Interview Date: ___, ___/___/____ Time: ___:___ Amount: $_______ S&H: $______ Total: $________
Name: ______________________________ Bill To: Sponsored By Put sponsor's name/logo if possible on X-Ray
E-mail: _______________________________ Company: _______________________________
Company: ____________________________ Address: ________________________________
Work Phone: (_______)_______-________ City: ___________________________________
Fax: (_______)_______-________ State: _____ Zip: _____________
____________________________________ Check will be sent.
(Home Address) Credit Card Number: _______________________
____________________, ___ ___________ Billing address: _____________________________
Home Phone: (_______)_______-________ Exp. Date: __/__ _________________________
Pager: (_______)_______-________ Sponsor (signature)
Send via [ ]-Post Office-Priority, Send via [ ]-Post Office-Priority,
[ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day [ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day
Send client to client, sponsor to sponsor, Send client and sponsors copy to sponsor for sponsor to give out.
Use clients #: ____________________________________ [ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day
[____]-Color X-Ray & questionnaire to [ ]-sponsor, [ ]-monthly book, [ ]-consultant, [ ]-______________
This management evaluation "X-Ray" has been designed to provide Synergy with enough basic information to conduct an analysis of your current business and provide you with a view of your business potential for the next twelve months. This evaluation will also assist you in identifying key areas where a minimal amount of effort can give you the best return on your investment of time and money.
While this evaluation is a good tool, it is not to be used as a replacement for a knowledgeable consultant who can "fine tune" and factor in other areas which are difficult to measure within the limits of a written evaluation model.
This business evaluation will focus on four major areas of management. If any one of these areas do not apply to you there will naturally be low scores. The four major areas of focus are:
1. People skills and motivation, 2. Goals, 3. Systems and efficiencies, 4. Results
For the purposes of this recruiting and retention evaluation, we will refer to your best employees or hiring prospects as "A's". (Typically, your "A's" will make up 15% of resources.). Your "B" referral sources will be the next level of resources (Ideally, you should have twice as many "B's" as "A's".) The remainder are "C's". A prospect is anyone who has expressed interest in a position and has given you a name and phone number. Please complete all appropriate portions of the Achievement Plus Profile as well. This will assist us in evaluating other important aspects of your system.
Pages two through four are required for the Management X-Ray. The remaining pages are helpful, but not required. The more information we have about your business and overall life goals, the better the analysis will be and the more we will be able to assist and provide input.
Analysis Center Use Only:
Presented By: ______________________ Certification Number: ___________
X-Ray Developed By: ______________________ Certification Number: ___________
Analysis Completed By: ______________________ Certification Number: ___________
Date X-Ray given: ___/___; Completed (pg 1-5): ___/___, totally: ___/___; Submitted: ___/___ ___:____ am/pm
Consultant requested Date: ___/___, X-Ray sent: ___/___; Reviewed: ___/___, Next Action Faxed: ___/___
ActionVision interview date: ___/___/___; ActionVision plan submitted: ___/___/____
ActionVision plan completed: ___/___/___; Monthly reviews started: ___/___/____
Monthly AV reviews will be completed by: ______________________ Phone (____)_____-______ Cert. #: ________________
Monthly Contact: Jan:___, Feb:___, Mar:___, Apr:___, May:___, Jun:___, Jul:___, Aug:___, Sep:___, Oct:___, Nov:___, Dec:___
Completed By: ______, ______, ______, ______, ______, ______, ______, ______, ______, ______, ______, ______
Client Would Like Completed By: ___/___/____ Interview Date: ____, ___/___ Time: ____:____
PLEASE CIRCLE THE BEST CHOICE
1. What percentage of your employees would say they receive a large degree of motivation?
a. 75% or more.
b. 50% to 74%.
c. Less than 50%.
d. Of course they're motivated; they get paid, don't they?
2. How do employees believe their personal dreams are being achieved through their career?
a. They directly see a correlation.
b. They see somewhat of a correlation.
c. I have no idea.
d. Their personal dreams do not tie into their career.
3. Do managers take into consideration employees' personality types?
a. Everyone in the company is familiar with personality types and works based on that knowledge.
b. Some individuals in the company understand how to lead people based on personality types.
c. Managers work with each employee based on his own unique personality.
d. I have no idea/ Not at all.
4. How many of your employees have written goals?
a. All have written goals.
b. Some have written goals.
c. They have goals, but they are not written.
d. Goals, goals... Doesn't everyone have goals?.
5. How often are the individual employee's goals reviewed?
a. Very often.
b. Not as often as they should be.
c. A few times a year.
d. Reviewed?
6. Do the individuals have direct influence on their own goals, and do they know where they stand on all their goals?
a. Almost everyone does/ most of the time.
b. Most do/ some of the time.
c. A few do/ some of the time.
d. I wish they did on both counts.
7. How well can you measure the productivity of each employee?
a. All employees are measured.
b. We have a few systems in place.
c. I use my "gut feeling" to measure productivity.
d. We continue to wish something was in place.
8. How many new systems or methods have been implemented to increase the productivity of your employees?
a. We have many ideas, and the best ones get implemented.
b. Employees are contributing, and I believe a few of the good ones are implemented.
c. We have the best intentions.
d. I have no idea/ none.
9. Are your current employees more productive now than they were six to twelve months ago?
a. We are experiencing large increases.
b. We see modest increases.
c. We maintain a consistent productivity level.
d. I have no idea/ no.
10. How effectively do you retain your employees, and how productive are your current employees?
a. High retention, high productivity (results).
b. High retention/ I'm not sure about productivity.
c. High retention, low productivity.
d. Low retention, low productivity.
11. What is your best guess of what percentage of the team's potential is being achieved?
a. 80% to 100%.
b. 50% to 79%.
c. less than 50%.
d. I have no idea.
12. What percentage of employees believe they are reaching their personal and professional dreams?
a. 80% to 100%.
b. 50% to 79%.
c. less than 50%.
d. I have no idea.
13. Please rate your management team's people and motivational skills.
a. Extremely high.
b. Strong.
c. Average.
d. Poor.
14. What percentage of your employees are managed based on their primary and secondary personality styles?
a. 80% to 100%.
b. 65% to 79%.
c. less than 65%.
d. I do not know.
15. Please rate the level of trust the employees have in their direct manager.
a. High degree of trust.
b. Moderate amount of trust.
c. Somewhat trusting.
d. Low trust.
16. How would you rate management's ability to set goals as they relate to the overall vision of the company?
a. Excellent.
b. Good.
c. Fair.
d. Poor.
17. How many of your managers have personal written goals, as well as written goals for those they manage?
a. 80% to 100%.
b. 50% to 79%.
c. Less than 50%.
d. I hope they all do, but I don't know.
18. How often does your management team review their personal goals and the individual goals of those they manage?
a. Very often.
b. Not as often as they should be.
c. A few times a year.
d. They have the best intentions?
19. Are your current managers more productive now than they were six to twelve months ago?
a. We are experiencing large increases.
b. We see modest increases.
c. We maintain consistent productivity levels.
d. I have no idea or extremely low.
20. How well are you able to measure the productivity of your management team and those they manage?
a. We are getting great results.
b. I think we are productive, but I believe we could do better.
c. We measure results, not productivity of actions.
d. We are unable or have never tried to measure productivity.
21. If your management team were to complete 80% of their written plan, what percentage of the desired results do you believe they would get?
a. 80% or more.
b. 65% to 79%.
c. less than 65%.
d. I have no idea or did not know that it could be measured.
22. Out of 10 employees, how many would you say are reaching their full potential?
a. 8 to 10.
b. 6 to 8.
c. 3 to 6.
d. less than 3.
23. What kind of results are you getting based on effort?
a. High results with fair to low effort.
b. Fair results with fairly high effort.
c. Low results with low effort.
d. Low results with high effort.
24. If you had better systems in place, how much additional increase in results do you believe your management would have?
a. More than 50%.
b. 20% to 49%.
c. Less than 20%.
d. I doubt we could increase our results by having better systems.
25. How effective are your interviewer(s) in learning critical dreams, goals, strengths, and weaknesses of the applicant?
a. Very effective.
b. Somewhat effective.
c. Not as effective as possible.
d. I don't know.
26. How effective are your interviewer(s) in building trust with the applicants?
a. Very effective.
b. Somewhat effective.
c. Not as effective as possible.
d. I do not know or very low.
27. Please rate your management team's effectiveness in identifying the right hiring prospects for their team.
a. Very effective.
b. Somewhat effective.
c. Not as effective as they could be.
d. I do not know or very low.
28. Please rate the effectiveness of your written hiring plan.
a. Great written plan, great results.
b. No written plan, great results.
c. Poor results.
d. Written plan?
29. What percentage of people within your company are continually looking for hiring prospects?
a. 80% to 100%.
b. 30% to 79%.
c. Less than 30%.
d. We look for people when we need them.
30. Please rate your daily hiring efforts as it relates to your hiring plan.
a. Good efforts, good results.
b. Fair efforts, some results.
c. Good efforts, poor results.
d. No consistent effort is applied.
31. How do you handle your leads for new hires?
a. All leads are put into a central computer system.
b. Leads are centralized but not automated.
c. We're very inconsistent in handling our leads.
d. We only hire those we need today.
32. What does your follow-up on hiring leads consist of?
a. Consistent in-person, phone, and direct mail contact.
b. Some in-person and phone follow-up.
c. We are inconsistent in follow-up.
d. Follow-up?
33. Please indicate what type of hiring system you have in place.
a. Very systematic; we know the effort we put in and get the appropriate results.
b. We have portions that work fairly well, but nothing is coordinated.
c. We get good to fair results based on our efforts.
d. We don't have a "real" hiring system in place.
34. If you had 10 hiring prospects, how many would be hired?
a. More than 4.
b. 1 to 3.
c. less than 1.
d I do not know.
35. If you were to do 80% of the things you think you should be doing in recruiting, what results do you believe you would get?
a. 80% or better.
b. 50% to 79%.
c. Less than 50%.
d. We do not have the resources to do half of the things I think we should be doing.
36. If you hired 10 people, how many of them would stay and turn into good employees?
a. 80% to 100%.
b. 50% to 79%.
c. Less than 50%.
d. We have a high turnover rate, and those we keep, we probably should not.
Other Business Information
Please fill in as much as is applicable. The more information you provide, the more accurate your personalized X-Ray will be.
A. What are your company's sales goals for the next twelve months? Minimum: $________ WOW goal: $_________
B. Sales Closing Ratio: ______ % G:______ % U:______ % Final Closing Ratio: ______ % G:______ % U:______ %
(If your team had ten leads, how many transactions would you write?) (If your team wrote ten transactions, how many would close?)
(lead = If you receive a name or phone number.)
C. Average Transaction Size: ________ Average Profit Per Transaction: $ _________
D. Balancing Life Questions
1. What would be your biggest challenge in increasing your business by 25% to 50%, getting to your "WOW" goal, and maintaining the best balance in every area of your life?
2. On average, how many hours per week do you currently work? (please circle)
Less than 10, 15, 20, 25, 30, 35, 40, 45, 50, 55, 60, 65, more than 65
3. How many hours would you like to be working to maintain the best balance in every area of your life?
Less than 10, 15, 20, 25, 30, 35, 40, 45, 50, 55, 60, 65, more than 65
4. Please rate (1 to 10, with 10 being greatest) your level of interest in having tools available to you that could help your business grow by 25% to 50% and reduce your work week by 10 to 15 hours by putting systems in place that work when you are not working. 1 2 3 4 5 6 7 8 9 10
5. When do you plan to implement systems to build a more efficient business?
A. [ ] Immediately, B. [ ] 1-2 months, C. [ ] 3-4 months, D. [ ] 5-6 months, E. [ ] Other ______
6. If you had an extra 10 to 15 hours per week and earned $50,000 to $250,000 more in income, what would you do with that extra time and money?
E. Client/ Prospect Information: (Total employees in company:______, in sales:________)
1. Number of past clients: _______ Are their addresses and phone numbers current? [ ] Yes, [ ] No
13% x _____ (past clients) = ______ (deals possible) x _______ ($ per transaction) = $________/yr in potential. Lost $_________ over ___ yrs.
2. Number of current clients: _____, prospects: _____, number of new prospects in the last: 3/mo.___, 6/mo.___, 12/mo.___.
3. If you do not know their address and phone number, could you get that information? [ ] Yes, [ ] No
4. Are they on a database? [ ]-Yes, [ ]-No Name of software you are using: ________________________
5. How often does team contact database by mail and phone? Mail: ______ wk./mo./yr. Phone: _____ wk./mo./yr.
6. Does every prospect get entered into a data base immediately? [ ]-Yes, [ ]-No, [ ]-Most of the time
7. How often does team contact every prospect you have received over the last 12 months by mail and phone?
Mail: _______ wk./mo./yr. Phone:_______ wk./mo./yr.
8. Where do most of your leads come from?
9. On average, what percentage of the total available business are you receiving from your clients? _______%
10. How much of their own money does sales force invest back into growing their business? _____%/year
11. Do you have a written business plan? Yes/ No (Reviewed: ___/wk,mo,yr) Interest in developing written plan. ____ (1-10, 10-best)
12. Do all your sales people know specifically who their A, B, and C accounts are?
13. Please rate your team. (1-10 w/ 10 best) ___A. Discipline, ___B. Follow through, ___C. Sales skills, ___D. Consistency
F. Key Business Information: (The more information you provide, the more accurate the X-Ray.)
Profit/Income Sales/Volume Avg. Hrs./Wk. $ in Business Total Accounts __________ __________
1996 - $__________ $__________ __________ $/%_______ __________ __________ __________
1997 - $__________ $__________ __________ $/%_______ __________ __________ __________
1998 - $__________ $__________ __________ $/%_______ __________ __________ __________
1999 - $__________ $__________ __________ $/%_______ __________ __________ __________
2000 - $__________ $__________ __________ $/%_______ __________ __________ __________
G. Professional Referral Information: (Realtors, financial planners, accountants, attorneys, doctors, insurance agents, builders, etc.)
# of "A" Referral Sources: ____, ___ Average # sales per month per "A" referral ______ / (SC%______% = _____
# of "B" Referral Sources: ____, ___ leads per month per referral ____ x $/trans._________ = _____ (available $)
# of "C" Referral Sources: ____, ___ (available $)______ x 15%. = _________/mo to build referral business.
Referral sources on a database? [ ] Yes, [ ] No SC%=Sales closing ratio Money Lost: $________ over ____ yrs
How much does your company earn/ invest each year for each professional referral source and client?
Referral Source: Earn: A:___________, B:___________, C:___________ Invest: A:___________, B:___________, C:___________
Clients: Earn: A:___________, B:___________, C:___________ Invest: A:___________, B:___________, C:___________
Note: Please write any additional information about your business that you would like to share.
Additional Business Questions
Name: ______________________
1) Please think six months into the future. At that time, how will you know the business planning system you are using, has been successful for you?
2) List one to three areas in which you feel immediate assistance will help you reach your dreams.
3) What is your greatest strength? Please list one way you believe you can more effectively use it.
4) What is your greatest weakness? Please list the main way this weakness hurts your ability to reach your dreams.
5) What do you enjoy most about what you are doing professionally at this time?
6) What do you like least about what you are doing professionally at this time?
7) List one thing you believe we could do in the next sixty days that would make you say, "WOW! This professional/ business development system has been great!"
8) If you could be on the ideal professional team, what characteristics would that team have and what would you like your role to be?
9) List several "tricks" that have worked well for you over the last few years. List several things you did in the past but are no longer doing.
Personal Questions
Name: ___________________________
If you answer these questions, we can get to know you a little better.
Marital Status: _______If married: Years married: ______, Spouse's name: ____________________
Children's Names/Age: ____________, ____, ____________, ____, ____________, ____,
____________, ____, ____________, ____, ____________, ____, ____________, ____, ____________, ____, ____________, ____, ____________, ____, ____________, ____,
1. What is the most important thing to you in life? What are your life's priorities?
2. What do you want to be known for? (What would you like others to write about you on your tombstone?)
3. List one personal relationship you would like to focus on and improve over the next twelve months.
4. List one personal area would like to improve over the next four months.
5. If you have children, what are some things you would like to do over the next six months to improve your relationship with them?
6. If you are married, what is one thing your spouse would like you to do that would improve your relationship?
7. What would you like to be doing in five years?
8. Focusing on your most valuable relationship, list one or two things that you used to do in that relationship that you are not currently doing.
Management Questions
Name: ______________________
1) Please think six months into the future. What would you like to be doing then that you are not currently doing?
2) List one to three areas in management that you feel need immediate assistance and which would help you reach your dreams.
3) What is your greatest strength in management? Please list one way you believe you could use that strength more effectively.
4) What is your greatest weakness in management ? How does this weakness hurt your ability to reach your dreams?
5) What do you enjoy most about management at this time?
6) What do you like least about management at this time?
7) List one or two things that you have seen other successful managers accomplish that you have always wanted to do but have not been able to do yet.
8) If you could be on the ideal professional team, what characteristics would that team have, and what would you like your role to be?
9) List several things that have worked well for you in management over the last few years. List several things you used to do but are no longer doing.
Management Masteries
1. What are your short-term and long-term expectations of a master company business plan?
Short-Term: (3 to 6 months)
Long-Term: (6 months to 2 years)
2. Please write your two most important goals for the following time frames:
Month One:
1.
2.
Month Two:
1.
2.
Month Three:
1.
2.
3. What are your two main reasons to implement a systematized approach to building your business?
4. Please think two years into the future. What would you see, feel, or hear as a result of your implementing turnkey management systems?
5. What would cause you in 90 days to say, "WOW! I really made a great decision when I implemented those turnkey systems."
6. From 1 to 10 (with 10 being the best), how would you rate the overall effectiveness of the company's budgeting process? 1 2 3 4 5 6 7 8 9 10
7. From 1 to 10, how would you rate the return on what the company invests back into itself?
1 2 3 4 5 6 7 8 9 10
8. From 1 to 10, how would you rate the ability of the management team to look at things from an entrepreneurial perspective, saying, "What type of return are we going to get from the investment and how can we then measure that return?" 1 2 3 4 5 6 7 8 9 10
9. How much authority and responsibility is a manager given in making budgeting decisions? What are some of the best things into which your company has invested money, and what type of a financial return was realized?
10. In your opinion, where could the company better invest specific areas of the budget and get better results?
11. What process do you go through for budgeting as a company? As a department?
12. When are budgets started? When are they finalized? How much flexibility is there in the budgeting process?
13. Who makes the budgeting decisions? How much control from 1 to 10 (with 10 being the most) is the manager given in making budget decisions?
14. Based you what you know, what would be the five major areas of the part of the budget you control?
Area of budget % of budget decision maker area to improve
A.
B.
C.
D.
E.
15. Based you what you know, what would be the five major areas of the budget for the whole company?
Area of budget % of budget decision maker area to improve
A.
B.
C.
D.
E.
16. Would you like a more detailed analysis to be completed on specific areas within your budget to determine if your company could get better results for what is being invested? [ ]-Yes, [ ]-No
If so, is there a specific area within the company budget you would like analyzed first?
17. The following are areas in which companies will often invest a great deal of money and not get the full return possible. Please complete as much information as possible.
Area within budget Year budget Individual responsible
1. Cost to sell (salaries, commissions, sales cycle) $__________ __________________
2. Marketing (design, mailing, etc.) $__________ __________________
3. Advertising (TV, radio, magazine, etc.) $__________ __________________
4. Operations $__________ __________________
5. Accounting $__________ __________________
6. Printing $__________ __________________
7. Video/ multimedia $__________ __________________
8. Client relations $__________ __________________
9. Accounting $__________ __________________
.
Advanced Personality TestingWith the advanced personality testing, we will "fine tune" the testing and help you identify your primary and secondary personality style. You have boxes to check in either A or B, C or D. (ALWAYS check THREE FOR EACH QUESTION!) Based on the degree to which you feel a certain way, please check the correct number of A-'s, B's, C's, and D's. The stronger you feel about "A," the more checks you give to it. (Example: #1. A-1 check B-2 checks : You feel you tend to move more slowly and deliberately, but not 100% of the time. If a statement is 100% true for you, it should have 3 checks.)
Assertiveness
1. Do you tend to (A) move more slowly and deliberately, or (B) do you tend to move more rapidly? A— B— 2. Do you tend to (A) speak more slowly and softly, or do you (B) tend to speak more quickly, more intensely, and often more loudly? A— B— 3. Do you tend to (A) lean backward, even when making a request or stating an opinion or do you (B) tend to sit upright or lean forward, especially to make a request or state an opinion? A— B— 4. Do you tend to be (A) tentative and less forceful in expressing opinions, making requests, and giving directions or (B) more emphatic? A— B— 5. Do you tend to be (A) less confrontive or (B) more confrontive? A— B— 6. Would you tend to (A) let others take initiative, or would you (B) tend to take the initiative yourself? A— B— 7. Would you be more likely to (A) request people to do things or (B) tell people what needs to be done? A— B— 8. Do you (A) make decisions more slowly or (B) more quickly? A— B— 9. Do you tend to be (A) less risk oriented or (B) more risk oriented? A— B— 10. Do you exert (A) less pressure for decisions or (B) more pressure for decisions? A— B— 11. Do you have (A) less intense and less consistent eye contact, or (B) more intense and more consistent eye contact? A— B— Total A's - Total B's = Final Score------------------------------------------- Responsiveness
1. Do you tend to (C) limit your use of gestures, or (D) do you tend to gesture more frequently? C— D— 2. Do you tend to (C) move more rigidly, or (D) do you tend to move more freely? C— D— 3. Do you tend to (C) have less facial expressiveness or (D) do you tend to have more facial expressiveness? C— D— 4. Do others see you as being (C) more serious or (D) more playful? C— D— 5. Do others see you as being (C) more reserved, or (D) are you seen as more outgoing? C— D— 6. Do you prefer to be (C) more formal/structured in your life or (D) less formal/structured? C— D— 7. Do you tend to be (C) more controlled in your expression of feeling, or (D) are you more free and less guarded in your expression
C— D— 8. Do you (C) focus more on facts, or (D) do you focus more on feelings? C— D— 9. Do you (C) appear more task oriented, or (D) do you appear more people oriented?
C— D— 10. Do you (C) tend to be less interested in small talk, anecdotes and jokes, or (D) do you tend to be more interested in these things? C— D— 11. Do you (C) make decisions based largely on facts, or (D) do you allow your feelings to have a greater influence on decision making? C— D— 12. Do you (C) demonstrate more discipline in your use of time, or (D) do you demonstrate less discipline in your use of time? C— D— 13. If you were in a supervisory position, would you (C) supervise in a task oriented manner, or (D) do you supervise in a more personal manner?
C— D— Totals: Total C's - Total D's = Final Score-------------------------------------------
ActionVision Certified Consultant's Notes
(To be completed by ActionVision certified consultant.)
Name: ____________________ Company: __________________ Phone:(____)____-______
1. Why has this individual been so successful?
2. What is their WOW goal, and what is the biggest challenge they currently are facing to achieve it?
3. Recommended action to create greatest results with least effort:
4. Recommended strategies to help individual achieve desired hours: Current:___, Goal:___
5. Recommended strategies to help individual have more family/ personal time: Current:___, Goal:___
6. Recommended strategies to assist individual in increasing sales closing ratio. Current:___%, Goal:___%
7. Please rate the systems in order of importance to assist the client in taking their business to the next level.
___(Please start with 1 being the most valuable.) / --___ (1-10- How much would he like to be pushed?)
___/__ Research results ___/__ Lead follow-up system ___/__ Past client turnkey marketing system
___/__ Marketing system ___/__ Lead generating system ___/__ Time management system
___/__ Business planning system ___/__ Professional referral system ___/__ Database management system
___/__ Life balancing system ___/__ Relationship marketing system ___/__ Assistant effectiveness system
8. Please rate recommended information to be sent to individual about other products or services which might assist individual in reaching their WOW experience (1 being most valuable).
___ X-Rays ___ ActionVision ___ Mind2 ___ Achievement Plus ___ Life Masteries
___ Daily Masteries ___ MaxSys ___ M.V.P ___ Turnkey Mailing ___ Student Life Management
___ Phone Training ___ Business Mentoring ___ Sales Training ___ Phone Sales Training
9. Names of two other individuals who might benefit from analysis of business X-Ray:
Name:_____________________ Company: _____________________ Pager Number: (____)____-_____Phone Number:(____)____-_____
