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Your data is stored in the localStorage of your browser, not on the web server.
Checkout the Contact Management Toolkit for access to customers, suppliers, departments, teams and people.
Add your projects, programmes, portfolios and operational/business as usual (BAU) activities a workstreams.
Checkout our example organisation charts. Compare them to your corporate structure and investigate any differences.
List the services you, your group (department, team, etc.) and organisation offer. Full service management features are coming soon.
INSTRUCTIONS: Fill in as much as you can as often as you can. Perhaps add a reminder to return daily to determine your next action.
A business audit usually focusses on verifying the financial statements of a business. A webBRIEFCASE comprehensive business audit checks the maturity of many areas of the business. Undertaking the business audit will enable you to identify gaps which can be filled.
Answer as many of the questions in the survey as you can. ALL questions are optional. The answers are stored in your web browser only (localStorage) not on the web server and they will only be shared if you manually share them. You don't have to answer the questions in one go and can return as many times as you like.
The webBRIEFCASE Team would be happy to review your business audit for FREE with you in a telephone call. This review is for UK businesses only.
Contact usWhen did you last review this survey?
Is your organisation listed in the organisations table.
Is your head office based in the UK? Some of the language and questions of this audit is suited to UK businesses.
Include your business type, e.g. Limited.
If you have any trading names, e.g. brand name, acronym, etc., supply each on a new line.
Our planet is big enough for someone to set-up a business with a similar name. Problems can occur however when another business challenges you in court over who has the right to the business name, or when you need to challenge them.
Provide an elevator pitch description of your organisation. Imagine you have 30 seconds to explain to a new potential customer, what your business is.
Do you have the correct organisation type? For example, did you set-up a limited company when it should have been a charity due to its community goals?
Is the organisation registered at Companies House? This is required for businesses which are not a sole trader.
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If your organisation is registered at Companies House, what is your company registration number? Use the link to find it.
What are the Standard Industrial Classification (SIC) codes you have informed Companies House of? There are shown under the "Nature of business" section on Companies House. Checkout the link for information on SIC codes.
A Board of Directors may be required to add credibility to your business, especially if you intend to attract funding via loans or grants.
Do you have a person appointed as Chair of the Board of Directors?
Does the Chairman have a role profile which is readily accessible to all staff?
Do you have a Chief Executive Officer (CEO), Managing Director (MD) or similar who is accountable for the success of the business?
Does the CEO have a role profile which is readily accessible to all staff?
Does the CEO have experience of working in a senior management position in a medium or large company?
Are Board meetings held at least one on a month?
When people fulfil multiple roles, they can often be overloaded. Consider recruiting staff to take on some of the responsibility.
If any of your directors are multi-hatting, description who this affects and how.
Do you have a comprehensive business plan? If your business plan is incomplete, select "No". webBRIEFCASE can help you with your business plan. Contact us
When was the building plan last fully updated?
Does your business plan include a section for all the groups (divisions, departments, teams) of your business?
Does your business plan describe your target market, your strategy for reaching that market, and the current status of that reach?
Does your business plan include a cost plan with projections for at least the next 3 years.
Does your business plan explain your verifiable strategy for achieving any growth you have projected in your cost plan?
Would you say all start are working as efficiently and effectively as they could? This would be rare.
webBRIEFCASE can help with this. Contact us
If the activity management process is not defined, people WILL be working ineffficiently without doubt.
Does you corporate project management tool access the same activities as for activity management?
A group is a division, department, team, etc.
webBRIEFCASE can work with you to create an organisation chart for £5 + VAT / page. Contact us
We would be happy to review and comment on your organisation chart for FREE. Contact us
Does each group (division, department, team) have a charter?
Do all groups have a charter based on a standard template/tool?
Each group should have a brief, e.g. BOSCARD. Background, SMART objectives, scope, constraints (what could go wrong), assumptions, resources and deliverables.
The organisation chart must show where the group fits in the organisation (at least its parent group), the sub-groups and roles within the group.
Continual improvement of groups is important to ensure the group remains fit for purpose and provides an acceptable quality of service. The release timeline must indicate when defect fixes and enhancements will be implemented.
Is a COO, Operations Director or similar appointed who is accountable for day-to-day operational activities of the business?
Documenting your business processes can ensure staff working in a best practice manner.
Does your business have or intend to have ISO 9001 quality accreditation? Publicising your accreditation can result in more customers. The accreditation includes documenting your business processes. This documentation should be used to improve the effectiveness and efficiency of your staff. Gaining the accreditation is usually a significant effort.
webBRIEFCASE can provide assistance with ISO 9001 accreditation including managing the project, collecting and documenting information and enabling the process descriptions to be available to staff on demand. Would you be interested? Contact us
Do you have at least one person accountable for managing human resources (HR)?
Do all staff (even Board of Directors) have a copy of the staff handbook?
Have all staff role profiles been compared with a standard profile? webBRIEFCASE can help. Contact us
Some organisations prefer to recruit someone who can be trained in a role and set them on with a lower salary. However, this can be much more costly even in the short term since the individual does not get enough time to prove themselves during the probationary period (and may actually not be suitable), and is likely to need support much longer than is expected.
Staffing agences exist for a reason. They should filter CV's to ensure they fit. Comment on candidate suitability based on their CV and perhaps their own introductory meeting with the candidate, etc.
It can take more than a few interviews to find the right candidate. Sometimes it's better to wait longer than expected rather than going for someone who doesn't quite make the grade.
Are there always at least 2 people who interview candidates. This ensures impartiality and can help in cases of dispute.
Beware of making personal comments in your interview notes. The interviwee may make a subject access request for their notes and see the comments.
Are interviews trained in what discrimination is, and avoiding it? Beware also of positive discrimination. It's still discrimination.
Do all staff have a weekly 1-2-1 with their line manager?
Do all 1-2-1's have a templated agenda?
Do you have a HR business partner in each group? Someone who is a member of the group who has been trained as a HR champion.
You should survey staff morale at least quarterly. Monthly is even better to identify issues sooner.
Are any of your staff fulfilling multiple roles, i.e. multi-hatting? It may be that such staff have low morale due to overloading. It may also be that they do not like one or more of the roles they're fulfilling.
If a lower than 75% number of your staff attend this Christmas party, this could indicate an issue with silos, low morale, etc.
Do you have an anti-bullying policy which is in the staff handbook? Bullying is a rot in the workplace and can cause an incredible amount of (often unrecognised) damage from a decrease in morale and productivity to people acquiring mental/emotional health issues, even post-traumatic stress disorder (PTSD), or people leaving. When people leave, their knowledge and skills go with them.
Does your anti-bullying policy including a description of what bullying is?
Does your anti-bullying policy describes the consequences when someone is proven to have bullied someone? Usually this would start with a verbal warning and protection of the bullying whistleblower(s).
Have there been incidences of bullying?
If there have been incidents of bullying, was the policy followed?
Do you have a corporate risk management framework? Risk management is needed by every organisation. Most organisations are unaware of this. It enables the identification of risks, issues, assumptions and dependancies which could cause major damage to your business. Damage which could be mitigated or avoided.
Have you conducted a workshop in the past quarter to identify risks?
Anyone who hasn't had risk management training should have it. The webBRIEFCASE course takes just 1 hour. Contact us
Management of property.
Are all facilities which staff have access to, accessible?
Do you have parking facilities?
Do you have sufficient parking for an average number of visitors?
Are overflow parking facilities available?
Do you regularly check the parking facilities?
Are you parking facilities monitoring by CCTV?
Is the quality of the parking CCTV checked regularly?
Do you have a cleaner? Although staff should be expected to keep their work area tidy, they should not be expected to undertaking cleaning work.
Do you have at least one reception area?
Is Reception area clean and tidy?
Is the Reception area comfortable? e.g. is there a sofa or chairs sufficient for the average number of visitors?
Do you have some form of entertainment in the reception area, e.g. magazines, TV, music, etc.?
Do you have a Receptionist?
Do you visitors comment that the Receptionist is welcoming?
Does the reception area feature you corporate branding?
Are your reception opening hours clearly stated on the entrance to the reception area?
Do you have a corporate asset register?
Are all assets registered in the corporate asset register?
Do you conduct regular stock checks?
Do you stock checks estimate rather than count high volume, low value assets? If you assigned someone that task of counting rather than estimating these items, the count has a high risk of being incorrect, and there's a high risk of causing morale issues.
Are all legionella inspections up-to-date?
Are all damage inspections up-to-date?
Are all pest inspections up-to-date?
Are all security inspections up-to-date?
Are all fire risk inspections up-to-date?
Do you have publicly accessible toilet facilities?
Are your toilet facilities always presentable?
Are your toilet facilities inspected regularly?
Do any of the toilet facilities have an automatic light? If so you should seriously consider ensuring the light stays on for at least 20 minutes. This should allow enough time for them to get out without potentially injuring themselves in pitch-black darkness. Such injuries could lead to litigation.
Is your toilet roll of a decent quality (to make people feel valued) and without fragrance (which can cause and in good supply?rashes) and in good supply?
Do you have a physical security policy which is part of the staff handbook?
Do you have access control mechanisms which control access to parts of the organisation as required?
Do you have ID badges? These may be required in a medium to large organisation.
Do you have a policy which ensures staff only allow someone into an access controlled area if they can prove they should have access?
Do you have at least the minimum legal requirement of qualified first aiders at all sites?
Does each site has the required first aid kits?
Is there information on how to acquire first aid in the employee handbook?
Are there adequate signs to points to the first aid kit at each kit's location?
Does each site have an accident book?
Do you have at least the legally required amount of first extinguishers at each site?
Are all fire extinguishers up-to-date with their servicing?
Do you start processing your annual accounts well in time for their publication?
Has the accounts for the previous year been published?
Small to medium sized businesses are unlikely to need a full time accountant, unless the business is involved in the finance industry.
An accountant can ensure your financial records are in good order, submit your accounts to the HMRC, file your confirmation statement with Companies House, advise you on tax benefits, pay salaries and more.
The person who says it will take the longest and cost the most is the only one with a clue on how to do the project.
Do you have a Corporate Project Management Office (PMO)? We can operate this for you. Contact us
You should encourage creativity. People often have ideas but don't feel they can voice them. Consider an anonymous suggestion box.
Is there a corporate project list showing all projects from all areas? Sensitive projects can be in a separate list.
Do you have someone who manages projects? We can provide someone.
Do you have someone who manages programmes and who project managers report to?
Do you have someone who manages project portfolios and who programme managers and project managers report to?
Does your organisation use waterfall project management methodologies (e.g. PMI, Prince 2)?
Does your organisation use agile project management methodologies (e.g. Scrum)?
Does each project have a weekly status report?
Does each project publish a status update in a standard format?
Are project status reports readily available on demand, e.g. from a self service repository?
Do you have a corporate resource management framework?
Timesheets may be useful for a number of reasons. Perhaps staff work for clients who are charged by the hour.
Do you have a corporate procurement framework (staff, process, tooling)?
Do you have a published procurement process which is accessible to all staff?
Do you have at least one member of staff who is accountable for procurement?
Do you have a preferred supplier list?
Do you always try to achieve the best price for each order by comparing multiple suppliers?
Does your business have a corporate responsibility policy?
Does your business have a sustainability policy which has been shared with all staff?
Are your staff regularly encouraged to reduce their energy usage?
Writing on paper reduces efficiency and is bad for the environment. Anything you write on paper should be recorded electronically instead.
Do you have a Chief Technology Officer (CTO), Chief Information Officer (CIO), IT Director/Manager or similar who is accountable for IT?
Do you have an IT services provider? We can provide IT services.
Does your IT services provider have an IT service desk?
Does your IT service desk provide a ticket reference pro-actively for each call?
Does your IT service provider publish a service level agreement (SLA)?
Does you IT solutions provider pro-actively ensure your staff are using technology to the benefit of your business?
Do you need a skilled/experience deputy for your IT staff member who can ensure continuity? Contact us
Do you have a Quality Manager? Someone who is accountable for quality management activities?
Has your Quality Manager been trained in quality management processes and techniques?
Does your business has a Corporate Test Plan library?
Is a suitable sample of your products tested for quality?
Are your services tested for quality?
Do you have a Chief Marketing Officer (CMO), Marketing Manager/Director or similar who is accountable for all sales and marketing activities?
Do you have someone accountable for marketing?
It is not always necessary to grow if your business/group is stable and you feel fulfilled in your role. Growth may result in you focussing more on management and less on role functional role. If however you do wish to grow, webBRIEFCASE can help. Contact us
Our Business Development Consultant has experience of expanding the reach of businesses into new markets.
What markets are your customers currently in?
List the market sectors you'd like to expand into.
To grow your business nationally, you should consider establishing regional or local branches.
Consider the franchise model or opening local branches in foreign countries to expand globally.
Do you advertise using Google Ads?
Do you advertise using Bing Ads?
Do you advertise using LinkedIn?
Are you gaining more from each advertising platform that you are paying to that platform? You will only know this if you are able to track click-through metrics.
Do you issue press releases to publications?
Do you encourage your stakeholders (clients, staff and suppliers) to follow your business on social media?
Do you show links to your social media accounts on your website?
Some customers will be put off if they do not see a price list. Especially if your competitor publishes theirs.
The Development Team consult with the Marketing Team (and probably Sales Team) as a customer for all product and service development activities.
Special promotions can be used to kick-start/boost sales on an offering. Example promotions include 2 for 1, competitions, free extras, etc.
Do you have at least one person who is accountable for sales?
Do you want more sales?
webBRIEFCASE offers a ad-hoc and retainer based service service. We offer a free initial consultation to determine suitability of our service for your needs. Contact us
Do you have someone who support the sales team for sales order generation and processing purposes? The enables your sales staff to focus on what they're good at.
The sales process is documented
The sales process aligns with to a best practice process description.
All steps of the sales process contributes positively to the outcome.
There is a clearly defined sales strategy which recognises marketing, product/service development and advertising as key inputs.
Sales key performance indicators (KPIs) have been defined.
A sales standup meeting (15 minutes maximum) is conducted daily.
Sales targets are specific, measurable, achievable, resourced and time-bound.
All sales staff have been trained in the catalogue and sales process.
The sales process documented is used on a daily basis to ensure all sales activities are effective and efficient.
The Marketing Team consult with the Sales Team as a customer for all marketing activities.
Help
- Features
- Versions
- Backlog
Features
This section provides a list of features of this tool We use this section for regression testing.
High priority
- Response values are saved in localStorage.
Medium priority
- Response values are saved immediately.
Low priority
- The content is presented using a custom, innovative webBRIEFCASE "show object" PHP and JavaScript function which enables a significant amount of information to be stored in a PHP associative array, and be displayed in a user friendly format. This is available for your website.
Versions
- 1.1 - Initial creation - Estimated Wednesday 11-Oct-2023
Backlog
Priority: 1
- Done checkbox to the left of section headings and questions to colour the section heading.
Priority: 2
Enhancements
- Suggest that a section is done so the user can click the checkbox.
- Outline view where sections expand and contract
- Contents for each section
- When a section is shared with webBRIEFCASE, you'll receive an analysis.
- Show tables. This may be complex since it would be multiple tables.
- Organisation categories table instead of text.
- When a field value is changes, the background colour is set green if there's a value in the field, or yellow if there is no value.
- onKeyPress in text fields (at least) to blur the field.
- Add a drop-down for "Organisation type". If someone has provided a value, try to match it up.
Priority: 3
Enhancements
- Knowledge management areas.
- Share section(s) with contacts or webBRIEFCASE.
- Present SIC codes for selection.
- When a textarea field has a value, ensure the row count extends with the number of lines, up to 10 lines.
- Show an age next to "Last reviewed".
- Add questions ref: champions/business partners.