7 Pt Chk List

7 Point Check List for Contractors

 Sales and Marketing:

  • Do you have a new business approach?
  • Do you do sales planning and activity monitoring?
  • Customer identification and follow up?


 Administration and Management:

  • Is management authority and responsibility clear?
  • Do you have well defined operating procedures?
  • Are you able to delegate with predictability?
  • Are you too involved in the day to day activities to manage?


 Estimating and Job Costing:

  • Do you use the proper labor burden and overhead allocation?
  • Can you measure work in process so that you can catch mistakes?
  • Can you get an accurate job cost?
  • Do you have a good handoff procedure for the field?


 Financial Planning and Management:

  • Do you know your breakeven point?
  • Do you have a flexible budget to operate from?
  • Can you predict your cash flow at least 6 weeks out?
  • Do you have good credit and collection procedures?


 Job Cost Control:

  • Do you have a purchasing control system?
  • Do you have a material monitoring and control system?
  • Is there continuity from estimate to completion with feedback?
  • Do you have good accountability?


 Performance Management:

  • Do you have clearly written job descriptions and duties?
  • Do you have a policy manual and written procedures?
  • Do you have good communication between the field and office?
  • Do you have job progress meetings?
  • Do you do employee performance reviews and evaluations?


 Tool and Equipment Maintenance and Repair:

  • Is there accountability for tools and equipment?
  • Are there well defined procedures for handling these?


 What are the 3 biggest problems you’re currently dealing with?

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