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Questions


Ledger
1. Accounting
How are the books? Are you happy with your accounting situation? Is everything under control?
Do you have a CFO or Controller? If yes, how's it going? If no, do you wish you did?
 *



Telescope
2. Vision
What's your BHAG (Big, Hairy, Audacious Goal)?
Do you have a written Vision for your business? If so, have you shared it with your team? If not, do you wish you did?
Have you heard of Cameron Herold (Vivid Vision), Gino Wickman (Traction), or Jim Collins (Good to Great)?
Do you care?
Are you familiar with “Visionary” and “Integrator” roles?
Do you think Vision matters, or is it just hype and fluff, and all that really matters is handling the day-to-day?
 *





Brain
3. Culture
How would you define “Culture?” Do you ever think about it? Do you care?
Are you familiar with Matt Mayberry's Cuture Is The Way?
What adjectives would you use to describe your company’s culture?
Are you happy with them? If not, what would you change, and why?

Have you ever thought about Culture as a constraint, or bottleneck, to growth and development?
 *



Gear
4. Systems & Tech Stack
What's the situation? Are you happy with your setup?
If yes, what is working? If no, what do you suppose is missing?
Are you familiar with Michael Gerber's E-Myth books?
Would you like some help with that?
 *




Clipboard
5. Procedures
Do you have written processes, procedures, SOPs, or training manuals — the so-called “Know-It-All Book?”

If yes, are you happy with them? How did you create them? Have you tried the Scribe app yet?
If no, do you wish you did? Would you like help with that?
(Or is it all a futile exercise because nobody reads or cares?)
Have you heard of Sam Carpenter and his book Work the System?
 *
















Hourglass
6. Time Management
Do you believe the old saying that time is money, or do you believe it’s more, or less, valuable than money — and why?

How well is time being managed in your organization?
If it’s being managed well, what’s working, and what tools are you using?
If not, what improvements would you like to make?

Are you interested in better calendaring, scheduling, and planning — and in relating plans to outcomes?
How about relating hours to revenues and margins, effort to results?

Do you care only about billable hours, or do you see the sense in understanding things like training time, sales/marketing time, R&D time, administrative time, and wasted time?

Did you know that according to Cy Wakeman’s 2018 book No Ego, the average employee spends 2.5 hours daily on drama and emotional waste?
Do you believe that? How does it make you feel? What might it be costing your organization?
Any ideas on how it might be fixed?

If you could be sure of ROI, would you like any help with time management in your organization?
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Exit Sign
7. Exit Strategy
Do you have one? Do you want one? Are you ready? Need help?

What are your thoughts?
 *
Kris Freeberg, Economist
www.makinendsmeet.com
kris@makinendsmeet.com
(360) 224-4322
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Your text will appear when the user hovers over or clicks on the question mark icon next to that field on the Add Record and Edit Record pages.
 
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    When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

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