Consulting Audit:  Strategy  |  Management  |  Finance

Consulting Audit Scorecard





Scoring
This has not been addressed
(2 points)
This needs serious improvement
(4 points)
This needs some improvement
(6 points)
This needs minimal improvement
(8 points)
This has been fully addressed
(10 points)
Strategic Health of Your Business
Score
1 Business developed and actively implements a well thought out strategic plan (mission, vision, values, model, ideal clients, objectives, financial projections).
2 Individual staff goals are aligned with the company's overarching goals creating a successful oriented organization.
3 Key positions in the company have a succession plan in place that guarantee strong leadership and experienced management for the company's long-term success.
4 Company has a strong organizational culture that is well structured to support its staff creating a positive environment of teamwork, communication and success.
5 Company has a very strong management team that truly supports its staff with the right guidance and positive accountability while continuously seeking to improve.
6 Company has well-designed and efficient processes that are used as tools by staff to control costs and offer an exceptional client experience.
7 Company has a solid business model based on pricing and costing analysis that minimize its risk and strengthen its scalability.
8 Company has staff with finance/treasury experience (or outsourced support) that knows how to manage its finances efficiently by using proven financial tools.
9 Company uses the right financial strategies to optimize its cash flow and working capital by using forecasting tools and cash management policies among others.
Overall Score:
Score per Service Area:
Strategic Planning Management Improvement Funding
0 0 0
Scoring
Analysis
100-96
Assistance from Atlantic Consulting is a luxury.
95-86
Require limited assistance from Atlantic Consulting.
85-77
Require assistance from Atlantic Consulting for some areas of business.
76-70
Require significant assistance from Atlantic Consulting.
69 - Below
Urgently require assistance from Atlantic Consulting.
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