ࡱ> OQN7 $bjbjUU xP7|7| l:::::::NZZZ8$\N$,$$$$$$$$% '<$:"<$::Q$::$$b#::b# `^hN Zjb#b#g$0$b#o(pjo(b#NN::::DIAGNOSTIC TOOL KIT (GENERIC) COMPANY ________________________________________ The purpose of this generic (general across all functions) first stage diagnostic is to evaluate a companys baseline and establish areas of weakness or strength. At this stage no formal analysis should be undertaken. This tool kit is designed to collect baseline company information, from (a) the decision maker (b) observation from reporter. The tool kit should be completed by the company decision maker and evaluated i.e. questioned by the observer. The time to complete this document (paper or disk) should be no more then 30/45 mins. The decision maker should feel that he/she has full ownership of the tool. Following the first stage activity, a more comprehensive i.e. specialist diagnostic should be undertaken. The areas for this specialist diagnostic will be determined from the analysis of the generic tool kit. The specialist tool kits should be uniform and off the shelve. This specialist diagnostic should last 1-2hrs and involve all the relevant people. I propose a scoring of each response 1-5 (1 being the lowest or nil, 3 middle ground or n/a and 5 being the highest or full compliance). All questions must be quantifiable, measurable in terms of QCD and/or related to supply chain development. The calculations required for this tool kit i.e. the model, will be determined later. GENERIC DIANOSTIC TOOL KIT (suggested typical specialist areas and questions) SCORING MODEL Q1 Is there a written financial plan? Example: Score 1NoXScore 2Yes (but not available today)XScore 3YesXScore 4Yes (reviewed quarterly)(Score 5Yes (reviewed monthly and measured)X Answer = 4 FINANCE Q1 Is there a written financial plan? ( Q2 Is very function of the business separately accounted i.e. unit price/costs? ( Q3 Is the business showing actual profit and is it planned? ( Q4 Is the turnover planned? ( Q5 Is the business VAT registered? ( Q6 Is the investment ration i.e. borrowing managed and planned? ( Q7 Are the targets for cash flow managed and planned? ( Q8 Are there adequate accounting procedures in place? ( Q9 Shareholder dividend? ( Q10 Is there a staff pension in place? ( Total ( FINANCIAL CONTROL Q11 Is there a written policy for the financial control? ( Q12 Are the management accounts available? ( Q13 Are the financial staff and management trained/qualified? ( Q14 Is any analysis complete for pervious accounting periods? ( Q15 Are forecast managed and planned periodically? ( Q16 Are you satisfied with your accountancy firm i.e. service? ( Q17 Are you satisfied with your banking arrangements? ( Total ( MARKETING Q18 Is there a written marketing plan? ( Q19 Is your brand known i.e. corporate image? ( Q20 Is your product/service known? ( Q21 Do you have a Public Relations strategy? ( Q22 Do you have a web site? ( Q23 Do you undertake any research? ( Q24 Do you have dedicated marketing staff? ( Q25 Is the marketing function across the whole business? ( Q26 Are all your staff aware of the market(s) place? ( Q27 Do you complete any analysis i.e. swot etc? ( Q28 Do you measure the product life cycle? ( Total ( SALES Q29 Do you have a written sales plan? ( Q30 Are the sales targets managed and planned? ( Q31 How are your sales staff paid? ( Q32 How is the sales territory divided? ( Q33 Average lead-time from completed sales invoice to delivery? ( Q34 Average discount allowed per sale? ( Q35 Average time for request for quote to be completed? ( Q36 What is the performance of sales? ( Q37 Do you export any product or service? ( Total ( OPERATIONS Q38 Do you have written standard operating procedures? ( Q39 Do you measure customer satisfaction? ( Q40 Are you satisfied with your logistics and delivery schedule? ( Q41 Do you measure not right first time? ( Q42 Do you measure stock turns? ( Q43 Do you measure overall equipment effectiveness? ( Q44 Do you calculate valve added per person? ( Q45 Do you utilise floor space? ( Q46 Do you collect, measure and control statistics? ( Q47 Is visual management used? ( Q48 Do you measure part per million (PPM)? ( Q49 Do you use lean manufacturing techniques? ( Total ( QUALITY ASSURANCE Q50 Do you have written QA policy? ( Q51 Do you have accredited QA systems? ( Q52 Do you have dedicated QA staff? ( Q53 How often do you complete an Internal audit? ( Total ( HUMAN RESOURCES Q54 Do you have a written HR policy? ( Q55 Do you measure staff absence rates? ( Q56 Do you plan and have a policy for staff leave? ( Q57 Are you fully recruited? ( Q58 Do all your staff understand the company goal or mission statement? ( Q59 Are the staff regularly reviewed? ( Total ( TRAINING Q60 Are your staff fully trained? ( Q61 Do you encourage individual continued professional development? ( Q62 Do you have a written training policy? ( Q63 Do you have dedicated training staff? ( Total ( LOGISTICS Q64 Do you have a written logistics strategy or plan? ( Q65 Do you own the transport? ( Q66 Is the logistics coordinated with sales and delivery? ( Total ( MANAGEMENT Q67 Do you have a written short, medium, long-term business plan? ( Q68 Are management meeting regularly scheduled? ( Q69 Are Board meeting regularly scheduled? ( Q70 Is management included in training programmes? ( Q71 Is the Board included in training programmes? ( Q72 Do you have the Investor in People award? ( Q73 Are there plans to enter new markets? ( Q74 Are there plans to re-locate? ( Q75 Are there plans to expand current operation? ( Q76 Do you have a preferred supplier list? ( Q77 Networking opportunities? ( Q78 Are there product/service design & development systems? ( Total ( HEALTH & SAFETY Q79 Do you have a written Health & Safety policy? ( Q80 Do you have a written Environmental Impact policy? ( Q81 Is your Health & Safety officer qualified to NEBOSH? ( Q82 Do you measure you accident rates? ( Q83 Are your rest rooms, catering and toilets adequate? ( Q84 Are risk assessment completed for each task? ( Total ( EQUAL OPPORTUNITIES Q85 Do you have a written Equal Opportunities policy ( Q86 Do you measure the recruitment and training statistics ( Q87 Is there a nominated Equal Opportunities Officer ( Q88 Is there a complaints procedure in place ( Total ( ESTATE MANAGEMENT Q89 Do you have an estate management plan? ( Q90 Does the estate require upgrade or repair? ( Q91 Is there any dedicated staff for maintenance? ( Q92 Do you have security access limited? ( Q93 Is there a housekeeping policy? ( Total ( PROJECTS Q94 Do you have written procedures for project management? ( Q95 Do you have project management experience? ( Q96 Do you measure the success of each project? ( Total ( INFORMATION, COMMUNICATIONS & TECHNOLOGIES Q97 Do you have a written ICT policy? ( Q98 Are you satisfied with your ICT? ( Q99 Do you use e-mail? ( Q100 Do you use ISDN? ( Q101 Do you use technical software? ( Q102 Do you use office software? ( Q103 Are your staff adequately trained? ( Q104 Is your ICT integrated through the business? ( Q105 How often do you management your web site? ( Q106 Amount of measured B2B trade? ( Total ( GRANTS Q107 Have you ever been awarded grant aid? ( GRAND TOTAL ( PERCENTAGE (% *Anything above a 60% should be deemed okay. However, any answer with 1,2 or 3 response from questions 38-49,60-61,70-71,75,77,90-92,99 may require additional product  Qo g h 4 5 v w H I @ A s t 56z{;<gh!"`aUV./^_]^ jc j 5>*\ B*ph^RS#$n o  $If 9r $$   4 6 7 ? C E F N g i {{<{~$$IflF8 !06    4 la$Ifi j r {{{yyyywwww$If~$$IflF8 !06    4 la 6 x  J   B u 7|=i#b   !'(W0`!"_ 3n1dI12lm/0bcGH  DEkl12yz:;bc  ABtuOP{|CJ jcb Fm3{<dd CvQ}RSfghijk{|PQRSde/0_`;<{|DE{|  & ' r s S!T!!!!!!!!!""M"N"""""""""""9#:#Q#R#g#h#i#$$jCJUmHnHsH uCJ$ jcCJ$ jc5>*\ 5>*\CJ jcT1a=}F}  ( ) 2 3 t t %!&!U!!!!!"O""""""###;#<#=#=#S#T#j#k#####$$$$$ $$ 1h/ =!"#$%nN '7;3?x!PNG  IHDRs-vsRGB pHYs.> IDATx^ohU]/Q0V4Bj2/dQb7$0Gd*4_mfRHճns{0s{w%]Ua``@'PU5TC,%+JVJҫ>dHUUR*Y)Rzg)Rd UUf{*Եio=#r@hhP]CϞDqٻL(lss&MpQ[hk •(V$gz!Xi/.K0,XPWY-lV˫#%\ّ@iURCS:}6ql=:v8awܹVdllf]g @(xi# T^7 󙩿 + :. NSa_/$co~[Zcpak(Lbɱk~VF40B%s! WW׫0-Q4ض^ȑK\XSSuY7,؏һfݢ"CȞ<zEϳg9OB*lQ8 S"79>4c{WYK%"n86oھe#YwJDtH ˮ֯q04T"?`YS>̅DaR"k̡iʞ{EZZfَ< t4!Hۤv.مy..[,wXqQ/wV(A@!o̽&=RY(->iM=K\= n]tO1Bv}EmmpQ陭[_{7XR,!DzJ+uҹh`-JTdFM*Y)Rzg)JV^Y%+E@J" W}VJҫ>dH-nI\xd)S<Āi}CrwkpώiMfM*ܽTOwcg!8,陔. C nCɚf]D 4o4@z0'Ϲlv_o9ʃ}vɒW_DlTt[L4@%׷9= )LBFoG'Hn&V8lfںus&$񾜭{U_b2[Z* d1EH<麺2Ε'd/@ ٣GVQ aL o5O:ZL?9߄1i`{`݆@@dr¶>$IbO8oއ5H <ԀƝ;ORv۾}gi (<3Pb3St $oRq/߶E@H҇ޡ#[rk:]2,`3to^ZrcT Yٿ3K70_K$g 'ٖlcZN{+NtuxJΘp )ˤ>\N9=A@-:wvmA,3P|s%.#/X .pll2$#hSѝ;Poqw\G-t<[&A+ӗ`p3̝[hS){!t,'liy~Μ̖Ca[VJ3n1WpHp{ i8XdFY*Y)Rzg)JV^Y%+E@J{YO`F(5(Y%+E@J" W}VJҫ>dHuڃႤ/2z`NdدM)/c&P87!DڈRy`%J_r=r+m+ּtYL?׶ʐXIy:e"}r4/˽)iq–Я$OqI83bhn+]>ρ5SqoiWCN3XD9žE?[|g‹As[4] 0>{0-D2}QH2JXX6J:EkR){-}4pF 4JKتѠ^J-+%>]J> [CFYsiomʬX~B8Y{-\lv $[GP@I6Mlw =ܔg1[aD ĶW^0Yy&A]kSJ7f)TiK5Å})/="&b-)^Χ|}04|/÷|6isCDX8U'Ϲ Y;2Vlȗjȩ%ӈefmK0*LdsLv禓'g=9YgTaq6SKJUR*Y)Rzgի%/`T0ѕIENDB` i8@8 NormalCJ_HaJmH sH tH 6@6 Heading 1$@& 5>*\<A@< Default Paragraph Font,@, Header  9r , , Footer  9r  FRS#$no  467?CEFNgijr6xJ  B u 7 |  = i # b    ! ' ( W 0`!"_ 3n1dI Fm3{<d CvQ}RSfghijk{|1a=}F}()23t%&UO;<=STjk   00000000000000000000000000@0@0@0@0@0@0@0@0@0@0@0@0@0@0@0@0@0@0@0@000000000 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000@0 $$" i dt =#$ !$t  ,b$'7;3?x!V "F@ 0(  B S  ?x(  @h ` # #" `  c $3333``  c $A33? 0D0(Tt    `07mx   3333333Qgk    JMU4fC:\WINNT\Profiles\JMU4\Application Data\Microsoft\Word\AutoRecovery save of AC Diagnostic tool kit.asdJMU4,C:\AC diagnostics\AC Diagnostic tool kit.docJMU4,C:\AC diagnostics\AC Diagnostic tool kit.docJMU4fC:\WINNT\Profiles\JMU4\Application Data\Microsoft\Word\AutoRecovery save of AC Diagnostic tool kit.asdJMU4,C:\AC diagnostics\AC Diagnostic tool kit.docJMU4fC:\WINNT\Profiles\JMU4\Application Data\Microsoft\Word\AutoRecovery save of AC Diagnostic tool kit.asdJMU4,C:\AC diagnostics\AC Diagnostic tool kit.docTeamMC:\Documents and Settings\Team\My Documents\TCC\Tools\Diagnostic tool kit.docTeamkC:\Documents and Settings\Team\Application Data\Microsoft\Word\AutoRecovery save of Diagnostic tool kit.asdTeamkC:\Documents and Settings\Team\Application Data\Microsoft\Word\AutoRecovery save of Diagnostic tool kit.asd  467?CEFNgijr @H  @@UnknownGz Times New Roman5Symbol3& z Arial;Wingdings9 Webdings"hjkF!k 3u 8!20d} 2)Diagnostic tool kit (first draft) GenericJMU4TeamOh+'0 (4 P \ h t*Diagnostic tool kit (first draft) GenericrdiagJMU4ostMU4MU4NormaltTeamlt12mMicrosoft Word 9.0 @@> 8@Nt8@=hu՜.+,0 hp|  PFL8 }  *Diagnostic tool kit (first draft) Generic Title  !"#$%&'(*+,-./0123456789:;<=?@ABCDEGHIJKLMPRoot Entry Fp;^hR1Table)o(WordDocumentxPSummaryInformation(>DocumentSummaryInformation8FCompObjjObjectPoolp;^hp;^h  FMicrosoft Word Document MSWordDocWord.Document.89q