This can be either a brief or in-depth look at your business, tailored to your own requirements.
Stage One normally includes:
- research work before visit
- initial discussion with owner managers
- establish business objectives
- discussions with line managers
- review of operations
- comparison with other companies
- benchmark against good practice
- assessment of financial position (see
financial health check)
- closing discussions
- recommendations
- report
- follow up (Stage two)
Stage Two is the important part:
- agree action plan
- agree my involvement in implementation
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