Business Tools

Find a tool, survey, or quiz below to help your business succeed.

Business Tools

Find a tool, survey, or quiz below to help your business succeed.

Family Business Quiz:

A thriving family business fosters a culture that values non-family employees, treats them with respect, and offers equal opportunities for growth.

While every business faces challenges, family businesses must navigate the unique task of keeping non-family employees engaged—many of whom feel undervalued, excluded from decision-making, and overlooked for leadership roles.

Take the quiz to the right to see your score!

What does your score reveal?

Over 80: Success!

You're fostering a strong, inclusive work environment for non-family employees.

60–80: Needs Improvement

Fine-tune your management practices to enhance workplace dynamics.

Below 60: Reassess & Adjust

Consider implementing strategies from the accompanying story to improve engagement and inclusion.

Family Business Assessment

Family Business Assessment Quiz

1. Do you evaluate and compensate nonfamily members the same as family members?

2. Have you groomed the next generation to understand their business responsibilities?

3. Do you promote for performance rather than pedigree?

4. Have you avoided creating empty positions for family members?

5. Do family members earn their stripes elsewhere before joining the company?

6. Are family business policies communicated in a transparent way to everyone?

7. Do you maintain clear chains of command?

8. Do you distribute perks fairly?

9. Are profits re-invested prudently rather than distributed to family members?

10. Have you established a way for nonfamily executives to share in the financial rewards of business growth?

Family Business Quiz:

A thriving family business fosters a culture that values non-family employees, treats them with respect, and offers equal opportunities for growth.

While every business faces challenges, family businesses must navigate the unique task of keeping non-family employees engaged—many of whom feel undervalued, excluded from decision-making, and overlooked for leadership roles.

Take the quiz to the right to see your score!

What does your score reveal?

Over 80: Success!

You're fostering a strong, inclusive work environment for non-family employees.

60–80: Needs Improvement

Fine-tune your management practices to enhance workplace dynamics.

Below 60: Reassess & Adjust

Consider implementing strategies from the accompanying story to improve engagement and inclusion.

Family Business Assessment

Family Business Assessment Quiz

1. Do you evaluate and compensate nonfamily members the same as family members?

2. Have you groomed the next generation to understand their business responsibilities?

3. Do you promote for performance rather than pedigree?

4. Have you avoided creating empty positions for family members?

5. Do family members earn their stripes elsewhere before joining the company?

6. Are family business policies communicated in a transparent way to everyone?

7. Do you maintain clear chains of command?

8. Do you distribute perks fairly?

9. Are profits re-invested prudently rather than distributed to family members?

10. Have you established a way for nonfamily executives to share in the financial rewards of business growth?

Business Owner Strategic Planning Tools:

Step 1: Assessment

Complete a Strategic Assessment to provide a current status of the overall health of your business that includes your leadership, management and employee teams.

Honestly and objectively assessing your business provides the necessary information to answer the question, “Where do you want to go?” Knowing where your business stands currently compared to the vision of where you want it to be is the clarity needed to reach your desired potential.

Once Complete, combine all the data by team functions to identify high and low points and any big gaps between teams.

Strategic Assessment Topics:

  • Purpose

  • Core & Strategic Values

  • Core Competency

  • Business Definition

  • Core Product/Service

  • Ideal Client

  • Client Value Proposition

  • Our Competition

  • Our Competitive Advantage

  • Our Mission

  • Our 3 to 5 Year Vision

  • Critical Constraints

  • Strategy

  • Responsibilities & Actions

Take the Free Assessment Online to download your assessment and send an anonymous copy to your facilitator.

Assessment Time takes less than 5 minutes

Step 2: Build/Update Strategic Plan

The Small Business annual strategic plan reviews are not merely a checkbox on the business calendar; they are the heartbeat of small business success. A well-structured, well-executed review process isn't just about staying afloat in the competitive sea; it's about thriving, evolving, and reaching new heights. It's the difference between merely existing and making an indelible mark in your industry.

So, embrace the power of strategic planning, unleash the potential of your team, and forge a path towards a future where your small business not only survives but thrives in the ever-changing landscape of business.

At minimum, you should complete these documents to build your Strategic Plan: Business Assessment, One Page Strategic Plan, Strengths Weaknesses & Trends, and some form of an accountability plan. Keep reading for more details.

Business Owner Strategic Planning Tools:

Step 1: Assessment

Complete a Strategic Assessment to provide a current status of the overall health of your business that includes your leadership, management and employee teams.

Honestly and objectively assessing your business provides the necessary information to answer the question, “Where do you want to go?” Knowing where your business stands currently compared to the vision of where you want it to be is the clarity needed to reach your desired potential.

Once Complete, combine all the data by team functions to identify high and low points and any big gaps between teams.

Strategic Assessment Topics:

  • Purpose

  • Core & Strategic Values

  • Core Competency

  • Business Definition

  • Core Product/Service

  • Ideal Client

  • Client Value Proposition

  • Our Competition

  • Our Competitive Advantage

  • Our Mission

  • Our 3 to 5 Year Vision

  • Critical Constraints

  • Strategy

  • Responsibilities & Actions

Take the Free Assessment Online to download your assessment and send an anonymous copy to your facilitator.

Assessment Time takes less than 5 minutes

Step 2: Build/Update Strategic Plan

The Small Business annual strategic plan reviews are not merely a checkbox on the business calendar; they are the heartbeat of small business success. A well-structured, well-executed review process isn't just about staying afloat in the competitive sea; it's about thriving, evolving, and reaching new heights. It's the difference between merely existing and making an indelible mark in your industry.

So, embrace the power of strategic planning, unleash the potential of your team, and forge a path towards a future where your small business not only survives but thrives in the ever-changing landscape of business.

At minimum, you should complete these documents to build your Strategic Plan: Business Assessment, One Page Strategic Plan, Strengths Weaknesses & Trends, and some form of an accountability plan. Keep reading for more details.

Strategic Plan Best Practices - 4 Essential

Pieces Of The Strategic Plan

Strategy

Assessment

One Page Strategic

Plan

Strengths Weaknesses, & Trends

Action & Accountability

Plan

Strategic Plan Best Practices - 4 Essential

Pieces Of The Strategic Plan

Strategy Assessment

One Page Strategic Plan

Strengths Weaknesses, & Trends

Action & Accountability Plan

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+1 (727) 605-4090

Copyright 2024 . All rights reserved. Privacy Policy

Quick Links

  • Home

  • Coach Bio

  • Coach Bio

  • Contact

  • Newsletter

  • Tools & Tips

Services

  • Small Business Group Coaching

  • Entrepreneurial Growth Course

  • Business Succession Coaching

  • Executive Coaching Program

  • Strategy Plan Coaching

  • Family Succession

  • Communications Breakthrough

  • Sales Training

HQ - Clearwater, Florida

+1 (727) 605-4090

Copyright 2024 . All rights reserved. Privacy Policy