Thank you in advance for participating in this survey. Although it appears lengthy, most questions can be answered quickly. (It should take no longer than 15 min. to complete the first section and 10, the second.)
 

SME: small and medium enterprises; this survey deals with organizations of 5 persons or more

QMI: quality management index: this questionnaire asks questions about the way in which your SME runs. From the responses, points are assigned so that one SME can be compared to another. An overall score only has significance when compared to other firms or over time.

 
NOTE: Pressing the ENTER or RETURN key will send the form for processing. Please use the TAB key or mouse to navigate through the survey. (If the ENTER or RETURN key is pressed inadvertently, use the 'back' feature on your browser or press ALT-left arrow to return to the survey and then complete it.)
 
No information revealing you or your company will be released to any individual, group or organization. The sole purpose of this survey is to learn more about relative quality levels of SMEs and to make statistical comparisons among similar organizations. Please fill in the chart below as completely as possible. If your SIC or NAICS codes are not known, please give a description of your company's business, for classification.

 
Name
Position
Company Name
Street Address
City
Province
Postal Code
Area Code (Telephone)
Telephone
Area Code (Fax)
Fax
E-Mail
Website
SIC Code (if unknown, use Desc.below)
NAICS (if unknown, use Desc.below)
Description of Business
 

This survey is made up of two parts. The first part is a series of questions divided into four general groups:

  • Basic Information
  • Administration
  • Leadership, Delegation and Communications
  • Business Planning and Development.

The second part is a summary of the staffing of your company.

Please be sure to select a SINGLE answer for each question FROM THE PERSPECTIVE OF THE CEO, even if you can only guess or give a rough estimate. Some questions will be only partly applicable to your company; please choose the answer that best that most closely fits the underlying general intent of the question.

 
Basic Information
Q1. How many years has this business been established (excluding changes in legal or corporate status)? 1-2 years
2-4 years
5-9 years
10-14 years
15-25 years
more than 25 years
Q2. How many locations are operated under this company and administration? more than 5 separate locations
2-4 separate locations
1 location
Q3. How many estimated square feet of office space are operated in all locations? more than 25,000 sq ft
15,000-24,999 sq ft
10,000-14,999 sq ft
5,000-9,999 sq ft
2,000-4,999 sq ft
1,000-1,999 sq ft
less than 1,000 sq ft
Q4. How many estimated square feet of non-office space are operated in all locations?

more than 25,000 sq ft
15,000-24,999 sq ft
10,000-14,999 sq ft
5,000-9,999 sq ft
2,000-4,999 sq ft
1,000-1,999 sq ft
less than 1,000 sq ft
Q5. How many 'departments' are not directly controlled by senior management? more than 10
7-9 departments
4-6 departments
2-3 departments
1 department
0 departments
Q6. What is the legal status of your company?
public corporation(s) + one or more subsidiaries
single public corporation
private corporation(s) + one or more subsidiaries
single private corporation
partnership
sole proprietorship
Q7. What is the union status of your company? fully unionized
partly unionized
may be unionized in the future
not unionized, but qualifies
ineligible or not applicable
Q8. Does your company use or require shift work? 3 shifts
2 shifts
not applicable

ADMINISTRATION: General Administrative Factors

Q9. Estimate the percent of needed legal and administrative documents you have such as shareholders' agreement, minute book, etc. relevant to your type of company. 100%
75%-99%
50%-74%
25%-49%
less than 25%
Q10. Do you hold management meetings with a written agenda and minutes? weekly
bi-weekly
monthly
from time to time
planned, but not implemented
not applicable
Q11. Do you use external professional resources such as lawyers, accountants, financial advisers, management consultants?
have used more than 5 individuals within the past year
have used more than 2, but less than 4 individuals within the past year
have used 1 or 2 individuals within the past year
have planned to use them, but have not yet arranged a meeting or identified the proper individual
not applicable; no need
Q12. Do you have a Policies and Procedures Manual for your company?
printed, revised and updated regularly, distributed to all staff
printed, revised and updated regularly, available to all staff
informal copy, revised from time to time
one original copy in the office, not revised
planned, but not implemented
not applicable

ADMINISTRATION: Logistics

Q13. How do you plan and handle logistics challenges?
we subcontract for our full Supply Chain Management needs
we use an external consultant for full Supply Chain Management
we handle all purchasing, warehousing and distribution internally
selected staff have taken training and handle our needs
a system is planned, but not implemented
not applicable to our operation
Q14. How do you control inventory and/or capital goods?
we use a barcode system that is fully integrated with sales and distribution
our system is part barcode and part manual
our system is manual
we have planned a system, but it is not yet implemented
not applicable

ADMINISTRATION: Human Resources

Q15. What is the overtime policy at your company? pay overtime premium
pay overtime as straight time
time in lieu of overtime pay
do not pay overtime, but could
could pay overtime, but try to avoid it
not applicable
Q16. Do you conduct performance reviews with your staff?
each staff member has a regular review on a strict schedule with written input from both staff member and supervisor
staff members have periodic performance reviews when time and resources permit
staff members get a raise at regular intervals
staff members get a raise at irregular intervals or when they earn it
planned, but not implemented
not applicable
Q17. Does you company have a program for profit-sharing or awarding bonuses?
profit sharing is available to all employees
profit sharing has been offered to a few senior employees
annual bonuses are given regularly each year
bonuses are given from time to time
a program is planned, but no details have been worked out
such a program is not possible at this company
Q18. Does your company have a sabbatical or leave program for employees?
available to all employees
available to a small selected group of qualified) employees
individual staff can petition for time off under special circumstances such as funerals
not applicable
Q19. Do you support upgrading programs for your employees?
available to all employees; pay all fees for approved courses
available to all employees; pay all fees for achieving specific grade levels
allow employees to take courses on company time, but do not reimburse any course expenses
encourage employees to take courses, but do not reimburse any course expenses
not applicable to this company because of size and/or the nature of the business
Q20. Do you have a benefit program at your company, including medical, dental, long term disability, maternity and pension provisions, etc.?
all the factors listed in the question or more
program with 3 main features
program with 2 main features
program with one of the main features
planned, but not implemented
not applicable to this company

ADMINISTRATION: Quality Control

Q21. Do you have access to training programs for staff?
we always use outside resources and/or professional trainers for staff and management training
we use both outside and internal training resources based on specific need
we use internal resources for staff and management training
we use our own staff on an as-needed basis
planned for, but not implemented
not applicable for our company
Q22. Do you have a quality control program in your company? ISO designated
ISO qualifying
interested in the ISO program
quality control program in place
quality control program being designed
not applicable
Q23. Have you ever hired professional quality control personnel as external consultants? on call
more than once a year
annually
occasionally
planned, but not implemented
not applicable

ADMINISTRATION: Sales and Marketing

Q24. Do you have a program to develop sales contacts and follow up?
we use a fully integrated Contact Management system with regular follow up on all active prospects
we use a Contact Management system but it is not updated and reviewed regularly
we use a manual system to manage contacts
we are planning a system and use a variety of methods to collect prospects for the moment
we intend to implement a new system within the next year
not applicable
Q25. What is your company's status with respect to the World Wide Web?
active sales on the web
minimal website
website under development
will develop a website within the next year
developing a website is not appropriate for this company
not applicable or appropriate for our type of company
Q26. Have you conducted any market research, internally or externally?
have hired outdside, professional market at least every two years
have hired market researchers in the past from time to time
we do our own internal market research from time to time
would like to develop a marketing program
do not believe a marketing program is necessary for our type of company
Q27. Have you conducted customer satisfaction surveys?
we use external resources to interview customers at least every two years
we have used external resources to interview customers when resources permit
we have used mailed questionnaires and analyzed the results
planned, but not implemented
not applicable

ADMINISTRATION: Financial Controls

Q28. Do you work with your accountant to do any formal budgeting or financial planning?
produce annual financial plan, written
talk to accountant annually about the next fiscal year
not applicable
Q29. Do you do cash flow forecasting? produce monthly, written cash flow forecasts
produce quarterly, written cash flow forecasts
produce annual, written cash flow forecasts
planned, but not yet implemented
not applicable

Communications

Q30. Do you have a means of exchanging information within the organization, such as newsletters, suggestion boxes, etc.?
we pay employees for implemented suggestions a portion of savings
we have at least three major means of frequently exchanging information and views with staff
we call informal meetings or chat sessions from time to time
we do one of the types of things mentioned in the question
planned, but not implemented
not applicable to our type of operation
Q31. Do you have a means of communicating important developments to customers and other important contacts through brochures, videos, audio tapes, newsletters, etc.?

we have a number of communications methods which we use on a scheduled basis
we do something from time to time; it is not scheduled
planned, but not implemented
not applicable

Leadership

Q32. Does senior management operate the company differently now than a couple of years ago?
senior management has changed more than 50% in how it operates
senior management has changed more than 25% in how it operates
senior management has changed more than 10% in how it operates
senior management has attempted to change but has not had the resources available to implement it
planned, but not implemented
not applicable
Q33. Do you have a Board of Directors or the equivalent for your type of organization? Yes, we meet monthly
Yes, we meet quarterly
Yes, we meet annually
Yes, we have not met for some time
not applicable
Q34. Do you have an Advisory Board? Yes, it meets regularly
Yes, it meets once in a while
Yes, but it has not yet had a meeting
planned, but not yet organized
not applicable
Q35. Do you have a mentor or person you can turn to for professional advice?
Yes, we meet regularly
Yes, we meet once in a while, not more than 4 times per year
Yes, but we have not yet arranged a meeting
planned, but not yet agreed to
not applicable

Delegation

Q36. Does the CEO delegate important corporate functions to others?
Yes, regularly
Yes, from time to time and with reminders to delegate
Infrequently
almost never
not applicable
Q37. Does the CEO spend vacation time with no contact with the office?
more than 4 weeks per year
between 2 and 3 weeks per year
more than 1 week per year
less than 1 week per year
no time off in the last year
not applicable because of other considerations

Planning Processes

Q38. Do you have a formal planning process such as strategic, scenario, etc.?
revise and publish a Strategic Plan at least annually
meet informally to discuss strategic issues at least quarterly
meet irregularly to discuss strategic issues
not yet met, but have planned to do so
not applicable to my company
Q39. Do you have a succession plan?
Yes, it is written and signed of by the Board of Directors or equivalent
Yes, it is written but not yet approved
Yes, notes have been made, but it is not yet written in full
planned, but not yet started
not applicable
Q40. Do you have a Business Plan?
Yes, it is written and revised each year and is checked by our accountants
Yes, it is written but not reviewed annually
planned, but not yet implemented
not applicable

Research and Development

Q41. Do you have a research and development program in your company?
a number of grants won, results implemented
active in-house R&D program, results implemented
active in-house R&D program, no results yet
grants applied for
eligible for grants, but never received
not applicable

Associations and Memberships

Q42. Do you or the company belong to any industry associations or groups relevant to the business?
have served as a board member or executive on one or more groups
belong(ed) to more than 10 associations or groups
5-9 associations or groups
2-4 associatins or groups
1 association or group
not applicable; there are none available to this company

Growth Strategies

Q43. Have you pursued growth strategies through discussions with bankers, private investors, venture capitalists, franchising, etc.?
Yes, with more than 5 of the above
Yes, with more than 3 and less than 5 of the above
Yes, with more than 1 and less than 3 of the above
planned, but not implemented
not yet at a stage to need more capital or growth
not applicable to our type of business
Q44. Have you ever become involved with a strategic alliance, merger and/or acquisition, bought another related company, etc.?
have executed one of the above
have held more than a single discussion with representatives of at least one other company
have held more than one planning meeting onthe above within our company
planned, but not yet implemented
not applicable
does not apply to our company's type of business

The following chart is to be filled in for each position (job description) within the company. Level means the number of reporting levels down from the CEO who starts at 1. Span of control means the number of staff who officially report to that position. The total should equal the total workforce of the company. Span of Communication is an estimate of the number of positions who either work with or have business-related discussions with in a single normal working day. The first two lines are filled in with (unrelated) examples.

It may be easiest to first write the various job positions down the left column, fill in the reporting level (this comes from the notion of an organization chart) and then the number of persons occupying each position. Span of Control can then be accurately filled in for each position by looking down the list at the left. Span of Communication can be done the same way.

Education codes: 1=some high school; 2=high school grad; 3=some college; 4=college grad; 5=some university; 6=university grad; 7=graduate degree(s)

 

Position Level Number Age
(avg)
Education
(avg)
Span of Control Span of Comm'n
President 1 1 35 5 3 5
Salesperson 3 7 25 3 0 3

 

Thank you again for your voluntary participation in the SME Survey. The results will be forwarded to you in confidence within the next week. Information learned from the survey process will assist SMEs such as your own improve their processes and performance.

 

Comments on Survey

 

If you know of and friends or relatives operating or involved in the senior management of an SME and interested in participating in the survey, it would be appreciated if you would enter their names below.

 

Name Position
Company Telephone

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