34
Mark Graham [email protected] 214.267.8361 www.entelligy.com

Mark Graham [email protected] 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

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Page 1: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Mark [email protected]

Page 2: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStratEnterpriseManagement Report

Prepared by:

Sample Company

MarkeNtelligywww.entelligy.com214.267.8361

Graham

Page 3: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Table of Contents

QuadStrat Enterprise (Standard Edition)

This Report Contains...

1. METHODOLOGY: How to use the QuadStrat Assessment Report to get the most benefit.

2. QUADRED REPORT CARD™: A 1-page summary that includes your overall Stratigic Performance Index (SPI) and your

perceived capabilities and constraints.

3. DEGREE OF IMPACT RESULTS: Identifies your High-Impact/High Performance ("Green Zone") and High Impact/Low

Performance ("Red Zone") areas.

4. STRATEGIC PERFORMANCE COMPARISONS: A comparison of your organization's performance to the thousands of

organizations in the assessment database.

5. STATEMENT FREQUENCY RESPONSES: Shows the degree of consensus or polarity of responses to each statement.

6. COMMENTS: Provides additional anecdotal or situational information from the respondents.

Page 1 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 4: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

1.1 1.1.1 Mission 2.1 2.1.1 Structure Alignment 3.1 3.1.1 Values Credibility

1.1.2 Vision

1.1.3 Strategic Advantage

1.2 1.2.1 Customer Profile 2.2 2.2.1 Leveraging Core Competence 3.2 3.2.1 Management Modeling

1.2.2 Market & Competitive Analysis 3.2.2 Empowerment

3.2.3 Coaching

3.2.4 Building Teams

1.3 1.3.1 Finance 2.3 2.3.1 Organization Communication 3.3 3.3.1 Recruitment

1.3.2 Research & Development 2.3.2 Shared Knowledge 3.3.2 Orientation

1.3.3 Production 2.3.3 Required Technology 3.3.3 Training & Development

1.3.4 Marketing 3.3.4 Performance Management

1.3.5 Sales Effectiveness 3.3.5 Reward Systems

1.3.6 Customer Service

1.4 1.4.1 Planning 2.4 2.4.1 Policies & Procedures 3.4 3.4.1 Informal Communication

1.4.2 Resource Alignment 2.4.2 Roles & Responsibilities 3.4.2 Employee Feedback

1.4.3 Execution 2.4.3 Outsourcing & Partners 3.4.3 Ability to Change

the most important High-Impact/Low-Performance areas. 6. Develop and communicate performance improvement plan.3. Identify performance improvement goals. 7. Execute plan.

Assessment and Planning Objectives1. Discuss/debate performance issues that currently impede success. 4. Determine action items, due dates, and metrics for each goal.2. Gain senior management agreement regarding prioritization of 5. Determine and allocate the necessary resources to achieve each goal.

When you completed the QuadRed Assessment, your responses were linked to the categories in the following model:

Leadership

Organization Dynamic Model™ and Report Objectives

1.0 Organization Strategy 2.0 Organization Design 3.0 Organization Culture

Core Competence

Organization Dynamic Model™ - Standard EditionManagement Version

Human ResourceSystems

OrganizationCharacter

Values & Beliefs

Planning & Execution

StructureMission, Vision, & Competitive Advantage

External Assessment

Internal Capabilities

Information, Systems, & Technology

Organization Efficiency

© 1997-2007 QuadRed, LLC

Page 5: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Methodology

Notice: This report reflects the views and opinions of the individuals that have completed this QuadRed assessment. The information contained within this report does not imply, direct, or recommend specific actions to be taken on the part of the assessment respondents or the organization they represent. It is recommended that participants utilize the skills of a certified consultant to facilitate the assessment outcome, debrief, and planning process.

The assessment you completed compared your organization’s performance against the practices of the best-run organizations in the world. Each best practice statement in the assessment was formatted on a 6-point interval scale. Responses could range from “Strongly Agree” to “Strongly Disagree”. Participants could also select a “Don’t Know” or “Not Applicable” response. Responses from all participants have been aggregated, resulting in performance mean scores presented in this report. Mean scores relating to the six-point scale have been converted into percentages. “Don’t Know” or “Not Applicable” responses are not factored into the mean scores. How to use this report:

1. Review the Report Card and the Degree of Impact Quadrants to understand: • How the participants prioritized each of the elements in the assessment. • How they rated the performance of these elements.

2. Review the Strategic Performance Comparison spidergrams to compare your organization’s performance to other organizations that have also completed this assessment.

3. Use the Statement Frequency Responses to see how participants individually rated performance, particularly in the high-impact areas. Is there centrality or polarity?

4. Use the Comments section to obtain more elaboration from the respondents regarding high or low performing areas.

5. Identify and prioritize your key performance improvement opportunities.

6. Develop a performance improvement plan.

7. Execute your plan. (Provide Status updates to your key constituencies, including your employees.)

8. Take the assessment again in approximately 9 to 12 months to determine performance progress in targeted improvement areas. This report is designed to reflect:

1. Priorities: The performance areas the participants have identified as having the greatest impact on the organization’s success. 2. Performance: The participant’s perception of the organization’s current performance. 3. Comparison: How the organization compares to other organizations in the assessment database. 4. Consensus: The level of agreement or disagreement that exists among the participants regarding performance in key areas.

© 1997-2007 QuadRed. LLC

Page 6: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Report Card

QuadStrat Enterprise (Standard Edition)

CapabilitiesOrganization Strategy

Customer Service 71%

Marketing 75%

Organization Design

Required Technology 78%

Roles & Responsibilities 76%

Organization Culture

Values Credibility 75%

Management Modeling 80%

Informal Communication 65%

ConstraintsOrganization Strategy

Finance 50%

Execution 51%

Sales Effectiveness 48%

Vision 53%

Customer Profile 51%

Organization Design

Organization Communication 43%

Policies & Procedures 51%

Organization Culture

Empowerment 54%

Employee Feedback 35%

Building Teams 55%

N/A

Your Prior Year SPI™:

Your Strategic Performance Index™:

QuadRed Benchmark SPI Comparisons

Capabilities and Constraints Definitions

Capabilities are defined as those service categories that are view as “High-Impact” (important to

the customer) and “High-Performing (generally perceived as satisfactory performance).

Constraints are defined as those service categories that are view as “High-Impact” (important to

the customer) and “Low-Performing” (generally perceived as less satisfactory performance).

60

Group Name Participants

4

100%

4Total Distribution: Total Participants:

Percentage:

Management 4

Page 3 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 7: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Degree Of Impact Results

Organization Strategy

. Category ScoreNo.

Management

. 71%Customer Service1

. 50%Finance2

. 51%Execution3

. 48%Sales Effectiveness4

. 75%Marketing5

. 53%Vision6

. 51%Customer Profile7

. 77%Mission8

. 56%Production9

. 75%Planning10

. 68%Research & Development11

. 49%Market & Competitive Analysis12

. 52%Strategic Advantage13

. 66%Resource Alignment14

Page 4 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 8: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Degree Of Impact Results

Organization Design

. Category ScoreNo.

Management

. 43%Organization Communication1

. 78%Required Technology2

. 51%Policies & Procedures3

. 76%Roles & Responsibilities4

. 56%Leveraging Core Competence5

. 63%Structure Alignment6

. 41%Shared Knowledge7

. 50%Outsourcing & Partners8

Page 5 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 9: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Degree Of Impact Results

Organization Culture

. Category ScoreNo.

Management

. 75%Values Credibility1

. 54%Empowerment2

. 80%Management Modeling3

. 35%Employee Feedback4

. 55%Building Teams5

. 65%Informal Communication6

. 72%Training & Development7

. 44%Performance Management8

. 75%Coaching9

. 47%Ability to Change10

. 75%Reward Systems11

. 63%Recruitment12

. 45%Orientation13

Page 6 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 10: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Performance Comparison

Organization Strategy

.Category Top Mean Btm You

Management

.Customer Service 83% 68% 52% 71%

.Finance 81% 64% 47% 50%

.Execution 84% 67% 48% 51%

.Sales Effectiveness 77% 61% 48% 48%

.Marketing 76% 60% 43% 75%

.Vision 83% 73% 56% 53%

.Customer Profile 74% 62% 51% 51%

.Mission 83% 76% 56% 77%

.Production 79% 64% 47% 56%

.Planning 85% 68% 49% 75%

.Research & Development 77% 61% 42% 68%

.Market & Competitive Analysis 75% 61% 48% 49%

.Strategic Advantage 80% 66% 48% 52%

.Resource Alignment 75% 56% 40% 66%

Page 7 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 11: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Performance Comparison

Organization Design

.Category Top Mean Btm You

Management

.Organization Communication 86% 68% 49% 43%

.Required Technology 88% 76% 62% 78%

.Policies & Procedures 82% 65% 49% 51%

.Roles & Responsibilities 83% 66% 50% 76%

.Leveraging Core Competence 82% 68% 50% 56%

.Structure Alignment 81% 64% 45% 63%

.Shared Knowledge 81% 62% 48% 41%

.Outsourcing & Partners 84% 70% 58% 50%

Page 8 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 12: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

QuadStrat Enterprise (Standard Edition)

Performance Comparison

Organization Culture

.Category Top Mean Btm You

Management

.Values Credibility 83% 64% 46% 75%

.Empowerment 85% 69% 53% 54%

.Management Modeling 90% 76% 60% 80%

.Employee Feedback 83% 67% 51% 35%

.Building Teams 83% 68% 52% 55%

.Informal Communication 84% 74% 63% 65%

.Training & Development 81% 66% 50% 72%

.Performance Management 82% 68% 52% 44%

.Coaching 88% 74% 60% 75%

.Ability to Change 82% 64% 48% 47%

.Reward Systems 85% 70% 55% 75%

.Recruitment 80% 66% 53% 63%

.Orientation 78% 63% 48% 45%

Page 9 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 13: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

MissionStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

1 Our mission statement clearly

explains our company's reason

for being in business.

Management 0% 25% 0% 0% 0% 25% 25% 25% 50% 83% 16 4 . 12Management 77%

2 Our mission statement

explains how our customers

and other stakeholders benefit

from our company.

Management 0% 25% 0% 0% 0% 50% 25% 0% 25% 72% 9 4

3 Our mission statement clearly

explains how our company is

different from our competition.

Management 0% 50% 0% 0% 0% 25% 25% 0% 25% 75% 11 4

.

.

AgreeDisagreeDon't KnowNot Applicable

VisionStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

4 Our vision statement clearly

explains what our company will

be doing in the future.

Management 0% 25% 0% 0% 50% 25% 0% 0% 0% 56% 9 4 . 11Management 53%

5 Our vision serves the long-term

interest of our customers and

other stakeholders.

Management 0% 25% 0% 25% 25% 25% 0% 0% 0% 50% 16 4

6 Our vision gives us the direction

we need to make good

decisions.

Management 0% 25% 0% 0% 50% 25% 0% 0% 0% 56% 9 4

Page 10 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 14: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Strategic AdvantageStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

7 We have effectively established

a clear competitive advantage

in our markets.

Management 0% 0% 0% 50% 50% 0% 0% 0% 0% 42% 9 4 . 16Management 52%

8 Our company's competitive

advantage is clearly understood

by all employees.

Management 0% 0% 0% 0% 50% 25% 25% 0% 25% 63% 15 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Customer ProfileStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

9 Our company has clearly

identified the specific features

and benefits our customers

want.

Management 0% 0% 0% 0% 75% 0% 25% 0% 25% 58% 16 4 . 15Management 51%

10 Our company has clearly

identified why our customers

would NOT purchase our

products or services.

Management 0% 0% 0% 25% 25% 50% 0% 0% 0% 54% 15 4

11 Our customers purchase our

products or services in the

manner they prefer in-person,

internet, phone, etc..

Management 0% 0% 0% 50% 50% 0% 0% 0% 0% 42% 9 4

Page 11 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 15: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Market & Competitive AnalysisStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

12 Our company has clearly

identified the key strengths,

weaknesses, and strategies of

our direct competitors.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4 . 15Management 49%

13 Our company has thoroughly

assessed the threat of

substitute products or services.

Management 0% 0% 0% 0% 50% 50% 0% 0% 0% 58% 9 4

14 Our company has analyzed the

outlook for growth in our

primary market.

Management 0% 0% 0% 50% 25% 25% 0% 0% 0% 46% 15 4

15 Our customer base is growing

at a rate that meets or exceeds

industry standards.

Management 0% 0% 0% 0% 75% 25% 0% 0% 0% 54% 8 4

16 Our company maintains an

ongoing, quantifiable market

evaluation process.

Management 0% 0% 25% 25% 25% 25% 0% 0% 0% 42% 21 4

17 Our company has analyzed

threats and opportunities that

could result from changes in

external demographic,

economic, political, and

technological factors that may

influence our business.

Management 0% 0% 25% 25% 0% 50% 0% 0% 0% 46% 25 4

Page 12 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 16: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

FinanceStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

18 We have sufficient financial

resources to achieve our goals.

Management 0% 0% 25% 0% 75% 0% 0% 0% 0% 42% 16 4 . 18Management 50%

19 Our company has consistently

achieved our financial goals.

Management 0% 0% 0% 25% 25% 50% 0% 0% 0% 54% 15 4

20 We conduct a "Cost/Benefit"

analysis before we spend

money on any business

opportunity.

Management 0% 0% 0% 0% 50% 25% 25% 0% 25% 63% 15 4

21 As part of our planning process,

we utilize an "If/Then" thinking

process to anticipate many

different scenarios.

Management 0% 0% 25% 25% 25% 25% 0% 0% 0% 42% 21 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Research & DevelopmentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

22 Our company allocates the

necessary resources to support

our research and development

process.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4 . 10Management 68%

23 Our research and development

process is innovative and

creative.

Management 0% 0% 0% 0% 0% 75% 25% 0% 25% 71% 8 4

Page 13 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 17: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

ProductionStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

24 Quality is embedded into our

production process.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4 . 15Management 56%

25 Our product or service

production process is cost

efficient.

Management 0% 0% 0% 25% 25% 50% 0% 0% 0% 54% 15 4

26 Our product or service

production process is flexible,

fast, and responsive.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

Page 14 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 18: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

MarketingStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

27 Our company has a clearly

defined marketing plan.

Management 0% 0% 0% 0% 0% 75% 25% 0% 25% 71% 8 4 . 15Management 75%

28 Our marketing process

reinforces our brand identity.

Management 0% 0% 0% 0% 50% 50% 0% 0% 0% 58% 9 4

29 We use a comprehensive

marketing database that

provides us with detailed

customer and market

information.

Management 0% 0% 0% 0% 25% 0% 75% 0% 75% 75% 16 4

30 Our "Competitive Advantage" is

emphasized in all marketing

efforts.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

31 Our company consistently

analyzes the

"Return-on-Investment" (ROI)

of our major marketing

campaigns.

Management 0% 0% 0% 0% 0% 25% 25% 50% 75% 88% 15 4

Page 15 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 19: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Sales EffectivenessStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

32 Our sales teams or channels

consistently achieve their goals.

Management 0% 25% 0% 25% 25% 25% 0% 0% 0% 50% 16 4 . 16Management 48%

33 Our salespeople possess the

necessary skills to achieve their

goals.

Management 0% 25% 0% 0% 25% 50% 0% 0% 0% 61% 9 4

34 Our management team

employs a well-defined sales

management process.

Management 0% 25% 25% 50% 0% 0% 0% 0% 0% 28% 9 4

35 Our company effectively tracks

sales activity from lead

generation through closing.

Management 0% 25% 0% 0% 50% 25% 0% 0% 0% 56% 9 4

Page 16 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 20: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Customer ServiceStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

36 Our customer service

standards are clearly defined

and documented.

Management 0% 0% 0% 0% 25% 25% 25% 25% 50% 75% 21 4 . 24Management 71%

37 We consistently exceed our

customer's expectations.

Management 0% 0% 0% 0% 25% 25% 50% 0% 50% 71% 15 4

38 Our employees understand and

support our commitment to

customer satisfaction.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

39 Our company regularly obtains

and evaluates customer

feedback.

Management 0% 0% 25% 25% 0% 25% 25% 0% 25% 50% 30 4

40 Our company enjoys a higher

rate of repeat business and

referrals than our competitors.

Management 0% 25% 0% 25% 0% 0% 0% 50% 50% 78% 38 4

.

.

AgreeDisagreeDon't KnowNot Applicable

PlanningStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

41 Our company has clearly

defined and prioritized our

strategic goals.

Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4 . 13Management 75%

42 Our strategic goals and

objectives are measurable.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4

43 At our company, action plans

must clearly specify how and

when each goal will be

achieved.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

Page 17 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 21: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Resource AlignmentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

44 Our company has allocated the

necessary capital, technology,

and people to achieve our

strategic goals.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4 . 12Management 66%

45 At our company, we evaluate

the capacity and performance

levels of departments or

individuals before increasing

their workload.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4

.

.

AgreeDisagreeDon't KnowNot Applicable

ExecutionStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

46 We execute our strategic goals. Management 0% 25% 0% 0% 50% 25% 0% 0% 0% 56% 9 4 . 13Management 51%

47 Management routinely reviews

the status of our strategic goals

and objectives.

Management 0% 25% 0% 0% 25% 50% 0% 0% 0% 61% 9 4

48 At our company, there are

consequences when deadlines

are missed.

Management 0% 25% 0% 50% 25% 0% 0% 0% 0% 39% 9 4

Page 18 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 22: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Structure AlignmentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

49 Management has carefully

considered how our

organizational structure

impacts our strategic plan.

Management 0% 0% 0% 25% 25% 50% 0% 0% 0% 54% 15 4 . 18Management 63%

50 Our organizational structure is

not influenced by organizational

politics.

Management 0% 0% 0% 25% 25% 25% 25% 0% 25% 58% 21 4

51 Our ability to quickly modify our

organizational structure is a key

contributor to our success.

Management 0% 0% 0% 0% 0% 25% 75% 0% 75% 79% 8 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Leveraging Core CompetenceStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

52 Our company has clearly

identified our corporate core

competencies.

Management 0% 0% 0% 0% 0% 75% 25% 0% 25% 71% 8 4 . 13Management 56%

53 We leverage our core

competencies to create real

value for our customers.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

54 We leverage our core

competencies to set us apart

from our competitors.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

55 We leverage our core

competencies to capitalize on

new product or service

opportunities.

Management 0% 0% 0% 0% 75% 25% 0% 0% 0% 54% 8 4

Page 19 of 31

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Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Organization CommunicationStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

56 Our company keeps employees

well informed.

Management 0% 0% 25% 50% 25% 0% 0% 0% 0% 33% 13 4 . 14Management 43%

57 Our company regularly

communicates the status of our

goals and objectives.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

58 At our company, important

information is readily available.

Management 0% 0% 25% 25% 50% 0% 0% 0% 0% 38% 15 4

59 Our company provides our

managers with the information

they need to make informed

decisions.

Management 0% 0% 0% 0% 75% 25% 0% 0% 0% 54% 8 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Shared KnowledgeStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

60 Our company uses information

management systems to

support the functions of

analyzing, planning, and

executing.

Management 0% 0% 25% 0% 25% 25% 25% 0% 25% 54% 28 4 . 23Management 41%

61 Our company has a knowledge

management system where

managers from different areas

can share information to

maximize performance.

Management 0% 0% 25% 75% 0% 0% 0% 0% 0% 29% 8 4

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Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Required TechnologyStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

62 We currently have the

technology we need to achieve

our goals.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4 . 15Management 78%

63 Our company continues to

identify and acquire new

technologies that support our

business.

Management 0% 25% 0% 0% 25% 0% 50% 0% 50% 72% 19 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Policies & ProceduresStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

64 At our company, policies and

procedures provide clear and

understandable direction.

Management 0% 0% 25% 0% 25% 50% 0% 0% 0% 50% 23 4 . 15Management 51%

65 Our managers ensure we

comply with our policies and

procedures.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

66 Our managers and employees

feel that they can get things

done without a lot of"red tape."

Management 0% 0% 0% 0% 75% 25% 0% 0% 0% 54% 8 4

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Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Roles & ResponsibilitiesStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

67 Our employees clearly

understand how their jobs

relate to our company's goals.

Management 0% 0% 0% 0% 25% 25% 50% 0% 50% 71% 15 4 . 13Management 76%

68 At our company, management

roles are clearly defined.

Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4

69 At our company, there is no

unnecessary duplication of

individual roles and

responsibilities.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Outsourcing & PartnersStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

70 Our company outsources

processes and functions that

do not relate to our corporate

core competencies.

Management 50% 25% 0% 0% 25% 0% 0% 0% 0% 50% 0 4 . 0Management 50%

71 Our company monitors the

performance of our vendors

and strategic partners.

Management 50% 25% 0% 0% 25% 0% 0% 0% 0% 50% 0 4

Page 22 of 31

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Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Values CredibilityStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

72 Our employees clearly

understand and embrace our

company's values and beliefs.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4 . 17Management 75%

73 Our company's business

practices are carefully aligned

with our values and beliefs.

Management 0% 0% 0% 0% 0% 25% 75% 0% 75% 79% 8 4

74 Our values and beliefs are

reinforced in all internal

communication.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

75 The daily experiences of our

employees are consistent with

the direction set forth in our

values and beliefs.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

76 Cynicism is virtually absent in

our company.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Management ModelingStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

77 Our managers always behave

in a manner that is consistent

with our values and beliefs.

Management 0% 0% 0% 0% 0% 0% 75% 25% 100% 88% 8 4 . 13Management 80%

78 At our company, employees

have confidence in our senior

leadership.

Management 0% 0% 0% 0% 0% 0% 75% 25% 100% 88% 8 4

79 Our company's senior leaders

are honest.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4

Page 23 of 31

© 1997-2007 QuadRed, LLCPrepared By:

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Page 27: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

EmpowermentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

80 Our managers know when to

personally manage projects

and when to let their staff have

authority and control.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4 . 17Management 54%

81 Employee involvement is

always encouraged.

Management 0% 0% 25% 0% 50% 25% 0% 0% 0% 46% 20 4

82 At our company, authority to

make decisions is given to the

lowest appropriate level.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

.

.

AgreeDisagreeDon't KnowNot Applicable

CoachingStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

83 At our company, delegation is

viewed as a way to develop and

motivate our employees.

Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4 . 13Management 75%

84 Our managers understand the

importance of maintaining their

employee's self-esteem.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4

85 Our managers always show

appreciation to employees for

good performance.

Management 0% 0% 0% 0% 0% 25% 50% 25% 75% 83% 13 4

Page 24 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 28: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Building TeamsStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

86 Our company encourages and

fosters good teamwork.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4 . 13Management 55%

87 Our managers are effective at

creating employee support and

enthusiasm around company

goals.

Management 0% 0% 0% 25% 50% 0% 25% 0% 25% 54% 20 4

88 At our company, team

performance is rewarded at a

level equal to or greater than

individual performance.

Management 0% 0% 0% 0% 50% 50% 0% 0% 0% 58% 9 4

89 We effectively bring together

people from various

departments to better achieve

our goals.

Management 0% 0% 0% 0% 50% 50% 0% 0% 0% 58% 9 4

Page 25 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 29: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

RecruitmentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

90 At our company, only

high-caliber candidates are

considered for open positions.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4 . 16Management 63%

91 We only hire individuals who

are compatible with our

company culture.

Management 0% 0% 0% 0% 50% 25% 25% 0% 25% 63% 15 4

92 Our managers are very good

interviewers.

Management 0% 0% 0% 25% 0% 50% 25% 0% 25% 63% 20 4

93 Our managers are evaluated on

their success at recruiting top

talent.

Management 0% 0% 0% 25% 0% 50% 25% 0% 25% 63% 20 4

.

.

AgreeDisagreeDon't KnowNot Applicable

OrientationStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

94 Our company provides new

employees with an orientation

program that helps them

understand the company's

mission, vision and values.

Management 0% 0% 0% 50% 25% 25% 0% 0% 0% 46% 15 4 . 14Management 45%

95 Our senior managers

participate in the orientation

program.

Management 0% 0% 0% 50% 25% 25% 0% 0% 0% 46% 15 4

Page 26 of 31

© 1997-2007 QuadRed, LLCPrepared By:

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Page 30: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Training & DevelopmentStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

96 Our company invests in

training.

Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4 . 11Management 72%

97 Our company ensures that all

employees are taught the

necessary skills to do their job.

Management 0% 0% 0% 0% 25% 50% 25% 0% 25% 67% 13 4

98 Our training programs improve

our company's performance.

Management 0% 25% 0% 0% 25% 25% 25% 0% 25% 67% 16 4

99 Our training programs are well

designed and structured.

Management 0% 25% 0% 0% 0% 25% 50% 0% 50% 78% 9 4

100 Our company provides

management development

training.

Management 0% 25% 0% 0% 0% 25% 50% 0% 50% 78% 9 4

Page 27 of 31

© 1997-2007 QuadRed, LLCPrepared By:

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Page 31: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Performance ManagementStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

101 Our company uses a

results-oriented employee

performance review process.

Management 0% 0% 0% 50% 50% 0% 0% 0% 0% 42% 9 4 . 15Management 44%

102 As part of our performance

management process,

managers and employees

agree upon goals.

Management 0% 0% 0% 50% 0% 25% 25% 0% 25% 54% 25 4

103 At our company, people are

held accountable for their work.

Management 0% 0% 25% 50% 25% 0% 0% 0% 0% 33% 13 4

104 Employee goals include clear

steps and timelines.

Management 0% 0% 0% 0% 75% 25% 0% 0% 0% 54% 8 4

105 Performance appraisals are

conducted more than once a

year.

Management 0% 0% 0% 75% 25% 0% 0% 0% 0% 38% 8 4

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© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

Page 32: Mark Graham mgraham@entelligy.com 214.267 · Management.1Customer Service 71%.2Finance 50%.3Execution 51%.4Sales Effectiveness 48%.5Marketing 75%.6Vision 53%.7Customer Profile 51%.8Mission

Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Reward SystemsStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

106 Given our business goals, we

are rewarding the appropriate

skills and behaviors.

Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4 . 13Management 75%

107 Our company rewards

employees fairly.

Management 0% 0% 0% 0% 25% 25% 25% 25% 50% 75% 21 4

108 Employees in our company feel

that the rewards for achieving

their goals are worthy of the

effort.

Management 0% 0% 0% 0% 0% 25% 75% 0% 75% 79% 8 4

109 At our company, promotions are

only given to the people that

deserve them.

Management 0% 0% 0% 0% 25% 25% 50% 0% 50% 71% 15 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Informal CommunicationStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

110 At our company, ideas and

opinions are exchanged openly

without fear of reprisal.

Management 0% 0% 0% 0% 50% 50% 0% 0% 0% 58% 9 4 . 13Management 65%

111 Conflict or disagreement is

used productively to achieve

better solutions.

Management 0% 0% 0% 0% 50% 25% 25% 0% 25% 63% 15 4

112 We have an "open door" policy. Management 0% 0% 0% 0% 0% 50% 50% 0% 50% 75% 9 4

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© 1997-2007 QuadRed, LLCPrepared By:

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Performance Scores

QuadStrat Enterprise (Standard Edition)

.

.

AgreeDisagreeDon't KnowNot Applicable

Employee FeedbackStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

113 Our company solicits employee

opinions.

Management 0% 0% 50% 25% 0% 25% 0% 0% 0% 33% 23 4 . 18Management 35%

114 Our managers take the time to

communicate the results of

employee feedback.

Management 0% 0% 25% 25% 50% 0% 0% 0% 0% 38% 15 4

.

.

AgreeDisagreeDon't KnowNot Applicable

Ability to ChangeStd.

Dev.

FREQUENCY OF RESPONSE

NA DK 1 2 3 4 5 6

Post.

Score

Mean

Score

Std.

Dev.

Mean

ScoreNo.

115 Our company manages change

well.

Management 0% 0% 0% 50% 50% 0% 0% 0% 0% 42% 9 4 . 11Management 47%

116 Our company effectively

explains the reason for change.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

117 When change occurs, our

company carefully explains how

the change will affect

employees.

Management 0% 0% 0% 25% 50% 25% 0% 0% 0% 50% 13 4

Page 30 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company

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QuadStrat Enterprise (Standard Edition)

Comments Section

General CommentsWe need to put some teeth into our Performance Management program. Too many people are not contributing at the level they should be.

This company has a lot more potential. As we have grown, I think we have lost touch with each other. We are all doing our own thing without communicating effectively

with our employees or each other. We need better information systems.

Page 31 of 31

© 1997-2007 QuadRed, LLCPrepared By:

Sample Company