Worksheet 7 Assessment Rating– Align 5 to Work Less Assess your ability to Align 5 on worksheet. Rate each statement first on its importance for reaching your goals in the next year on a scale from 1 to 3 with 1 representing highest importance and 3 representing the lowest importance. Secondly, rate each statement on your current ability to implement on a scale from 1 to 3 with 1 representing nonexistent or ineffective implementation and 3 representing a complete, effective implementation. You can only have five five and five for importance and the same number of each for implementation. “1s”, “2s” “3s” Multiply these two numbers to obtain your priority. Circle the five lowest numbers to identify the most important that you are not implementing well. Importance Execution Priority Develop a process to train employees in their 1 x = roles and responsibilities 2 Analysis of current system effectiveness x = Identify processes in place and those that are 3 x = needed Develop key performance indicators for each 4 x = team member and arrange for monthly reporting Develop an org. chart showing each team 5 x = members role & responsibility 6 Develop strategic plan with employee input x = Detailed job descriptions for each member of the 7 x = team 8 Cross train employees so no one is indispensable x = Evaluate job responsibilities and train other 9 x = employees to handle them 10 Develop a financial reporting system x = Develop a schedule to meet with key people 11 x = (lawyer, accountant, senior employees) 12 Add KPI’s and place in reporting system x = Create a set of personal and business goals that 13 x = reflect the business culture 14 Create a vison, mission, and culture statement x = Develop a timeframe and plan to transfer out of 15 x = the business
Worksheet 7 Assessment Rating– Align 5 to Work Less Assess your ability to Align 5 on worksheet. Rate each statement first on its importance for reaching your goals in the next year on a scale from 1 to 3 with 1 representing highest importance and 3 representing the lowest importance. Secondly, rate each statement on your current ability to implement on a scale from 1 to 3 with 1 representing nonexistent or ineffective implementation and 3 representing a complete, effective implementation. You can only have five “1s”, five “2s” and five “3s” for importance and the same number of each for implementation. Multiply these two numbers to obtain your priority. Circle the five lowest numbers to identify the most important that you are not implementing well. Importance Execution Priority 1 Develop a process to train employees in their roles and responsibilities x = 2 Analysis of current system effectiveness x = 3 Identify processes in place and those that are needed x = 4 Develop key performance indicators for each team member and arrange for monthly reporting x = 5 Develop an org. chart showing each team members role & responsibility x = 6 Develop strategic plan with employee input x = 7 Detailed job descriptions for each member of the team x = 8 Cross train employees so no one is indispensable x = 9 Evaluate job responsibilities and train other employees to handle them x = 10 Develop a financial reporting system x = 11 Develop a schedule to meet with key people (lawyer, accountant, senior employees) x = 12 Add KPI’s and place in reporting system x = 13 Create a set of personal and business goals that reflect the business culture x = 14 Create a vison, mission, and culture statement x = 15 Develop a timeframe and plan to transfer out of the business x =
CEO-Accelerator-Manual-Worksheets-1-10.docx