BUSINESS HEALTH ASSESSMENT
See the business clearly. Decide what needs attention first.
The Business Health Assessment helps you examine how the business currently operates, identify friction and gaps, and recognize where greater clarity or structure may be needed.
A PRACTICAL STARTING POINT
You do not need to diagnose the entire business on your own.
The assessment provides a structured way to step back from daily demands and consider how the business functions as a connected whole.
It is not a test, scorecard of personal ability, audit, or professional certification. It is a decision-support tool designed to help you recognize patterns, identify priorities, and choose a practical next step.
WHAT THE ASSESSMENT REVIEWS
Eight connected areas of business operations.
The questions help you consider how these areas currently support—or complicate—the work.
Strategy
Purpose, priorities, goals, choices, and the outcomes the business is working toward.
Workflow
How tasks, projects, responsibilities, handoffs, and recurring work move through the business.
Knowledge
How information, records, documentation, and working knowledge are organized and used.
Alignment
How people coordinate responsibilities, decisions, communication, expectations, and commitments.
Finance
How money is planned, tracked, compared, documented, and used to support decisions.
Capacity
Whether time, people, tools, equipment, supplies, and other resources can support the work.
Standards
How policies, procedures, requirements, controls, and expectations guide consistent work.
Optimization
How the business reviews results, learns from experience, reduces friction, and improves over time.
WHAT YOU CAN LEARN
Turn observations into priorities.
Your responses can help you recognize where the business is working well, where friction is recurring, and where focused attention may create the greatest improvement.
Recognize Patterns
See repeated issues and connections that may be difficult to notice during daily work.
Identify Priorities
Separate immediate operating needs from issues that can be addressed later.
Choose a Next Step
Decide whether to use a practical tool, make an internal improvement, or request focused support.
AFTER THE ASSESSMENT
The result is a starting point—not a fixed diagnosis.
You can use what you learn to organize an internal improvement, select a relevant resource, or prepare for a focused support conversation.
When the issue involves several connected areas, The Executive Exchange can help define the scope, build the appropriate structure, and support implementation.
Explore support optionsBEGIN THE REVIEW
Start with an honest picture of the business today.
Complete the assessment to identify operating gaps, recognize priorities, and decide what deserves attention first.
Start the Business Health AssessmentComplete Your Business Health Assessment
Answer based on how your business operates today. Select “Not sure or not applicable” when appropriate.