Business Health Check Please do not hesitate to contact us if you have any questions about the Business Health Check or if run into any difficulties. Ph: 07 4772 2333. Business Health Check Questionaire Step 1 of 10 10% Please complete this questionnaire, to provide us with the information we need to prepare your Business Health Check Report and advise you. You can move backwards and forwards through the form pages at any time. If you change your answers, you may find that the questions change, as different questions will display depending your answers to earlier questions. You can save your answers and continue the form later, by clicking on the Save and Continue Later link at the bottom of each page of the form. You will be asked to provide an email address. We will send you an email with a link to the form, with your answers saved. When you are sure that you are happy with all of your answers, click on the “submit” link at the end of the form. We will then contact you to make a time to finalise your Business Health Check Report. First, please review our terms of use. Click on the following link to review our Terms of Use in the window that opens and then close that window when done. Review Terms of Use Terms of UsePlease confirm that you have reviewed and accept the Conrad Law Terms of Use I have reviewed and accept the Conrad Law Terms of Use No, I have not reviewed and accepted the Conrad Law Terms of Use You must accept our Terms of Use to be able to proceed Please complete click on the Terms of Use button on the top of the page and review our Terms & Conditions, then confirm acceptance in the previous question. Name First Last Business NameEnter the trading name of your business ABN Email* Enter Email Confirm Email Address Street Address Address Line 2 Suburb State Post Code Your roleWhat is your role in the business? Legal StructureWhat legal structure does your business operate through? Sole trader (just you) Partnership (you and someone else) Company You as trustee of a trust Trust with a company as trustee Other Not sure How many owners?How many owners are there in the business? Where a family company or trust holds an interest on behalf of a family, count them as 1 owner. 1 2 3 4 5 or more Future ownersWho are likely to be future owners of the business? Please select the most likely options that apply to your business. When I stop working the business will close down I will sell the buseinss when I retire I will be looking to find one or more partners to come into the busienss My children will probably come into the business One or more key employees will come into the business I don't have any plans about future ownership of the business Future ownersWho are likely to be future owners of the business? Please select the most likely options that apply to your business. When we stop working the business will close down Other owner/s will take over the business when I retire We will sell the business We will be looking to find one or more partners to come into the busienss Some of our children will probably come into the business One or more key employees will come into the business We don't have any plans about future ownership of the business Company nameWhat is the name of the company? Company ACNWhat is the ACN of the company? Trust NameWhat is the name of the trust that operates the business? Describe structurePlease describe the operating structure of your business IndustryPlease describe the industry you business operates in (eg:- "Retail") Description of BusinessIn a few words, please describe what you business does (eg. "We sell widgets") Type of businessWhich of the following does your business undertake? Supplies goods Manufactures or imports goods Supplies services Building or construction Type of servicesWhat type of services does your business provide? Personal services for consumers Professional services (non health) Health related services Other business to business services Other services Other ServicesPlease describe the other services you refer to SalesDoes your business sell goods or other products, including services that might be considered a specific "product" Yes No Sort of More detail on salesYou have answered "sort of" in the last question. Please provide a description of the types of product you sell.Sales methodHow does your business sell the products you sell? Select all that apply Retail from physical premises Wholesale from physical premises Distribution Services that are a "product" from your own premises Services that are a "product" without fixed premises Internet Other Other salesPlease describe what you mean by "other sales" CustomersWho are your main customers? Select all major customer groups. Consumers Small Business Large Business Government EmployeesOther than business owners, how many people does the business employ? 0 1 2-5 6-10 11-20 21-50 51+ WorkersPlease identify who is involved in producing the products or services provided by your business Owners Employees Conractors Other Capital fundingHow have you funded the start up cost and infrastructure of the business? Please select the most applicable options below - select each that apply. Purchase of an existing business Owners savings invested in the business Bank borrowings Reinvestment of profits Investors who do not work in the business Other capital funding Other capital fundingPlease explain the other capital funding you mentioned in the last questionCashflow fundingHow does you business fund cashflow (ie covering the shortfall when you have to pay wages and suppliers but your customers haven't paid you yet)? Select all that apply. From profits left in the business Bank overdraft Draw down on bank loan facility Cashflow or invoice financing secured over debtors Credit cards Owner/s "tip in" to cover the shortfall Stretch out payments to creditors Other cashflow funding Other cashflow fundingPlease explain the other cashflow funding you mentioned in the last question Governance documentsDo you have any of these documents in place for your business? Partnership or shareholders agreement Buy-sell agreement Policies affecting owners they have agreed to Other agreement relating to ownership Minutes of decisions affecting owners Other minutes of board or owner meetings Other document relevant ot owenrship rights Planning documentsWhich of the following formal documents relating to the future plans of the business do you have in place? Business Plan Strategic Plan Marketing Plan Other planning document Planning documents current?Are the planning document/s mentioned in the previous question current and actively followed, or "left in the bottom drawer". Selection the option that best describes your situation. Planning documents are current and we are implementing those plans Planning documents are current and represent our plans, but we tend to get diverted from implementation Planning documents are out of date and need to be reviewed but are still somewhat relevant Planning documents are out of date and no longer relevant Planning documents were done a long time ago and live in the 'bottom drawer" - never referred to Work Health and Safety Plan or policyDo you have a formal Work Health and Safety plan or policy document in place? Select the most appropriate response. Yes and it is regularly reviewed and updated Yes but it is rarely reviewed or updated Sort of, but it is not finished/adeqate No Terms and conditionsDo you enter into written contracts with your customers? Select the most appropriate response. Yes - we usually use the terms supplied by the customer Yes - we have our own terms that most customers agree to Yes - sometimes we use ours and sometimes we use the customer's Yes - but we often don't try to get the customer to agree to them No How do customers agree to your termsPlease explain how you try to get your customers agree to your terms and conditionsSource of terms and conditionsHow did you come up with your terms and conditions? Drafted for us by a lawyer Template provided by an industry association Copied from terms used by someone else in the industry Sourced from a "legal documents" web site Found something on the internet that looked OK We wrote them ourselves Don't know where they came from Credit applicationIf you provide credit to your customers, do you have a credit application process? We do not provide credit Yes - we have a credit appliication process and credit terms that most customers agree to Yes - but we often don't try to get the customer to agree to our credit terms Yes - we provide credit and credit terms are applied automically No - we provide credit but we don't have a credit application process How do customers agree to your credit termsPlease explain how you try to get your customers agree to your credit termsSource of credit terms and processHow did you come up with your credit terms and process? Drafted for us by a lawyer Template provided by an industry association Copied from terms used by someone else in the industry Sourced from a "legal documents" web site Found something on the internet that looked OK We wrote them ourselves Don't know where they came from Negotiated termsDo you sometimes have to negotiate contracts with particular clients? Yes No TendersDo you sometimes submit tenders for work? Yes No Acceptance of tender termsWhen you submit tenders for work - do you always accept the tender terms? If so, select the most appropriate response. Yes - we submit a complying tender and accept tender contract terms Yes - we submit a complying tender but also submit a non-complying tender if we don't like some terms No - we submit a complying tender buy try to renegotiate terms if we win No - we often submit a non-complying tender with changes to the tender terms Consumer contractsDo you use your terms and conditions in the supply of goods or services to "Mum and Dad" consumers? Yes No Small business contractsDo you use your terms and conditions in the supply of goods or services to small businesses? Yes No Australian Consumer Law complianceHave you had your customer standard terms checked to ensure they comply with the Australian Consumer Law Yes No - but I assume they are OK given where they came from No Supplier trading termsDo any of your suppliers impose trading terms on your transactions? No Yes - we have to use their terms Yes - but we read and negotiate their terms each time Supplier credit applicationsDo you complete credit applications with any of your suppliers? No Yes - we just complete and sign them and send them back Yes - but we read them and cross out clauses we don't like Owner guaranteesSupplier credit terms often include a requirement that the owners of the business guarantee payment of the account. Do you sign those guarantees? No - we don't sign owner guarantees I don't know, we just fill out the form and send it back Yes - we understand that we have to give guarantees and sign them for credit applications Charging clausesSupplier credit terms often include clauses that state that the business and the owners of the business charge (ie. mortgage) everything they own to pay their account. Do you cross out those clauses? No - I didn't realise No - I know about these clauses but do't worry about them Yes - we always cross out these clauses Australian Consumer LawIf you provide goods or services to consumers or small businesses you are subject to the requirements of the Australian Consumer Law. Do you have a detailed understanding of how that affects your business? No - I didn't realise it affected us No - I don't Yes - we make a point of complying with the Australian Consumer Law Privacy ActIf your business collects personal information about individuals, you may be subject to the requirements of the Privacy Act. Do you have a working understanding of how the Privacy Act affects your business? We don't keep ANY records of any customer details No - I didn't realise it could affect us No - I don't Yes - we make a point of complying with the Privacy Act Spam ActIf your business sends marketing emails, you are likely to be subject to the provisions of the SPAM Act. Do you have a working understanding of how the Spam Act affects your business? We don't send ANY marketing emails to customers No - I didn't realise it could affect us No - I don't Yes - we make a point of complying with the Spam Act PremisesDoes your business operate from physical premises? Yes No TenureWhat is your tenure of the premises Owned by the business or related party Leased with a current written lease for a fixed term Leased under a written lease but the initial term term has expired Leased under a month to month tenancy agreement No written lease agreement Some other arrangement Other tenurePlease describe the arrangements you have to occupy your premises Age of premisesWhen were your business premises constructed? Before 31st December 2003 After 31st December 2003 Not sure Assets off siteDo you have business assets that are sometimes located off-site from your premises? Yes No Description of assets off sitePlease describe the types of assets you have off site, where they are and why that occurs Employment arrangementsUnder what arrangement are your workers employed? (select all that apply) Modern award Collective agreement Individual flexibility agreement Employment contract Not sure National Employment StandardsDoes your business comply with the National Employment Standards, applicable award structures, penalty rates, unfair dismissal laws and laws relating to harassment? Yes - we make a point of complying with the National Employment Standards I am not familiar with the NES but I have someone who does I don't know Non-resident workersDoes your business employ workers who are not Australian residents? Yes No I don't know Safety auditWas your Work Health and Safety Plan plan produced or updated following a safety review or audit to identify workplace hazards and unsafe work practices? Yes No I don't know InductionsDo you have a formal written induction and training procedure that ensures all employees are familiar with the elements of the Work Health and Safety Plan relevant to their work activities? Yes No Industry plan complianceDoes your WH&S plan comply with the relevant industry plan requirements? Yes No Not sure Incident reviewDo you continually update your Workplace Health & Safety Plan by reviewing incidents and regularly consulting with your workers on safety issues and keep a written record of that consultation process and implementing changes to the plan to take into account that feedback? Yes No Sort of Incident reportingDo you have an incident reporting procedure that complies with Workplace Health and Safety law? Yes No Not sure AsbestosIf your premises has fibre cement sheeting or exposed lagging, was the premises constructed before 2004? Yes No Not sure Asbestos Management PlanDo you have an Asbestos Management Plan that complies with the Work Health and Safety Regulations 2011? Yes No Not sure Upload trust deedPlease upload a copy of the trust deed for the trust that operates your businessMax. file size: 128 MB.Upload Work Health & Safety PlanPlease upload a copy of your Work Health & Safety PlanMax. file size: 128 MB.Other uploadIf we have asked you to upload another document, please use this link to do so. Drop files here or Select files Max. file size: 128 MB.
