Business Wellness Scorecard:

Friday 24th of September 2021

  • Introductory Questions
  • HR Compliance
  • HR Human Capital
  • Sales
  • Finance
  • Business Process
  • HR Culture
  • Product and Service Delivery
  • Payroll Tax and Compliance
  • Benefits Retirement Planning
  • Benefits Strategic Review
  • Benefits
  • Insurance
  • Safety and Risk Management
  • Finish

Introductory Questions

Company Name



1. Business introduction

  • How it began, evolved, and what is it today?
    • Legal structure and ownership

    • What does the company do?

    • Who is your target audience?

2. Where does the company want to be in 1 year, 3 years, 5 years?

3. What is keeping you up at night?

HR Compliance

1. Do you know what federal laws apply to your company based on the number of employees you have?

 
 

HR Human Capital

2. Who manages your HR?

 
 

3. Do you have the right people in the right positions?

 
 

4. What is your onboarding process for new hires?

 
 

5. Do you have an offboarding program for terminations (voluntary and involuntary)?

 
 

6. What does your interview process look like?

 
 

Sales

7. What is your go-to-market strategy?

 
 

8. What is “the voice of the customer” as it pertains to your business?

 
 

Finance

9. Is the company properly capitalized?

 
 

10. How does the company compare to its peers in the industry?

 
 

11. What are your business expansion plans?

 
 

Business Process

12. What process improvement studies have you previously conducted?

 
 

13. Is waste and rework an issue?

 
 

14. Can you explain your true cost-of-quality?

 
 

15. What changes need to be made to your current facilities?

 
 

HR Culture

16. Describe the workplace culture of your company.

 
 

17. Please share your organization’s mission, vision, and a set of core values.

 
 

Product and Service Delivery

18. What is your current process for measuring customer satisfaction?

 
 

19. How does aged inventory, as a major driver for costs, impact your business?

 
 

20. Describe your selling and delivery process.

 
 

Payroll Tax and Compliance

21. What processes are in place to track and manage PTO requests, accruals, etc.?

 
 

Benefits Retirement Planning

22. Are you offering any kind of retirement benefits to your employees?

 
 

Benefits Strategic Review

23. Have you reviewed your benefit offerings to ensure they align with peer benchmarks?

 
 

Benefits

24. What value do your employees find in your medical benefit plan?

 
 

Insurance

25. Who on your team negotiates insurance plans?

 
 

Safety and Risk Management

26. Who is your point of contact for workplace safety?

 
 

Graphics Results

0
Assesmet Score

Introductory Questions

1. Business introduction

  • How it began, evolved, and what is it today?
    • Legal structure and ownership

    • What does the company do?

    • Who is your target audience?

2. Where does the company want to be in 1 year, 3 years, 5 years?

3. What is keeping you up at night?

Other Questions Results

HR Compliance Points
Do you know what federal laws apply to your company based on the number of employees you have?
HR Human Capital Points
Who manages your HR?
Do you have the right people in the right positions?
What is your onboarding process for new hires?
Do you have an offboarding program for terminations (voluntary and involuntary)?
What does your interview process look like?
Sales Points
What is your go-to-market strategy?
What is “the voice of the customer” as it pertains to your business?
Finance Points
Is the company properly capitalized?
How does the company compare to its peers in the industry?
What are your business expansion plans?
Business Process Points
What process improvement studies have you previously conducted?
Is waste and rework an issue?
Can you explain your true cost-of-quality?
What changes need to be made to your current facilities?
HR Culture Points
Describe the workplace culture of your company.
Please share your organization’s mission, vision, and a set of core values.
Product and Service Delivery Points
What is your current process for measuring customer satisfaction?
How does aged inventory, as a major driver for costs, impact your business?
Describe your selling and delivery process.
Payroll Tax and Compliance Points
What processes are in place to track and manage PTO requests, accruals, etc.?
Benefits Retirement Planning Points
Are you offering any kind of retirement benefits to your employees?
Benefits Strategic Review Points
Have you reviewed your benefit offerings to ensure they align with peer benchmarks?
Benefits Points
What value do your employees find in your medical benefit plan?
Insurance Points
Who on your team negotiates insurance plans?
Safety and Risk Management Points
Who is your point of contact for workplace safety?
Total Points Scored
Max Points Available
Assessment Score