Assessment - Bikurim: Building Israel's Heartland Together

Small Business Assessment for Bikurim Participation

Our self business assessment questionnaire is designed to help pinpoint areas in your small to medium-sized business, where positive change can lead to growth. While all questions are not required, the more information that you can provide, the more our team of business experts can understand your situation, your goals and how we can help facilitate the necessary changes to help meet your goals.

Upon completion, we’ll review your information and reach out to you to dicusss your participation with Bikurim.

Depending on your answers, this form can take anywhere from 15-60 minutes to complete.

Business Name *

First Name *

Last Name *

Address *

Phone Number *

Preferred Time To Call You *

Morning Afternoon Evening

Email *

Website/URL *

Date of establishment of your business

Briefly describe your business

Please attach out of pocket costs, revenue and profit margin spreadsheet here for the last 3 years

Did you start, inherit or purchase this business?

Started Inherited Purchased

Are you satisfied with your experience as a small business owner?

Yes No

If you're not satisfied - why?

Do you work more hours than anyone else in the business?

Almost Always Frequently Infrequently Seldom or Never

Are you an inspirational leader?

Almost Always Frequently Infrequently Seldom or Never

What result do you expect to gain from working with us?

In a perfect world, your business would generate:

Your vision for your business is to: *

List 3 key issues or challenges that are blocking you from achieving your vision: *

When would you like to have your vision complete? *

Is there anything else we should know about your vision that would help us understand how Bikurim may help you? *

Describe your typical customer:

Where are your customers located?

Local Regional National International

Do your customers clearly understand what specific points distinguish you from the competition?

Almost Always Frequently Infrequently Seldom or Never

Are your current marketing activities effective?

Yes No Somewhat

What other concerns do you have about customer acquisition and relationships?

Do you pay your bills on time?

Always Most Of The Time Not Very Often Almost Never

Do you have concerns about debt level within the company?

Yes No Other

How much of the information obtained from your financial reports do you understand and use?

Are your budgets regularly monitored for future planning and cash flow?

Always Most Of The Time Not Very Often Almost Never

Do you have a close working relationship with your bank and/or investors?

Always Most Of The Time Not Very Often Almost Never

What concerns do you have about your business?

In addition to you, how many employees are in a management position?

None 1 to 5 6 to 10 10+

How consistent are the results your employees produce?

Very Consistent Consistent Inconsistent We Never Know

Do you have a Human Resources manager?

Yes No

Do you have a written organizational chart for your business?

Yes No

How clearly defined are the positions on your organizational chart?

Everyone knows exactly what their role is Most employees know what they are expected to do most of the time No one seems to know what their role is

Does staff training occur by plan on a regular basis?

Always Most Of The Time Not Very Often Almost Never

What concerns do you have about your employees?

How effective were your efforts?

Very Somewhat Not Very Useless

Does your company get all the leads it needs?

Always Most Of The Time Not Very Often Almost Never

Can you easily determine the effectiveness of your lead generation activities?

Always Most Of The Time Not Very Often Almost Never

Do you easily obtain referrals?

Always Most Of The Time Not Very Often Almost Never

What concerns do you have about your marketing?

Does your sales team clearly understand what differentiates your company from the competition?

Always Most Of The Time Not Very Often Almost Never

Does your sales team achieve predictable results?

Always Most Of The Time Not Very Often Almost Never

Do you consistently produce enough sales?

Always Most Of The Time Not Very Often Almost Never

Do you hold sales training on a consistent basis?

Always Most Of The Time Not Very Often Almost Never

Do you make the extra effort to handle your customers unreasonable demands?

Always Most Of The Time Not Very Often Almost Never

Do you conduct regular sales meetings?

Always Most Of The Time Not Very Often Almost Never

What concerns do you have about your sales, sales team or sales plan?

Are you quick to identify and adapt to changes in your industry?

Always Most Of The Time Not Very Often Almost Never

Do you educate staff and clients about industry trends?

Always Most Of The Time Not Very Often Almost Never

Are your customers happy with your service/product?

Always Most Of The Time Not Very Often Almost Never

Do you promise on-time delivery?

Yes No Other

How often do you deliver on time?

Always Most Of The Time Not Very Often Almost Never

How often do you find yourself putting out fires?

Once a month Once a week Almost none of them Other

What concerns do you have about your systems?

Is your computer system comprised of the most up-to-date hardware and software?

Yes No Somewhat

Do you perform daily backups?

Yes No

Is your data backed up off-site?

Yes No

Do you use financial bookkeeping software?

Yes No

Which financial bookkeeping software do you use?

Does your software provide detailed financial reports?

Yes No

Do you have a system that tracks productivity?

Yes No

Do you use a customer relationship management software program?

Yes No

Is your computer hardware adequate?

Yes No

Is your software up-to-date and supported?

Yes No

Is your staff trained to use your computer software?

Yes No

Are you trained to use your computer software?

Yes No

Are you paying for support for your computer and software systems or do you depend on a key employee?

Paid support Key employee I do it myself

What concerns do you have about your technology?

Please attach original business plan along with all amendments

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