0% Acknowledgement The Business Structure Self-Assessment is designed to help you take an honest look at how your business currently operates. It is provided for educational and consulting purposes and is intended to support clarity and practical improvement across five key areas of your business. This self-assessment does not provide legal, financial, tax, accounting, or regulatory advice. Your results are based solely on the information you provide and are meant to guide your own planning and next steps. When specific legal, financial, or regulatory guidance is needed, consult a licensed professional in that area. By proceeding, you confirm that you understand the purpose of this self-assessment and that the accuracy of your results depends on honest, complete responses. I acknowledge and agree to proceed. * Yes No Previous Next About Your Business First Name * Last Name * Your primary leadership role in the business * Example: Owner, Founder, CEO, Operations Manager Business Name * Business Address * Enter street address and unit number if applicable. City, state, and ZIP code will be entered in the next sections. City * State * Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Code * E-mailadres * Phone Number * Website Business Type * Sole Proprietor LLC, Partnership Corporation Other List the core services your business actively delivers to clients. Be specific and include only services that are currently offered and generating or intended to generate revenue. * Years in Operation * Less than 1 year 1 to 3 years 3 to 5 years 5 to 10 years 10 or more years Number of Team Members (Including the Owner) * Count all individuals with defined roles in the business, including employees and independent contractors. The owner is the only team member 2 to 3 team members 4 to 6 team members 7 to 10 team members 11 or more team members Do you currently have any written policies or procedures in place? * YES NO Do you currently use any software or system to track tasks or projects? * YES NO Do you currently use accounting software to manage finances? * YES NO Previous Next The Business Structure Self-Assessment Get a clear picture of your business across five key areas Introduction The Business Structure Self-Assessment was created to help small business owners, solopreneurs, freelancers, and independent contractors take an honest look at how their business operates. It focuses on five key areas that affect how work gets done every day: Organizational Records Financial Management Service Structure Team Infrastructure People Engagement Use this self-assessment to identify where your systems are working and where they need attention. How to Complete This Self-Assessment Each statement must be answered with either Yes or No. Select Yes only if the process is written down and consistently used in your daily operations. Select No if the process is not written down, not consistently followed, or exists only in memory. Answer based on what is true today, not what you plan to do or what you do sometimes. Previous Next Domain 1: Organizational Records How key documents, records, and policies are organized, maintained, and kept current. Company policies and procedures are documented, centralized, and actively used as the standard reference for business operations. * YES NO A documented filing system with a clear, repeatable structure is consistently used to organize all required business records. * YES NO Required business documents, including licenses, insurance, registrations, and certifications, are actively monitored to ensure they remain current. * YES NO Business records are securely stored and backed up to prevent loss or unauthorized access. * YES NO A documented retention and review practice exists to ensure business records are periodically reviewed, updated, archived, or removed as appropriate. * YES NO Previous Next Domain 2: Financial Management How business income and expenses are structured, guided by a plan, and reviewed on a scheduled basis. Business finances are kept separate from personal finances through dedicated business bank accounts and payment systems. * YES NO Income and expenses are recorded consistently using an established accounting system or software. * YES NO A documented budget is in place and used to guide financial decisions and control overall business expenses. * YES NO Payment terms, including due dates and refund or cancellation policies, are defined in writing and consistently applied. * YES NO Financial performance is reviewed on a scheduled basis using documented reports such as income statements, expense summaries, or cash flow reports. * YES NO Previous Next Domain 3: Service Structure How services are defined, organized, and delivered in a repeatable way. A written list of all core services offered by the business is maintained and up to date. * YES NO Service delivery steps are organized in a clear, sequential format that guides execution from start to finish. * YES NO Criteria are defined in writing for determining when a service request should be accepted, modified, or declined. * YES NO A documented process exists for handling changes to the scope of work. * YES NO A documented quality review step is completed before final delivery to ensure standards are met. * YES NO Previous Next Domain 4: Team Infrastructure How roles, tools, communication, and training support consistent execution. If you are the only person in your business, answer each statement based on whether your processes are written down and documented. Clear documentation prepares your business for growth and future delegation. Roles and responsibilities are clearly defined and documented for each person involved in the business. * YES NO Business tools, software, and resources that support service delivery or daily operations are documented and clearly defined by use. * YES NO A documented onboarding process exists to prepare new team members for their responsibilities. * YES NO A documented training process ensures that responsibilities can be carried out consistently and independently. * YES NO A documented process exists for identifying, tracking, and resolving internal issues. * YES NO Previous Next Domain 5: People Engagement How the people you serve move through your business and experience consistent, dependable service. A documented process guides prospective customers from initial inquiry to confirmed engagement. * YES NO A documented onboarding process prepares the people you serve for what to expect when working with you. * YES NO A documented communication process defines response timelines, update frequency, and approved communication channels, and is consistently followed. * YES NO A documented process defines how concerns or complaints are reviewed, addressed, and resolved. * YES NO A documented closeout process is followed upon completion of services, including final deliverables, confirmation, and feedback collection. * YES NO Previous Next Before You Submit Take a moment to review your responses before moving forward. This self-assessment is most useful when it reflects how your business actually operates today. Honest answers give you the clearest picture of where you stand and where to focus next. If you marked Yes, confirm that the process is written down and consistently used. If you marked No, that response is not a setback. It is a starting point. When you are ready, submit your responses. Stuur in Previous Next