How to Make a Business Assessment

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Date of Assessment

Date: {{assessment_date}}

Assessor Information

Assessor Name: {{assessor_name}}

Assessor Title: {{assessor_title}}

Department/Organization: {{assessor_department}}

Executive Summary

Provide a concise overview of the assessment's purpose, key findings, and main recommendations. This section should be completed after the full assessment has been conducted.

{{executive_summary_text}}

Business Overview

Briefly describe the business, its mission, vision, core values, and primary activities. Include details about its market position and target audience.

Business Name: {{business_name}}

Mission Statement: {{mission_statement}}

Vision Statement: {{vision_statement}}

Core Values: {{core_values}}

Primary Activities: {{primary_activities}}

Strengths (Internal Factors)

Identify and list the internal capabilities and resources that give the business an advantage. Consider areas like financial stability, skilled workforce, unique products/services, strong brand reputation, efficient operations, etc.

1. {{strength_1}}

2. {{strength_2}}

3. {{strength_3}}

4. {{strength_4}}

5. {{strength_5}}

Weaknesses (Internal Factors)

Identify and list the internal limitations or deficiencies that may hinder the business's performance. Consider areas like lack of resources, outdated technology, poor management, high operational costs, limited market reach, etc.

1. {{weakness_1}}

2. {{weakness_2}}

3. {{weakness_3}}

4. {{weakness_4}}

5. {{weakness_5}}

Opportunities (External Factors)

Identify and list external factors that the business could potentially leverage for growth and success. Consider areas like emerging markets, technological advancements, changes in customer preferences, strategic partnerships, favorable government policies, etc.

1. {{opportunity_1}}

2. {{opportunity_2}}

3. {{opportunity_3}}

4. {{opportunity_4}}

5. {{opportunity_5}}

Threats (External Factors)

Identify and list external factors that could negatively impact the business. Consider areas like increased competition, economic downturns, regulatory changes, supply chain disruptions, shifts in consumer behavior, etc.

1. {{threat_1}}

2. {{threat_2}}

3. {{threat_3}}

4. {{threat_4}}

5. {{threat_5}}

Recommendations and Action Plan

Based on the SWOT analysis, provide actionable recommendations to address weaknesses, capitalize on opportunities, mitigate threats, and leverage strengths. Outline a clear action plan with responsible parties and deadlines.

Area of Recommendation: {{recommendation_area_1}}

Recommendation: {{recommendation_1}}

Action Steps: {{action_steps_1}}

Responsible Party: {{responsible_party_1}}

Deadline: {{deadline_1}}

Area of Recommendation: {{recommendation_area_2}}

Recommendation: {{recommendation_2}}

Action Steps: {{action_steps_2}}

Responsible Party: {{responsible_party_2}}

Deadline: {{deadline_2}}

Conclusion

Summarize the overall findings and the expected outcome of implementing the recommendations. Reiterate the importance of ongoing monitoring and evaluation.

{{conclusion_text}}

Signature Block

___________________________

{{assessor_name}}

{{assessor_title}}