Strategy Foundations Assessment Results
Your Strategy Assessment has been scored to highlight where you are strong and where action is recommended.
The Inqbate Business team will follow up to make sure you have the support you need.
Balanced Strategy Score Chart
Self - Critical action required
Action: Add an urgent agenda item to discuss with your Coach. Create and commit to a plan you can share with your family that incorporates activities that will improve your situation.
Skills - Critical action required
Action: - Setup regular team training. Research "Office Hours" calls. Keep a record of training sessions and store in searchable format for future team members.
Skills - Critical action required
Action: - Create a company 'Playbook' that explains 'How you get stuff done' and links to specific operational documents eg. How to videos, templates or marketing assets
Systems - Critical action required
Action: - Identify critical performance measures (eg. Delivery failures, below breakeven sales) & setup 'live' RAG tracking. Either create automatic alerts and 'action' routines or review in daily huddle until atomisation is possible.
Systems - Critical action required
Action: - Create internal 'Ticketing' system for business critical failures. Log the issue, the issue owner, business impact and action. Create space in your monthly Board Meeting to review.
Systems - Critical action required
Action: - Identify the least efficient business processes by reviewing time and money resources invested in each. Conduct a review with process owners looking at how things are run today compared to how you would like the process to run. Agree actions, priorities and required resources and potential returns from a system upgrade. Convert into a systems upgrade 'roadmap' and present at monthly team meetings.
Systems - Critical action required
Action: - Identify critical system failures and fixes. Assign priority to CEO to create a fix and longterm plan.
Finance - Critical action required
Action: - Use the Inqbate Finance Tracker template. Assign the role of keeping the "Finance Tracker" updated to your bookkeeper and make sure it is available to review at each monthly Finance meeting. If you are not working with an Inqbate Finance Director email hello@inqbate.business to request access to the template.
Finance - Critical action required
Action: - Looks like it's time to look at raising growth funding. Book a meeting with your Inqbate Chair to discuss the potential opportunity, risks and feasibility. Following this review establish a "funding" project with clearly defined targets, actions and deadlines. Ask your Inqbate Chair to share examples and templates.
Objectives / Business Models - Critical action required
Action: - Your business model must describe, the customer you target, the problem you solve (or benefit your bring) and highlight the reason your solution is the best available. Book a call with your Inqbate Chair to review. Prepare in advance with the "Business Model Builder" template. If you are not working with an Inqbate Chair or Coach email hello@inqbate.business to request access to the template.
Objectives / Business Models - Critical action required
Action:Organise a "Team Alignment" session to help everyone in the company understand the objective, priorities, roles they play and rewards they will receive. Establish a quarterly "Team Alignment" assessment as part of your quarterly planning agenda. Organise a meeting/discussion with your Inqbate Strategy Director to create an implementation plan for the project.
Objectives / Business Models - Critical action required
Action: Your company dashboard/scorecard is essential for monitoring progress and highlighting issues with business critical systems. Review ASAP with your Inqbate Strategy Director using the Inqbate Scorecard template (or an agreed alternative). The dashboard should included measure for both leading and lagging indicators and progress reports on key priorities. If you are not working with an Inqbate Strategy Director email hello@inqbate.business to request access to the template.
Priorities - Critical action required
Action: - Following your next planning session ensure you arrange time with your Inqbate Strategy Director to agreed a breakdown of Planned Priorities, leading indicators, lagging indicators, daily/weekly/monthly actions, priority actions and priority owners. Update your 'management' tool (In most case Inqbate Businesses use, aligntoday.com) to reflect.
Priorities - Critical action required
Action: - Following your next planning session ensure you arrange time with your Inqbate Strategy Director to agreed a breakdown Planned Priorities into, leading indicators, lagging indicators, daily/weekly/monthly actions, priority actions and priority owners. Update your 'management' tool (In most case Inqbate Businesses use, aligntoday.com) to reflect.
Priorities - Critical action required
Action: - Dealing with "surprise issues" is most commonly a result of poor communications and accountability. Add a task to review with your Strategy Director, "Critical Issue" review. List each business critical issues over the last 90 days, the cause of the issue (staying focused on the internal cause (eg. Your marketing attracted poorly targeted prospects rather than, the prospects are just not interested) and agree on actions that would prevent future occurrences.
Management - Critical action required
Action: - Have your Strategy Director give direct feedback on your "Daily / Weekly Huddle" effectiveness. Your Strategy Director will work alongside you to improve effectiveness and add an agenda item into weekly calls to ensure an effective habit is maintained.
Management - Critical action required
Action: - Work with your Strategy Director establish a weekly leadership team huddle. Use an approved management tool such (aligntoday.com) to monitor effectiveness and create a standardised meeting format.
Management - Critical action required
Action: - Work with your Strategy Director to ensure you and your entire team have a weekly default schedule that allows space for all key priorities. Set a review deadline and if you have not regained control of your time then conduct a "Time Study" to understand if your challenge is, a workload problem or an effectiveness problem. Agree a measurable priority with your Strategy Director to immediately improve.
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