Professional
performance analysis of key areas of the
entire organization
Assessment
of departmental and personnel interaction
among staff
Analysis
of delegation, authority, responsibility,
accountability, and initiative
Relaxed
(yet highly) communications helps us really
get to know your
employees
Next, we thoroughly examine company financials and documentation for diagnostic
trends and improvement opportunities:
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Last 3 years of Profit & Loss Statements |
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Organization Chart & Structure |
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Last income tax return |
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Job Descriptions/Task-Duty Lists |
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Business & Marketing Plans |
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Aged Payable & Receivable Reports |
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Budget & Budgeting Procedures |
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Incentive Programs |
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Cash Flow Procedures |
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Inventory Control Procedures |
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Production Tracking/Costing Reports |
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Typical Personnel File |
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Your Weekly Management Reports |
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Short /Long Term Goals & Objectives |
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Bid/Estimating Formulas & Documents |
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Employee Orientation Materials |
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Operational Layout |
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Marketing & Advertising Materials |
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Personnel Policy Manual |
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Employee Training Materials |
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Written Operational Procedures |
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3 year Comparative Income Statement |
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Balance Sheet Performance Comparison |
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Optimal Income Statement |
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Break-Even – Actual versus Potential |
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Labor Productivity – Last 12 Months |
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Excess Pay – Direct Labor |
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Return on Admin. Labor Investment |
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Sales to Inventory Comparison |
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Return on Sales Labor Investment |
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Excess Working Capital |
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Return on Total Labor Investment |
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Cash Receipts versus Expenses |
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Break-Even Days to Sales |
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Cost of Growth |
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Monthly Sales to Break-Even |
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% Loss – Current Operations |
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Monthly Sales to Payroll Comparison |
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Months to Break-Even |
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Analysis of Total Labor Efficiency |
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Days to Break-Even |
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Break-Even Analysis – 3 years |
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Days to Bankruptcy (if indicated) |
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The working dynamics of your entire organization |
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Reports listing specifics where Profits can be increased |
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Specific diagnostic reports in administration, production,
and sales |
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Company growth opportunity is discussed in terms of
performance
of key areas |
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Employee ideas for profit, cost savings, and productivity
improvements are summarized |
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A Company Plan listing all recommendations is provided
in
plain language for your review |
Step 2: