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CEO/COO Organization Design &
Performance Leadership
Self-Assessment
Your Name: Phone:
Organization: Email:
Title/Role In Company:
Years with company:
Size of Organization:
number of people : Gross Revenues (millions – USD)
Headquarters Domici le, city and state :
Please be brief and concise. Answers do not need to be polished.
1. The Best Thing That Has Happened In Our Business in the past year is:
Comments:
2. A. My secrets To Success (two or three Key Strengths):
Comments:
2. B. What is youR company's mission/purpose statement?
Comments:
2. C. What are your sources of greatest frustration/suffering
regarding the things you want to see happen, which you know are both needed and possible, but do not happen?
Comments:
3. The current most pressing business/client issue is:
Comments:
4. The Most Pressing Performance Leadership Or Financial Issue is:
Comments:
5. My Comfort Level With Reading Financial Statements
Please rate (“1” not very comfortable, “10” very comfortable) for the above statement:
1 2 3 4 5 6 7 8 x 9 10
Comments:
6. My Comfort Level With Math And Numbers
Please rate (“1” being low, “10” being high) for the above statement:
1 2 3 4 5 6 7 8 9 10
Comments:
7. My Personal Computer Literacy Level
Please rate (“1” being low, “10” being high) for the above statement:
1 2 3 4 5 6 7 8 9 10
Comments:
8. The Members Of The Leadership Team and Board Are Fully Engaged In The Finance Portion Of Our Board Meetings, The Atmosphere Is Constructive And The Conversations Have A Strategic Element To Them.
Please rate the accuracy of the above statement, “1” being not very accurate, “10” being very accurate:
1 2 3 4 5 6 7 8 9 10
Comments:
10. Financial And Business Planning
a. When a financial conversation with my CFO is occurring, my immediate gut response is:
Comments:
b. List the important elements of your financial statement, and key indicators that mean something to you when making decisions:
Comments:
c. List the key indicators on the financial statement, you can’t relate to:
Comments:
d. If everything were going well, what would be different in your financial and business planning than it is now? (Put another way, what difficult and challenging problems have you tried to fix for years, yet they still exist?)
Comments:
11. Performance-Based Compensation (PBC) –
(Remunerating key leadership and/or staff based on clearly defined results they achieve)
a. Are you currently using Performance-Based Compensation for key individuals? Teams? Departments? Entire Company? If so, how?
Comments:
b. Leadership Team’s Comprehension Of Value Drivers
(The operational and financial results that determine whether benchmarks and projections are achieved or exceeded.) Please rate the level of leadership personnel’s comprehension of the Value Drivers:
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
c. Non-Leadership Team’s Comprehension Of Value Drivers
Please rate the level of non-leadership personnel’s comprehension of the Value Drivers:
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
d. The Importance of Leadership And Non- Leadership Team’s Comprehension Of Value Drivers. Please rate the critical need for all staff members to comprehend “Value Drivers.” (“1” being of low importance, “10” being of high importance):
1 2 3 4 5 6 7 8 9 10
Comments:
e. Satisfaction with Compensation among Your Key Managers. Please rate your key managers’ satisfaction with their compensation (“1” being not satisfied, “10” being very satisfied):
1 2 3 4 5 6 7 8 9 10
Comments:
f. Effectiveness of Performance-Based Compensation (PBC)
1f. How is your PBC working?
Comments:
2f. What isn’t working with PBC?
Comments:
12. MIS, IT Systems And Accounting Software
a. What are the weaknesses in your current MIS, IT and accounting software that do not support internal operating efficiency and productivity?
Comments:
b. With regard to your organization’s past and current MIS, IT and accounting software and practices, the greatest hurdles you have had to overcome in the last several years are:
Comments:
13. Our “Knowledge Sharing” Capacity
(How well people communicate vital information to others who need to know)
a. Please rate the level of “Knowledge Sharing” Capacity in your culture:
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
Complete this sentence in regard to organizational knowledge sharing capacity: “Wouldn’t it be nice if …
b. Our Company’s Siloing / Unhealthy Internal Competition
(Individuals or groups operate for their own interest regardless of the good of the whole or other parts of the organization. Usually evidenced by whining, blaming or unconstructive criticizing, and power games.)
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
c. Our Company’s Mutual Respect Level
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
d. Our Company’s Flow Level
(Flow state is the effortless high productivity that occurs when mastery and cooperation are united.)
Low 1 2 3 4 5 6 7 8 9 10 High
Comments:
14. Our Company’s Employee Turnover
a. Our employee turnover in the last year was:
% for leadership
% for staff
b. Why is our turnover at the level it is?
Comments:
15.Pricing Strategy
Our pricing strategy is:
Comments:
16. I Need More Of...
How would you complete the following sentence? “To make better decisions with the information we have, what we need from accounting, finance and operations would be...”
Comments:
17. Internal Knowledge Sharing
How would you complete the following sentence? “Wouldn’t it be nice if we shared this specific knowledge
Comments:
18. Final Comments!
Are there any comments or questions you’d like to add?
19. Extra Value – If you don’t have the answers off the top, this will take you over the 12 minutes required
A. What % of your workweek would you estimate you spend designing and implementing ways to enhance your business model, or further leverage the value proposition and your talent pool?
What % of your workweek should you be spending? %
. . . does the enterprise need you to be spending? %
. . . would you prefer to be spending? %
- What is your time worth per hour when you do that which only you can do for the organization?
$500/hr $1,000/hr $2,500/hr $5,000/hr
If you don’t know, and have guessed, check this box.
If you do know, how did you figure it out?
How would you figure it out if you choose to?
Comments: