company organization review

Company structure and hierarchy

Communication and collaboration

  • Review communication channels used within the company
  • Analyze the effectiveness of current communication methods
  • Identify areas for improvement in internal communication
  • Assess the usability and effectiveness of current tools
  • Determine if there are any gaps in collaboration platforms
  • Consider feedback from employees on preferred collaboration tools
  • Evaluate meeting structure and frequency
  • Review feedback processes and their impact on communication
  • Identify any areas for improvement in meeting effectiveness
  • Review current cross-functional communication processes
  • Identify any gaps or challenges in cross-departmental collaboration
  • Consider implementing cross-functional communication strategies
  • Develop survey questions to gather feedback on communication
  • Organize focus groups to discuss communication challenges
  • Analyze survey and focus group results to identify trends
  • Identify the primary communication channels used by employees
  • Assess the effectiveness of each communication channel
  • Consider implementing new communication channels if needed
  • Review messaging consistency across departments
  • Assess the clarity of communication between different teams
  • Identify any areas for improvement in messaging consistency
  • Evaluate the frequency of team meetings and brainstorming sessions
  • Assess the format and structure of these meetings
  • Identify any areas for improvement in meeting frequency or format
  • Review the effectiveness of current project management tools
  • Assess how project management tools impact collaboration
  • Identify any gaps in project management software
  • Identify potential barriers to communication within the company
  • Assess the impact of language barriers or geographic locations on communication
  • Consider strategies to overcome communication barriers

Workflow and processes

  • Identify all major business processes
  • Map out workflows for each process
  • Document current state of processes
  • Assess how well current systems support processes
  • Determine if tools are being used effectively
  • Identify any areas where systems are causing inefficiencies
  • Pinpoint specific points where processes slow down
  • Analyze reasons for bottlenecks
  • Look for opportunities to improve flow
  • Review company's strategic objectives
  • Compare processes to goals to identify alignment
  • Determine if processes support overall strategy
  • Look for manual tasks that can be automated
  • Identify areas where processes can be simplified
  • Consider technology solutions for streamlining
  • Assess completeness and accuracy of documentation
  • Review effectiveness of current training materials
  • Identify any gaps in documentation or training
  • Collect relevant data on process performance
  • Analyze metrics to identify areas for improvement
  • Use data to make informed decisions about processes
  • Survey employees for input on process challenges
  • Hold focus groups to gather qualitative feedback
  • Listen to concerns and suggestions from employees
  • Develop a detailed plan with specific actions
  • Assign responsibilities for implementing changes
  • Set clear objectives and goals for improvements
  • Define roles and responsibilities for maintaining workflows
  • Set up processes for monitoring and reporting on performance
  • Hold individuals or teams accountable for workflow optimization
  • Create a timeline with milestones for each change
  • Set deadlines for completing each action
  • Establish checkpoints for monitoring progress
  • Inform employees of upcoming changes
  • Provide training on new processes or tools
  • Offer support to employees as they adapt to changes

Employee development and training

Culture and values

Technology and infrastructure

Financial performance

  • Gather financial reports and statements
  • Analyze revenue, expenses, profit margins, and other key metrics
  • Compare current performance to historical data
  • Review budgeting process for accuracy and alignment with strategic goals
  • Assess forecasting methods and accuracy of projections
  • Analyze cost structure and identify potential areas for cost reduction
  • Identify new revenue streams or opportunities for growth
  • Review overall financial position, including assets, liabilities, and equity
  • Assess financial stability and sustainability
  • Review cash flow statement and assess cash management practices
  • Evaluate liquidity ratios and ability to meet short-term obligations
  • Break down revenue and expenses by product or service
  • Identify most profitable offerings and areas for improvement
  • Calculate ROI for recent investments or projects
  • Assess effectiveness of capital allocation
  • Review outstanding debt and debt-to-equity ratio
  • Assess leverage and financial risk
  • Review accounting standards and policies
  • Assess compliance with regulations and industry standards
  • Research industry benchmarks for key financial metrics
  • Compare company performance to industry averages
  • Assess internal controls for financial reporting
  • Review internal audit procedures and findings
  • Review financial reporting processes and systems
  • Identify areas for streamlining or enhancing reporting capabilities

Risk management and compliance

Customer satisfaction and feedback

Competitive analysis

Strategic planning and future growth