Internal Analysis Checklist

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2/8 EXAMPLES

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Internal Analysis Checklist
GOAL:
DIRECTIONS:
TO DETERMINE A FIRM's INTERNAL STRENGTHS AND WEAKNESSES
For each item below, circle the number on the scale that best corresponds to
your honest assessment of your firm's strength or weakness in the indicated area.
MARKETING RESOURCES
Great Weakness
Great Strength
Customer satisfaction with products/services
Ability to gain customers versus competition
Knowledge of the market
Product/service line breadth and depth
Product/service quality in terms of function, image, place, time, possession, ease of use
Advertising and promotion activities
Product/service pricing
Facilities and methods used to sell to customers
Market share
FINANCIAL RESOURCES
Strong and recurring operating profits
Efficient asset management
Strong and recurring return on investment
Proper balance of debt and equity
Strong and recurring return on equity
Strong and recurring cash flow
Ready access to outside/new funds
Well managed customer credit
Well managed supplier credit
HUMAN RESOURCES
Adequate number of people to do the work
Adequate quality of people to do the work
Personnel plans
Job design and descriptions
Performance Standards and evaluation procedures
Training programs
Good morale as evidences by absenteeism, turnover, tardiness, complaints, bickering, employee growth and development
Compensation system that promotes performance and satisfaction
Equitable and competitive pay
Equitable and competitive fringes
Appropriate use of teams
Work ethic of individuals and teams
OPERATIONS/PRODUCTION RESOURCES
Quality of needed facilities to serve customers
Capacity of needed facilities to serve customers
Up-to-date and appropriate technology
Effective and efficient physical layout
Effective and efficient work flow
Effective and efficient inventory control
Effective and efficient purchasing practices
Effective and efficient production practices
MANAGEMENT/LEADERSHIP RESOURCES
Effective management style
Timely decision making
Effective delegation
Effective participation
Effective risk tasking
Effective leadership
ORGANIZATIONAL RESOURCES
Appropriate mix of resources (people, money, equipment) available
Resources properly placed to do the job
Effective interdepartmental communications
Effective reporting relationships
Firm's public image
Strong organizational culture (productivity, honestly, dispute handling, tolerance of change)
INFORMATION RESOURCES
Appropriate financial and cost accounting systems
Planning system appropriate for internal analysis (assessing strengths and weaknesses)
Planning system appropriate for external analysis (assessing opportunities and threats)
Control system that highlights problems and generates corrective action
Information systems that use best technology available
Effective information for strategic decision making
Effective information for operation decision making
Ability to utilize internet and e-commerce