Business Performance Health Check Reports

Business Performance Health Check

The following information (as tables and graphs) gives an illustration of part of the output you will receive from a Business Performance Health Check.

Depending on the specific business type (Services, Retail, Wholesale/Distribution, Manufacturing) under review, reporting formats, ratios and report types can be tailored to individual businesses and business categories (e.g. news agents, marketing/PR agencies, insurance brokers).

Performance Indicator Reviews (Portion only of sample report data)

Note that all tables and graphs are accompanied by explanatory comments.

1. Three-Year Profit and Loss and Balance Sheet indicator trends

[Also graphed to illustrate trends and prepared as a simple ratio trend table – '01/'02/'03]

2. SWOT analysis

COMPANY SITUATION ANALYSIS
Company:	____________________________________
Date:	____________________________________

1. Key Performance Indicators	Period
	1	2	3	4
Market Share
Sales Growth
Gross Margin
Operating Profit Margin
Return on Assets
Return on Sales
2. S.W.O.T. Table
Internal Strengths	Internal Weakenesses
A	A
B	B
C	C
D	D
E	E
External Opportunities	External Threats

3. Expense Performance Trends

4. Previous (2/3) year comparison

5. Pre-Selected Client Business Performance Ratios

6. Other important operational issues for Review and Planning

Location of Business	Actual site and duration of business
Commencement Date	How long in operation?
Partners/Equity	Capital structure
Management/Staff	Organisational plan, job descriptions, employment costs, training
Market environment	Economic conditions, industry trends
Marketing activity	Current campaigns, existing material
Industry Benchmarking	Sources, validity, use in setting targets
Business technology	Business performance information delivery, report accuracy, IT environment, communications systems
Capacity limitations	Capital management efficiency, skilled personnel, market opportunities, profit generation
Risk profile	Cash flow management, debt capacity, asset management, profit generation for growth, adverse economic, industry and trading conditions,