| Question | Freedom | NO | YES |
|---|---|---|---|
| 1 | I have a clear strategic Roadmap and plan that will allow me to realise my business objectives | ||
| 2 | I feel in control of my business’ direction and I have clarity about what needs to be focussed on strategically | ||
| 3 | I spend time each week working on my key strategic goals in the business | ||
| 4 | My business has the capacity to easily take on a new major client or opportunity without compromising existing commitments |
| 5 | Our clients are a perfect fit for our business and profitable to us | ||
|---|---|---|---|
| 6 | We clearly articulate our customers key needs and problems and how our products and services address them | ||
| 7 | We have an on-going stream of high quality leads regardless of personal effort sufficient to meet our growth targets | ||
| 8 | We track and measure our leads and sales conversion ratio | ||
| 9 | Our sales process is deliberate considered and in no way haphazard | ||
| 10 | We track and understand the ROI on our marketing campaigns | ||
| 11 | We know our customer LTV | ||
| 12 | We know and track our client acquisition cost |
| 13 | Our pricing is reviewed regularly and we set prices based on value rather than cost to us. | ||
|---|---|---|---|
| 14 | We have a product and service innovation schedule each quarter | ||
| 15 | We have differentiated our service and products to eliminate comparison and competing on price |
| 16 | We have the right people in the right positions to serve our customers and meet our strategic plans. | ||
|---|---|---|---|
| 17 | I know what my business structure has to look like at the next level | ||
| 18 | I can count on the team to take care of business if I’m away for a month or more | ||
| 19 | We have a deliberate business culture that is cultivated and protected and can be described by everyone working for us | ||
| 20 | We celebrate wins on a regular basis | ||
| 21 | There’s no one person in my business that I fear losing or who could hold me to ransom |
| 22 | I lead by example with the right attitude and energy. | ||
|---|---|---|---|
| 23 | My team freely and easily approach me with opportunities and issues | ||
| 24 | We have regular scheduled reviews and meetings | ||
| 25 | There are clear and documented roles and responsibilities and accompanying targets for every team member in the business | ||
| 26 | We employ people for aptitude and attitude not based on experience |
| 27 | We have a budget in place that is reported against at least monthly. | ||
|---|---|---|---|
| 28 | We produce financials each month by a specified date that I review with an external person | ||
| 29 | We have a cash forecast in place that is accurate and updated regularly | ||
| 30 | We understand our financing requirements for the next 12 months and have facilities in place to meet them |
| 31 | I know our gross and net margins without having to look them up. | ||
|---|---|---|---|
| 32 | We understand what the assets of our business are and how to effectively leverage them | ||
| 33 | We are aware of alternate business models for our product and services and know when we might consider pivoting |
How you move forward in the most effective way will depend on the development stage of your business, your specific industry and your business & life objectives.
Do you have one key area to focus on, or something to do across a number of different areas?
Could you or your business benefit from an even more in-depth review of all strategic and performance areas of your business?
Depending on the development stage of your business, your specific industry and your business & life objectives, how you move forward in the most effective way will vary.
If you want to reach your objectives via the shortest and least costly path then having a Strategic Road Map is an invaluable resource.
A Strategic Road Map will:
- Give you clarity (on your next steps and the milestones to pass along the way)
- Eliminate doubt and uncertainty about what to do next
- Provide focus and the confidence to act decisively
- Identify the right structure and model for your business
- Highlight and uncover major strategic growth & profit opportunities
- Layout exit and pivot points for key moments in your business’ development
- Identify the critical measures and metrics that drive results and performance in your business, and how you should track and report on them
- Identify the key people, structures and assets that you need to put in place to achieve your goals