Directors & Principals
This section investigates the entrepreneurial force behind the firm. Where the firm is
a public company the data given is for the parent company directors, plus the target
firm's managing director. If the firm is a private limited company or an un-limited
company the data given covers the principals or proprietors.
The data includes: Personal & Family data, Personal Income & Wealth, Property
Ownership, Equity & Investment Holdings, Directorships and Shadow Directorships,
Qualifications, Reputation. Perceptions of these individuals held by their staff,
competitors, customers and suppliers. Management Performance: an analysis of the
individual's management abilities, strengths & weaknesses.
2. Senior Managers & Line Managers
Individual Senior Managers (which also includes members of the above category) and Line
Managers are appraised under the following headings.
Accounting Efficiency; Accounting Practices & Procedures; After-Sales Satisfaction
Control; Analysis of Objectives; Attitude & Approach; Cash-Flow Handling;
Communication Process; Competitive Rating; Control & Communication; Customer Handling
Processes; Customer Satisfaction Control; Degrees of Manager Responsibilities; Direction
& Delegation; Fairness of Terms of Trading; Formalised Quality Control Systems;
Innovation; Legal Considerations & Conditions of Business; Levels of Litigation;
Management Action; Manager Control & Monitoring; Manager Performance & Efficiency;
Manager Planning Procedures; Motivation; Objectives & Tasks; Organisational Ability;
Organisational Aspects; Planning Performance; Quality Control Development; Quality Control
Efficiency; Quality Control Procedures; Rating of Manager Direction & Delegation;
Security & Product Protection.
3. General Staff
Administration Input Systems & Procedures; After-Sales Considerations; Automated
Systems; Availability of After-Sales Services; Client / Order Handling & Input; Client
/ Order Progress Notification; Client / Order Supply & Delivery; Competitive Client
Handling Rating; Complaints Handling; Complete Order Delivery; Customer Handling (Relative
& Competitive); Delivery Systems Investments; Ease of Staff - Customer Interface;
Investment in Staff operated Systems & Software; In-House / Inter-departmental Process
& Handling Procedures; Levels of Systems Investments; On-time Delivery Rating;
Operating Procedures & Systems; Overall Client Handling Performance; Perceived Staff
Performance; Point-of-Sale Staff Performance; Professionalism of Operating Procedures;
Staff Costs of After-Sales Services; Staff Efficiency & After-Sales Services;
Systemised Progress Chasing.
4. Personnel Quality & Performance
Activity Control; Activity Performance & Efficiency; Activity Planning;
Buyer-Seller Interactions; Company Loyalty; Customer Communications; Customer Prospecting;
Customer Servicing; Degrees of Personnel Responsibilities; Information Gathering &
Usage; Leadership; Management Direction; Management Levels; Management Procedures; Manager
Control; Manager Objectives; Personnel Achievement; Personnel Control Measurement;
Personnel Control & Monitoring; Personnel Customer Specialisation; Personnel
Delegation; Personnel Direction; Personnel Hierarchies; Personnel Incentives; Personnel
Organisation; Personnel Perceptions of Firm; Personnel Performance & Efficiency;
Personnel Planning Procedures; Personnel Product Specialisation; Personnel Productivity;
Personnel Responsibilities & Tasks; Personnel Selection; Personnel Size Decisions;
Personnel Tasks; Personnel Training; Personnel Value Structures; Personnel Workload
Structures; Personnel Workload; Rating of Personnel Direction & Delegation; Sales
Tasks; Selling; Sub-ordinate Control; Sub-ordinate Performance & Efficiency;
Supervisory Efficiency; Supervisory Levels.
5. Personnel Compensation Policy & Retention Rates & Recruitment.
Compensation Structure; Compensation - Expenses; Compensation - Fixed; Compensation -
Fringe Benefits; Compensation - Variable; Continuous Training; Incentivisation
Development; Initial Training; Length of Service Structures; Personnel Length of Service;
Personnel Rating & Classification; Recruitment Methods; Selection Methods; Specialist