakeholders know the management succession plan *

10. The future ownership of your company clearly defined – and all affected stakeholders know the ownership succession plan. *

11. You are crystal clear on the most important things on which you should focus your time to make the biggest impact on your business, your employees, and your clients – and you have elevated yourself to your highest and best use and delegated everything else to others in your business as appropriate. *

12. You take adequate time away from the business – NOT INCLUDING “vacations” at conventions or working vacations – and you prioritize family and other important non-business relationships. *

13. You know what makes your business special and can list at least three key attributes differentiating your company from competitors when vying for new clients and new work. *

14. You have a clearly defined target client/project to seek out those projects for which you can leverage your strengths and/or mitigate exposure to your weaknesses. You know which types of projects, for which clients, and for which durations your team is most successful in delivering a quality product to a satisfied customer. *

15. You have written, rational, and standardized go/no go (GNG) mechanisms at the pursuit and bid stages to minimize your chances of bad jobs. *

16. You have adequate job cost/control meetings and procedures to prevent profit fade or, worse, catastrophic loss. *

17. You have effective “lessons learned” processes to assure mistakes are not repeated, that accurate feedback gets back to estimating on actual costs, errors, omissions, and sub/supplier/GC/trade partner performance, that best practices are recognized and shared, and that the wisdom of your best and most experienced people gets shared with your up-and-coming people. *

18. You have grown your management capabilities commensurate with company revenues to assure some redundancy and that you can “run to problems”. *

19. You produce accurate and timely financial statements and reliable job cost forecasts to assure the company has a real time, realistic understanding of financial performance – and you have a solid forecasting system to inform about capacities, future personnel needs, cash flow forecasts, and requirements for future work. *

20. Your leaders and managers are effective decision makers (good judgement, analytical, perceptive, and courageous) who DO NOT tend to defer/avoid, over-analyze, or misread situational dynamics. *

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