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THE ROOTS ASSESSMENT

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➡️ Ready to know what level of support you need? Start here.

The Roots Assessment is your "system slow down"- a time to go back to your ROOTS.

Slow down, Step back and Assess the strength of your Business & Personal Foundations.

 

This 3 Part Assessment will take approx. 5-10 minutes to complete:

✅️ PART 1: ABOUT YOU & YOUR BUSINESS

✅️ PART 2: THE ROOTS OF YOUR BUSINESS FOUNDATION

✅️ PART 3: THE ROOTS OF YOUR PERSONAL FOUNDATION 

Share as little or as much as you'd like. Remember to assess yourself, not judge.

 

If you're serious about creating change, 

this small investment of time is your first step towards a new beginning!

 

(FYI: that blue start button below drives me crazy. i've inquired and it's not possible to change the color, so i'll allow it. a blue start button is better than no start button at all.)

TAP THE "START" BUTTON BELOW TO BEGIN.

Start

PART 1:

ABOUT YOU AND YOUR BUSINESS

Question 2 of 14

I'm interested in knowing about you personally. Share as much or as little as you'd like me to know.

 

Some "conversation starters" include...

Where do you live?

Are you in a relationship?

Do you have children? If yes, how many and ages?

Do you have pets? If yes, how many?

What are your hobbies outside of work?

What's your favorite way to relax?

 

Question 3 of 14

Now, let's talk business, starting with the basics:

 

Name of your business

Your title in the business

Industry in which your work

What year did you launch the Company?

 

Question 4 of 14

Tell me a little more about your business:

 

What products/services do you primarily sell?

How many people do you employ?

How many locations do you own?

What is your average annual revenue? and target revenue for the current year?

What is your average annual profit? and target profit?

 

Question 5 of 14

What are you most proud of accomplishing in life and in business?

Question 6 of 14

What are the biggest obstacles and challenges in your life and in your business?

PART 2:

THE ROOTS OF YOUR PERSONAL FOUNDATION

Question 8 of 14

Consider the following ROOTS of your PERSONAL FOUNDATION. Select all that are TRUE for you.

If you don't understand the question or terminology, it's okay- leave it unselected. That probably means that particular ROOT is an area where you can use some support. 

(Select all that apply)
A

I have outlined a clear and inspiring VISION for my personal life over the next 12 months that I review on a monthly basis to stay on track and in alignment with that vision.

B

I have identified 3-5 personal VALUES and designed actions to live in my values on a daily basis.

C

I have identified my PASSION and fully understand what I can do to live out my passion every day.

D

I have identified the bigger purpose behind my goals and have designed simple actions to become more of WHO I want and need to be to transform my dreams into reality.

E

I have identified my personal NEEDS and actively uphold the boundaries and standards I designed to get my needs met, for good.

F

I have identified what drains my energy and what gives me energy, and I am actively taking steps to manage my ENERGY RESOURCES.

G

I have designed simple daily HABITS to support my vision and organized those habits into RITUALS and ROUTINES, so consistently following through is easy and efficient.

H

I have organized my time and schedule into a smooth WEEKLY FLOW, allowing space to accomplish everything that is a priority.

I

I take time for 90 DAY PLANNING to reflect on life, review my vision and plan the next 90 days, so that I am living intentionally and in alignment with the vision I designed for my life.

J

I take time daily or weekly to engage in a REFLECTIVE PRACTICE, to ponder the highs and lows of my life experiences, practice gratitude, identify priorities and set intentions for the coming day or week, so that I am moving forward towards my vision.

Question 9 of 14

Are you currently using a system or framework to help you live a better life?

A

Yes

B

No

C

What in the world are you talking about, Debby J.?

PART 3:

THE ROOTS OF YOUR BUSINESS FOUNDATION

Question 11 of 14

Consider the following ROOTS of your BUSINESS FOUNDATION. Select all that are TRUE for you.

If you don't understand the question or terminology, it's okay- leave it unselected. That probably means that particular ROOT is an area where you can use some support. 

(Select all that apply)
A

I have outlined a clear and inspiring VISION for my business over the next 1, 3 and 5 years. I review my vision on a quarterly basis to stay on track and in alignment with that vision.

B

I have identified 3-5 Company CORE VALUES and use them to intentionally design actions in all departments of my business, especially to attract Ideal Clients, ideal employees and ideal colleagues.

C

I have a simple and effective SALES & MARKETING STRATEGY, identifying my Ideal Client traits, my niche, my uniques and the most effective actions to take consistently to achieve my business goals.

D

I have a STAFFING STRUCTURE in place for my current and future team, with job titles, responsibilities and measurables organized as clearly defined job descriptions for each position in all departments.

E

I have SYSTEMS & PROCESSES outlined, implemented and flowing smoothly in every department, consistently.

F

I have a FINANCIAL ANALYSIS STRATEGY to review my P&L, AR and cash flow on a regular basis to make sure I am in alignment with the financial goals I outlined in my vision.

G

I have support from a reliable and trustworthy banker, bookkeeper and CPA.

H

I am in integrity (paid on time and in full) with all federal filings and taxes due in my business.

I

I have a reliable and trustworthy business lawyer and HR specialist I can reach easily for support, as needed.

J

I have business insurance and a provider I can reach easily for support, as needed.

K

I have organized business operations into a smooth WEEKLY WORK FLOW that includes regular Team Meetings with a clearly outlined Agenda and time blocked weekly to follow critical processed, allowing space to accomplish everything that is a priority with the most ease and least disruption possible.

L

I take time for QUARTERLY PLANNING to reflect on the business, review my vision and plan the next 90 days, so that I am operating intentionally and in alignment with the vision I designed for my business.

M

I invest time weekly or monthly to engage in personal and professional growth resources that support the continued development of my LEADERSHIP, PRESENCE and MINDSET.

Question 12 of 14

Are you currently using an operating system or framework to operate a better business?

A

Yes

B

No

C

What's an operating system or framework, Debby J.?

Question 13 of 14

Based on this assessment and what you know about yourself as a Business Owner, what kind of support do YOU think you need or want most?

(Select all that apply)
A

A few calls to help me in specific areas of my business

B

A few calls to help me in specific areas of my life

C

Longer term support to help me comprehensively streamline my business operations and strengthen my leadership

D

Longer term support to help me holistically create a more satisfying and fulfilling personal life outside of business

E

All of the above, Debby J.!

Question 14 of 14

One last question...

 

What prompted you to take the Roots Assessment today? 

 

Confirm and Submit