Hands-On Advisory Assessment Questionnaire
E Society - Management Consulting
Name
*
First Name
Last Name
Phone Number
*
Email
*
Company Name
*
Location
*
General Questions
What is your position?
*
Owner
CEO (In charge of running the business)
Owner and CEO
If Owner, then who is running the business?
*
What is your business field?
*
Trading
Services
Manufacturing
Describe your business field.
*
Write a brief description of your business field.
How many branches do you have?
*
How many employees do you have?
*
Do you have an organization chart that can be provided?
*
Yes
No
Do you have job description for each position?
*
Yes
No
How many departments do you have in your company?
*
HR
Finance
Sales
Operations
Inventory
HR Department Questions
Do you have a HR manager besides the CEO who is accountable for the HR process?
*
Yes
No
If No, then who is in charge of HR?
*
Do you have employee contracts that are aligned with the Saudi Law?
*
Yes
No
I don't know
Do you have a recruitment process?
*
Yes
No
Do you have yearly employee evaluation process?
*
Yes
No
Finance Department Questions
Do you have a Finance manager besides the CEO who is accountable for the Finance process?
*
Yes
No
If No, then who is in charge of Finance?
*
Do you have quarterly financial statement reports? (Income Statement, Cash Flow, Balance Sheet, Shareholder Equity)
*
Yes
No
Do you have "Zakah" certificate?
*
Yes
No
When do you review your receivables?
*
Weekly
Monthly
Quarterly
Yearly
Never
Do you have dead receivables?
*
Yes
No
When do you review your payables?
*
Weekly
Monthly
Quarterly
Yearly
Never
When do you review your operational expenses?
*
Weekly
Monthly
Quarterly
Yearly
Never
How many bank accounts does your business have?
*
What is the purpose of each account?
*
Do you have petty cash process where you can document and track the petty cash?
*
Yes
No
Do you have payment approval process where you can document and track the payment?
*
Yes
No
Do you have a purchase order process where you can document and track your purchases?
*
Yes
No
Inventory Department Questions
Do you have an Inventory Manager besides the CEO who is accountable for inventory?
*
Yes
No
If No, who is in charge of inventory?
*
How often do you create an inventory report?
*
Weekly
Monthly
Quarterly
Yearly
Never
Sales Department Questions
Do you have a Sales manager besides the CEO who is accountable for Sales targets?
*
Yes
No
If No, then who is in charge of Sales?
*
How many Sales representatives you have?
*
Do you have a Marketing strategy?
*
Yes
No
How often do you check your Sales Report?
*
Weekly
Monthly
Quarterly
Yearly
Never
Do you have Sales targets?
*
Yes
No
Do you have a Sales bonus plan?
*
Yes
No
Have you done competitor analysis?
*
Yes
No
Do you have a pricing structure?
*
Yes
No
Operations Department Questions
Do you have an Operations manager besides the CEO who is accountable for operations?
*
Yes
No
If No, then who is in charge of operations?
Do you have a work order process where you can document and track the order?
*
Yes
No
Do you have a monitoring process of your operations where you can document and track the operations?
*
Yes
No
Do you have a procurement process where you can document and track the procurement?
*
Yes
No
Do you have a quality assurance process where you can document and track the quality of your service/product?
*
Yes
No
Do you have a person in charge of Safety?
*
Yes
No
If Yes, who is it?
*
Do you have a person in charge of Maintenance?
*
Yes
No
If Yes, who is it?
*
Do you require Logistics in your business?
*
Yes
No
Who is in charge of logistics?
*
Do you have a monitoring process for your logistics where you can document and track the logistics?
*
Yes
No
Compliance Questions
Do you have a valid CR?
*
Yes
No
Does your CR activities match your business field?
*
Yes
No
Do you have Municipality (Baladiyah) license?
*
Yes
No
Do you have Labor office file?
*
Yes
No
Do you have Saudization certificate?
*
Yes
No
Do you have GOSI certificate?
*
Yes
No
Do you require Health certificate?
*
Yes
No
Do you require any accreditation in your business?
*
Yes
No
Company Image Questions
Do you have a website?
*
Yes
No
Do you have a company profile?
*
Yes
No
Do you have Logo and Branding?
*
Yes
No
Do you have any part of your service digitized?
*
Yes
No
Do you have any part of your internal process digitized?
*
Yes
No
Do you have "Mission" and "Vision" statements?
*
Yes
No
Submit
Should be Empty: