First 12 months

1-5yrs

5-15yrs

15yrs +

I’m not sure where to find the right tribe

I network in the right places but am not maximising on the value of these connections

I have strong working relationships within my network and we help to grow each others’ businesses

Super powerful! It supports my growth as well as challenging me, giving me fresh perspectives and providing clarity. Often my network leads to strategic partnerships for my business.

I’d love to invest in my own development but struggle to know where to start

I try to fill knowledge gaps as and when I notice that I have them

I’m committed to developing myself and try to be proactive but its very ad-hoc

I’m committed to developing myself and have a structured learning plan with future growth demands of the business and broader personal ambitions in mind

I know this is important but I don’t know where to start

I have lots of ideas but struggle to execute on them

ideas but struggle to execute on them I’m always looking to innovate wherever necessary in order to drive growth, increase efficiency and improve customer experience

I have established a culture of constant innovation and continuous improvement where I am not the only driving force - staff are empowered to share ideas, and are supported to develop the good ones

Some, but they don’t cover all areas and they’re not joined up

Yes, but they need updating to enable and support further growth

Yes, they’re joined up and consistent and efficiently support current growth rates

Yes, if our turnover tripled tomorrow our systems and processes would not struggle to scale up to meet that demand.

Not really, i know what I should be doing, but I’m too busy with the day to day

I put some time aside but it’s ad-hoc and inconsistent

I manage to set time aside consistently, despite busyness, to focus on strategic business development priorities

My team works efficiently and the business runs effectively without me so I am able to devote as much time as I want to strategic business development priorities.

I monitor my finances at a basic level but don’t know how to use the knowledge it gives me to make decisions and forecast

I have systems in place to monitor my finances and I understand the knowledge it gives me but don’t feel fully in control

I am fully on top of them. I monitor my P&L & ROIs and forecast effectively, making confident financial decisions to drive growth

My financial team know our financial objectives and have clear parameters of financial authority, they monitor our finances constantly and report to me regularly to keep me up to date and for any key decisions

I try to delegate but often fall back to doing things myself as it seems quicker

I have a team who I trust and delegate to, but I still have to be on top of them to make sure stuff gets done right and on time

I have skilled managers and team who can run the business effectively - but I am called upon regularly for decision making and advice

I have leaders in all the core functions areas who are fully motivated and engaged in the mission of the business, they take responsibility for high quality delivery and driving growth, leaving me to focus on what I want

Sort of. Conversion rate is OK but I wouldn’t say we have a strategy or defined process

Yes, we have a strategy and process to do this but execution is inconsistent

We have a strategy and consistent process to maximise initial conversions, but probably not the life time value of each customer

Yes, we have a clear strategy and consistent replicable sales process that maximises the lifetime value of each client or customer.

Not very. We generate leads but we don’t have reliable sources or methods to be able to scale if we want.

Fairly. We know where to source leads consistently but quality is unpredictable.

Good. We know how to source and attract quality, ideal clients but it’s not systemetised yet.

Very. I have a capable, self led marketing team that use replicable, reliable, scalable lead generation methods that bring us prequalified, high quality leads and they know how to increase these leads at will to meet the growth needs of the business.

I have an idea of what I’d like to achieve but no clear written plan

I’ve set goals and made plans in the areas of the business I am confident but there are areas I struggle to set and execute plans

I’ve set goals and made plans in all functions of the business but I struggle to keep on track and am not driving this through to my team for execution

I have a clear, goal orientated, time based strategy which I use to provide direction to my leadership team, orchestrate activity and hold people to account, which serves to drive activity on a monthly and weekly basis throughout the business