VULA
Version 1.0
Free Resource
Free Resource
Free Business Resource
Business Discovery Checklist
Discover where your business is today — and identify where to focus next.
Every successful business makes decisions based on understanding, not assumptions. This checklist helps you evaluate the current state of your business, identify strengths, and prioritise improvement opportunities. Complete each section honestly for the most valuable outcome.
Complete every section
Answer honestly
Capture notes throughout
Identify improvement opportunities
Prioritise your next steps
Business Overview
Business Name
Industry
No. of Employees
Years in Business
Completed By
Date
Business Goals
What does your business do?
Who are your ideal customers?
What are your top three business goals?
Business Health Check
Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree). Click or tap to record your rating.
| Statement | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| We have clear business goals. | |||||
| We understand our customers. | |||||
| Our processes are documented. | |||||
| Technology supports our goals. |
1 = Strongly Disagree5 = Strongly Agree
Technology & Systems
- Our systems integrate well.
- Information is easy to find.
- We avoid duplicate work.
- Reporting is accurate.
- Technology supports our business goals.
- Security is taken seriously.
Which systems cause the most frustration?
Opportunities for Improvement
What's working well?
What needs improvement?
What should be your highest priority?
Action Plan
| Priority | Why is this important? | Target Date |
|---|---|---|
My Commitment
The one thing I will improve first is: