Assessment Tool

Enterpriseroom Business Assessment

Click on the Enterpriseroom logo to take you to the main menu.

Ideal standards against which to measure and compare the business. (Listed at top of each worksheet)

High capacity utilisation. Strong reputation for quality and delivery

What to do

Financial Management, Leadership and Strategy, Operations Management, Sales and Marketing, HRM, SHEQ. These sections are made up of sub headings or groups within a business function such as Financial Management or Human Resources. Each of these groupings contain a series of questions. These are only leading questions, i.e. prompts for your discussions. You do not have to ask these questions specifically. However you must be able to assess and score the group

Data entry

Enter your assessment of each area within the boxes outlined in blue. Complete the summary and recommendation sections at the bottom of the sheet. The assessment against each sub heading will be transferred to the Detailed Report (see DetailRep), while summary and recommendation data will also be transferred to the 2 page summary and Assessment Recommendation reports. The Mentor will use the Assessment information and Recommendations as the basis for Mentoring decisions and planning interventions. Therefore the Mentor is dependent on the quality of information you provide.


Enter a score. As a guide, a definition of scores for 1, 3 and 5 have been provided. These descriptions are customised for each group within the business function. You may enter a score of 1 o 5 using the definitions as a guide. These scores are reflected in graphs in the 2page summary report and the Assessment and Recommendations report.

Business Function: Operations Management

Business Sub-Function
Lead Questions

Supplier Relationship Management

  • Who are your major suppliers?
  • How do you select your suppliers?
  • Do you find the way you select your suppliers helps to manage relationships with them?
  • How do you pay your suppliers e.g. cash on delivery, credit line?
  • Do you get discounts or preferential rates from your suppliers?
  • Do you have a Service Level Agreement (SLA) or contracts with suppliers?
  • What problems do you experience with suppliers? How can those problems be resolved?

Stock Management

  • Do you have a stock management system? How do you maintain optimum stock levels - how do you know when to order stock?
  • Do you carry stock of raw material and finished goods?
  • Describe the process of receiving raw materials
  • Do you have separate areas for receiving and finished goods?
  • What are the security procedures to control movement of stock?
  • Do you have excess stock or work in progress?
  • How do you evaluate work in progress?

Asset Management

  • Do you keep an asset register of all assets and infrastructure?
  • How often do you update the asset register?

Fleet Management

  • Does the business have vehicles?
  • Do you have a vehicle policy in place? Vehicle policies deal with authorisations of drivers, procedures relating to traffic fines and accidents etc.


  • How did you decide on the layout of your work environment? Is it effective? Work environment could refer to factory, workshop or office space.
  • Is the business sufficiently equipped to handle the demand? If not, what are the additional equipment and resource requirements? Need to understand current systems, equipment, infrastructure and human resources requirements.
  • How do you estimate the demand for the products/services you sell? Estimate volumes per product / service?
  • Do you know where the problems or bottlenecks lie in the business? How do you manage these problems?
  • Are the following recorded, analysed and addressed: Production targets and plans, Wastage, Breakage, Machinery maintenance, Production lost time.

Intellectual Property/ Trademarks

  • Is there a need for IP/trademark registered protection?