About You and The Business

First Name

Last Name

Email

Business Name

Direct Contact Number (No switchboards to navigate please)

Website URL

Number of Employees (include full + part-time)

Yearly annual turnover

The Shadow OS™ Initial Business Review

Are the roles and responsibilities (who does what) clearly understood?

Do managers make decisions confidently?

Is communication clear throughout the business?

Do all staff understand the business priorities?

Does the business rely on one or two key personnel?

Are roles and responsibilities clearly defined and written down?

Are there written procedures for all operational procedures?

How often are the leadership team disturbed during normal day-to-day operations?

Can teams work effectively without constant supervision?

Are processes followed consistently?

Do projects generally move forward efficiently?

Are teams focused on priorities?

Do meetings produce action and progress?

Are delays handled effectively?

Does the business feel proactive or reactive?

Does your pricing method support healthy profit margins?

Are your profit margins healthy?

How well do you control your waste / unnecessary spending?

Do customers value the business beyond price?

Does the business feel financially stable?

What do you feel is your number one problem in your business right now?