Survey Property Health Check – Organisational Checkup Step 1 of 13 7% Please complete this organisational check-up survey to assist the leadership team in identifying our strengths and weaknesses, and enable relevant development of the company. Answer the survey question from your own viewpoint of the business unless the question advises differently Answer the questions honestly – the idea is to identify what’s working and what’s not working, there is no “right” or “wrong” answer. The form will take approximately 15 minutes to complete for the first time. If you don’t understand a question please document that in the form text field. Click the NEXT button after you complete each section. Only one entry should be made. Use the back button to review previous answers if required before clicking submit. When you are happy with your responses please remember to click SUBMIT at the end of the form to upload your answers. HiddenWhat quarter is this survey for?(Required) Q1 Q2 Q3 Q4 HiddenWhat is the current year? 2023 2024 2025 HiddenWhich group is being surveyed?(Required) Whole company (Excluding LT) Leadership Team Sales Team Marketing Team Engineering Team Accounting / HR Team SOP Team Specific individual team members Your Name(Required) First Last Your Email Address Our Companies Core ValuesThese questions are around our core values, which are five statements that define how our company, and our people operate at all times. Here’s a reminder of what they are…“We make it better for tomorrow” We make it better for tomorrow by being open minded, interested and engaged with both our clients and our colleagues. That extends into our desire to improve our processes, the way we communicate and interact with each other and our clients, and we do all of this in a respectful and considerate manner and by just being nice to one another. This can be seen often in our clients reviews where praise and thanks is repeatedly given for our employees helpful and friendly ways. “We are reliable and get it completed” We are experienced and knowledgeable, we know our jobs, and we are quick, friendly and efficient. We know that our clients and colleagues also rely on our work being finished on time, so we hold ourselves accountable and do our very best to do what we say we will do, and produce what is necessary. This is why we are able to consistently provide our clients with their reports within 3 working days, something no other company can guarantee! “We do the right thing” By being honest and straightforward we don’t confuse and mislead, which ensures we do the right thing by both our clients and our colleagues. If something needs fixing we know that we can call it out without recrimination. We treat others as we would like to be treated ourselves and this means we can all enjoy doing our jobs everyday, with no regrets. “We keep it clear and simple” We all work hard to keep our processes easy to follow for clients and for one another. We break things down into clear easy steps for our clients to follow and for ourselves. We all use layman’s language and terms so that everyone understands what is being said and no one is bamboozled. Keep it simple, stupid has become one of our well known phrases at PHC! “We are always growing” We do this when we look for and engage in ways we can improve and grow. We are growing to provide an opportunity to all of our employees to reach their own goals. The leadership team are focused on our 1 year plan so that the company itself continues to grow healthily. (Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeI agree with the company’s core values.I uphold the company’s core values in my daily work.The company stands over and implements its core values on a day to day basis.All of the people in our company are the “right people” (they fit our culture and share our core values).If you "Strongly Disagree" or "Disagree" to any of the above questions please make sure to let us know how we can improve in the box below.(Required)Strongly DisagreeDisagreeNeutralAgreeStrongly agreeOur core values do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested improvements to PHC core valuesThe objective behind this Organisational Check-Up Survey is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Core Focus (its purpose)Our core focus is the area of business we must predominantly focus all of our time, energy and resources on. Our core focus is to grow a profitable business that assists clients and mavens with the buying, selling and maintenance of properties, through great people & great results. Our Companies core focus(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur companies core focus is clear. Our Companies "Core Focus"(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur core focus does not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested improvements to PHC core focusSuggested improvements to PHC core focus The objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Core NicheOur companies core niche is the filtering mechanism we use to make decisions about the work we do. Our core niche is to provide professional services to help facilitate or enhance the ownership, purchase, sale, rental or transfer of a property.Company core niche(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur companies core niche is clear. Company core niche(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur companies core niche does not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below. Suggested Improvements to PHC company core nicheThe objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Target MarketOur target market is who we want to focus our marketing efforts on. Our target market is made up of two target market groups. These are both of equal importance when attracting leads and winning sales. 1) Target Market for paying clients: Residential property owners Residential property buyers Residential property vendors Commercial property owners Commercial property buyers Commercial property vendors Local Authorities Procurement buyers / County Councils 2) Target Market for referring clients or “Mavens” as we like to call them: Estate Agents Solicitors Mortgage Brokers/Financial Advisors/ Banks/ Insurers Architects Past Clients Landlords Our "Target Market"(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur target market is clear.My individual day to day interactions / communications with our target market are 100% professional, courteous and prompt.The processes and systems I use are efficient and allow me to fully assist our target market.All of our marketing, sales and engineering efforts are focused on our target market to encourage future referrals. Our "Target Market"(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur target market does not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below. Suggested Improvements to PHC target marketThe objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Three UniquesThe 3 uniques describe the 3 things that make us better than our competition and why our customers buy from us 1) “We are transparent” – Open and honest pricing, excellent communication and provision of services 2) “We know our stuff” – Knowledgeable, experienced and professional 3) “We guarantee that we do what we say” – Efficient, prompt and reliable Our Companies "Three Uniques" (differentiators).(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur companies three uniques are clear.All of our marketing, sales, and engineering efforts communicate our three uniques.Our Companies "Three Uniques" (differentiators).(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur three uniques do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested Improvements to PHC three uniques.The objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Accountability ChartThe accountability chart is a tool that illustrates our company structure. Its purpose is to demonstrate the functions or “seats” as we like to call them. It should lay out and define every seat in the company with clear roles and responsibilities.“Organisation Chart”, showing current positions and future open opportunities. Copy Link to “Organisational Chart” below https://www.dropbox.com/scl/fi/qi7eacacjpepg1h1huwoo/PHC-Hierarchy-Chart-Nov2022.pptx?dl=0&rlkey=0t9dp2kw52onx4r3sgq99v2a9Organisational Chart(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeEveryone in my department is in the “right seat” which means they “get it, want it, and have the capacity to do their jobs well”.I understand were I fit in the accountability chart.My roles and responsibilities are clearly identified.I understand how my role and responsibilities can help the company to grow.The roles and responsibilities within my department are clear and followed by all.Organisational Chart(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur accountability chart does not need to be updated?The roles and responsibilities do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested Improvements to PHC accountability chart, including roles and responsibilities.The objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Weekly Team MeetingsOur Weekly Department Meetings are an opportunity to make sure everything is on track. The aim of the meetings are to ensure that the company systems and processes work well so that the services we provide meet our Core Values and Core Focus. If we are on track for the week, then we are on track for the quarter, and if we are on track for the quarter, then we are on track for the year, and so on. At least 50% of the meeting time should be spent solving issues and improving processes. It is important not to miss or be late for meetings. It is important that full concentration is put into the meeting and actions such as replying to emails, texts etc. is put to one side until the meeting is finished. Weekly Team Meetings(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeAll weekly meetings are on the same day and at the same time, have the same agenda, start on time, and end on time.My departments weekly meetings are open and honest, and demonstrates a high level of trust.My department clearly identifies, discusses, and solves issues for the long-term greater good of the company.Everyone in my department is engaged in in our meetings.Weekly Department Meetings(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur weekly meetings do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested Improvements to PHC Department MeetingsThe objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Core Systems and ProcessesOur core systems and processes enable the future progress and growth of the company. They should be simple and stackable and followed by all. Our company needs to be organised in a way that reduces complexity and increases accountability. Too many companies fail because they stick to old comfortable ways of doing things and are unwilling to change and adapt to an ever changing market. The core processes typically include the following: The HR process. The Accounting process The Training process. The Quality Control process The Marketing process The Sales process The Engineer/Operating process The Customer complaint process The Customer Retention process My Departments Systems and Core Processes(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeMy departments core processes are documented, simplified, and followed by all to consistently produce the results we want.PHC has systems for receiving regular feedback from customers so we always know their level of satisfaction.PHC has systems for receiving regular feedback from employees so we always know their level of satisfaction.Weekly Department Meetings(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur systems and core processes do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested Improvements to PHC systems and core processesThe objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. Our Companies Scorecards and DataData and scorecards allow us to monitor the companies performance on a weekly basis, quickly showing what is going right and wrong with the company. Complete mastery of our data and scorecards is achieved when we boil all the companies numbers down to a point where everyone has a meaningful, manageable number or set of numbers to guide them through their days work. According to an old business maxim, anything that is measured and watched is improved. There are nine distinct advantages to referring to our “numbers”. Numbers cut through subjective feelings and show what is really going on. Numbers prevent and stop gut reactions to isolated events. Numbers create accountability. Accountable people appreciate numbers. Numbers create clarity and commitment. Numbers create competition. Numbers produce results. Numbers allow you to solve problems faster. Numbers create teamwork.My Departments Scorecards and Data(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeMy department always uses scorecards for tracking important weekly metrics/measurables.Everyone in my department has at least one number they are accountable for keeping on track each week.Weekly Department Meetings(Required)Strongly disagreeDisagreeNeutralAgreeStrongly agreeOur scorecards and data do not need to be updated?If you “Strongly Disagree” or “Disagree” to any of the above questions please make sure to let us know how we can improve in the box below.Suggested improvements to PHC scorecards and data.The objective behind this Organisational Check-Up is to improve all our company’s systems and processes. Your suggestions will allow us to improve our processes, systems and training to become the best that we can. If this was your business, what would you do to improve it?(Required)HiddenIf this was your business, what would you do to improve it?(N/A) What road-blocks do you see that are stopping, or could stop, the company from developing and growing?(Required)In terms of your career where would you like to see yourself in three years from now?(Required)HiddenIn terms of your career where would you like to see yourself in three years from now? (N/A) From a personal point of view, where would you like to see yourself three years from now?(Required)HiddenFrom a personal point of view, where would you like to see yourself three years from now? (NA) Thank you for completing this survey. Please click submit to upload your responses.
