Simple Business Assessment Template
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Simple Business Assessment

Business Name: [Insert here]

Instructions

Scores range from 1 to 5:

  • 1: Poor

  • 2: Fair

  • 3: Good

  • 4: Very Good

  • 5: Excellent

Assessment Criteria

Criterion

Score (1-5)

Comments/Observations

1. Strategic Planning

2. Financial Management

3. Operational Efficiency

4. Marketing Strategy

5. Customer Satisfaction

6. Innovation & Adaptability

7. Employee Engagement

8. Compliance & Risk Management

9. Competitive Positioning

10. Sustainability & Social Responsibility

Key Findings and Recommendations

Strengths:

Opportunities for Improvement:

Summary and Overall Score

Total Score:

Overall Performance Rating:

Evaluator's Notes:

Evaluator's Signature

Client/Representative's Signature

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