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BUSINESS HEALTH CHECK
FOR EXISTING BUSINESSES AND NONPROFITS
FIND WHAT IS HOLDING YOUR ORGANIZATION BACK
You have already put time, money, energy, and sacrifice into building your organization. But working harder does not always produce better results when the strategy is unclear or the systems underneath the organization are not working together.
The PTP Business Health Check™ examines the Strategic Foundation and four business pillars to identify weaknesses, missed opportunities, competing priorities, and the issues preventing responsible growth.
BUSINESS HEALTH CHECK
WE BEGIN WITH THE FOUNDATION
Before looking at individual tactics, PTP examines whether the organization still has a clear strategic direction.
This may include:
Vision and Long-Term Goals
Target Customers, Clients, Donors, or Communities
Market Need and Competitive Position
Products, Services, Programs, or Initiatives
Pricing, Revenue, or Funding Model
Brand Position and Core Message
Organizational Priorities
Current Resources and Capacity
Barriers to Growth
Immediate and Long-Term Risks
The PTP Business Health Check™ helps identify what is working, what is broken, and what may be preventing profitable or sustainable growth.
The Business Health Check May Be Right For You if:
01
Growth has slowed or stopped.
02
Marketing is not producing enough qualified opportunities.
03
Revenue is inconsistent.
04
Leads are not being followed up with consistently.
Sales depend too heavily on one person.
05
06
The owner has become the bottleneck.
07
Employees are unclear about their roles or priorities.
08
Work is being completed differently by different people.
09
The organization has outgrown its current systems.
10
Customer or client experience is inconsistent.
11
The team is busy, but the most important work is not getting completed.
12
The nonprofit is struggling with donors, fundraising, sponsorships, or program delivery.
13
Managers are not holding people accountable.
14
You know something is wrong but cannot clearly identify the cause.
IDENTIFY THE REAL PROBLEM BEFORE INVESTING IN THE WRONG SOLUTION
FOUR EXISTING SERVICE BLOCKS
What appears to be one problem is often a symptom of something happening elsewhere.
We examine whether the organization is reaching the right people with the right message through the right channels.
This may include brand consistency, website performance, content, advertising, outreach, lead generation, campaign coordination, and measurement.
We examine whether the organization can deliver consistently and grow without creating greater confusion.
This may include staffing, roles, workflow, documentation, technology, policies, service delivery, quality control, vendor management, and capacity.
We examine whether leaders are communicating priorities, making decisions, delegating effectively, and holding themselves and the team accountable.
This may include management practices, communication, meetings, goals, scorecards, culture, conflict, morale, and follow-through.
We help identify the root problem before recommending more spending, more employees, more advertising, or more activity.
Three-Step Process Section
01
LISTEN AND EXAMINE
Each step turns uncertainty into clear decisions, responsbilities, and priorities you can act on.
We learn how the organization currently works, what leadership believes is wrong, what the team is experiencing, and what the available information reveals.
IDENTIFY AND PRIORITIZE
02
PTP separates symptoms from root causes and identifies which issues require immediate attention, which can wait, and which investments may not be necessary.
03
BUILD AND EXECUTE THE ROADMAP
We organize the recommendations into a practical order of action. Depending on the engagement, PTP can also assist with implementation, training, systems, project coordination, and accountability.
WHAT YOU CAN EXPECT
What You Should Gain From The Health Check
01
Organizational Health Overview
Gain a clearer picture of the organization’s current condition, including what is working and where improvement is needed.
02
Strengths and Growth Barriers
Identify organizational strengths, weaknesses, inefficiencies and obstacles that may be limiting sustainable growth.
03
Prioritized Recommendations
Receive prioritized findings and recommended corrective actions based on the organization’s most pressing needs.
04
Practical Action Roadmap
Establish immediate priorities through a practical 30-, 60-, or 90-day roadmap, depending on the agreed scope.
05
Performance and Accountability
Identify useful performance measurements and clarify leadership, team responsibilities and accountability.
06
Implementation Support
Explore options for continued guidance, training, project coordination and support as recommendations are implemented.
Specific deliverables are determined by the client’s written scope of work and may vary by engagement.
IT ALL STARTS WITH A CONVERSATION
Tell us what you are trying to build, where you are currently stuck, and what success looks like to you. We will help identify the right starting point and determine the next practical step on your Path to Plenty.