Business Management Diagnostic Test.

It may be that at some point in your professional career you have considered conducting a self-assessment of the management of your company.

Sometimes we need to rethink what we do and if we have the capacity to improve.

Surely in this test you would have included more questions or you would have included other types of questions.

If so, you can send me an email with questions that you would have included to evaluate the management of your company, in this way I will be able to update and expand the test according to your opinions.

I hope the test can help you evaluate the situation in your company.

The data collected is anonymous, Google Forms has been used to prepare the test.


Questions included in the Business Diagnostic Test.

  • Does your company perform a thoughtful forecast of sales by areas and products?
  • Does your forecast of purchases and your schedule of manufacture take into account the forecast of sales?
  • Does your company have the appropriate means to communicate its products or services?
  • Do you have enough resources to cover the volume of orders?
  • Do you know the percentage of total income that each of your customers represents?
  • Do you know which customers and products or services contribute the most total margin to the company?
  • Do you know the total margin that each salesperson or sales team contributes to the company?
  • Do you have procedures and systems to attract new customers?
  • Do you have procedures to maintain or increase the sales of current customers?
  • Do you know the percentage of income that current customers represent over the total?
  • Do you control the income and margins generated by the different sales channels that you may have?
  • Do you have established global sales objectives and for each salesperson?
  • Do you know the number of new customers obtained by salesperson in a certain period of time?
  • Do you know what each of your commercials sells and why? Do you know what it does not sell and why not?
  • Does your company have a sales funnel that allows you to know the conversion rates?
  • Do you have the necessary tools to determine the sales prices?
  • Do you know how your prices are in relation to the competition and the causes of the difference?
  • Do you know what is the margin generated from a sales order?
  • Do you have a system that allows you to know customer feedback or the satisfaction rate?
  • Do you have established income, cost and profitability objectives and analyze their deviations?
  • Do you control the forecast profitability with respect to the established objective (Budget) to be able to make decisions?
  • Do you know what is the forecast profitability of what you sell?
  • Do you know what the total gross margin is necessary to start making money?
  • Do you periodically have a analytical P&L that allows you to analyze profitability and make decisions?
  • Do you know the time and cost that your company spends to carry out administrative processes?
  • Do you have the necessary computer resources to achieve greater efficiency in administrative processes?
  • Do you have the necessary computer resources to be able to consult the essential information for the management of the company?
  • Do you know the advantages of integrated and centralized management in a company with ERP software?
  • Do you have a permanent control system for the key indicators of your company?
  • Do you have a Scorecard that allows you to control the strategic and operational Key Indicators?
  • Do you know the quantity and value of the stocks at any time of the year?
  • Do you keep your accounting of payments up to date?
  • Do you know the amount of everything pending to pay and when will be paid it?
  • Do you know the average payment term from your customers and the average payment term to your suppliers?
  • Do you know how much is the amount of your doubtful customers?
  • Do you have a follow-up procedure to recover the unpaid?
  • Do you know the future treasury that you will have available in the coming months?
  • Do you have a financing strategy based on future treasury?
  • Do you know the percentage that financial costs represent over the total income?
  • Do you know what your solvency ratio is?
  • Do you carry out a detailed study on the investments to be made, the cost, the financing, the cash flow and the return on investment?
  • If your company works with projects, do you plan the resources to consume and their cost in each project?
  • Before starting a project, do you know the forecast margin it will generate?
  • Do you have detailed the tasks to be carried out in each project and the execution deadline to meet the compromise with the customer?
  • Do you keep track of the income and expenses of each project to know its real margin?
  • Do you perform an analysis of deviations of income, expenses and margin of each project?
  • Do you know what its your real and effective production capacity?
  • Do you know what are the bottlenecks of your production process, that is, the operations that limit your productive capacity?
  • Do you know the percentage of unproductive hours and its causes?
  • Do you know the percentage of absenteeism and its causes?
  • Do you have a manufacturing program that takes into account the delivery times requested by the customer?
  • Is the manufacturing program regularly updated and are variations in the delivery time communicated?
  • Do you plan the workload per operation?
  • Is the daily work of each operator scheduled, giving him the work necessary to achieve optimum performance?
  • Do you know the forecast production costs?
  • In addition to direct costs, do you take into account indirect production costs for calculating the cost of the product?
  • Do you have a system to periodically control the manufacturing cost and deviations from what was expected?
  • Do you control the consumption of materials and the causes of deviations from what was planned?
  • Do you control the amount of waste or scrap that is generated?
  • Do you have a statistical quality control implemented in your manufacturing processes?
  • Do you have a production incentive system in place?
  • Do you have a quality incentive system in place?
  • Is the available staff the minimum necessary to cover the entire workload?
  • Is the number of intermediate managers the minimum to supervise the entire workload?
  • Do you have an error detection system implemented?
  • If you manufacture under stock, do you have optimized manufacturing volumes based on demand and delivery times and quantities?
  • Do you have a system or procedure in place to optimize material supplies?
  • Do you apply techniques such as Lean Manufacturing or 6-Sigma to improve and optimize production processes?
  • Do all the people in the company know their mission, their responsibility and what is expected of them?