Umberger Development Partners Inc.'s 2010 Business Success Survey
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1. OPPORTUNITIES TO IMPROVE SUCCESSES

For each statement below, mark True OR False AND mark one of the priority indicator boxes.

1. PLANNING

	True	False	This is a high priority for our organization.	This is a low priority for our organization.
We have a practical, useable, updated Strategic Plan.	*PLANNING We have a practical, useable, updated Strategic Plan. True	We have a practical, useable, updated Strategic Plan. False	We have a practical, useable, updated Strategic Plan. This is a high priority for our organization.	We have a practical, useable, updated Strategic Plan. This is a low priority for our organization.
We amend the Strategic Plan as necessary.	We amend the Strategic Plan as necessary. True	We amend the Strategic Plan as necessary. False	We amend the Strategic Plan as necessary. This is a high priority for our organization.	We amend the Strategic Plan as necessary. This is a low priority for our organization.
We follow the Strategic Plan.	We follow the Strategic Plan. True	We follow the Strategic Plan. False	We follow the Strategic Plan. This is a high priority for our organization.	We follow the Strategic Plan. This is a low priority for our organization.
We encourage employees to provide suggestions for implementing the part/s of the Strategic Plan that affect their departments.	We encourage employees to provide suggestions for implementing the part/s of the Strategic Plan that affect their departments. True	We encourage employees to provide suggestions for implementing the part/s of the Strategic Plan that affect their departments. False	We encourage employees to provide suggestions for implementing the part/s of the Strategic Plan that affect their departments. This is a high priority for our organization.	We encourage employees to provide suggestions for implementing the part/s of the Strategic Plan that affect their departments. This is a low priority for our organization.
We have a practical, useable, updated Marketing Plan.	We have a practical, useable, updated Marketing Plan. True	We have a practical, useable, updated Marketing Plan. False	We have a practical, useable, updated Marketing Plan. This is a high priority for our organization.	We have a practical, useable, updated Marketing Plan. This is a low priority for our organization.
We follow the marketing plan.	We follow the marketing plan. True	We follow the marketing plan. False	We follow the marketing plan. This is a high priority for our organization.	We follow the marketing plan. This is a low priority for our organization.
We hold managers accountable for goals stated in our Strategic and Marketing Plans.	We hold managers accountable for goals stated in our Strategic and Marketing Plans. True	We hold managers accountable for goals stated in our Strategic and Marketing Plans. False	We hold managers accountable for goals stated in our Strategic and Marketing Plans. This is a high priority for our organization.	We hold managers accountable for goals stated in our Strategic and Marketing Plans. This is a low priority for our organization.

2. SALES AND MARKETING

	True	False	This is a high priority for the organization.	This is a low priority for our organization.
We are consistently closing enough sales to meet our goals.	*SALES AND MARKETING We are consistently closing enough sales to meet our goals. True	We are consistently closing enough sales to meet our goals. False	We are consistently closing enough sales to meet our goals. This is a high priority for the organization.	We are consistently closing enough sales to meet our goals. This is a low priority for our organization.
We have the right number of deals in process to meet our goals.	We have the right number of deals in process to meet our goals. True	We have the right number of deals in process to meet our goals. False	We have the right number of deals in process to meet our goals. This is a high priority for the organization.	We have the right number of deals in process to meet our goals. This is a low priority for our organization.
We are spending enough time marketing to the right niche'.	We are spending enough time marketing to the right niche'. True	We are spending enough time marketing to the right niche'. False	We are spending enough time marketing to the right niche'. This is a high priority for the organization.	We are spending enough time marketing to the right niche'. This is a low priority for our organization.
We are capturing historical sales data.	We are capturing historical sales data. True	We are capturing historical sales data. False	We are capturing historical sales data. This is a high priority for the organization.	We are capturing historical sales data. This is a low priority for our organization.
We update sales projections based on historical data.	We update sales projections based on historical data. True	We update sales projections based on historical data. False	We update sales projections based on historical data. This is a high priority for the organization.	We update sales projections based on historical data. This is a low priority for our organization.
Management gets a report of opened orders in a timely fashion.	Management gets a report of opened orders in a timely fashion. True	Management gets a report of opened orders in a timely fashion. False	Management gets a report of opened orders in a timely fashion. This is a high priority for the organization.	Management gets a report of opened orders in a timely fashion. This is a low priority for our organization.
We have an updated website.	We have an updated website. True	We have an updated website. False	We have an updated website. This is a high priority for the organization.	We have an updated website. This is a low priority for our organization.
I am as involved in professional organizations as I desire to be.	I am as involved in professional organizations as I desire to be. True	I am as involved in professional organizations as I desire to be. False	I am as involved in professional organizations as I desire to be. This is a high priority for the organization.	I am as involved in professional organizations as I desire to be. This is a low priority for our organization.

3. EMPLOYEE MANAGEMENT

	True	False	This is a high priority for our organization.	This is a low priority for our organization.
We conduct regular status meetings with employees.	*EMPLOYEE MANAGEMENT We conduct regular status meetings with employees. True	We conduct regular status meetings with employees. False	We conduct regular status meetings with employees. This is a high priority for our organization.	We conduct regular status meetings with employees. This is a low priority for our organization.
We have the necessary processes in place.	We have the necessary processes in place. True	We have the necessary processes in place. False	We have the necessary processes in place. This is a high priority for our organization.	We have the necessary processes in place. This is a low priority for our organization.
We conduct formal semi-annual or annual job reviews.	We conduct formal semi-annual or annual job reviews. True	We conduct formal semi-annual or annual job reviews. False	We conduct formal semi-annual or annual job reviews. This is a high priority for our organization.	We conduct formal semi-annual or annual job reviews. This is a low priority for our organization.
We have and follow an employee retention plan.	We have and follow an employee retention plan. True	We have and follow an employee retention plan. False	We have and follow an employee retention plan. This is a high priority for our organization.	We have and follow an employee retention plan. This is a low priority for our organization.
We communicate technical information so employees and customers can understand our meaning.	We communicate technical information so employees and customers can understand our meaning. True	We communicate technical information so employees and customers can understand our meaning. False	We communicate technical information so employees and customers can understand our meaning. This is a high priority for our organization.	We communicate technical information so employees and customers can understand our meaning. This is a low priority for our organization.
We communicate in a clear and concise manner.	We communicate in a clear and concise manner. True	We communicate in a clear and concise manner. False	We communicate in a clear and concise manner. This is a high priority for our organization.	We communicate in a clear and concise manner. This is a low priority for our organization.
We ask clarifying questions to ensure understanding of intended messages.	We ask clarifying questions to ensure understanding of intended messages. True	We ask clarifying questions to ensure understanding of intended messages. False	We ask clarifying questions to ensure understanding of intended messages. This is a high priority for our organization.	We ask clarifying questions to ensure understanding of intended messages. This is a low priority for our organization.

4. PEOPLE DEVELOPMENT

	True	False	This is a high priority for our organization.	This is a low priority for our organization.
We provide individual coaching as needed for executives and managers to maximize our organization's profits, improve management skills, improve communication, and/or prepare them to move to the next level in the organization.	*PEOPLE DEVELOPMENT We provide individual coaching as needed for executives and managers to maximize our organization's profits, improve management skills, improve communication, and/or prepare them to move to the next level in the organization. True	We provide individual coaching as needed for executives and managers to maximize our organization's profits, improve management skills, improve communication, and/or prepare them to move to the next level in the organization. False	We provide individual coaching as needed for executives and managers to maximize our organization's profits, improve management skills, improve communication, and/or prepare them to move to the next level in the organization. This is a high priority for our organization.	We provide individual coaching as needed for executives and managers to maximize our organization's profits, improve management skills, improve communication, and/or prepare them to move to the next level in the organization. This is a low priority for our organization.
We provide supervisory training before new supervisors take their posts.	We provide supervisory training before new supervisors take their posts. True	We provide supervisory training before new supervisors take their posts. False	We provide supervisory training before new supervisors take their posts. This is a high priority for our organization.	We provide supervisory training before new supervisors take their posts. This is a low priority for our organization.
We provide the appropriate amount of technical training.	We provide the appropriate amount of technical training. True	We provide the appropriate amount of technical training. False	We provide the appropriate amount of technical training. This is a high priority for our organization.	We provide the appropriate amount of technical training. This is a low priority for our organization.
We provide enough non-technical training opportunities to maximize productivity.	We provide enough non-technical training opportunities to maximize productivity. True	We provide enough non-technical training opportunities to maximize productivity. False	We provide enough non-technical training opportunities to maximize productivity. This is a high priority for our organization.	We provide enough non-technical training opportunities to maximize productivity. This is a low priority for our organization.
Teams work together effectively with minimal conflict.	Teams work together effectively with minimal conflict. True	Teams work together effectively with minimal conflict. False	Teams work together effectively with minimal conflict. This is a high priority for our organization.	Teams work together effectively with minimal conflict. This is a low priority for our organization.
Employees do NOT ask the same questions repeatedly.	Employees do NOT ask the same questions repeatedly. True	Employees do NOT ask the same questions repeatedly. False	Employees do NOT ask the same questions repeatedly. This is a high priority for our organization.	Employees do NOT ask the same questions repeatedly. This is a low priority for our organization.
We are innovative thinkers.	We are innovative thinkers. True	We are innovative thinkers. False	We are innovative thinkers. This is a high priority for our organization.	We are innovative thinkers. This is a low priority for our organization.
Each one produces what he/she is capable of producting.	Each one produces what he/she is capable of producting. True	Each one produces what he/she is capable of producting. False	Each one produces what he/she is capable of producting. This is a high priority for our organization.	Each one produces what he/she is capable of producting. This is a low priority for our organization.
We do NOT withhold necessary information from one another or from the customers.	We do NOT withhold necessary information from one another or from the customers. True	We do NOT withhold necessary information from one another or from the customers. False	We do NOT withhold necessary information from one another or from the customers. This is a high priority for our organization.	We do NOT withhold necessary information from one another or from the customers. This is a low priority for our organization.
Team leaders do NOT focus too much on their silos (specific team they lead).	Team leaders do NOT focus too much on their silos (specific team they lead). True	Team leaders do NOT focus too much on their silos (specific team they lead). False	Team leaders do NOT focus too much on their silos (specific team they lead). This is a high priority for our organization.	Team leaders do NOT focus too much on their silos (specific team they lead). This is a low priority for our organization.
Leaders lead instead of drive employees.	Leaders lead instead of drive employees. True	Leaders lead instead of drive employees. False	Leaders lead instead of drive employees. This is a high priority for our organization.	Leaders lead instead of drive employees. This is a low priority for our organization.
We use a pre-hire assessment for employees.	We use a pre-hire assessment for employees. True	We use a pre-hire assessment for employees. False	We use a pre-hire assessment for employees. This is a high priority for our organization.	We use a pre-hire assessment for employees. This is a low priority for our organization.

Copyright, Umberger Development Partners Inc., 2009-2010.
To obtain a custom-designed survey to use in your organization, contact Jo Umberger at JoUmberger@TrainSpeakCoach.com.