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Name
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First
Last
Email
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Phone
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Does your leadership team anticipate change?
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Example: contingency plans, predicting what’s next, succession plans, etc.
Yes
No
Does your team routinely identify industry trends and areas where you are falling behind?
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Example: competition research, marketplace analyses, industry evaluation, etc.
Yes
No
Does your team have clarity about your competitive advantage?
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Example: benefits-oriented, unique selling proposition, branded messaging, etc.
Yes
No
Does family drama keep you up at night?
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Example: rivalries, disputes, competitions, erratic progress, etc. (for a n/a response, check no)
Yes
No
Is your leadership team busy fighting fires and overwhelmed most of the time?
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Example: everything is urgent, changing priorities, never enough time, etc.
Yes
No
Does your team have a consistent history of sustainable growth?
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Example: track record year over year over year for proven revenue, profit performance, etc.
Yes
No
Does your leadership team have a culture of accountability?
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Example: clear expectations, inspecting what’s expected, providing for consequences, etc.
Yes
No
Do your team’s family dynamics disrupt your daily business?
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Example: sibling rivalries, generational gaps, nepotism, etc. (for a n/a response, check no)
Yes
No
Do your team’s business communications get sabotaged by personal emotions?
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Example: unproductive meetings, hijacked agendas, disrupted priorities, etc.
Yes
No
Are your customers routinely returning, and referring new business?
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Example: high customer satisfaction levels, positive employee morale, organic business growth, etc.
Yes
No
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