Assessment Survey

For Business Owners

Please indicate to what extent you agree or disagree with the following statements:

1. Our company purpose statement is documented and known by all.*
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2. Our company purpose attracts and inspires those who want to join our cause (customers, patrons, employees, etc).*
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3. Our company purpose is the filter that guides choices at all levels in the company.*
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4. We regularly measure and celebrate the number of lives impacted through our company purpose*
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5. Our purpose is the conversation starter in all external channels (brand, sales, marketing, website, social media, etc).*
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6. Our company values can be repeated and discussed by all.*
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7. Our company values attract and inspire those who want to join our cause (customers, patrons, employees, etc).*
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8. Our company values guide choices at all levels in the company.*
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9. Our employee performance reviews include alignment to our values.*
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10. We celebrate and reward actions throughout the company that demonstrate our values.*
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11. Our marketing strategy is documented and effectively guides our marketing activity and budget.*
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12. Our marketing message is focused, consistent, and sets us apart from our competitors.*
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13. Our contact lists are actively managed within a CRM or similar platform.*
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14. Our website and social media channels are actively managed and the content is targeted to our primary audiences.*
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15. Our marketing process consistently generates qualified leads.*
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16. Our company branding elements (logo, imagery, tagline) are aligned with our company purpose.*
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17. Our company branding is unique, high quality and sets us apart from our competitors.*
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18. Our company taglines and messaging help our team communicate our vision and purpose simply and clearly.*
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19. Our brand elements are applied consistently across all of our brand touchpoints (online, signage, fleet graphics, marketing collateral, etc).*
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20. Our company brand guidelines are effective and followed by all.*
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21. Our website effectively communicates our purpose and attracts clients that are aligned with that purpose.*
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22. The website differentiates us from our competitors and sets the tone for our organization.*
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23. Our website consistently generates qualified leads.*
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24. Our website effectively communicates our purpose and we use it as an employee recruiting tool.*
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25. Our website content is updated regularly and demonstrates our thought leadership in the industry.*
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26. Our organization has a strategy to enhance our internal culture.*
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27. Our leaders understand what culture is and why it is so important.*
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28. We have a healthy, supportive and productive environment to work in.*
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29. Our culture drives the success of our company.*
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30. Top talent turn down better offers elsewhere to work for our company because of our great culture.*
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31. Our company has an effective, documented process for hiring.*
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32. Our company is extremely intentional to hire for culture and values fits first, above experience or skills.*
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33. Our company uses predictive human behavior science and tools in the hiring process.*
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34. Our company has an effective, documented process for onboarding.*
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35. Our employees think our onboarding process is terrific.*
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36. Our annual employee turnover is less than 20%.*
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37. Every employee has a clearly defined and accurate job description.*
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38. Performance reviews are given objectively and in a way that adds real value.*
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39. There is a clear and attainable path of advancement for all positions.*
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40. Our compensation and benefits plans are competitive and fair at all levels.*
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41. We make it easy for our customers to view their accounts, track orders and do business with us online.*
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42. We currently train our staff using online learning management systems.*
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43. Our technology systems perform at a high level, and are aligned to our growth objectives*
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44. Our website and software systems are integrated seamlessly across the company*
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45. Our website and software systems are tailored to our business model and adapt easily as changes occur*
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46. Our company is committed to outstanding communication across the board.*
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47. Our company has a communication strategy that is understood by all.*
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48. Our company communication channels are in sync.*
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49. Our company tests and measures the effectiveness of our communication.*
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50. Our company communication technology is up to date and effective.*
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Name
First Last
Email*
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Purpose Score
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Values Score
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Marketing Score
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Branding Score
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Website Score
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Culture Score
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Hiring Score
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Personnel Score
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Technology Score
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Communication Score

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