"*" indicates required fields Step 1 of 4 - Scheduled Meetings / what meeting / frequency / who does them 0% HiddenName Name HiddenEmail* Scheduled Meetings / what meeting / frequency / who does themI have regular and frequent meetings that achieve what is on the agenda.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDoes your team meet regularly (at least once a week )?*Choose OneYesNoDoes every employee leave a meeting with a clear understanding of tasks and due dates?*Choose OneYesNoHiddenDo all meetings have the following:*Clear AgendaClear LeaderStart/Stop TimeDocumented TasksMeeting MinutesDo all meetings have the following:* Clear Agenda Clear Leader Start/Stop Time Documented Tasks Meeting Minutes None of the Above Org Chart: Communicaton & ReportingI feel confident that everyone in my company knows the organiziational structure and who to go to with any questions or concerns.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you have a current Org Chart that Is accesible and visible to all employees?*Choose OneYesNoIf yes: does it currently work effiecently*Choose OneYesNoAre the roles and responsibilities in the org chart well defined?*Choose OneYesNo Internal Communication Proccess - Reminders & General CommunicationI feel confident that internal information is communicated seamlessly, and on time1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDoes you have an automated reminder process or is this done manually?*Choose OneYesNoDoes every employee leave a meeting with a clear understanding tasks and due dates?*Choose OneYesNoDo you have a communication flowchart addressing who is told what at each internal handoff point*Choose OneYesNoHiddenWhat are the current methods of communication used within your business?*CRM (Hubspot/ Builder Trend/ Service Titan)EmailTextVoxerPhone CallVideo CallOtherWhat are the current methods of communication used within your business?* CRM (Hubspot/ Builder Trend/ Service Titan) Email Text Voxer Phone Call Video Call Other None of the Above General Business - Task Delegation (monday.com?)I feel confident that my priorities and tasks are clearly documented and organized in a physical place other than my mind1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you wake up each day knowing the tasks ahead?*Choose OneYesNoDo you currently use a virtual/ in person assistant to help with daily task management*Choose OneYesNoHiddenHow do you organize your daily/weekly/yearly tasks*I don'tNotepadPhoneXcel/ Word DocProject Mgmt SoftwareVoice RecordingDelegate to assistantBar NapkinHow do you organize your daily/weekly/yearly tasks* I don't Notepad Phone Excel/ Word Doc Project Management Software Voice Recording Delegate to assistant Bar Napkin None of the Above x