The Report Card: Business Health Assessment Tool
The Report Card: A Business Health Assessment Tool
Your business deserves to thrive, and understanding where you stand is the first step. The Report Card is here to help you evaluate your company’s strengths, challenges, and opportunities for growth.
This comprehensive worksheet gives you the clarity you need to sharpen your focus, realign your goals, and confidently move your business forward. It’s designed to guide you through every essential aspect of your business, breaking it down into four manageable sections:
- Performance & Operations
Analyze your financial health, sales trends, quarterly performance, revenues, and profit margins. Gain insights into how efficiently your business is operating and where adjustments can make the biggest impact.
- In The Class
Dive deep into your market position—exploring your competitiveness, customer demographics, local market share, and differentiators. Complete a detailed SWOT analysis to uncover opportunities for expansion and innovation while ensuring customer satisfaction and retention stay top of mind.
- Evolution
Discover how your business is perceived through its brand reputation, top products, and competitors. Learn what keeps the leaders at the top and how you can carve out a unique, lasting place in your industry.
- Before The New Semester
Prepare your business for the future with an honest assessment of its adaptability, innovation, and readiness for change.
Each section provides space for grading and comments, empowering you to reflect on your business and document actionable takeaways.
& We Can't Leave Out The Bonus Feature: The 181v GROWTH Worksheet which caps off the assessment by encouraging you to reflect on your results and turn insights into tangible steps for improvement. This worksheet provides a space for you to leave an overall score and practical guidance on how to elevate your business to the next level.
Why It Matters
Evaluating your business shouldn’t require a massive budget—it requires the right tools and a clear roadmap. The Report Card gives you both. With this worksheet, you’ll have the power to identify opportunities, confront challenges, and create a strategy to grow with purpose and confidence.
What Makes The Report Card Different?
- Includes a sample report to help you understand exactly what to include and how to make the most of your assessment.
- Designed to be simple, yet powerful, so you can use it at your own pace—whether you’re a seasoned business owner or just starting out.
- Ends with a glossary to ensure you’re never stuck on terms or concepts, making it accessible to all experience levels.
Take the next step in understanding the health of your company and start building a stronger foundation for success.
you will receive a PDF & word document. Due to the nature of a digital design, you will not receive a physical product.
Important!
- your file will be available to download once the payment is confirmed and complete.
- customized orders must email details / ideas / files required for your design. i will not reach out to you for information.
- colors may vary depending on monitor settings.
- instant printable downloads are for personal use only. they are not available for resale, returns, exchanges, or cancellations. thank you for understanding.
please email 181v.customers@gmail.com if you have any questions :)
A simple, yet powerful outline designed to be used at your own pace - whether you're a seasoned business owner or just starting out. You'll also get a sample report to understand what to include and make the most out of your assessment and a glossary to guarantee you know the lingo.