Beyond Business Self-Audit

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Referrer
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3
How Many Years Have You Owned Your Business?
Less than 2 years
2 to 5 years
6 to 11 years
12 to 20 years
Over 20 years
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How Many People Are On Your Payroll Including You & Any Associated Persons
Just you
2 to 4
5 to 8
9 to 15
16 to 25
26 to 40
Over 40
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What Industry
Accounting
Administration & Office Support
Advertising, Arts & Media
Banking & Financial Services
Call Centre & Customer Service
Community Services & Development
Construction
Consulting & Strategy
Design & Architecture
Education & Training
Engineering
Farming, Animals & Conservation
Government & Defence
Healthcare & Medical
Hospitality & Tourism
Human Resources & Recruitment
Information & Communication Technology
Insurance & Superannuation
Legal
Manufacturing, Transport & Logistics
Marketing & Communications
Mining, Resources & Energy
Real Estate & Property
Retail & Consumer Products
Sales
Science & Technology
Sport & Recreation
Trades & Services
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How Many People Are In Management Or Supervisory Roles
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What proportion of your team use PC's / Laptops / Tablets / Smartphones for 50% or more of their average day
Up to 20% of staff
21% to 40% of staff
41% to 60% of staff
61% to 80% of staff
81% or more of staff
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For the people that are responsible for monitoring and replying to both internal and external emails, estimate on average how many hours per day they spend with their email application open (as in, Gmail open in their browser, or Outlook open).
Up to 30min
30min to 1.5hrs
1.5hrs to 3 hrs
3hrs to 5hrs
Over 5hrs
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Does your business train its employees on how to process inbound emails?Standards about how quickly to reply, format of the response, use of email templates, how long they should spend processing emails
YESNO
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Does your business train its employees on how to manage their email inbox and organisation of inbound emails?How to organise/categorise emails, how to do advanced searches, how to filter emails
YESNO
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Do you use Customer Support software for managing inbound emails (helpdesk ticketing software, like Zendesk, Intercom etc)
Not at all
A little bit
For most inbound email
For all inbound emails
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Do you use a professional password management system for yourself?An app such as LastPass, 1Password, Dashlane, KeePass (does not included passwords saved in a browser)
YESNO
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Do you use a professional password management system business-wide?Shared password management with software like LastPass, 1Password, Dashlane, or Keeper
YESNO
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For accessing your most important logins, how many characters/digits long is the password you use?Logins like your email account, your bank, the ATO portal etc
6 or less
7 to 10
11 to 16
17 to 25
26 characters/digits or more
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Do you and your team ever use the same password between different applications?Is there a common password or a base password that gets used often, or perhaps changed slightly for different logins?
YESNO
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Are any passwords written down for people to refer to?On sticky notes, in a word document or spreadsheet, in a folder on a shelf?
YESNO
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How often do you update important passwords for yourself and your business?Social media, email account, online banking etc
I don't (or, I only do it when it tells me I have to)
I do, but I couldn't tell you when the last time was
I make a conscious effort to do so, about yearly
Every 6 months, or more frequently
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How do you store and organise procedures in your business?The way tasks are to be done, the standards that are to be met, the contingency plans documented. Pick the most prevalent answer.
We don't have any
In a folder or a booklet on some shelves somewhere
In a folder or booklet within arms reach of every workstation/machine/device/workspace
In word or PDF documents stored on some computers
In word or PDF documents stored on a server all staff can access
Online, on something like Microsoft Sharepoint, Google Sites or Confluence
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Approximately how many procedures do you have in your business?Add the total of all procedures from all facets of the business together
Less than 20
21 to 50
51 to 100
101 to 200
201 to 400
401 to 800
801 to 1500
More than 1500
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What proportion of the procedures in your business would you consider are up to date, or at least 95% accurate?
0 to 25%
26% to 50%
51% to 75%
76% to 90%
Over 90%
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How are your procedures formed?Pick what is most accurate for the majority of procedures
Owner creates alone
Manager creates alone
Staff create alone
Significantly created by owner or manager, with some help from staff
Significantly created by staff, with some help from owner or manager
Roughly equal effort from staff and owner or manager
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What proportion of your procedures include videos?
0 to 10%
11 to 30%
31% to 60%
61% to 80%
81% to 100%
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Do you use a Task Management Software business-wide?
No
A little bit
For most things
For everything
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Does everyone including yourself have their own task list that's pretty up-to-date?I.e. It's used regularly, old tasks removed, tasks reorganised weekly at a minimum etc
No
Some people
Most People
All people
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What's the way your management typically finds out the current status of an employee's tasks?Ignoring reporting submission, daily stand-up meetings, weekly check-ins etc
Verbally asking
Emailing
Phoning
Task management system
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Does your business use Zapier or similar API automations?
No (or not sure)
A little bit
Quite a bit
A lot
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Does your business have a Customer Relationship Management system (CRM software)?A software that manages all your customer interaction and information
No
Yes - Built into other software we use
Yes - Dedicated CRM system
Yes - Dedicated CRM integrated into a couple other systems
Yes - Dedicated CRM integrated into many other systems
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Do you use a VOIP telephone system?VOIP is a flexible internet based phone system that does not use traditional phone lines
No
Yes - onsite hardware
Yes - cloud based system
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How can you use your VOIP phone system?VOIP systems come in all shapes and sized - how can yours be used
Desktop Phones
On Computers
On Mobiles (app based, not via diverting)
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Where are your most important and regularly used files located?Select the option which most accurately reflects your current situation
Individual computers
A server located at your premises
Server hosted in the cloud
Cloud storage
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Where are your most important and regularly used files backed up?Select up to 2 options that best reflects your situation
We don't back up
A USB drive
Multiple rotated USB drives stored onsite
Multiple rotated USB drives stored offsite
Our server, located at your premises
Our server, hosted in the cloud
Cloud storage
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Your Name* This field is required.
First Name
Last Name
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Your Email Address* This field is required.
example@example.com
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Summary Field
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