Survey Form

Company* Department*

1. The executive team is healthy and aligned.

Q1.1 Team members understand each other's differences, priorities, and styles.

YES NO MAY BE

Q1.2 The team meets frequently in a week for strategic thinking.

YES NO MAY BE

Q1.3 The team participates in ongoing monthly executive education.

YES NO MAY BE

Q1.4 The team spends sufficient time in constructive debates, and all members feel comfortable

YES NO MAY BE

2. Everyone is aligned with the #1 thing that needs to be accomplished this quarter to move the company forward.

Q2.1 There is a clear understanding of the company's top priority for the current quarter.

YES NO MAY BE

Q2.2 All departments and teams are aligned with the top 3-5 priorities for the quarter.

YES NO MAY BE

Q2.3 A Quarterly Theme and Celebration/Reward are announced to all employees to bring the Critical Number to life

YES NO MAY BE

Q2.4 There is a clear process for communication posted throughout the Company on Quarterly Themes/Critical Numbers to all employees.

YES NO MAY BE

3.Communication rhythm is established, and information moves through the organization accurately and quickly

Q3.1 All employees participate in a daily huddle that lasts less than 15 minutes.

YES NO MAY BE

Q3.2 All teams have a weekly meeting.

YES NO MAY BE

Q3.3 There is a regular meeting of Executives and Middle Managers to resolve burning issues every month to make it a regular Habit.

YES NO MAY BE

Q3.4 Quarterly and Annually Executives, and Middle Managers meet offsite to have a focused, efficient, and action-oriented.

YES NO MAY BE

4. Every facet of the organization has a person assigned with accountability for ensuring goals are met.

Q4.1 The Function Accountability Chart has the right mapping of people doing the right things.

YES NO MAY BE

Q4.2 Financial data is readily available and understood by key decision-makers against each line item.

YES NO MAY BE

Q4.3 Each of the 4-9 processes on the Process Accountability Chart (PACe) has someone accountable for them.

YES NO MAY BE

Q4.4 Each of the Key Thrust/Capability is backed by an expert on the Advisory Board with experience of 3-5 Years if internal expertise is lagging behind.

YES NO MAY BE

5. Ongoing employee input is collected to identify obstacles and opportunities.

Q5.1 All executives (and middle managers) have a Start/Stop/Keep conversation with at least one employee weekly.

YES NO MAY BE

Q5.2 The insights from employee conversations are shared at the weekly executive team meeting.

YES NO MAY BE

Q5.3 Employee input about obstacles and opportunities is collected weekly.

YES NO MAY BE

Q5.4 A mid-management team is responsible for the process of closing the loop on all obstacles and opportunities.

YES NO MAY BE

6. Reporting and analysis of customer feedback data are as frequent and accurate as financial data.

Q6.1 All executives (and middle managers) have a 4Q conversation with at least one end-user weekly.

YES NO MAY BE

Q6.2 The insights from customer conversations are shared at the weekly executive team meeting.

YES NO MAY BE

Q6.3 All employees are involved in collecting customer data.

YES NO MAY BE

Q6.4 A mid-management team is responsible for the process of closing the loop on all customer feedback.

YES NO MAY BE

7. Core Values and Purpose are “alive” in the organization.

Q7.1 The company's core values are clearly defined and communicated and it is known to all employees.

YES NO MAY BE

Q7.2 Employees understand and embody the company's core values and purpose when praised or reprimanded.

YES NO MAY BE

Q7.3 HR processes and activities are aligned with the Core Values and Purpose

YES NO MAY BE

Q7.4 Actions are identified and implemented each quarter to strengthen the Core Values and Purpose of the organization.

YES NO MAY BE

8. Employees can articulate the following key components of the company’s strategy accurately

Q8.1 Big Hairy Audacious Goal (BHAG).

YES NO MAY BE

Q8.2 Core Customer.

YES NO MAY BE

Q8.3 3-5 year Key Thrusts/Capabilities.

YES NO MAY BE

Q8.4 3-5 year Key Initiatives.

YES NO MAY BE

9. All employees can answer quantitatively whether they had a good day or week (column 7 of the one-Page Strategic Plan)

Q9.1 1 or 2 Key Performance indicators (KPIs) are reported on weekly for each role/person.

YES NO MAY BE

Q9.2 Each employee has 1 Critical number that aligns with the company’s Critical number for the quarter (clear line of sight).

YES NO MAY BE

Q9.3 Each individual/team has 3-5 Quarterly Priorities/Rocks that align with those of the company

YES NO MAY BE

Q9.4 All executives and middle managers have a coach (or peer coach) holding them accountable to behavior changes.

YES NO MAY BE

10. The company’s plans and performance are visible to everyone

Q10.1 A “situation room” is established for weekly executive team meetings.

YES NO MAY BE

Q10.2 Core Values, Purpose, and Priorities are posted throughout the company.

YES NO MAY BE

Q10.3 Scoreboards are up everywhere, displaying current progress on KPIs and Critical Numbers for the company, teams, and individuals.

YES NO MAY BE

Q10.4 There is a standard meeting agenda for weekly and daily meetings.

YES NO MAY BE

Management Habit Survey

Survey Questions

1. The executive team is healthy and aligned.

2. Everyone is aligned with the #1 thing that needs to be accomplished this quarter to move the company forward.

3.Communication rhythm is established, and information moves through the organization accurately and quickly

4. Every facet of the organization has a person assigned with accountability for ensuring goals are met.

5. Ongoing employee input is collected to identify obstacles and opportunities.

6. Reporting and analysis of customer feedback data are as frequent and accurate as financial data.

7. Core Values and Purpose are “alive” in the organization.

8. Employees can articulate the following key components of the company’s strategy accurately

9. All employees can answer quantitatively whether they had a good day or week (column 7 of the one-Page Strategic Plan)

10. The company’s plans and performance are visible to everyone