Services

Comprehensive organizational assessment tools developed for improving profitability, productivity, and performance by focusing on people, environment, and processes.

"Custom" Customer Satisfaction Surveys
Organizational & Needs Assessment: Owner Version
Organizational & Needs Assessment: Staff/Employee Version

HOW HEALTHY IS YOUR BUSINESS?

WHEN WAS THE LAST TIME YOU “TOOK THE PULSE” OF YOUR ORGANIZATION?

These are a couple questions many successful organizations ask on a regular basis. These businesses realize how important it is, not only to the customer/client/patient, but also to the bottom-line.

These organizational & needs assessment surveys will take the “vital signs” of your business so you can determine whether a treatment plan is needed to get back into “tip-top shape.” These survey instruments can help you uncover and identify “key” factors in your organization that are directly related to long-term success.

Every organization should have a regular check-up to evaluate its health and identify opportunities for improvement.

Your People

•  What is the culture of your organization?
•  If you have a high turnover rate, what is the underlying cause?
•  How effective is the communication throughout your practice?

Your Environment

•  What external factors reduce earnings potential?
•  What internal factors reduce earnings potential?
•  Do you have a process for identifying these lost opportunities?

Your Processes

•  Have you ever taken a “360 degree” look at your practice's internal processes?
•  Are all of your processes efficient, streamlined, and effective?
•  When was the last time your organization invested in “true” processes improvement?

What are the benefits of these surveys ?

•  Uncover hidden opportunities to improve
•  Improve processes and morale
•  Increase customer loyalty and satisfaction
•  Understand your customers and what's important to them
•  Focus educational initiatives for maximum impact
•  Classify organizational culture and outliers
•  Identify key needs of staff and customers
•  Reduce turnover, hire the "right" staff
•  Compare owner, staff, and customer priorities

In order to reach your potential, you must first become proactive and not reactive. Get your annual exam today – the long-term health and success of your organization is just an assessment away.

SUCCESS = PROFITABILITY + PRODUCTIVITY + PERFORMANCE

"Many owners value their businesses 25% to 35% UNDER fair market value"

A business valuation is invaluable in any negotiation to sell your business/practice. And as a business owner, a valuation is "key" for estate planning, gifting, tax purposes, SBA loan purposes, partner buy-outs/buy-ins, disputes, and many types of litigation reasons.

It is a common belief among accounting, finance, and brokerage firms that most business owners value their businesses 25% to 35% under fair market value.

Many of our clients have a valuation completed annually to track the value of their businesses year-to-year and for those clients that have ESOPs ( Employee Stock Option Plans ), this is the most cost effective way to ensure a fair value of stock. We specialize in valuations as a 3rd party with no vested interest in the outcome of the valuation whereas other firms may also include business brokerage service as well (possible conflict of interest or bias in the valuation).

Price per valuation is based on gross annual revenue (typical range is from $1,200 to $5,000)

Creation/development of custom surveys (questionnaires), identification and collection of a target population and sample size, administration via paper, web, and/or telephone, and statistical analysis with an in-depth final report.

Market research, customer and/or staff satisfaction, and custom focused analyses are available. Comprehensive project management techniques will be applied to collaborate on the design of custom surveys using quantitative and qualitative questions; identify target groups; ensure a minimum number of completed surveys; conduct the surveys using various formats using mail, web, or phone; and generate a detailed, easy-to-understand report based on descriptive (average/mean, median, frequency distribution) and inferential (T-test, Pearsson's R-squared, Chi-square) statistical methods.

Surveying different groups can provide a business with evidence to make informed (without emotion) decisions. The actions, behaviors, and feelings of your customers and staff can be uncovered with a quality survey followed by a thorough analysis.

What if you knew what your customers were thinking?
What if you knew what truly motivates your staff?
What are the characteristics of your customer base so you can focus your marketing efforts?
What's the real difference between your star performers and your mediocre staff?

Surveys are a key measurement tool: "you can't manage what you don't measure."