This presentation describes our Business Health Check service. Think of it as preventative medicine for your business. What you get out of it is a measured easy to understand report on the state of your business and your action plan to respond to the findings of the Health Check

1. Business Health Check

2. Is This You?
• Too much cash tied up in debtors
• Inventory turn too low
• Capital items financed out of working capital
• Current liabilities too high
• No cash flow forecasting and monitoring system
• Cash flow problems
• Need for more funding
• No exit or succession plan
• No idea of the value of their business
• Profitability not high enough
• No benchmarks to measure against
• No management reporting system
• Key Performance indicators not determined or measured
• Lack of awareness of potential new markets
• No systems for measuring customer feedback
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3. …Or Is This You?
• Lack of a shareholder agreement/ family constitution
• No formal tax strategy
• No clear vision for the business
• No communication plan to share the vision
• No process for evaluating the attractiveness of the current direction of the
business
• Lack of a clear strategy to deliver the vision
• No defined roles and responsibilities for management and team members
• Unaware of the best organization structure to support the strategy
• Lack of ideas from team members
• Too much reliance on the owners
• Not enough work delegated (or the wrong things delegated)
• Lack of goals that bring together individual and broader business
objectives
• No customer service training
• No systems for understanding customer needs
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4. …Or Is This You?
• Its just not a fun place to work…
• No confidence in inviting the team to participate in decision making
• No clear leaders in the business
• No segmentation of products
• Lack of sales mix data
• Product range aging
• No defined product strategy
• Inadequate pricing policies
• No one knows the true profitability of each product
• Inadequate costing system
• Problems with inventory management
• Lack of purchasing policies and systems
• No clearly defined unique core differentiators
• No awareness of leveraging or branding
• Inconsistent use of the brand
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5. …Or Is This You?
• Lack of quality referrals
• No systems for developing customer loyalty
• All customers are treated the same
• No one knows how effective advertising has been
• Inadequate sales systems… no targets or measures of
effectiveness
• Lack of recruitment systems
• People don’t have clear job descriptions
• Lack of an HR strategy
• No clear performance standards and measures
• No performance management system
• People are not trained
• Inadequate systems across the business
• No policies and procedures manual
• No systems for calculating the cost of acquisition of new
customers
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6. How can Business Health Check help?
• Provide an objective review of your whole business
• Analysis of your business’ strategic and operational
position
• Undertake a full SWOT analysis
• Identify the actions necessary to improve
performance
• Build a project plan to guide implementation
• Implement the plan with you to ensure that your
objectives are fully achieved
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7. What is a Business Health Check?
• Comprehensive analysis of the external environment
the business faces.
• Detailed review of the business in a structured way to
uncover strengths and weaknesses
• Recommended actions to deal with threats facing the
busienss and mitigate weaknesses
• Suggestions for taking advantage of strengths and
opportunities
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8. Our four phase approach to a Business
health Check
Identification of problem areas Report detailing the problem
areas
Recommended actions to Project plan for implementation
rectify problem areas
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9. Phase One: Identification of problem
areas
• Review of the external environment to identify
Opportunities and Threats
• Review of the business to identify Strengths and
Weaknesses
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10. Step One: Review the external
environment
Competition
Industry Technology
The Business
Business
Customers
Environment
Shareholder
Circumstances
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11. Step two: Review the business
Products and Services
Marketing and Sales
Structure
Strategy
Culture
Vision People
Systems and Processes
Finance
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12. Phase Two: Reporting on problem areas
Business Environment Industry
Imported stock - at Your Major
the mercy of Distributor could be a
fluctuating significant threat
exchange rates
Shareholder
Competition
Circumstances
Uneasy
Partnership
Relationship
Customers Technology
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13. Reporting on problem areas
Business area:
Product Security Product Life Cycle
Products &Services
Large diversification
Dave’s relationships of product within
and exceptional client single product
service levels – exceeds segment – low risk
competition
Core Differentiators Revenue Dependency
Slow moving stock
Production And Product Profit Margin
Inventory
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14. Phase three: Recommending actions
Suggested Action Steps
Introduce An Activity Based Costing System
Product Security Product Life Cycle Implement A Perpetual Inventory
Management System
Implement Purchasing Policies And Systems
Review Production/Scheduling System
Core Revenue
Differentiators Dependency
Suggested Action Steps
Review Product Range And Develop Product
Groupings
Production And Inventory Product Profit Margin
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15. Phase Four: Project planning
Set Timelines, Resources, Dependencies and Progress
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16. How can we help you by performing a
Business Health Check
• Objective review of your whole business
• Analysis of your business’ strategic and operational
position - a full SWOT analysis
• Identification of the actions necessary to improve
performance
• Develop a project plan to guide implementation
• Work with you to implement the plan to ensure that
your objectives are fully achieved
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17. Here’s our comprehensive workplan…
Where are the problem Identification of
Review the external environment Review the business
areas? problem areas
Review the draft
Prepare a draft report and Prepare a final Report detailing the
Report on the problems report comment on report
Present to client
problem areas
problem areas
Recommended
What actions can be Show actions in Save recommended
Recommend actions actions to rectify
taken? PowerPoint actions
problem areas
How are the actions Responsibility, duration and Project plan for
Project plan
implemented? dependencies implementation
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18. What’s your investment?
• Typically your investment for a business health check
to be performed by John Capper & Co is between
£1,000 and £5,000 depending on the scale and
complexity of your business
• As key stakeholders in your business you will need to
invest between 7 and 15 hours helping us with data
gathering , reviewing my findings and action
planning
• You need to be open to considering the need to make
changes in your business
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19. Our experience…
• We have over 30 years experience in advising
business owners how to improve their businesses
• We have worked on many such business health
checks for over 10 years
• Each health check is different because every business
is different and its owners have their own specific
circumstances
• We do not publish the names of businesses that we
have helped
• Ask us for an example of a completed health check
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20. Why you need to do this…
• Understanding where your strengths, weaknesses,
opportunities and threats lie, is the first step to
improving the performance of your business
• Developing an implementation plan allows you to
plan where and how your resources are applied to
best effect
• Your competitors are continuously improving their
business performance. You need to move forward
“just to stand still”.
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21. You will benefit from a Business Health
Check…
• Structured analysis of the external environment you
face
• Review of your business reported in an easy to
understand way
• Clearly identified Strengths, Weaknesses,
Opportunities and threats
• Recommendations of actions to improve problem
areas
• Project plan to implement solutions specifically
tailored to your needs
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22. Next Steps…
Contact John Capper & Co for your own free
personalised no-obligation discussion about a Business
Health Check for your business
Contact: John Capper
Phone: 07519 660092
Email: john@johncapper.net
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