Key Areas of Concern
Not a Est.
Problem Problem Cost
1.) Sales volume/Marketing Efforts _______ _______ ______
2.) Controlling Costs (Fixed/Variable/Direct) _______ _______ ______
3.) Inventory turnover/shrinkage/tracking _______ _______ ______
4.) Profit/Return on Net Worth/Ownership return _______ _______ ______
5.) Sufficient Liquidity/Retained Earnings _______ _______ ______
6.) Debt Load/Capital Structure _______ _______ ______
7.) A/R - days receivables outstanding _______ _______ ______
8.) Cash flow & cash flow forecasting _______ _______ ______
9.) Managing growth/lack of internal controls _______ _______ ______
10.) Financial Ratio tracking/trend analysis _______ _______ ______
11.) Waste/Pilferage/Scrap/Spoilage _______ _______ ______
12.) Employee Productivity/Idle time/Absenteeism _______ _______ ______
13.) Finding qualified employees/Incentive programs _______ _______ ______
14.) Overhead Planning/Breakeven Analysis _______ ________ ______
15.) Variance Reporting/Budgeting _______ ________ ______
16.) Plant Layout/Flow/Capacity & Space Utilization _______ ________ ______
17.) Bidding/Estimating Procedures/Markup/Margin _______ ________ ______
18.) Personal Workload/Delegation of Authority _______ ________ ______
19.) Administrative Procedures/Paper Flow _______ ________ ______
20.) Strategic Planning/Service Procedures _______ ________ ______
