Check List for Health Chech and Reporting Template

Check-list for Health Check
Name of the Enterprise: _________________Mobile _________Location_____________
Category Assessment Item Description Yes/No Comments

Target Market Is the business's target market
Clarity clearly defined?
Is there a clear value proposition
Value Proposition
that differentiates the business?
Marketing
Is the business brand con
Branding
sistent and recognized?
Customer Does the business collect and
Feedback System analyze customer feedback?
Does the business have an online
Digital Presence
presence (website, social media)?
Is there a clear and effective sales
Sales Strategy
strategy in place?
Promotional Are there any ongoing promotions
Activities to attract new customers?
Are the processes streamlined and
Process Efficiency
efficient?
Inventory Is inventory managed effectively
Operations Management with minimal waste?
Are there quality control measures
Quality Control
for products/services?
Equipment & Does the business use updated
Technology equipment and technology?
Supply Chain Are there reliable suppliers and
Stability logistics in place?
Compliance with Are health and safety standards
Safety Standards adequately followed?
Employee Skill Are employees skilled and
Level adequately trained?
Human Resource Employee Are there strategies in place to
Management Retention retain key employees?
(HRM) Does the business have enough
Staff Capacity
staff to meet its demands?
Staff Performance Are there systems for evaluating
Monitoring and improving performance?
Are there clear policies on leave,
HR Policies
benefits, and conduct?
Employee Is there regular communication and
Engagement engagement with staff?
Financial Record Are financial records consistently
Keeping and accurately maintained?
Cash Flow Is cash flow stable and well-
Finance Management managed?
Are profit margins satisfactory and
Profit Margins
stable?
Are costs regularly monitored and
Cost Control
controlled?
Does the business have access to
Funding Access
funding for growth?
Has the business maintained a good
Creditworthiness
credit history?
Customer Are customers satisfied with the
Satisfaction product/service quality?
Competitive Has the business analyzed its
Additional
Analysis competitors recently?
Elements
Innovation & Is the business innovating or
Development developing new offerings?
Are there plans to address potential
Risk Management
risks?
Environmental Are sustainable practices being
Sustainability incorporated?
Is there a strategic plan for future
Strategic Planning
growth?
Name of the Advisor:_________________________ Mobile________________ Sign._______
Reporting Template
Name of the Enterprise: _________________Mobile _________Location_____________
Section Details
Business Overview Description
Business Name
Location
Industry
Date of Assessment
Advisor
Executive Summary Summary of Key Findings

A brief overview of the business’s overall
Overview of Business Health health and performance, including key
strengths and areas for improvement.
SWOT Analysis Key Insights
- List strengths (e.g., strong brand
Strengths
presence, high customer loyalty)
- List weaknesses (e.g., limited financial
Weaknesses
management, low employee retention)
- List opportunities (e.g., untapped
Opportunities
market, digital expansion potential)
- List threats (e.g., increasing competition,
Threats
market instability)
Top Challenges Challenges Identified
Challenge 1 Describe challenge 1
.
Challenge n Describe challenge n
Actions to Address Challenges and
Action Plan & Implementation
Improve Business Health
Objective Action Item
Example: Improve Financial Management Implement a basic bookkeeping system.
Conduct cash flow analysis.
Performance Metrics KPIs to Measure Improvement

Example: Monthly Revenue Growth Rate
Metric 1
(Current: %, Target: %)
Example: Customer Satisfaction Rate
Metric 2
Example: Inventory Turnover Rate
Metric 3
. .
Example: Productivity (Current: %,
Metric n
Target: %)
Progress Monitoring Review of Actions and Improvements
Monthly Review Date

Brief description of any observed
Observed Improvements
improvements (if any)
Brief description of areas needing more
Areas Requiring Further Action
attention or adjustment
Final Insights & Suggestions for
Conclusion & Recommendations
Further Development
Summary of overall business health
Overall Assessment
following the assessment
List of specific recommendations for
Recommendations
continuous improvement
Name of the Advisor:_________________________ Mobile________________ Sign._______

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Check-list for Health Check

Name of the Enterprise: _____________Mobile _Location_________

Category Assessment Item Description Yes/No Comments

Business Overview Description

Executive Summary Summary of Key Findings

Challenge 1 Describe challenge 1

Challenge 2 Describe challenge 2

Challenge 3 Describe challenge 3

Example: Improve Financial Management Implement a basic bookkeeping system.

Conduct cash flow analysis.

Performance Metrics KPIs to Measure Improvement

Monthly Review Date

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