2 MIN READ

An Organisation Health Check

This whitepaper gives time-poor leaders a practical way to pinpoint where cash is being created, blocked or silently leaking from their organisation. It introduces a structured Business Health Check built around 36 critical levers across finance, planning, alliances, top-line growth, people and productivity, all directly linked to cash and enterprise value.

Readers are guided through a one page DIY rating of their organisation against each lever, with space to capture insights, prioritise initiatives and convert them into concrete action steps.

For organisations feeling margin pressure, volatile demand or tightening bank covenants, this whitepaper offers a concise, actionable roadmap to improve cash position quickly, supported by accredited consultants who can help execute high‑impact projects at pace. You are in control of the priorities.

Welcome to the MyCash Dashboard Business Health Check Whitepaper. Below are 36 topics in 6 groupings to guide you on a a DIY rating of your organisation against each tip. Which of these topics, if you could improve today, would provide best improvement to your cash or business position.

About this Activity Review

Most (not all) organisations will have operational or strategic plans for the current year (financial or calendar). Some of these plans will be on track and others, due to emerging events, may not be heading in the right direc-tion. All have an impact on cash in the business.

MyCash Dashboard recommends that in a quiet moment, reflect on each of the activities listed on the right… consider any new activity that could be initiated that will contribute substan-tial new value to your organisation. In the “Your Notes” section make notes, prioritise and then consider action steps.

MyCash Dashboard is a specialist in helping companies execute solutions and in a short time frame to deliver actions and projects that work… mindful of the organisations culture, aspirations, finance, productivity, analytics and capability. Our network of accredited consultants are experts in achieving results.

Owners, Board, C Level
Finance ☐ Profitability
☐ Finance, Funding, Banking
☐ Tax & Accounting
☐ Cash Management
☐ ATO Compliance
☐ Dashboard Development
Your Notes
Planning ☐ Strategic Planning
☐ Business Planning, Business Structures
☐ Succession
☐ Risk
☐ Exit
Your Notes
Alliances ☐ Mergers & Acquisitions
☐ Business Integration
☐ Joint Ventures
☐ Alliances – Product
☐ Alliances – Structural
Your Notes
 
Top Line
Top Line ☐ Revenue Growth, Sales
☐ Marketing
☐ E-Business
☐ Social Network Marketing
☐ Branding
☐ Sales Training
Your Notes
 
People
People ☐ Right Person, Right Job (Profiling)
☐ Performance Measurement
☐ Performance Management
☐ Recruitment, Remuneration
☐ Productivity
☐ Coaching, Leadership Development
Your Notes
   
Operations
Operations ☐ Asset Management, Productivity
☐ Debt Collection
☐ Cost Recovery, Pricing
☐ Process Improvement
☐ Procurement
☐ Project Management
☐ Research & Development
☐ Transport, Logistics, Supply Chain
Your Notes

 

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