Take the QE Self-Assessment Quiz

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Your name:

Company name:

1. Choose the Cash Awareness option below that best describes your current knowledge level.

a. We track cash at least 6 months into the future and I am aware of the trends and balances from today to 6 months out, making decisions at the company level on this data.

b. We track cash at least 3 months into the future and I am aware of the trends and balances from today to 3 months out, making decisions at the company level on this data.

c. We track cash daily and I am aware of the number every day, making decisions at the company level on this data.

d. We do not track cash on a daily basis.

Question 1 of 5

2. Choose the Expenses Awareness option below that best describes your current knowledge level.

a. We track expenses as a % of revenue and I am aware of the past three years numbers and trends, making decisions at the company level on this data.

b. We track expenses as a % of revenue and I am aware of the previous and current years numbers and trends, making decisions at the company level on this data.

c. We track expenses as a % of revenue and I am aware of the current years numbers and trends, making decisions at the company level on this data.

d. We don not track expenses a % of revenue.

Question 2 of 5

3. Choose the Vision option below that best describes your current operating plan.

a. We have a three year plan in place, with Key Initiatives defined and quantifiable for year three.

b. We have a three year plan in place, with general Key Initiatives defined for year three.

c. We have a one year plan in place only , with Key Initiatives defined and quantifiable.

d. We have a general one year plan in place at the company with no key initiatives defined.

Question 3 of 5

4. Choose the Company level-metrics Awareness option below that best describes your current knowledge level.

a. We track company level metrics and I am aware of the past three years numbers and trends, making decisions at the company level on this data.

b. We track company level metrics and I am aware of the previous years numbers and trends, making decisions at the company level on this data.

c. We track company level metrics and I am aware of the current years numbers and trends, making decisions at the company level on this data.

d. We do not track company level metrics, just metrics per divisions.

Question 4 of 5

5. Choose the Execution option below that best describes your current operating plan.

a. We have a three year plan in place, a one year plan in place that supports the three year plan, annual & quarterly goals set and a strong operations leader in place to ensure accountability throughout the organization.

b. We do not have a three year plan in place, we have a one year plan in place, annual & quarterly goals set and a strong operations leader in place to ensure accountability throughout the organization.

c. We do not have a three year plan in place, we have a one year plan in place, annual goals set and a strong operations leader in place to ensure accountability throughout the organization.

d. We do not have a three or one year plan in place at the company and no accountability set up throughout the organization.

Question 5 of 5

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