Understand where your business is now, and where it's going in the future
Everybody wants to focus on delivering better outcomes for their clients; that’s what they value, and why you went into business. The day to day demands of running a successful business can often mean key issues can take a back seat and don’t always get addressed.
This is why we’ve created the Business Assessment Tool; a 3 step fact finding exercise that will allow you to take a look at your business through the eyes of your people, to understand its relative strengths and weaknesses.
Each business is different, therefore it’s important to plan the assessment and invite the right people to get involved.
The online assessment consists of 100 questions covering ten business disciplines across two key areas – Effective Leadership and Operational Excellence. The data is gathered and a personal report is then created.
One you have your report; review the findings with key stakeholders. Discuss how your business performed and identify how to address any gaps.
"The Business Assessment has now become a key part of our planning process - with us recently completing our 3rd assessment exercise."
Alistair Creevy, Director
Independent Adviser (Scotland) Ltd.
To register your interest in completing a business assessment, or to get more information, please get in touch with your Standard Life contact.
It’s a group exercise, and such is suitable for adviser firms with 5 or more employees.
Around 30 to 40 minutes per participant
There is no monetary cost. However it will require you to dedicate the time and effort to complete the exercise.