Business Diagnostic Tool

Business Diagnostic Tool

1. Personal Detail
Full Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Marital Status
Age
Sex
Contact Phone
Email Address
Previous Occupation
Profession
Area/s of Precious Experience:

EducationHealth ServicesEngineeringManagementSales and MarketingOthers
Others, please specify:

2. Existing Business Information
Name of Business:
Name of Business:
Type of business - First Choice (See Attached Sectorial List)
Do you have any prior experience in the business? (If yes, please answer next question)
Describe experience:
Have you started this business already?
If Yes, please explain details of involvement:
Describe the type of business:
Reason for choice; Select option/s from below:

Family business linePersonal passionPrevious Experience/ProfessionPrevious NetworksSuitable for present financial positionOthers
Others, please specify:
Specify the type of product or service your business provides:
Briefly describe the history/background of your organisation e.g. year established, ownership past and present, major events in your organisations history. Include details of any subsidiaries/parent companies:
What is the form of ownership of the business?

Sole ProprietorshipLimited LiabilityPartnershipFamily Business
Data operations commenced:
Location:
What are the main activities of your organisation? If you are in industrial production please describe your manufacturing or technical process, types and age of machinery used, plant capacity, raw materials used etc. if providing services please describe them. State where products/services are used, sold or delivered:
Average amount invested:
Number of employee/s:
Number of male employee/s:
Number of female employee/s:
Mention three key positions in the business:
Total salary of employees:
Average Annual Turnover:
Average Annual Operating Expenses:
Do you have any marketing plan?

If Yes, please specify by ticking the type of plan from the table below:

	Yes	No
Through word of mouth
Printing of hand bills
Billboard
Newspaper
Radio
Television
Others

Others, please specify:
How much is the annual marketing budget?

Which of the following accounting records do you have? (Specify by choosing from the table)

	Yes	No	Partially
Cash Book
Ledger
Balance Sheet
Profit/Loss Statement
Stock
Business Bank Account
Others

Please specify the type of ledger:
What has guided the personnel recruitment strategy so far?

Family MembersFriendsState IndigenesExpatriatesChurch MembersOpen Recruitment

3. Customer Information
Briefly describe the profile of your customers:

Customers' Profile

	Names of Customers	Locations	Existing	Potential	Anticipated quantity to buy
1
2
3
4
5
6
7
8

Is this a business expansion request?
Do you have an existing business plan?
Is it written?
How much would you require to expand the business?
How much of this do you personally have presently?
Would you require additional funding?
If Yes, how much?
What is the nature of the additional funding required?

OverdraftEquipmentLoan OptionStockDon't know
How would you acquire the funding?

EquityBank LoanFamilyLoan from other sourcesOthers
Others, please specify:
Do you have any collateral to secure the facility, if from a bank?
If Yes, specify:

BuildingSharesFixed DepositSocial CollateralOthers
Others, please specify and explain:
Have you arranged for the financing yet?
If yes, please explain details of outcome below:
If loan is to be sourced from bank, do you have a business account?
If yes, which bank?
How long?
Do you have any outstanding loan/overdraft anywhere?
If Yes, how much?
Have you obtained previous business financing from your current bank?
How much?
What is the status?
Which of the following services would you require?

Professional managers/consultantsLegal AdvisorsAccountantsAuditorsMarketing/AdvertisingOthers
Others, please specify:
Briefly state any other useful information as relates to the business:
What activities would you expect a consultant to carry out:
What would be the objective/purpose of this assignment? Describe what you hope to gain and what results you hope to achieve:

4. Assignment Details
When would you like the assignment to start?
How long would you expect the assignment to last this 2 days:
Please provide the name and position of a counterpart (the person who would work alongside the consultant, and be responsible for carrying out any recommendation then made):
Using a Matrix Analysis Framework developed, the business development potential of the business idea is analysed based on a range of factors including the following (the factors are scored for each product/commodity on a scale of 1-5, cocrding to relative importance:

- market size (5) - market growth trends (5)

- market barriers (5) - preferential market access (3)

- marketing infrastructure (3) - local impediments to exports (3)

- production of structures (3) - availability of raw materials (5)

- availability of skills (5) - ease of training manpower (5)

- inital investment outlay (3) - level of labour utilisation (5)

- state of the competition (3) - intentionally competitive (5)
Should be Empty: