Business Needs Assessment Form
Business Needs Assessment Form
Use this form to assess your business's current needs and identify areas for improvement.
Business Details
Business Name
Industry
Owner/Manager Name
Phone Number
Assessment Checklist
1. Operational Efficiency
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Processes are streamlined and efficient
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Clear roles and responsibilities for team members
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Technology and tools are optimized for business needs
Identified operational bottlenecks
2. Financial Health
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Cash flow is stable
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Business is meeting financial goals
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Expenses are tracked and controlled
Areas of financial concern
3. Marketing & Sales
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Strong customer acquisition strategies in place
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Effective digital marketing efforts (website, social media)
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Sales strategies are meeting targets
Marketing gaps or challenges
4. Customer Satisfaction
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Regular feedback from customers is collected
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Customer satisfaction is consistently high
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Customer retention strategies are in place
Issues with customer satisfaction
5. Employee Development
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Employees have the necessary training and skills
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Employee satisfaction and engagement are positive
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Clear development and career growth opportunities
Identified areas for employee development
6. Technology & Infrastructure
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Technology tools are up to date
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Website and digital systems are user-friendly
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IT support and infrastructure are reliable
Technology improvements needed
7. Legal & Compliance
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All legal requirements are met
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Business is in compliance with industry standards
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Contracts and agreements are up to date
Legal concerns
Action Items
List any business needs or follow-up actions
Business Needs Rating Scale
Rate your business’s overall needs.
Assessment Form Templates @ Template.net
