Newbrook | Small Business Warrant of Fitness Test

Section 1/8

Let's start with some information about your business

Just the basics for the Small Business Warrant of Fitness.

Business Name

Website

Industry

Region

Number of Staff

Annual Revenue

Section 2/8

Strategy

All businesses need a solid Why and How before setting specific goals. They then need a practical, sustainable strategy to execute. So let's start here.

Do you have a business plan?

Yes

No

N/A

Has your business plan been updated in the last 12 months?

Yes

No

N/A

Is your business vision and mission documented?

Yes

No

N/A

Can you articulate your companies purpose?

Yes

No

N/A

Do you know your business values?

Yes

No

N/A

Do you have clear possible exit opportunities for your business?

Yes

No

N/A

Do you have a strategic plan for growth?

Yes

No

N/A

Section 3/8

People

He tangata, he tangata he tangata. You can’t do much without great people. The best businesses attract and retain the best talent. How are you stacking up?

Do you have clear and open comms with your staff?

Yes

No

N/A

Do you have HR policies in place?

Yes

No

N/A

Do you have development pathways for your team?

Yes

No

N/A

Do you feel your company culture can retain its best people?

Yes

No

N/A

Do you have employment agreements for all your staff?

Yes

No

N/A

Have all staff been officially reviewed in the last 12 months?

Yes

No

N/A

Do your staff all have accurate and up to date job descriptions?

Yes

No

N/A

Do you have a Health & Safety plan for your business?

Yes

No

N/A

Do you practice leadership that inspires your team to perform above and beyond?

Yes

No

N/A

Section 4/8

Finances

C.R.E.A.M. All successful businesses need to plan and monitor financial performance, manage their working capital to stay afloat, watch profitability and comply with the IRD.

Do you know your current profit margins?

Yes

No

N/A

Have you identified opportunities to increase profitability?

Yes

No

N/A

Do you have a cashflow forecast?

Yes

No

N/A

Do you know your current TAX and GST obligations?

Yes

No

N/A

Is your book keeping up to date?

Yes

No

N/A

Do you use cloud based accounting software?

Yes

No

N/A

Do you have cost control measures in place?

Yes

No

N/A

Do you know your current debt levels?

Yes

No

N/A

Are you proactively managing financial risk?

Yes

No

N/A

Section 5/8

Operations

Internal systems and processes are key to a highly functioning business. Plan production capacity, manage operational constraints, procure well and have the right processes, technology and premises.

Have you identified and are actively managing risks in business?

Yes

No

N/A

Do you have a sustainability plan?

Yes

No

N/A

Do you have the best materials and tools for the job?

Yes

No

N/A

Do you have effective and efficient systems to maintain quality?

Yes

No

N/A

Do you have Asset insurance?

Yes

No

N/A

Do you have Health insurance?

Yes

No

N/A

Do you have any Intellectual Property secured appropriately?

Yes

No

N/A

Do you have a disaster plan in place?

Yes

No

N/A

Do you proactively look at ways to innovate new products and services?

Yes

No

N/A

Do you have the technical and management skills needed to operate your business successfully?

Yes

No

N/A

Section 6/8

Sales

Do you have a highly effective and motivated sales force?

Yes

No

N/A

Are you maximising profits by improving margins?

Yes

No

N/A

Do you have an effective business to increase the customer base?

Yes

No

N/A

Do you have a documented sales plan?

Yes

No

N/A

Do you truly know your customer?

Yes

No

N/A

Do you have up to date CRM tools?

Yes

No

N/A

Do you know EXACTLY what your customer wants?

Yes

No

N/A

Section 7/8

Brand & Marketing

Do you have a clear marketing plan?

Yes

No

N/A

Do you have brand guidelines?

Yes

No

N/A

Do you have existing relationships with all your marketing partners?

Yes

No

N/A

Do you currently have a brand strategy?

Yes

No

N/A

Do you know your clear point of difference? Are you consistently promoting it?

Yes

No

N/A

Do you have a clear plan to build your brand and grow demand for your products and service?

Yes

No

N/A

Section 8/8

Last, but by no means least, some information about you

Your Small Business Warrant of Fitness Results and PASS/FAIL certificate will be automatically emailed to your inbox.

Name

Job Title

Email

Phone (optional)

I have read and accept the Privacy Policy and Terms of Use.

Small Business Warrant of Fitness Test