UBUNTU Strategic Business Analysis Questionnaire Registered Business Name*The name or title under which a person, or other legal entity, trades.Trading as Business NameIf different from the registered business nameBusiness Type*Sole PropreprietorPty (Ltd)PartnershipNGONPOTrustGov OrganisationClose CorporationNot registeredCo-operativeOtherIndustry*The main industry in which the business operates, for example: construction or manufacturing Business Registration NumberThe business registration number, if registered with CIPCVat Registration NumberIf registered for VATB-BBEE LevelLevel 1Level 2Level 3Level 4Level 5Level 6Level 7Level 8Non-compliantBusiness Address*Contact Name*Designation*Contact Number*Email Address*Is the business a member of any Associations?*For example: trade associations and chambers of commerce etcIs the business Affiliated to any other organisations?*Partner businesses or holding companies Is there a Business Plan in place?*An official plan that describes in detail how the business is going to achieve its goalsWhen was the business plan last updated?*What is the overall Vision for the business?*An aspirational description of what the business aims to achieveWhat is the business's Mission?A description of the business's core purpose and focusWhat are the business’s 3 main Strengths?*Strengths refer to aspects that provide the business with an advantage over its competitorsWhat are the business’s 3 main Weaknesses?*Weaknesses refer to areas in which the business has a disadvantage in relation to its competitorsAre you aware of any existing or future Opportunities for the business? If yes, provide details*Opportunities refer to favorable situations that can be used to the business's advantageHas the business been affected (Positively or Negatively) by changes in the Political environment?*For example: trade and tariff controls, regulations and legislationHas the business been affected (Positively or Negatively) by the Economic climate of the country?*For example: inflation, interest rates and the impact of globalization What departments are there throughout the business? Please use "Ctrl" to select multiple departments*Research and DevelopmentProcurementProductSales and MarketingAdministrationOperationsFinanceInformation TechnologyHuman ResourcesTraining and DevelopmentLegal and ComplianceA department is a specialized functional area within the business that relies on a series of processes and is managed by a team Number of employees in the Research and Development Department?*1-55-1010-1515 +Number of employees in the Procurement Department?*1-55-1010-1515 +Number of employees in the Product Department?*1-55-1010-1515 +Number of employees in the Sales and Marketing Department?*1-55-1010-1515 +Number of employees in the Administration Department?*1-55-1010-1515 +Number of employees in the Operations Department?*1-55-1010-1515 +Number of employees in the Finance Department?*1-55-1010-1515 +Number of employees in Information Technology Department?*1-55-1010-1515 +Number of employees in Human Resources Department?*1-55-1010-1515 +Number of employees in Training and Development Department?*1-55-1010-1515 +Number of employees in Legal and Compliance Department?*1-55-1010-1515 +Does the business have a support team in place?*LawyerAuditorBrokerIT ConsultantManagement Consultant Is there a Human Resource Plan in place?*YesNoA plan or series of plans that address current and future human resource needs for the business Is the human resources department up-to-date with current Employment Legislation?*YesNoAre any employees members of Unions? If yes, provide detailsWhat is the business’s current Recruitment Process?*The process used to identify and recruit for all human resource requirements throughout the businessDo all employees have up to date Employment Agreements?YesNoA formal agreement that specifies the conditions of the relationship between an employer and employeeDo all employees have detailed Job Descriptions?*YesNoA formal document that identifies primary tasks, functions, roles, responsibilities and authorityIs there a Talent Management Plan in place?YesNoA plan focused on developing and retaining key employees Is there a Skills Development Plan in place?*YesNoA plan focused on education and training efforts to enable employee growthIs there Succession Planning towards retirement of key personnel?YesNoA plan focused on identifying and developing employees with the potential to fill key leadership positions in futureIs there a Performance Management plan throughout the business?*YesNoA plan that assist to closely monitor and guide critical behaviour traits required to acheieve performance targets What are the core Products and Services offerred?*What are the Unique Selling Points of your core products or services?*Factors that may differentiate your products and services from competitorsDo any products have existing Patents, Copyrights or other forms of Protection? If yes, provide details*The sole rights to exclude others from making, using, or selling an invention or productIs the business’s Intellectual Property continuously developed and protected?*YesNoIntangible property that is the result of creativity and innovationAre there specific Quality requirements for your products or services?YesNoIs product Pricing competitive?YesNoAre there new Products and or Services in Development? If yes, provide details* Is there a Marketing Plan in place?YesNoAn official plan or series of plans that guide the business's marketing activities and budgetWhen was the plan last updated?Does the marketing plan provide clear Goals and Objectives?YesNoDoes the marketing plan provide clear Budgets and Targets?YesNoWhat are the main Channels of Distribution used by the business?For example: wholesale, retail and eCommerceAre there distribution opportunities in other Areas?*Is Customer Service a priority for the business?YesNoThe focus on looking after customers best interests, and helping them resolve any complaints they may haveIs there a customer care Department and or Hotline?YesNoA dedicated team to handle customer complaints and or compliments List the business's top 3 Competitors, including their website addresses?*When is the business’s Busiest time of year?*When is the business's Quietest time of year?*What is the nature of Competitive Rivalry in the industry?*Not competativeCompetetiveVery competetiveWhat are the Business's current Marketing and Advertising activities?For example: TV, radio and newspaper adverts, social media and online marketing etcWhat are the Competitors current Marketing and Advertising activities?Has the business submitted any Press Releases? If yes, provide details*An official statement or introduction issued to newspapers giving information on a particular product or serviceHas the business received any Positive or Negative Public Relations? If yes, provide details*For example: good reviews or poor service complaints communicated to the public and mediaWhat type of Marketing Material is available? Please use "Ctrl" to select multiple options*Product cataloguesProposalsBrochuresFlyersBusiness cardsBannersOther What other Marketing Collateral is available? Please use "Ctrl" to select multiple options*Product samplesPromotional giftsPrizes and giveawaysOtherDoes the business have a Website? If yes, provide website address*When was the website last updated?*Which Social Media platforms does the business use? Please use "Ctrl" to select multiple options*LinkedInFacebookGoogle +TwitterPintristOtherWhat is the level of Activity on Social Media platforms?Very activeActiveNot activeHow often do Social Media platforms get Updated?DailyWeeklyMonthlyWhat Geographical Areas does the business sell in?*ProvincialNationalInternationalIs there an In-house or Out-sourced sale team?*In-houseOut-sourcedOtherWhat is the structure of the Sales Team? Please use "Ctrl" to select multiple options*Lead generatorsNew business sales teamAccount management teamSales support teamAdmin teamWhat unique Skills and or Knowledge does the sale team provide?*Are there achievable Targets, Rewards and Incentives in place for the team?How is the sales Pipeline managed?The process from rom initial contact with a potential customer, or prospect, to qualifying that prospect into a leadWhat Prospecting Activities are carried out?What Systems are used in the sales function?FinancialSalesForceCRMReportingOtherHow many Key Accounts does the business have in relation to overall sales? What are the main Inputs required to produce the product or services for the business?What is the basic Transformation process applied to the Inputs listed above to produce the final product or service?What are the actual Outputs or products and services produced?Is there a comprehensive Operations plan in place?Have Standard Operating Procedures been finalized through each phase of production?Are there existing Operations Goals and Targets?Is there Sufficient Capacity to reach operations goals?Do operations Flow Smoothly without interruption?Are there Operating Manuals available for training?Are Time Controls for each area of operation? Has the business got sufficient Insurance Cover?What is the Condition of equipment used for operating purposes?Does the current equipment Require Upgrades?Are Spares and or Replacements easily available?Are facilities in Good Working condition?Are Quality Assessments done on delivered services?Is Inventory well controlled?How is Productivity currently measured?How does the business manage Logistics? Are there Effective Systems in place?Management Information SystemDecision Support SystemExecutive Support SystemAre Records well Maintained and easy to find?What is the nature of the business's Computer Hardware?Does the business own or make use of any unique Software Applications?How are Databases Stored and Managed? When is the business's Year End?Does the business have established Financial Goals?How successful has the business been in achieving such goals?Are Financial Management Controls and Monitoring processes in place?Are Trends easily Identifiable based on available financial information?Does the business have Up to date Audited Financial Statements and management accounts? Is the Gross Profit Margin in line with industry standards?What is the average Gross Profit percentage?Is the Net Profit margin in line with industry standards?Is the Operating Profit in line with industry standards?What is the value of Working Capital required to operate the business?Does the business make use of Overdrafts or Loans?Is there Sufficient Working Capital available in the business?What is the nature and Availability of Emergency Funds?How are Costs Managed in the business? Does the business effectively Forecast and Budget?What is the nature of Operating activities?What is the nature of Investing activities?What is the nature of Financing activities? What is the nature of Liquidity in the business?What is the Value of Total Assets?What is the Value of Current assets?What is the Value of Non-current assets?What is the value of Total Liabilities?What is the value of Total Equity?What is the Average Annual Revenue?What is the Average Gross Profit per year?What is the Average Operating Profit per year?What is the Average Profit Before Tax?What is the Average Net Income per month and per year? Is there a dedicated Asset Manager in the business?What is the estimated Value of Stock-on-hand?What is the average Value of Accounts Receivable?What is the value of Net Working Capital?What Percentage Growth has the business experienced over the last three years?Is there a Capital Investment plan for the business?Does the business Own any Property?Does the business Own and Operate its own Fleet of Vehicles?Fleet details in summary?Is there Capital Equipment on Lease?Lease details?What is the average Value of the Debtors Book?What is the nature of Payment Terms and Relationships with debtors?Have your Debtors been Ceded? If so, to whom?Have your debtors been Factored? If so, to whom?What is the current Order Book Value?What is the average Percentage in Cash Sales?What is the average Percentage in Credit Sales? What Payment Terms are provided to customers?What is the average number of Days to Collect?What is the nature of Payment Terms and Relationships with Creditors?Has Tax planning been carried out?Corporate taxSalary structuringLoans accountsIs there an Investment Portfolio in place?What is the Cash Value on Investments?Does the business have Offshore Investments?What Estate Planning has been carried out? Are all Relationships protected with Strong Agreements?PartnershipSuppliersEmployeesCustomersAre there existing Codes of Ethics for the business?Has Disruption Planning been carried out?ResignationsLitigationsOppositionCommentsThis field is for validation purposes and should be left unchanged.
