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	Cost Efficiency Checklist CEO2GO Evaluation

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ROI Consulting II will evaluate a client's specific needs - even in cases where the client is so focused on their own core competency that they may not aware other needs.

Whether a client seeks experienced strategic support, growth, capital funding, executive leadership, managing for value; or would like ROI Consulting II to champion a marked increase in actual bottom-line profits -- there is No-Cost and No-Risk to explore the available options.

Use the tools below to help evaluate your current situation, or contact us for a FREE ANALYSIS of how ROI can help "Maximize the Return on Your Business Investment!"

Cost Efficiency Checklist

If the smallest leak can sink the largest ship...are you adequately aware of the condition of your financial vessel? Let's find out... Check only the items which you believe ARE NOT currently operating at their MAXIMUM level of EFFICIENCY.

Do you know your R.O.I. ?

If so, is the plan communicated to everyone on your staff?

Do you review the status of your plan?

Do you delegate results (not tasks)?

Within each of these basic operational components, indicate those areas you feel are not currently operating at maximum efficiency:

OPERATIONS                          (Process)

Process efficiency

P&L accuracy (understanding)

Leases (real estate, equipment, etc.)

Space utilization

Checks & balance system

Advertising $$$

Utility usage

AUTOMATION (Technology/Equipment)

Equipment efficiency / fullest utilization

Software performance

Redundancy

Cost effectiveness

Streamlined

HUMAN RESOURCES                  (Employee Productivity)

Proper skills to perform function

Ongoing training

Knowledge & understanding of corporate objectives

Proper motivation & incentive to perform

Compensation analysis (aggressive incentive and viable profitability

Following are the front line areas to evaluate when beginning any cost recovery analysis. Check ONLY those areas you feel are not currently operating at maximum efficiency:

Office equipment efficiency

Connectivity efficiency

Network System / Data Security

Computer supplies (ink, toner, paper, etc.)

Office supplies (general)

Real Estate leases

Fleet (Purchase & Maintenance)

Billing process

Procurement process

Travel

Utilities

Phone systems & Services

Shipping / delivery / overnight services

Insurance

Inventory Management

If you checked more than 15 items:      FREE Cost-Recovery Evaluation and Risk-Free recommended action plan will yield immediate and measurable results. In short; does the name Titanic mean anything to you?

15-10 Items: Lost profits are evident; future action is inevitable. Recovery will be highly effective and impact your bottom-line.

Less than 10 items: Current losses may be manageable, but; how much profit are you willing to continue to give away?

If you are interested in receiving information regarding improvement in any of these areas, please complete and submit this form.

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When to consider CEO2GO....

The following indicators are used by many Fortune 500 leaders to determine when and where to outsource specific, targeted executive management services. If you are interested in receiving information regarding improvement in any specific area, please complete and submit this form.

Otherwise, feel free to use this valuable tool as a thought starter in evaluating exactly where you are!

Warning signs for any Business:
	Revenues Fall
	Employee Morale Sags
	Customers Leave
	Competitors Taking Away Business
	Technology Changes in the Industry Go Unnoticed
	Project Falling Behind
	Uncontrolled Growth
	Costs Rise
	Good/Long-term Employees Quit
	Stress Increases
	Aging Accounts Receivables
	Little Repeat Business
	Bookkeeping Records Unorganized, Not Current
	Less Advertising and Promotion
	Deterioration In Physical Plant

When Business Do Not Grow:
	Inability To Change
	Lack of Vision
	Lack Of Adequate Financial Planning
	Not Being Able to Charge Enough for Products Sold to Generate Adequate Capital for Growth
	Management Lacks Adequate Planning Skills
	Management Too Busy Dealing with Day-to-Day Operations and Putting Out Fires
	Lack of Distribution & Delivery Resources
	Lack of Growth & Expansion
	Failure to Communicate The Growth Plan
	Failure to Use the Growth Plan
	Lack of Funding
	Lack of Long-Term Goals & Objective
	Lack of Management Initiative

When Businesses Fail:
	Lack of Adequate Business plan
	Management Lacks Essential Business Skills
	Management Lacks Leadership Skills
	Failure To Use The Business Plan
	Lack of Clear Attainable Goals
	Failure to Communicate & Enforce Business Plan
	Not knowing what Your Customers Want
	Underestimate the Competition
	Inability To Change
	Inefficient / inadequate Systems & Procedures
	Inadequate Financial Plan
	Not Knowing the Real Costs of Products / Services
	Not Knowing the Costs of Hiring Employees
	Lack of Vision
	Lack of Consistency
	Ineffective Marketing, Advertising, & Promotions
	Not Knowing What Your Customer Needs
	Poor Quality Products / Service
	Low-level Overall Customer Satisfaction
	Negative Cash Flow
	No Repeat Business
	Failure to Adapt To Market Changes
	Poor Controls
	Over Diversification
	Poor Location
	Over Dependence on One Product, Customer, Supplier or Service
	Excessive Overhead
	Government Red Tape

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