Business Diagnostic & Health Check Toolkit

Find out what's actually holding the business back, then fix one thing in 90 days.

Score the business across ten areas with evidence, not opinions. The Excel dashboard and priority heatmap show where you're weakest, and the action plan turns that into owned, dated actions.

What it fixes

• Everything feeling urgent, so nothing gets fixed properly.
• Decisions and quotes that stall when the owner's away.
• Improvement plans that never get an owner or a review date.

See it filled in

The worked example scores a fictional WA electrical, controls and mechanical services contractor on a 1–5 maturity scale. It shows Systems at 2.3, Operations at 2.5 and People at 2.7 (overall 2.56, Developing), flags 47 of 100 questions as critical or high priority, and tracks the overall score from 2.24 to 2.56 over three reviews.

What's in the files

• 11-sheet Excel diagnostic workbook, blank: 100-question diagnostic across ten areas (leadership, strategy, finance, sales, customers, operations, people, delivery, systems and risk), adjustable domain weights, dashboard with live model checks, priority heatmap, 100-row action plan, trend tracker and report summary
• The same workbook completed for the fictional contractor
• Start Here Guide
• Method and Implementation Guide (running the diagnostic with your leadership team and the 90-day method)
• Worked Example Walkthrough
• Templates and Forms Pack: evidence request checklist, executive report template and 90-day roadmap template
• Print-ready PDFs of every guide and both workbooks

Who it's for

Owners and GMs of trade and contracting businesses with 5–50 staff. Run it yourself or with your leadership team.

Try it first: the free 10-question Health Check is a short version of this.

File formats: Microsoft Excel, Microsoft Word and PDF.

Licence: One business. See terms.

This toolkit is a general business-management resource and does not constitute accounting, tax, legal, financial-product or industry-specific compliance advice. Results depend on input accuracy, commercial judgement and implementation.