Cogent Analytics
Owner Self-Review
Rate each area of your business from 1 to 10.
Sales / Business Development
Maintaining and growing top line revenue.
Marketing strategy · Sales team execution · New relationships · Growth forecasting
Operations and Process Management
Discharging professional obligations to your clients.
Workflow · Documented SOPs · Process discipline · Productivity · Operational systems
Measurement / Control Systems / KPIs
Measuring the success of your organization.
Financial reporting · Cash management · Expense controls · Leadership reporting · Data informed decisions
People / Organizational Engineering
Everything to do with the people of your organization.
Hiring · Training · Retention · Compensation · Accountability · Position placement
Overall Net Profitability
Maintaining and growing net profitability.
Return to owner · Profit distribution · Company valuation · Ownership compensation
Strategic Planning
Planning the future of your organization.
A written plan · Kept up to date · Shared with the team · Accountability to the plan
Quality of Life
Your own quality of life as an owner.
Leaving work at work · Manageable hours · Satisfaction in the work · Stress levels · Time for family
Exit Strategy
Succession planning and a defined path out.
Succession plan · Identified successor · Valuation readiness · Transition timeline
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