Checklist of Some of What it Takes to Have a Great Company

consultants in organization effectiveness
providing support in development of
human resources and organizational systems

Name: _______________________________Importance = How important do you believe it is for your company to have this (in writing)? (5 is high)

Rating = How good/useful is the plan, process or document you have? (5 is high)

Priority = High, Medium, Low to do something about the current status within the next 6 – 12 months.

Plan = With each high priority item, what is your next step(s)?

  Importance Rating Priority Plan
Vision 1 2 3 4 5 1 2 3 4 5    
Mission 1 2 3 4 5 1 2 3 4 5    
Core values 1 2 3 4 5 1 2 3 4 5    
Business Plan 1 2 3 4 5 1 2 3 4 5    
Strategic Plan (at least 2 years) 1 2 3 4 5 1 2 3 4 5    
R&D (Innovation) Plan 1 2 3 4 5 1 2 3 4 5    
Marketing Plan (competitive anchors defined) 1 2 3 4 5 1 2 3 4 5    
Ideal Customer Profile defined 1 2 3 4 5 1 2 3 4 5    
Profile of Economic Buyer 1 2 3 4 5 1 2 3 4 5    
Competitive Analysis 1 2 3 4 5 1 2 3 4 5    
Sales Plan (including tracking) 1 2 3 4 5 1 2 3 4 5    
Defined Sales Cycle 1 2 3 4 5 1 2 3 4 5    
Process for soliciting and tracking customer feedback 1 2 3 4 5 1 2 3 4 5    
Operations (action) Plan with clear goals and measures 1 2 3 4 5 1 2 3 4 5    
Process and use of regular staff meetings 1 2 3 4 5 1 2 3 4 5    
Financials – budget and tracking 1 2 3 4 5 1 2 3 4 5    
Quality assurance process 1 2 3 4 5 1 2 3 4 5    
Year Outcomes and Key Indicators 1 2 3 4 5 1 2 3 4 5    
Organization Chart of Key People 1 2 3 4 5 1 2 3 4 5    
Defined Process for Recruiting, Interviewing, Hiring and Orientation 1 2 3 4 5 1 2 3 4 5    
Development Plans for Key people 1 2 3 4 5 1 2 3 4 5    
Performance Review Process defined and used 1 2 3 4 5 1 2 3 4 5    
Leadership Assessment 1 2 3 4 5 1 2 3 4 5    
Cultural Assessment 1 2 3 4 5 1 2 3 4 5    
Information Systems Effectiveness 1 2 3 4 5 1 2 3 4 5    
Job Descriptions for key positions 1 2 3 4 5 1 2 3 4 5    
Growth Plan (at least 5 years) 1 2 3 4 5 1 2 3 4 5    
Security of intellectual property 1 2 3 4 5 1 2 3 4 5    
Succession Plan 1 2 3 4 5 1 2 3 4 5    
Exit Strategy/Plan 1 2 3 4 5 1 2 3 4 5    
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