1. Business Continuity	Yes	No
Business Plan (Comprehensive & Up To Date)
Buy And Sell Agreement (Contract And Adequate Life & Disability Insurance)
Cooperation Agreement (Partners-, Members-, Shareholders-)
Succession Planning (Senior Partners, Majority Shareholders, Family Business)
Wills (Up To Date, Legal & Tax Effective)
Contracts With All Stakeholders (Staff, Customers, Suppliers, Landlord)
All Insurance In Place (Keyman-, Professional Indemnity-, Business Continuity-, Short Term Insurance)
Protecting Intellectual Property (Restraint Of Trades, Patents, Copyright, Source Codes)
Estate Planning (Trusts, Investments, Executors, Portfolio Management)
Business Entity Cc Pty Sole Proprietor Partnership Other

2. People Management	Yes	No
Human Resources Plan (Strategy, Roles & Responsibilities, Succession Planning ..)
Policies And Procedures (Disciplinary Code, Leave, Decision Making Powers Etc.)
Recruitment (Process, Interviewing Skills, Sourcing)
Engagement Contracts (Offer, Service Contract, Performance Agreement, Regular Review)
Competitive Remuneration (Structured Package, Employee Benefits, Incentive Schemes)
Career Prospects (Career Development Plan, Review Procedures)
Training And Development (Needs Analysis, Skills Development)
Productively Measurement Tools (Key Performance Areas, Review Procedures)
Key Skills Protected (Restraint Of Trades, Keyman Insurance, Succession Planning)
Corporate Compliance (Employment Legislation, Record Keeping)

3. Financial Management	Yes	No
Business Plan (Cashflow Projection, Action Plan)
Budget Monitoring (Actual Vs Budget, Trends, Corrective Actions)
3 Month Working Capital Float (Access To Emergency Funds)
Capital Investment Planning (Property Acquisition, Equipment Replacing, Opportunity Fund)
Up To Date Accounting (Management Information, Statutory Returns, Audits)
Debtors Under Control (Less Than 30 Days On Average)
Creditors Under Control (Good Relations, Advantageous Terms)
Healthy Relationship With Bank Manager
Technically Correct Tax Planning (Corporate Tax, Salary Structuring, VAT Compliance, Other Relevant Taxes)
Loan Account Redemption Plan (Balance Insured, Sinking Fund, Interest Bearing?)
Tangible Collateral (Property, Debtors Book, Cash Value On Investments)
Rand Hedge Plan (Offshore Investments, Exports ..)
4. Marketing Management	Yes	No
Marketing Plan (Targets, Distribution Channels, Budget, Feedback, Media …)
Imaging (Corporate Stationery, Marketing Material, Website, Workplace, Packaging)
Regular Networking (Governing Bodies, Expo’s, Seminars, Socials, Roadshows)
Motivated Sales Team (Skilled, Incentivised, Loyal)
Customer Satisfaction Survey (Hotline, Spot-Checks)
Pipeline Management (Prospecting, Deal Making, Process)
Communication Model (Internal, External, Correspondence, Email, Newsletters)
Spread Of Clients (% Exposure To Key Accounts, % Growth, Niches, Profitability)
Shelf Life Management (Natural Shelf Life Of Product/Service, Excess Stock)
R&D (Budget, Personnel Committed, External Inputs, Process, Deadlines)
5. Product/Services	Yes	No
Business Plan (Swot, Ownership Of Product/Service, Pricing, Promotion, Profitability)
Caught Market (Contractual, Relationship Management, Repeat Business, Patents)
High Barrier To Entry (Skills, Capital, Legislation, Size Of Market)
Specialized Knowledge (Formal Education, Experience, Key Staff)
Balanced Range (Depth, Breath, Cost Range, Gaps)
Adaptable To Change (Economic, Social, Political, Demographic, Legislative, Resources)
Healthy Profit Margin (% Per Product/Service)
Disruption Planning (Resignations, Litigation, Contractual, Opposition, Calamities)
Distribution Alternatives (Outsourcing, E-Commerce, Sales Force, Exports, Call Centre)
Trend Spotting (Research and Development, Networking, Library, Seminars, Professional Bodies, Publications)
IT Platform (Hardware, Software, Database, Website)
Production (Plant, Staff, Insurance, Replacement, Upgrades)
6. Strategic Issues	Yes	No
Full Business Plan
Full Support Team In Place (Lawyer, Auditor, Broker, Banker, IT Consultant, Management Consultant)
Good Corporate Governance (Minutes, Audits, Code Of Ethics)
Seminar/Technical Inputs/ Expo’s (Governing Bodies)
Informed Staff (Business Plan, Budgets, Promotions, "Open Door", Inputs)
Empowered Staff (Decision Making, Career Development, Creativity, Problem Solving Skills)