Why get into planning for the next year at your company, you might ask? Perhaps you feel you don’t need planning yet. Answer this brief questionnaire and judge for yourself if you should consider planning as an option for your enterprise.
Please indicate with an “x” any situation you believe is occurring regularly in your organization. Score your total and read A Simple Questionnaire’s* interpretation that follows.
1. _____ Low morale
2. _____ Budgets not met
3. _____ Negative cash flow
4. _____ Insufficient teamwork
5. _____ Meetings are too long
6. _____ Sales quotas are not accepted
7. _____ Changing priorities too frequently
8. _____ Individual responsibilities are not clear
9. _____ Inadequate top-to-bottom communications
10. _____ Organization slow to respond to market needs
11. _____ People don’t know what the real priorities are
12. _____ People, not situations, are blamed for problems
13. _____ Too much administration, not enough production
14. _____ Departments concerned primarily with themselves
15. _____ Not enough information received about what is going on
16. _____ Department (or organization) revolves around one person
17. _____ Sales people have sales orientation rather than profit orientation
18. _____ Management too ambiguous on what it wants from subordinates
19. _____ People are expected to agree – even if they don’t know what about
20. _____ Hard to predict how ‘actual’ results will conform to ‘budget’ results
An Interpretation of the Score Results for your Company
0-5 You are running well and probably won’t benefit much from outside assistance.
6-10 You can probably expect a 10% to 15% gain in sales next year, if you introduce a Planning session for your team.
11-15 You no longer really have much choice; support work has to be done. Proper planning would get this organization off its present treadmill, which probably is standing at no sales growth or a barely profitable existence.
16-20 Action is needed now! Any intervention would help turn around any of these ills. A properly organized planning session would put you on the road to turning ALL these issues around, some more than others.
A planning session led by an established planning specialization firm can actually deal with all the issues indicated in the questionnaire above. While most of the issues themselves will not be resolved within the typical 2-day planning session, all of the issues can be confronted and a plan laid out for dealing with them, one-by-one, over the next six months.
Note that any questionnaire is limited in the depth of understanding it can offer. Yet, you can be fairly confident that if your score is very low, your company probably is doing most things right. Conversely, if your score is very high, your company really needs to pause and ask questions; specifically, your team should stop and examine what it is doing and how it is going about it.
Planning offers a solid way to address such concerns; but there are many other possibilities.
Caswell Corporate Coaching Company (CCCC)
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