Quarterly Assessment

Complete each question. Print and file the assessment.

I have abundant energy

Less True - 1 2 3 4 5 - More True

My relationship with my spouse/partner is great

Less True - 1 2 3 4 5 - More True

I am meeting my physical exercise and diet commitments

Less True - 1 2 3 4 5 - More True

I have a good daily planning habit, and use my Goal Getter

Less True - 1 2 3 4 5 - More True

I take adequate time off

Less True - 1 2 3 4 5 - More True

I spend one day a week on Time On

Less True - 1 2 3 4 5 - More True

I participate fully in NBCoach meetings

Less True - 1 2 3 4 5 - More True

I keep my hours to a reasonable level

Less True - 1 2 3 4 5 - More True

The business is making good progress towards its stretch goal for 2011

Less True - 1 2 3 4 5 - More True

I have a vision specifying the future shape and direction of the business which I share with staff

Less True - 1 2 3 4 5 - More True

We have a clearly articulated strategy which identifies how our strengths align with market opportunities

Less True - 1 2 3 4 5 - More True

We have a culture of continuous performance improvement in product/service design, operational process and customer delight

Less True - 1 2 3 4 5 - More True

We have a marketing machine which generates a constant stream of qualified prospects

Less True - 1 2 3 4 5 - More True

We have a customer value proposition that is based on understanding and meeting real needs of the market

Less True - 1 2 3 4 5 - More True

We have multiple prospecting pillars - measured and constantly improved

Less True - 1 2 3 4 5 - More True

We have prospecting system that attracts A class prospects and discourages Ds

Less True - 1 2 3 4 5 - More True

We constantly review our client categories to eliminate Ds and grow our As and Bs

Less True - 1 2 3 4 5 - More True

We have formal systems for gathering referrals and testimonials

Less True - 1 2 3 4 5 - More True

We have a distribution strategy that leverages others' prospect bases

Less True - 1 2 3 4 5 - More True

Our systems produce timely and relevant performance information

Less True - 1 2 3 4 5 - More True

The customer experience is so good that our customers act as our sales force

Less True - 1 2 3 4 5 - More True

We have financial reports that show margin on our activities, products and customers

Less True - 1 2 3 4 5 - More True

Our key processes are documented and updated regularly

Less True - 1 2 3 4 5 - More True

We produce reliable monthly cashflow reports

Less True - 1 2 3 4 5 - More True

We have a 'dream team' on board

Less True - 1 2 3 4 5 - More True

We have a clear value proposition for staff so that we attract the best people in the industry

Less True - 1 2 3 4 5 - More True

We have job descriptions and KPIs for every staff member

Less True - 1 2 3 4 5 - More True

We invest heavily in our best staff

Less True - 1 2 3 4 5 - More True

We have regular and meaningful communication with the team about direction, performance and opportunity

Less True - 1 2 3 4 5 - More True

We deal with poor performers quickly and fairly

Less True - 1 2 3 4 5 - More True

Our people come to work every day to prove and improve themselves and their performance

Less True - 1 2 3 4 5 - More True

We have an advisory board established and working well

Less True - 1 2 3 4 5 - More True

We have A Class suppliers

Less True - 1 2 3 4 5 - More True

I have a network of peers who inspire me and hold me accountable

Less True - 1 2 3 4 5 - More True

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