BUSINESS PLANNING ANALYSIS INVENTORY Inventory questions contained in this form are designed to help us assess your business

BUSINESS PLANNING ANALYSIS INVENTORY

Inventory questions contained in this form are designed to help us assess your business' current operations. The information will be used to identify areas for improvements in your business planning and operations. The results from this inventory will be compiled and reviewed with you by an HCC consultant.

Corporate Mission Statement
1. What type(s) of customers do you plan or currently target?
Business to Business
Business to Consumers
Both

2. Briefly Describe your product or service:

3. Name three of your top competitors:

4. What do you feel makes your product/service better or different from your competitors?

5. What is your estimated market share in dollars or percent of total market?


6. What are your competitors' strongest attributes?

7. How do you advertise your products or service?

8. Which area of your business (marketing, planning, operations, financial management or other) would you like to improve?

9. What is your market pricing strategy?
Quality
Market
Competitive
Below Market
Above Market
Other

10. What is you break-even sales volume in dollars?

11. What are your sales revenue objectives for the next three years?
a. Year one	$
b. Year two	$
c. Year three	$
12. Name three requirements that you view as essential to the success of your business:
a.
b.
c.
13. Does your business have adequate working capital to sustain current operations		Yes: No:

14. Do you have a financial plan for raising needed capital?		Yes: No:

15. Please indicate the number and types of employees below:
Type		# of employees
a. Full-Time
b. Temporary
c. Contract
d. Other (uncompensated, etc.)
16. Is your product or service seasonal?		Yes: No:

17. Monthly business facility costs:
Lease/ Mortgage		$
Utilities		$
Facility Maintenance		$
Insurance		$
Other:		$
18. Do you plan to expand your existing facility or add additional locations? If yes, please indicate the estimated cost below:
Expansion		$
New Facility		$
Other		$
19. Do you have documentation or processess for the following?
a. Job descriptions or functions for employees		Yes: No:
b. Performance Standards for work functions		Yes: No:
c. Quality measurements for product or service		Yes: No:
d. Quality resolution process		Yes: No: