Business Review Scorecard
The scorecard brings the business's strengths, areas of difficulty and priority actions into one clear review. The example below illustrates the format of the assessment we provide.
ILLUSTRATIVE EXAMPLE
- Business
- Example Business
- Period
- September 2026
- Review
- Initial review
- Strengths
- A team suited to its roles and open communication.
- Main need
- Clarify responsibilities and decisions, and establish consistent customer follow-up and performance tracking.
Goals and priorities
Status: Partly working
FindingThe overall goal is clear, but daily requests frequently change priorities.
What is neededAssign responsibility and dates to near-term priorities.
Marketing
Status: Partly working
FindingMost customers come through referrals; marketing activity is irregular.
What is neededClarify target customers and establish a regular communication plan.
Sales and customer relationships
Status: Needs attention
FindingProposals are kept in personal notes; some customers do not receive a follow-up.
What is neededA shared customer record, an assigned owner and a clear follow-up routine.
Roles and responsibilities
Status: Needs attention
FindingRoutine approvals rest with the business owner, leaving work waiting for decisions.
What is neededClearly defined responsibilities and approval limits.
Team and recruitment
Status: Working well
FindingTeam members are suited to their roles; new employees receive planned support.
What is neededMaintain recruitment practices that match people to roles, and structured onboarding.
Operations and processes
Status: Partly working
FindingDaily work gets done, but essential information can be missing at handover.
What is neededDefined handover steps and review points.
Communication and working environment
Status: Working well
FindingThe team raises problems openly and shares day-to-day information well.
What is neededMaintain open communication and regular feedback.
Performance tracking
Status: Needs attention
FindingSales and workloads are not visible in a shared record; problems are noticed late.
What is neededRegular management review using a small number of indicators.
Status descriptions
- Working well:
- Current arrangements meet the need.
- Partly working:
- Arrangements exist but are not consistent.
- Needs attention:
- The current situation is holding work back.
Areas with insufficient information are marked “Not assessed”.
The findings shown are fictional.
Priority actions
Start by organising day-to-day decisions and customer follow-up. A weekly review helps maintain these arrangements and keep priorities in focus.
01
Clarify roles and responsibilities
Define who makes routine decisions and when approval is required.
- Practical output
- A short outline of responsibilities and approval limits.
- Expected benefit
- Fewer tasks waiting for a decision.
02
Organise sales and customer follow-up
Bring open proposals, next steps, follow-up dates and responsible people into one record.
- Practical output
- A shared list showing the current status of each customer.
- Expected benefit
- Fewer missed follow-ups and a clear view of open proposals.
03
Review results each week
Review open proposals, pending tasks and team workloads, then set priorities for the following week.
- Practical output
- A one-page review with an assigned owner and a regular review day.
- Expected benefit
- Earlier visibility of delays and more time directed towards priority work.
- Strengths to maintain
- A team suited to its roles, structured onboarding and open communication.
- Next on the agenda
- Once the first three steps are working, the marketing plan and handover arrangements can be addressed.
Clarify your business's priorities.
Call us for a free initial review. The scope, timing and fee for any further work are agreed separately, based on what is needed.
Call for an initial conversationLet's discuss your business.
Where are you facing difficulties at the moment? We can start with an initial conversation about what you need.
Call for an initial conversation- Phone
- +90 212 373 94 65
- Address
- Bostan Sokak, Orjin Apartmanı 15/5Nişantaşı / Şişli 34367İstanbul, TürkiyeView on map