The Technical Assistance Assessment is being implemented to assist our clients in building a stronger foundation to help promote expansion. This assessment will also help with new business’s that don’t have a current plan and would like help with drawing out the blueprint for their business. We want to be a helping hand throughout this entire experience so that you have all the necessary resources to ensure that you have the best opportunity to be successful. The first step in this review process will be the completion of the assessment listed below. Following the completion of this assessment you will receive a follow up email on further instructions pertaining to the next steps that need to be executed.

Start-Up Client Form

Name

First Name

Last Name

Business Name

1. Do you have a Business Plan?

2. What story are you attempting to tell the world? What is your purpose?

3. Are you currently receiving funding?

4. Have you participated in any business development programs? ie. Co. Starters, NxLevel, SBDC workshops

5. Do you have policies and procedures for your company? ie. Handbook

6. Do you have an in-house Accountant or are you outsourcing?

7. What accounting programs are your currently using?

8. Is your business a brick and mortar?

9. Are you renting or purchasing the building?

10. Do you have an appointed maintenance crew?

11. What are your current employee roles? How are you currently meeting those needs? How are you locating talent?

12. Do you have a website? Do you have an appointed IT company? Do you currently have a social media presence? What marketing strategies are currently being used? What platforms are you currently using?

Existing Client Form

Name

First Name

Last Name

Business Name

1. How have your business operations been flowing?

2. What are some things we can provide to help make things flow better?

3. Could you provide us with your current number of part-time and full-time employees?

4. Please send over via email your current financial documents for us to review. ie. Income Statement & Cash Flow Statement

Existing Client- In Depth

Name

First Name

Last Name

Business Name

1. What are your current business/department needs and strategies that you need to support?

2. What are some of the problems you are having or foresee in meeting these business/department needs or supporting these strategies?

a. Business Indicators – What do you observe that indicates there is a problem? i. Waste ii. Customer Satisfaction iii. Productivity iv. Lead times v. Quality

b. How long has this been a problem?

c. Where does it occur? (workgroup, department)

d. When or how frequently do you observe it?

e. What would indicate to you that the problem is solved?

3. What other information or data exists that provides information about these business/department needs or problems?

4. What types of things or measures would tell you that you are being successful?

5. What is happening in your business/department that should not be happening?

6. What is happening in your business/department that should be happening?

7. What things or activities must be done to accomplish your goals or business/department needs?

8. If all of these were done, what is the probability of success? Is this OK? If not, what other activities need to be accomplished?

TA assessment