Culture

• Do you have a clear vision statement?

  1/1

  Yes

• Is your vision shared with all team members?

  1/1

  Yes

• What is the Vision Statement?

  Be the fabricator owners call when the job cannot slip, without the owner being the one who keeps it from slipping.

• Do all employees understand the company's core values?

  0/1

  No

• How would you rate the alignment of the team with the company's vision?

  3/5

  Somewhat Aligned

• Does your organization have a reason for existence BEYOND profit & jobs?

  1/1

  Yes

• If yes, what is it?

  Give tradespeople a place where the work is clean and the week is predictable.

• Do you have Core Values that have been discovered and articulated to your team?

  1/1

  Yes

Data & Metrics

• Do you track Key Performance Indicators (KPIs)?

  1/1

  Yes

• How often are KPIs reviewed?

  4/5

  Monthly

• Do all team members have at least one number they are accountable for?

  0/1

  No

• Do you use a dashboard to track weekly metrics?

  1/1

  Yes

• Do you have an organizational chart?

  1/1

  Yes

• Are all roles clearly defined with clear responsibilities (using the Accountability Chart)?

  0/1

  No

Talent

• Is ongoing training and professional development provided?

  1/1

  Yes

• How frequently do you all review employee performance?

  3/5

  Annually

• How would you rate employee turnover?

  3/5

  Average

• Do you frequently measure employee satisfaction/engagement?

  0/1

  No

• Do you have a method to measure employee productivity objectively?

  0/1

  No

• Do you have a system in place to hire, onboard, and retain employees?

  1/1

  Yes

• Do you have clear paths for promotion/role growth in the company for employees?

  0/1

  No

Processes

• Are your core processes documented and simplified?

  1/1

  Yes

• How confident are you in the consistency of your processes?

  3/5

  Somewhat Confident

• Do you use any systems or tools to manage projects?

  1/1

  Yes

• If yes, which tools?

  JobTread and a shared Drive

• Are there any bottlenecks in your current processes?

  0/1Inverted

  Yes

• If yes, what are they?

  Estimating still queues on Jordan. Shop starts wait on that read.

• How often do you review and refine processes?

  2/5

  Annually

Revenue Engine

• Do you have a clear Unique Value Proposition?

  1/1

  Yes

• Do you have a focused customer/market niche?

  1/1

  Yes

• How would you rate your sales conversion rate?

  3/5

  Fair

• Do you have a clear customer journey mapped out?

  0/1

  No

• Do you know your customer acquisition cost?

  1/1

  Yes

• If yes, what is it currently?

  About $1,800

• Do you know your average customer LIFE TIME VALUE (LTV)?

  0/1

  No

• How would you rate your customer retention?

  3/5

  Average

• Do you and your team have a compelling response to the question; "What do you do?"

  1/1

  Yes

• How often do you measure marketing ROI?

  3/5

  Quarterly

Customer Experience

• Do you regularly solicit feedback from customers?

  1/1

  Yes

• How would you rate customer satisfaction?

  5/5

  Good

• Do you have a process for addressing customer complaints?

  1/1

  Yes

• How often do you review customer feedback?

  4/5

  Monthly

• Do you have a referral program in place?

  0/1

  No

• Do you have a clear product/service innovation roadmap?

  0/1

  No

• How confident are you in your product/service quality for the price?

  3/5

  Somewhat Confident

Innovation

• How often do you innovate or update your offerings?

  3/5

  Annually

• Do you regularly assess market fit?

  0/1

  No

• How often do you or your team launch new products or service offerings?

  0/5

  Never

Technology & Automation

• How would you rate the company's technological adaptability?

  3/5

  Average

• Do you regularly assess and upgrade technology systems?

  0/1

  No

• Are there systems or tools you wish to implement?

  A live scoreboard the managers actually open on Monday.

• How open is the company to adopting new technologies?

  3/5

  Somewhat Open

• Do you have a dedicated technology team or technology discovery process?

  0/1

  No

Strategic Positioning

• How do you gauge market trends and shifts?

  Jordan reads the trade pubs and talks to a few GCs at the end of a job.

• Do you have strategies in place to deal with new competitive pressures/changes?

  0/1

  No

• Have you clearly defined your "core customer"?

  1/1

  Yes

• If yes, what is your Core Customer description?

  Mid-size GCs doing public and industrial work who need steel that shows up the week they said it would.

• Do you have a clearly articulated 3-year strategic plan?

  0/1

  No

• What about a 1 year strategic plan?

  1/1

  Yes

• Do you and your team know how your business ranks in the minds of customers compared to your top competitors?

  0/1

  No

Ownership

• Do you have a succession plan in place?

  0/1

  No

• Do you often find yourself working "in" the business rather than "on" it?

  0/1Inverted

  Yes

• Are you frequently stressed out or overwhelmed by work related issues?

  0/1Inverted

  Yes

• What are the top three areas in your business you believe need immediate attention?

  Get estimating off my desk. Give each manager one number. Make a week I can leave.

Financial Performance

• Sales This Year to Date vs. Last Year to Date Are Higher

  1/1

  Yes

• Gross Profit Margin This Year vs. Last Year is the Same or Increasing

  0/1No Clue

  No Clue

• Overhead as a % of Sales-Year Over Year- Has Improved

  0/1No Clue

  No Clue

• We Never Have Cash Flow Problems

  0/1

  No

• Access to Cash is What's Limiting Our Growth

  0/1Inverted

  Yes

• We Have an Annual Budget/Forecast We Manage To

  1/1

  Yes

• Is your business achieving a net profit of at least 10% after a market based wage for owner/owners?

  0/1

  No

• How often do you review financial statements?

  5/5

  Monthly

Operations

• We consistently produce industry leading gross profit

  0/1

  No

• We have quality control checks in place

  1/1

  Yes

• We measure quality control issues

  0/1

  No

• We RARELY have customer complaints

  1/1

  Yes

• What % could your sales grow without breaking your operations?

  2/5

  20%

Risk Management

• Have you had all of your customer, employment, and other legal agreements reviewed in the last 12 months?

  0/1

  No

• When was the last time you had a comprehensive risk audit for insurance purposes?

  3/5

  Last Year

• Do you have a contingency plan in place if a disaster, pandemic, etc were to happen?

  0/1

  No

• Do you have buy-sell and operating agreements in place if you have equity partners?

  1/1

  Yes