Consulting Audit Scorecard
SCORING
This area has not been addressed
1 POINT
This needs serious improvement
2-6 POINTS
This needs some improvement
6-7 POINTS
This needs minimal improvement
8-9 POINTS
This area has been fully addressed
10 POINTS
HOW STRONG IS YOUR BUSINESSÂ Â
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STRATEGY
01
The business designed a well thought out 5-year strategy that will keep it ahead of its competitors which it uses to set yearly goals and make strategic decisions.
Score
02
The business has a solid business model that allows it to scale and operate efficiently.
Score
03
The business has succession plans in place for all key positions allowing it to remain productive and focused on its growth independently of the person in the role.
Score
04
Company is doing well but not sure what else to do to continue its growth -OR- Company needs help managing the aggressive growth we are experiencing.
Score
MANAGEMENT
05
The business has a highly-qualified and well-trained management team that can lead the business independently of the business owner.
Score
06
The business established personal development plans for its employees making sure their goals are aligned to the company’s overall goals making it a unified team.
Score
07
Company has designed efficient operating procedures and implemented systems and technologies that allows it to track progress, lower costs and better manage assets.
Score
08
Company performs ongoing risk management improvements in order to make better proactive decisions in operation, finance, compliance, reputation, market, etc.
Score
FINANCE
09
Business has a strong financial position: manages cashflow well, high profit margins, collects receivables quickly and has access to capital and/or credit required.
Score
10
Company implements financial strategies to strengthen working capital capacity, reduces costs, improve vendor relationships and increase profits.
Score
11
Business has excellent understanding of its finances and utilizes tools to make strategic decisions such as costing methods, benchmarking, budgets, forecasting, etc.
Score
OVERALL
SCORE
OVERALL SCORE
Score per Service Area
0
0
0
SCORING ANALYSIS
10-9.6
Overall business is in good shape. Engaging Atlantic Consulting provides new strategic alternatives.
9.5-8.0
Company requires assistance from Atlantic Consulting to fine tune business model.
7.9-7.0
Company has taken steps to improve but requires Atlantic Consulting for further qualified improvements.
6.9-6.0
Company requires significant help from Atlantic Consulting for key areas of the business.
5.9 - BELOW
Company urgently requires help from Atlantic Consulting to resolve critical issues.
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*Our meeting locations are flexible: we can meet at your office or at any ROAM Workspace and Paradigm Workhub locations around the metro-Atlanta area.
*Our meeting locations are flexible: we can meet at your office or at any ROAM Workspace and Paradigm Workhub locations around the metro-Atlanta area.
