Kremer/Hood Performance Measures Assessment
Answers marked with a * are required.
Three Bottom Line Performance(R)
  Hello and welcome to your PMI survey. We hope you value your self-assessment experience. Keep in mind this survey is just one step in defining a framework for how value creating activities become your financial results.

Once you have completed this survey you will have a benchmark on this aspect of your overall Discovery process.

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In this Three Bottom Line Performance(R) survey you will identify the past and projected financial measures you now follow (Monthly, Quarterly, and/or Annually) with the intent to drive overall performance.
 
Name: *
 
 
 
Email: *
 
 
 
Firm Name: *
 
 
 
City, State *
 
 
 
Industry and Number of People *
 
 
 
Gross Revenue Range
 
 
 
When you print this survey, before pressing the FINISH button to capture your own survey data, you will have a benchmark for this dimension of your value creation system.  Would you like to receive a copy of the industry results when they are ready?
 
 
 
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1. Key Financial Measures of Value Creating Activity
  
 
 
1st Bottom Line
  
 
 
Cash Flow from Operations (OCF)
 
 
 
Use Direct Cash Statement (pure)
 
 
 
Use Indirect Cash Statement (reconciles cash to non-cash values)
 
 
 
1st Bottom Line Driver
  
 
 
Operating Cash Flow (OCF) / Sales
 
 
 
2nd Bottom Line
  
 
 
Net Profit
 
 
 
2nd Bottom Line Drivers
  
 
 
Sales
 
 
 
Expenses
 
 
 
3rd Bottom Line
  
 
 
Return on Assets
 
 
 
3rd Bottom Line Drivers
  
 
 
Return on Sales (Net/Sales)
 
 
 
Asset Turnover (Sales/Assets)
 
 
 
Other Key Financial Drivers of the Bottom Lines
  
 
 
COGS/Sales
 
 
 
MSG&A/Sales
 
 
 
Receivable Days
 
 
 
Inventory Days
 
 
 
Payable Days
 
 
 
Sales/Net Fixed Assets
 
 
 
Fixed Asset Investment
 
 
 
2. Key Non-Financial Measures of Value Creating Activity

Any metric focusing on workflow, and how the flow of work (value creating activity) relates to both the customer and overall financial results. Can also be called a key driver, sub-driver, or key performance indicator


List key non-financial numbers if you use any specific data point(s) having a direct relationship to overall financial well-being.
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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