Free tool
The Problem List
Every problem worth naming in a small company, 329 of them across 11 areas. Pick an area, tick what is true of your business today, and keep the three that worry you most. No score, and no email to read it.
Keep a copy when you are done
The Problem List
0 of 329 ticked. Your ticks stay in this browser.
Strategic Direction, Governance & Management
Where the business is headed and who decides.
Planning and Direction
Ownership, Governance, and Succession
Structure, Roles, and Accountability
Systems, Policies, and Communication
Sales, Marketing, Customer Experience & Revenue Growth
How demand is created, converted, and kept.
Lead Generation and Follow-Up
Sales Process and Management
Revenue Mix and Transaction Size
Marketing and Market Position
Sales Materials and Digital Presence
Customer Retention and Customer Experience
Customer Concentration and Revenue Quality
Estimating, Pricing, Margin & Portfolio Management
Whether the work is priced to make money.
Cost Knowledge and Pricing
Estimating Process
Margin, Break-Even, and Job Costing
Product, Service, and Portfolio Management
Finance, Cash Management, Tax & Capital Structure
Where the money is, and where it leaks.
Cash Flow, Accounts Receivable, and Accounts Payable
Credit, Contract Terms, and Billing Structure
Financial Reporting and Management Information
Financial Controls and Budgeting
Financing and Administrative Accuracy
Tax Planning and Capital Structure
People, Leadership, Culture & Human Resources
Who you hire, keep, and how you lead.
Hiring, Onboarding, and Compliance
Training, Supervision, and Role Fit
Motivation, Accountability, and Culture
Leadership Behavior and Organizational Culture
Time, Conduct, and Workforce Discipline
Operations & Production
How the work actually gets delivered daily.
Job Planning and Control
Field Controls and Documentation
Productivity, Labor, and Capacity
Processes, Standards, and Quality
Scope of Work and Change Orders
Purchasing, Materials, Equipment & External Partners
What you buy and who you rely on.
Purchasing, Materials, and Inventory
Equipment, Tools, and Maintenance
Customer Interface
Safety
Subcontractors and Vendors
Technology, Cybersecurity & Data Management
Your systems, your access, and your data.
Technology Systems and Adoption
Access, Security, and Cyber Risk
Data Quality, Backup, and Recovery
Legal, Regulatory, Insurance & Enterprise Risk
Contracts, coverage, and the risks you carry.
Contracts and Legal Protection
Regulatory, Employment, and Tax Compliance
Insurance, Bonding, and Claims
Enterprise Risk Management
Business Continuity, Key-Person & Dependency Risk
What happens if a key piece disappears.
Key-Person and Knowledge Dependency
Business Continuity and Crisis Readiness
Strategic Capacity, Growth & Change Readiness
Whether you can handle the growth you want.
Growth Capacity and Infrastructure
Strategic Focus and Investment Decisions
Start the conversation
Ticked more than you expected?
Thirty minutes on the phone. Bring the three that worry you most and we will tell you which one to fix first.
