Financial Growth Scorecard

Approximately 10 mins

Your Information

When filling in this scorecard, you'll be presented with a set of mindsets to read through. For each one, you'll rate where you currently are, and where you would like to be in the future. Once you've completed the scorecard, an email with your completed scorecard can be sent to you.

In order to begin, the following issues need to be addressed:

First name

Last name

Email Address

Phone

Email my scorecard

Let's get started

Mindset 1: Growth, profit, risks, and opportunities

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

Business is not good so you need increased revenue and profit first. You feel quite alone, nothing gets better, why keep trying.

More growth/profit is welcome; you worry you are not aware of risks and mistakes prevent opportunity. Will you run out of time or energy?

Business is good. You have achieved your business goals, and now want to keep it steady, or create the best possible retirement payoff.

Business growth and profit is excellent; process is established on risks & opportunities. But no stop is planned; growth is its own reward.

Mindset 2: Market, niche, and enhancement

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You can't set your own sales prices and have to take sales that come. The market dictates. It will not get better; is it worth the fight?

You've not fully identified your market & product margins. Many in your hectic world are frustrated. You want enhanced business; it is hard.

You are satisfied you know your ideal customer and focus on that niche. You are happy where you are & what you achieve; you can relax a bit.

You focus on your ideal niche, are driven to tweak & improve constantly. You're committed to up the game on your overall activity & margin.

Mindset 3: Accounting, records, reports, the big picture

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

Big picture focus is a struggle, you're frightened of errors/ missing something if you don't approve everything. You watch the cash.

The complexity is overwhelming. You look at too much and are hoping it will get better. Beginning to think to separate from the detail.

The big picture has been helpful at times. You are confident your refined systems and processes now deliver accounts and what you need.

Your best decisions come from understanding the big picture and entrusting the detail to others. You refine reports, metrics, what-ifs.

Mindset 4: Curiosity, change, and use of experts

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

No time to learn and change in accounting and agreement processes. Doubt expensive, experienced executives will join; they can't help.

You're becoming curious if there are alternatives on the finance side. You speak with your CPA and lawyer on complex matters. Its limiting.

You wonder what is left to learn. You have standard report and agreement templates, and your experience ensures you see risks in contracts.

You welcome learning from others' skill and experience. Involvement in oversight, compliance, strategy, and risk/opportunity identification.

Mindset 5: Reports and goals - team involvement & motivation

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

Don't need fancy reports or information for the team. When your head is above water you may consider activities like discussing goals.

Your accounts/reports aren't good to share with the team. You do discuss plans. Will work on more when irritating mistakes and rework stop.

You're proud of info. you share with the team. The business goals & mission are posted and, although there are setbacks, results are good.

Reports support a great team culture around alignment with company goals. Share achievements & plans; challenge how & what business is done.

Mindset 6: Role for technology and innovation

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

As the world speeds up you feel more out of date and that a lot of what you value is threatened.

You want to understand how to use new technology as the key to future growth, but you don't know where to begin.

You stay current on technology & innovation changes, but can't see that acquiring new skills/systems will make a big difference to business.

Your ambition often reveals technological capabilities & innovative ideas worth exploring. Often provide interesting/ unpredictable changes.

Mindset 7: Company purchase, sale or merger readiness

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

No plans to sell, acquire another company or otherwise change the total business. Books & records are your own; no-one will see them.

No planned transactions. Need to be careful about allowing competitors in, or to see intellectual property, perhaps mistakes, reality.

Won't do a transaction, things are finally working & smooth. If an offer you can't refuse arrived, you'd gather everything needed.

Do consider selling/ buying/ merging sometimes but there's still a lot you're trying to do. May happen. Your processes ensure good records.

Mindset 8: Future strategy

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You feel isolated from a rapidly changing world and are in conflict internally with what you want and the small future you fear is yours.

You're looking for ways to create a bigger future. Your current way of doing things is exhausting, want a better path, may need new team.

You feel settled where you are. Your credentials and respect prove you are at the top of your game, and have the right people around you.

Your future is expanding; choices create a future surpassing that previously possible. The right people on your team will make it happen.