Worksheet_Evaluating Management Performance Template

This worksheet_evaluating management performance template has 2 pages and is a MS Word file type listed under our business plan kit documents.

Sample of our worksheet_evaluating management performance template:

EVALUATING MANAGEMENT PERFORMANCE WORKSHEET By: Date: YES NO 1. We operate with a complete and up-to-date business plan that includes: A) One- and three-year projections B) A capital budget 2. We operate with an annual marketing plan that includes: A) Precise sales and profit goals and timetables B) Strategies and tactics for the next three years C) Budgets, Forecasts, and Benchmarks D) A tentative sales plan E) The demographics of our target markets F) A thoughtful definition of the markets we serve G) A definition of the needs/wants our products and services fill H) An analysis of the growth potential of our markets I) A competitive analysis J) A definition of our "Unique Selling Proposition" K) Projections for other products or services that could be developed L) Timetables for research and development 3. We use monthly budgets and statements that include: Thorough and up-to-date records Cash flow budget Profit and Loss (Income) Statement Balance sheet Deviation analysis Ratio analysis Standard cost comparisons Cash reconciliation 4. We have developed an information base that allows us to: Keep track of new developments in the industry Obtain and study key trade information Understand what "state of the art" means in this business Provide customers with the best available information pertaining to our products and services Keep all our employees adequately informed 5