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Strategic Business Planning Checklist

*Name:
*Email:

   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  We have a Strategic Business Plan (SBP).
Yes
No
Unsure
2.  Key employees are aware of and have contributed to the SBP.
Yes
No
Unsure
Yes
No
Unsure
3.  Our SBP includes human resource development.
Yes
No
Unsure
4.  Everyone in our organization knows what our company's Most Important Goal is.
Yes
No
Unsure
5.  Timelines and objectives have been established.
Yes
No
Unsure
6.  Our SBP is reviewed and updated regularly.
Yes
No
Unsure
7.  I think it is important for SBPs to be drafted by management and executives only.
Yes
No
Unsure
8.  We have a confidential box for staff to drop off their ideas.
Yes
No
Unsure
9.  We have a system for measuring, which makes us accounable to the plan.
Yes
No
Unsure
10.  Our  SBP is SMART (Specific, Measurable, Achievable, Realistic and Timely).

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Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

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