Carr & Harris Management Consulting Group, PLLC
Management Consulting

Business Questionaire

The following is a list of questions that should be addressed to determine if a business is experiencing difficulty within a certain area. If a "no" answer is arrived at in a number of areas, that business is in need of modification and change. If this is the case, you may contact us at the address and/or phone numbers below.

Management Services

  • Is the business realizing profits that are in line with owner / management plans and expectations?
  • Are the necessary controls in place to promote integrity and credibility of management information systems to minimize losses and increase performance?
  • Is key significant information provided to management and in a timely manner and fashion?
  • Is there a business plan or strategic plan in place to at least provide an approximate path, direction or benchmark for later evaluation?
  • Is the business realizing returns on investment or added value commensurate with resource input - that of efforts and investments?
  • Are management controls and payroll incentives in place so as to promote accountability and performance?
  • Are lines of authority and management responsibility clearly defined?
  • Are employees’ performance reflective of and in agreement with the company and management's objectives?
  • Are timing / event differences factored into contract sales, pricing versus purchases?
  • Is management in control of the business?

    Information Technology Services

  • Are budgets prepared on a weekly, monthly, quarterly, or annual basis and adjusted to reflect current operating levels?
  • Are forecast and proforma reports prepared on a regular basis?
  • Is the chart of accounts arranged so as to reflect the operational design and relationship of activity with the buisness unit?
  • Is your organization providing management with the necessary reports and ideas to meet and progress into the future?
  • Are reports providing the necessary information for management to react in a timely and relevant manner?
  • Does the business utilize PI and C. O. R. P. reports on an hourly, daily, weekly, monthly, quarterly, or annual basis?
  • Are models in place and chart of accounts arranged so as to reflect the actual activity / event sequence and relationship of activity within the business unit?

    Operational Services

  • Are costs in line with profits?
  • Is your business producing the results that you think it should?
  • Is the business meeting cash flow requirements and expectations?
  • Do managers know the payroll burden for each department; the cost associated with each individual and as a total?

    Sales

  • Is your organization responding to the customers needs?
  • Are sales territories constantantly observed for potential sales?
  • Are current sales analyzed for product mix and yield determinations?
  • Are sales and management incentives commensurate with the potential yield of territories, product mix, pricing structure, management expectations, total yield and so on?
  • Are sales and marketing expenses commensurate with area and product mix?
  • Are new customers, established customers, and potential customers balanced with management expectations?
  • Have operating ranges been established and analyzed?

    Carr & Harris Management Consulting Group, PLLC
    Office 919-553-1739
    Cellular 919-333-6953
    Office 678-428-2702
    consult@euse.com