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An Easy-to-Follow Organizational Checklist

Writer: CIS AgencyCIS Agency

How healthy is your organization?


Checklist for Business Owners

Diagnose Your Organization’s Health with an Annual Check-Up


Is your business showing signs of stagnation or struggling to stay ahead in today’s competitive environment? It may be time for an organizational health check-up. Don’t wait until small issues become major problems. Proactively assess your company’s wellness to safeguard its success.


With our comprehensive checklist, you can quickly identify areas of concern and address them before they hinder growth. Early diagnosis makes finding effective solutions easier and more efficient.


At CIS Agency, we empower small business leaders to view their brand as a valuable asset. Our approach includes in-depth research into your operations, mission, vision, and goals. We evaluate key elements like your logo, tagline, and online presence, while also analyzing your management strategies and marketing plans. With actionable insights, we provide tailored solutions to help elevate your organization to its next level of success, making it healthier, stronger, and more resilient.


Take the Health Check Below:

Mark each question where your answer is “No” and identify potential areas for improvement.


  • Measure Your Business Temperature


  • Is your mission clearly defined and documented?


  • Is your mission prominently displayed for employees and customers?


  • Does your logo effectively represent your mission or purpose?


  • Does your organization have a website regularly updated?


  • Is your website well-designed and strategically promoted to attract customers?


  • Are you leveraging both online marketing and traditional advertising?


  • Do you have a concise tagline that captures the essence of your purpose?


  • Does everyone in your organization clearly understand its mission?


  • Feel the Pulse of Your Business


  • Do you have a written business plan?


  • Do you have a documented marketing strategy?


  • Have you outlined 5-6 specific, attainable goals for the year?


  • Are deadlines and responsibilities clearly assigned for achieving these goals?


  • Do you regularly request and review progress reports?


  • Weigh Your Growth Potential


  • Are you delivering outstanding customer service?


  • Do you regularly survey customers for feedback?


  • Do you engage with each existing customer at least four times a year?


  • Do you maintain a list of potential customers and track your outreach efforts?


  • Do you implement customer appreciation strategies, programs, or events?


Once you’ve completed the checklist, take stock of your answers. For areas where you’ve identified gaps, CIS Agency is here to help. Email your results to service@wearecis.com and schedule an initial consultation.


Let’s work together to create a healthier, happier, and more successful organization.


Tel | 616.347.6300 | service@wearecis.com | www.wearecis.com/connect

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