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,

 

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The Business Solutions Shop Pty Ltd 2005.