Executive Growth Checklist
12 Critical Areas That Stall Business Performance
SECTION 1 — FINANCIAL CONTROL
- Do you have accurate monthly financial reporting within 10–15 days?
- Is cash flow forecasted 90+ days ahead?
- Are margins tracked by project, product, or division?
- Do you track results vs budgets?
👉 Gap Risk:
Poor decisions, hidden losses, cash flow stress
SECTION 2 — CASH FLOW & LIQUIDITY
- Do you know your cash runway?
- Are receivables actively managed?
- Are payment cycles optimized?
👉 Gap Risk:
Growth without cash = failure
SECTION 3 — CAPITAL READINESS
- Do you have an banker or investor-ready financial package?
- Have you prepared a Pitch Deck and Executive Summary?
- Are projections defensible?
- Have you provided sensitivity analysis?
- Do you understand your funding options and requirements?
👉 Gap Risk:
Rejected funding, poor valuation, delayed growth
SECTION 4 — OPERATIONS & EXECUTION
- Are projects tracked in real time?
- Are cost overruns identified early?
- Do you have a Project Control System in place?
- Do you have accountability systems?
👉 Gap Risk:
Profit leakage, execution breakdown
SECTION 5 — CONTRACTS & RISK
- Are contracts reviewed for financial exposure?
- Do you manage change orders properly?
- Are risks documented and tracked on a regular basis?
👉 Gap Risk:
Unrecoverable losses
SECTION 6 — HR & STRUCTURE
- Do you have defined roles and accountability?
- Is performance tracked?
- Do you have succession planning?
👉 Gap Risk:
Inefficiency, leadership gaps
SECTION 7 — SAFETY & COMPLIANCE
- Are safety systems documented?
- Are incidents tracked and managed?
- Are regulatory requirements current?
👉 Gap Risk:
Legal exposure, shutdown risk
SECTION 8 — INSURANCE & BONDING
- Do you have appropriate coverage?
- Are limits aligned with project size?
- Are bonding requirements understood?
👉 Gap Risk:
Inability to secure work or cover losses
SECTION 9 — SYSTEMS & TECHNOLOGY
- Is your ERP producing usable data?
- Are reports automated?
- Are decisions data-driven?
👉 Gap Risk:
Delayed decisions, poor visibility
SECTION 10 — MARKETING & POSITIONING
- Is your message clear and differentiated?
- Are you generating consistent leads?
- Do you track conversion metrics?
👉 Gap Risk:
Revenue instability
SECTION 11 — DIGITAL & E-COMMERCE
- Are you leveraging social media properly?
- Do you have funnels in place?
- Are you tracking performance?
👉 Gap Risk:
Missed growth opportunities
SECTION 12 — LEADERSHIP & STRATEGY
- Do you have a clear 12-month plan?
- Are priorities aligned across teams?
- Are decisions proactive vs reactive?
- Have you considered rolling forecasts?
👉 Gap Risk:
Stagnation and drift
SCORE YOUR BUSINESS
0–4 Gaps → Strong Position
5–8 Gaps → Moderate Risk
9+ Gaps → Immediate Attention Required
If you identified gaps in your business, the next step is clarity and action.
👉 Book a Strategy Call
👉 Or reply to this email with your top 2 challenges
The process for engaging Executive Business and Management Mentorship typically begins with an initial consultation to understand your needs and goals. From there, we can develop a proposal outlining our recommended approach and scope of work.