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How do you rate the overall "wellness" of your company? Are you barely surviving? Or are you thriving?
Find your company's "WQ".

As part of the Profitability Enhancement Program we've developed for our clients, we offer you here a sample of our Wellness Quotient or "WQ" test. It's a diagnostic tool that can give you a snapshot of your company's health in each of the major disciplines (sales and marketing, management, operations and finance).

We include here a sample of 10 statements from each discipline. For each statement, rate your company on a scale of 1-5, ranging from Total Disagreement (1 point) to Total Agreement (5 points) with each statement.

The test will calculate your score and give you your company's WQ.

Scale
1
2
3
4
5

Strongly Disagree

 
Disagree
Neutral
Agree Somewhat
Strongly Agree

Rate each statement on a scale of 1 - 5.
I. Sales & Marketing  
  1. I am pleased with my present sales volume.
  2. There are effective sales people in my organization.
  3. The cost of marketing our business is at a level it should be.
  4. I am pleased with the relationship we have with our existing customers.
  5. The effectiveness of my marketing is regularly tracked.
  6. We are successful in targeting prospects.
  7. A formalized marketing plan exists and is being followed.
  8. We have a compelling sales proposition to attract customers.
  9. We have well-established sales goals.
  10. We can analyze our most profitable accounts and offer preferred status.
 
Total Sales & Marketing Score
II. Management  
  1. An emphasis is placed on quality control.
  2. Teamwork plays an important part in our business.
  3. There is little employee turnover.
  4. The staff is well trained.
  5. People here have a passion for the company.
  6. Employees are empowered to make key decisions.
  7. There is the presence of a built-in accountability system.
  8. Employees are self-starters.
  9. The company follows a strong "customer comes first" attitude.
  10. We offer strong incentives for people to improve and grow.
 
Total Management Score
III. Operations  
  1. An emphasis is placed on quality control.
  2. Deadlines are met.
  3. The cost of our goods/services is consistent with the value.
  4. There are incentives for improving quality/productivity.
  5. A safe, orderly work environment is maintained.
  6. Operational costs are controlled.
  7. Suppliers provide consistent quality/costs.
  8. Customer complaints are minimal.
  9. Equipment is up to date.
  10. Systems/Processes are well documented.
 
Total Operations Score
IV. Finance  
  1. Cash flow is sufficient.
  2. Accounts receivable are well managed.
  3. Profits have increased over the years.
  4. Business is not dependent on season.
  5. Budgets are well maintained.
  6. Banking relationships support company growth.
  7. A financial reporting system is in place.
  8. Our financial/accounting technology works well now and for the future.
  9. Expenses are controllable.
  10. Financial forecasts are in place to support future growth.
 
Total Finance Score
 
Company Wellness Quotient
 

Wellness Quotient Scoring
1. In Serious Danger
2. Challenged
3. Surviving
4. Healthy
5. Thriving
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