|
CONSTRUCTION INDUSTRY ASSESSMENT OF ESSENTIAL SKILLS |
| Your Company Name: |
| 1. Does your business have a written Strategic Plan? |
| If you answered Yes, check all of the items listed below which are a part of your Plan. If you answered NO, check which of the following items have been drafted for your business in written form. |
| a.)
Definition of the specific business you are in? |
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| b.) Listing of general goals for the firm? | |
| c.) Listing of 1 year (short term) goals and 5 year (long term) goals? | |
| d.) Listing of potential impediments to achieving goals? | |
| e.) Written organizational chart which determines management succession? | |
| f.) Listing of marketplace attributes and list of competitor firms? | |
| g.) Listing of factors which will contribute to growth, and outline of
your firms projected rate of growth? |
|
| h.) Listing of resources your firm needs to achieve its goals and projected rate of growth? | |
| Date of last update of Strategic Plan |
| 2. Does your business have a written Marketing Plan? |
| If you answered Yes, check all of the items listed below which are a part of your Plan. If you answered NO, check which of the following items have been drafted for your business in written form. |
| b.) Listing of potential customers for your firm's services? | ||
| c.) Written procedures to evaluation potential customers with respect to:
credit, payment practices, legal rights of firm? |
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| d.) List with names of potential customer decision makers? |
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| e.) An outline which breaks down the various methods of marketing your firm will employ to attract potential customers? | ||
| Check all that are in use: | ||
| Attend Bus. Development Seminars & Workshops | Business Cards | |
| Signs on Vehicles & Trailers | Brochures | |
| Statement of Qualifications | Internet Web Page | |
| Telephone; White & Yellow Page Listings | Signs at Job-Site | |
| f.) The methods of measuring the results of your marketing efforts? |
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| Date of last update of Marketing Plan | ||
| 3. Does your business have a written Personnel system for employees? |
| If you answered Yes, check all of the items listed below which are a part of your system. If you answered NO, check which of the following items have been drafted for your business in written form. |
| b.) A Personnel Policy including required State & Federal AA/EEO Plan? | ||
| c.) Recruiting
and Interviewing procedures? |
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| d.)
Compensation Policy package? |
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| e.) An Alcohol and Drug Testing Program & Pre-employment Physical Exams? | ||
| f.)
Union or other
collective bargaining agreement? |
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| g.)
# of
employees during peak season: |
Off peak: | |
| Date of last update of Personnel Policy | ||
| 4. Has your business developed and maintained office systems which include
any of the following: |
| b.)
Efficient
physical office layout and set up of office equipment which suit your
firms current and near term needs? |
|
| c.) Established procedures for handling phone calls and visitors including
e-mail, voice mail, and message distribution? |
|
| d.)
Determined office access procedures for employees? |
| 5. Does your business have an established filing system which includes any
of the following: |
| b.)
Established
locations to file specific records? |
|
| c.)
A master list of file titles and locations? |
|
| d.)
The
form of retention for various types of records? |
|
| e.)
A determination
of who may have access to files and records, and sign-out system for
files? |
| 6. Does your business have a
procedure for reviewing bonding and insurance requirements? |
|
Insurance Review (check all that apply) |
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| b.)
Reviews occur
only when agent bills. |
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| c.)
Reviews occur only when claims are made. |
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| d.)
Reviews occur periodically |
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| Quarterly | Annually | |||
| Types of Insurance: |
Dollar limits of Coverage: |
| Commercial General Liability | |
| Workers Compensation | |
| Vehicle/Auto Insurance | |
| Builders Risk | |
| Professional Errors/Omissions | |
| Life | |
| Medical | |
| Disability |
| Bonding Review | |||
| Bid Bond | Payment Bond | ||
| Bid | Payment | ||
| Do you know where you would get a bond? |
| What do you feel your bonding capacity is at the present time? | |
| What is your bonding rate? | Not Sure |
| 7. Does your firm use a computer to perform any of the Administrative tasks mentioned in this section? |
