Marketing
· Do you know who your most profitable clients are?
· Do you know if they are going to remain a profitable workstream?
· Do you know how to actively find new clients?
· Are you confused by what digital marketeers have told you?
Tendering
· Do you have a bid-no-bid policy?
· Are you sure you are covering your overheads sufficiently?
· Is your mark-up calculated correctly?
· Do you need help with bid writing?
· Do you understand the contracts you are signing up to?
· Are you getting feed-back on your tenders?
· If there is no feedback, are you using the lost tender information to win the next one with the highest price possible?
Commercial
· Are the contracts you are signing up to appropriate?
· Are the contract risks being managed?
· Are you risk assessing your clients for payments?
· Do you have systems for capturing records of work done?
· Do you have processes for capturing changes to the scope of works?
· Are you able to check profitability of projects as they progress?
· Are you aware of how you would deal with an issue via the contract?
Accounts
· Does your accountant explain your accounts to you?
· Do you have separate management accounts?
· Is your pay allocated to specific activities?
· Do you do cost verses income comparisons for projects?
· Do you know if the work in progress is correct?
· Are your overheads going up or not?
· Do you know how much you can afford to invest in new resources?
· Do you have a forecast?
· Do you have a system for chasing payments?
Staff
· Do you and all the staff have a job description?
· Is there a roles and responsibilities chart?
· Is staff performance discussed with them?
· Are their capabilities addressed?
· Is time management an issue?
· Are duties delegated efficiently?
· Is recruitment an issue?
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