OMA 1. I (we) have a vision for my (our individual) futures, and have it written down. 1 2 3 4 5 2. I (we) am able to spend time thinking strategically about the business and it’s future. 1 2 3 4 5 3. I (we) spend ample time with my direct reports to create and develop the business. 1 2 3 4 5 4. I (we) have tools to help myself be a better leader & CEO. 1 2 3 4 5 5. I (we) know how to communicate effectively with people who have different personality types (DISC, Myers Briggs). 1 2 3 4 5 6. I (we) have an exit plan for my business. 1 2 3 4 5 7. I (we) am able to maintain focus on tasks without being drawn into things I (we) could be doing? 1 2 3 4 5 8. I (we) have a plan for executing our business model, it is written down, and our whole team knows and is aligned with it. 1 2 3 4 5 9. I (we) have a strategy that differentiates my business from others. 1 2 3 4 5 10. I (we) have an avatar / vertical for my business and I understand their business and their challenges. 1 2 3 4 5 11. I (we) have a written vision, mission, & core values for my (our) business. 1 2 3 4 5 12. I (we) know how much it costs me to sell my product. 1 2 3 4 5 13. I (we) know whom to partner with to grow my client base. 1 2 3 4 5 14. I (we) know and understand the one core activity that is crucial for my business to succeed, and every team member knows their one activity to support it. 1 2 3 4 5 15. I (we) know how to attract my avatar. 1 2 3 4 5 16. I (we) am good at closing deals once I (we) get in front of my avatar. 1 2 3 4 5 17. I (we) am running successful strategic (quarterly) business reviews. 1 2 3 4 5 18. I (we) have a documented onboarding process that leaves my (our) clients delighted. 1 2 3 4 5 19. I (we) have a documented delivery process that is named and keeps my (our) clients happy. 1 2 3 4 5 20. I (we) bill enough and on time. 1 2 3 4 5 21. I (we) have an easy way for prospective clients to start working with us without a serious commitment. 1 2 3 4 5 22. I (we) have a tool that has automated the sales proposal and follow up process. 1 2 3 4 5 23. I (we) have an internal database of instructions & vendor profiles that our staff can easily access. 1 2 3 4 5 24. I (we) have a tool or software to capture all performance reviews and employee training and development. 1 2 3 4 5 25. Our staff has the right tools (screen, laptop, chairs, etc.) to do their job most effectively. 1 2 3 4 5 26. I (we) have a professional services automation (PSA) tool that tracks customers and customer issues that can be automated and I (we) use it fully. 1 2 3 4 5 27. I (we) have optimized our content for search around our vertical (ideal client / avatar). 1 2 3 4 5 28. I (we) am using Remote Management and Monitoring (RMM) software to automate the work and proactively fix things, not as a fancy alarm to tell me what’s wrong. 1 2 3 4 5 29. I (we) perform annual (or more frequently) performance reviews. 1 2 3 4 5 30. I (we) have job descriptions for each role in our business. 1 2 3 4 5 31. I (we) have an organizational chart that encompassess each role in our business. 1 2 3 4 5 32. I (we) have a training/development program for all employees. 1 2 3 4 5 33. I (we) have a clearly defined selection/hiring process. 1 2 3 4 5 34. I (we) feel confident everyone on our team is performing to our expectations. 1 2 3 4 5 35. I (we) have activities with our team to build cohesiveness between the team members? 1 2 3 4 5 36. I (we) have a way to capture current challenges & opportunities so that I (we) can review them later. 1 2 3 4 5 37. I (we) have strategy meetings at least 3 times per year to see if I (we) are on track with our plan. 1 2 3 4 5 38. I (we) perform an annual market analysis that let’s me/us know what our competitors and our vertical are doing. 1 2 3 4 5 39. I (we) have a reliable way to resolve issues when they arise? 1 2 3 4 5 40. I (we) conduct a regular SWOT analysis (Strengths Weaknesses Opportunities & Threats). 1 2 3 4 5 41. I (we) have a tool for planning that enables me (us) to take advantage of future opportunities, dreams, & desires? 1 2 3 4 5 42. I (we) have a way to design new products that fit my avatar (ideal customer) and complements my current portfolio of business. 1 2 3 4 5 43. I (we) have clean books, a bookkeeper and receive regular reports on our business finances. 1 2 3 4 5 44. I (we) know how to read our cashflow/income statement and balance sheet. 1 2 3 4 5 45. I (we) know and monitor our per seat / per customer costs. 1 2 3 4 5 46. I (we) have a budget/forecast I (we) use regularly to make decisions. 1 2 3 4 5 47. I (we) have KPIs or a number for every role on our team. 1 2 3 4 5 48. I (we) have a scorecard or company KPIs that get reported weekly or monthly. 1 2 3 4 5 49. I (we) take action on KPI measures when they are off course. 1 2 3 4 5 50. I am confident that I (we) can walk away from the business indefinitely and when I (we) come back the business will have done nothing but grow (profit). 1 2 3 4 5 Email * Phone * If you are human, leave this field blank. Submit
