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An Organizational Effectiveness Questionnaire

Hubbard College of Administration

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"Your service facility forprosperity and expansion"1221 Rogers Street, Suite A, Clearwater, FL 33756

(727) 446-7396

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1. I am achieving my financial goals for my company.2. I have very good success at finding and hiring capable employees.3. Little competition exists in our market.4. I give my credit collection staff a rating of 8 out of 10 or better.5. In terms of what we deliver to our customers, we are technically the

best.6. I have a regular check on the quality of my product/service.7. We use surveys when going after new business.8. I often feel guilty about not spending more time with my family.9. Owners and managers should give unexpected bonuses to keep'

employees on their toes instead of having a routine system of bonuses.10. I believe that people can be helped.11. There has been a downtrend in our profitability over the past 12

months.12. Employees often don't understand how their jobs affect others in the

company.13. The on-going needs of our customers are well-defined and used for in­

creasing sales to them.14. Customers often complain about errors in their accounts.15. What we deliver to our customers is normally on time and better than

they expected.16. I use customer complaints as a means to improve the business.17. We keep a record of new clients and know how effective our

promotion is.18. There are influences outside my business that demand my attention

right now.19. It is only natural for labor and management to be mistrustful of each

other.20. There is something missing in my life.21. We have cash flow problems that need to be resolved.22. Newly hired employees in my business are quickly trained and soon

functioning well at their jobs.23. Our promotional materials effectively produce repeat business.24. I am kept waiting for up-to-date figures on Accounts Receivable.25. If I had better equipment, I could produce a better product/service for

my customers.26. My staff know they're good, I don't need to praise them.27. We have effective and proven programs for generating new sales.28. ·There's quite a bit of stress in my life.29. Trying to define and measure the results produced by each employee

would be a waste of time.30. There are other things that I think I should be doing with my

company.31. My company has been involved in litigation as a defendant within the

past two years.32. I often find myself solving problems that others (managers or

employees) should handle.33. We do not have a regular communication going out to our regular

customers..34. My company has an excellent credit rating.35. My sales department frequently complains about deliveries.36. My business has no call for "correction programs."37. Our company is getting positive exposure from newspaper articles,

free publicity, etc.38. I'm concerned about my health at times.39. Teamwork inhibits creativity.40. There are some problems in my business for which I have no

solutions.41. The amount of debt that my company is carrying is a problem or a

potential probrem.42. I could get more work done each day if I had fewer interruptions.43. We'do special promotions which are available only to our existing

customers.44. Payroll is always done on time.45. I haven't yet trained anyone to manage and care for the

production/service area as well as I do it myself.46. We keep and use the staff suggestion box (or a similar system).47. I have at least one employee whose sole job is to develop new

business.48. There are too many accide~ts/mistakesin my life.

49. A good policy in business would be to cut every comer possible inorder to increase profit margins.

50. I intend to find a way to be more effective.51. The long term profitability of my company is in an uptrend.52. Communication within my company flows smoothly and quickly to

the right person with no misunderstandings.53. Our average sale per customer is increasing.54. Tax payments are usually on the late side.55. Quality of service tends to collapse when I am away from the area for

any extended period of time.56. Our staff training system is an on-going affair.57. We don't expect much return from our promotional campaigns.58. I have one or more physical problems.59. Most people don't want to work, and do so only because of economic

necessity.60. I'm looking for help to improve conditions.61. My gross sales have expanded for the last two years.62. I have a reward system for employees who do more than their share.63. Weare losing business because of inadequate follow-up of existing

customers.64. I can lay my hands on all financial statements at short notice.65. My production staff takes pride in pleasing the customer.66. I have several people in training at this time to take over positions

senior to those they now hold.67. Generating new business is not an essential part of our sales

forecasts.68. Others have influenced me in making decisions that I later regretted.69. Expansion isn't always desirable.70. There is something that I need to change or things will worsen.71. There is an external factor which is a threat to the viability of my

company.72. I sometimes wonder how productive some of my employees

really are.73. We have a complete data base of past and present customers.74. I would like to receive the financial reports more quickly.75. I sometimes cringe and want to hide when my employees are speak-

ing to customers.76. We get along very nicely without any staff training.77. Public Relations is an essential part of our marketing.78. I sometimes experience periods of worry and depression.79. Most problems between people can be resolved with communication.80. Most things that claim to help people actually do more harm than

good.81. My company is dependent on additional external funding (debt or

equity) for continued survival.82. I keep graphs of all the key statistics of my company.83. We have a very loyal and expanding customer base.84. The fixed assets inventory is complete and up-to-date.85. There is excellent coordination of finance, supplies, personnel

logistics, etc. in my business.86. We apply the principle of quality control to our entire organization.87. I keep separate records of new business and repeat business.88. The rewards of operating my business far outweigh the difficulties.89. A good leader would not hesitate to sacrifice an individual for the

good of the group.90. There isn't anything someone else could tell me that would help me

run my business better.91. My company's cash position is better than it was a year ago.92. Overall, morale in my company is very high.93.500/0 or more of our business comes from one customer.94. I know where the money's going before it gets spent.95. If we did a survey of our customers, at least 900/0 of them would say

that they were satisfied with what we delivered.96. I have a statistic which measures the effectiveness of our Quality

Control.97. We get new business from referrals from existing customers.98. Someone or something else is responsible for the condition my company

is in.99. A good executive would rather earn money than borrow it.

100. I continually look for ways to improve myself and my company.

Copyright © Epoch Consultants, Inc. 1988

EPOCH BUSINESS ANALYSIS QUESTIONNAIREANSWER SHEET

Name _

Title Company _

1YPe of Business # Employees ---

Address _

City/State/Zip _

Telephone Date _

1 __

2 __

3 __

4 __

5 _

6 __

7 __

8 __

9 __

10 __

INSTRUCTIONS FOR COMPLETING THE EPOCH BUSINESS ANALYSIS QUESTIONNAIRE

1. Please fill in your name, title, phone number, etc. in the spaces provided on the answer sheet.2. There are 100 numbered questions. Indicate your answer to each one of them by making a mark in the oval (000) correspond­

ing to the appropriate number on the answer sheet. Move from left to right across the page.

+ (Plus) means I AGREE, YES or MOSTLY YESM (Middle) means UNCERTAIN, MAYBE, NEITHER YES nor NO- (Minus) means I DISAGREE, NO or MOSTLY NO.

3. Answer the questions based on the main product or service that you deliver. "Customers" includes "Clients," "Patients"and so on, as appropriate.

+ M - + M - + M - + M - + M - + M- + M - + M - +M- + M -

100 0 2 0 0 0 3 0 0 0 400 0 5 0 0 0 6 0 0 0 7 0 0 0 8 0 0 0 9 0 0 0 10 0 0 0

11 0 0 0 12 0 0 0 13 0 0 0 14 0 0 0 15 0 0 0 16 0 0 0 17 0 0 0 18 0 0 0 19 0 0 0 200 0 0

21 000 22 0 0 0 23 0 0 0 24 0 0 0 25 0 0 0 26 0 0 0 27 0 0 0 28 0 0 0 29 0 0 0 300 0 0

31 000 32 0 0 0 33 0 0 0 34 0 0 0 35 0 0 0 36 0 0 0 37000 38 0 0 0 39 0 0 0 400 0 0

41 000 42 0 0 0 43 0 0 0 44 0 0 0 45 0 0 0 46 0 0 0 47 0 0 0 48 0 0 0 49 0 0 0 500 0 0

51 000 52 0 0 0 53 0 0 0 54 0 0 0 55 0 0 0 56 0 0 0 57 0 0 0 58 0 0 0 59 0 0 0 600 0 0

61 000 62 0 0 0 63 0 0 0 64 0 0 0 65 0 0 0 66 0 0 0 67000 68 0 0 0 69 0 0 0 70 0 0 0

71 0 0 0 72 0 0 0 73 0 0 0 74 0 0 0 75 0 0 0 76 0 0 0 77 0 0 0 78 0 0 0 79 0 0 0 80 0 0 0

81 0 0 0 82 0 0 0 83 0 0 0 84 0 0 0 85 0 0 0 86 0 0 0 W7 0 0 0 880·00 89 0 0 0 900 0 0

91 000 92 0 0 0 93 0 0 0 94 0 0 0 95 0 0 0 96 0 0 0 97 0 0 0 98 0 0 0 99 0 0 0 100 0 0 0