Assessment Tool

Enterpriseroom Business Assessment

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

Competitive market position. Strong, sustainable growth.

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: Leadership and Strategy

Leadership and Strategy Objectives: Competitive market position. Strong, sustainable growth.

Business Sub-Function
Lead Questions

Business Focus

  • What is the business of this company? How does the business make money?
  • What type of market is the business focusing on?
  • What competitive position does your business have?


  • What is your investment or contribution to the business?
  • Do you have a business plan and financial forecasts to guide the direction of the business e.g. equity?
  • What are the short and long term goals and aspirations for the business? What competitive position do you want the business to reach?
  • What changes need to be implemented to achieve those goals and aspirations?
  • Do your employees know where you want the business to go? How do you get your employees involved in the business?


  • What are the strengths of the business? How do you capitalise on these?
  • What are the major weaknesses of the business? What plans do you have to minimise these?
  • Describe the key business's opportunities. What plans do you have to maximise these opportunities?
  • Describe the threats to the business. How have these influenced your business? And how do you plan to mitigate against those threats?
  • What do you see as key risks to the business? What are you doing to mitigate these risks?

Management and Leadership

  • How much time do you devote to the every day running of the business, and what is your involvement in terms of management v operations?
  • Which word describes your situation at work at the moment - stressed, overworked, frustrated, relaxed, in control?
  • Who acts in your position when you are not available?
  • Do you have a succession plan? If something happened to you, who would take over your position?

Management Capabilities

  • Where do your strengths lie - what are you best at?
  • What are your weaknesses and what do you dislike doing in the business?
  • What development do you require personally?
  • How many managers do you have? What are their roles?
  • How would you rate the competencies of the managers - below average, average, above average?