Offices in the UK, Hong Kong and Australia

 

Planning & Targeting Audit

This is a simplified cut back version of one of our ‘Intravate Insights Audits’. 

Simply check the box that you frankly feel reflects the situation in your company on the 0 to 5 scale as indicated. The 5 represents the ‘score’ relating to the descriptor immediately to the left and the 0 to the descriptor immediately to the right. If you feel that your situation is somewhere in between then check the appropriate box.

Then submit the information by completing the information form below and pressing the submit bottom. We will then check and analyse your submission and provide you with a diagnostic feedback.

 

 
    5 4 3 2 1 0  
A Clear, distinctive, competitive strategy

Regular strategic revisions and appraisals

B Critical success factors are clearly defined

Long list of sub-strategies

C Long term goals are accurately translated into short term targets

Annual planning is mainly incremental budgeting & forecasting

D Full range of performance measures are in place

Mainly short term financial & sales measures

E All targets and milestones are prioritised

Divisions or Business Units in-fighting for budgets & resources is the norm

F

Key strategies & targets are clearly cascaded throughout the organisation

Top level planning but bottom up budgeting

G

Targets are 'owned' across the organisation

Targeting has little impact on daily activity

H

Performance standards & KPI's are in place for all key processes

Few Internal standards are linked to external benchmarks

I

Plans & Targets are regularly achieved. 

Frequent budget cuts & reprioritisation debates

J

Top exeutives are able to focus on business development. 

Overlong hours & short term crisis management are the norm

 

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