Business Audit Workbook
- Ing. Ales Kolenovsky, CMA
- Jul 12
- 3 min read
From Complexity to Clarity:
A Strategic Self-Assessment for Growth-Ready Business Leaders
🔍1: Introduction
Running and growing a business is a high-stakes endeavor. Whether you are preparing to scale, streamline or secure long-term value, the ability to see clearly across your business is the foundation for strategic success. This workbook gives you a focused, proven framework to assess your current state in:
· Strategy
· Operations
· Finance
· Leadership
adapted from top-tier consulting methods.
Use it as a starting point to:
Gain control over the haphazard
Spot inefficiencies and blind spots
Make smarter, faster decisions
Prioritize actions that create measurable business value
Let’s turn your ambition into a clear, actionable roadmap.
📊 2: How to Use This Workbook
Be honest with your answers.
Do not rush – reflect.
Review with your team if possible.
Use your results to guide coaching, consulting or self-led actions.
3: Strategic Clarity
Ask Yourself:
1. Is your vision clearly articulated and shared with your team?
2. Do you have strategic goals tied to clear KPIs?
3. Are you aware of key trends and competitors?
Action Steps:
Draft a one-page Strategic Plan (template on Page 9)
Hold a monthly strategic review meeting
Tool Tip: Use a simple OKR (Objectives & Key Results) framework
⚖️ 4: Operational Structure
Ask Yourself:
1. Do your processes enable higher growth?
2. Are roles & responsibilities documented and understood?
3. Can your business operate without you for a week?
Action Steps:
Map 3 core processes (sales, delivery, support)
Use RACI charts to assign roles clearly
Tool Tip:
Use a process mapping tool (like Lucidchart, MS Visio or ARIS process mapping)
📈 5: Financial Visibility
Ask Yourself:
1. Can you see your cash-flow projection for 3 months?
2. Do you know your breakeven point?
3. Are you pricing based on value and cost?
Action Steps:
Build a basic financial dashboard (or use the template on Page 10)
Identify your top 3 cost drivers.
Cost driver 1:
Cost driver 2:
Cost driver 3:
Tool Tip: Excel, Google Sheets, or a Power BI dashboard
💼 6: Team & Leadership
Ask Yourself:
1. Is your team aligned with the company’s mission?
2. Do you have regular 1:1s or check-ins?
3. Are you delegating effectively?
Action Steps:
Hold monthly team alignment sessions
Document SOPs for repetitive tasks
Tool Tip: Use Sharepoint, Notion or Google Docs for living SOPs.
🚀 7: Readiness to Scale
Ask Yourself:
1. Could you double your revenue without chaos?
2. Are your systems and people scalable?
3. Do you have data-driven decision-making?
Action Steps:
Create a scalable org chart for 2x growth
Prioritize automation in one core area
Tool Tip: Monday.com, ASANA or ClickUp.
📓 8: Your Audit Summary
Tally your YES answers:
13-15: You’re well-positioned to scale strategically. Focus on fine-tuning.
9-12: You’ve got potential. Strategic fixes will create leverage.
< 9: It's time for clarity. Start with a consulting session.
📅 9: Strategic Plan Template (1-Page)
Vision Statement:
Business Goals (Top 3):
1. Goal1:
2. Goal2:
3. Goal3:
Target Customer Profile:
Core Offerings:
Key Metrics (KPIs):
Top 3 Priorities This Quarter:
·
10: Financial Dashboard Template (Starter)
✨ Next Step:
Would you appreciate help reviewing this audit or designing your action plan?
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