Business Systems Scorecard

I have a documented annual revenue goal based on historical data (not hope).

I know exactly where I stand against my targets weekly (not monthly or quarterly).

I have a dashboard (WAR Board) that shows business health at a glance with clear red/yellow/green indicators.

I have a cash flow projection that shows me at least 8-13 weeks into the future.

I track leading indicators (activities) that predict revenue before it happens — not just lagging results.

I have a documented org chart that shows who reports to whom (even if I'm wearing multiple hats).

Every function in my business has a clear owner — there's no confusion about who's responsible for what.

Our key workflows are documented and visible to the team (not just in my head).

I've identified the bottlenecks in my business and have a plan to eliminate them.

We have written SOPs for our critical processes that allow someone else to do the work consistently.

Every role has written performance expectations that define what "good" looks like — signed and acknowledged.

I have a system for holding people accountable that doesn't depend on my emotional state or memory.

My team leads/managers can address performance issues without escalating everything to me.

I have structured feedback conversations (not just "good job" or reactive criticism).

There's a clear development pathway for people who want to grow into leadership roles.

I know exactly where my leads come from and which sources produce the best customers.

I can tell you our conversion rate at each stage of the sales process (leads → quotes → closed).

We have a systematic follow-up process — no quote or lead falls through the cracks.

I know how many touchpoints it takes before someone typically buys from us.

We have a system for maximizing lifetime value (upsells, referrals, retention) from existing customers.

Our service quality is consistent regardless of which team member performs the work.

We have quality checkpoints that catch problems before customers do.

Our customer experience is mapped and systematized — not left to individual interpretation.

We have documented processes that allow us to train new people quickly.

We have a system for continuous improvement — capturing what went wrong and fixing it systematically.

My books are updated weekly (not monthly) and I review them regularly.

I understand my financial reports well enough to make decisions from them (not just hand them to my accountant).

I know my break-even number and review actual performance against it.

I have a system for collecting accounts receivable — invoices don't sit unpaid for weeks.

I have visibility into accounts payable — I know what's owed and when it's due.

I have a structured interview process that reveals character and work patterns (not just credentials).

I screen for internal accountability before investing significant interview time.

New hires get productive within weeks (not months) because of systematic onboarding.

I have clear 30-60-90 day milestones for new hires with documented expectations.

Good people stay because there's a visible career pathway — not just a job.