How - Engagement Options: DIY Questionnaire

The Do It Yourself/Ourselves Approach

The DIY Health Check Questionnaire allows you to complete the assessment in a place of your choosing and at your own pace.

The DIY Health Check Questionnaire contains about five questions for each phase. We recommend you have a good understanding and knowledge of the following before completing the Health Check:
  • The way job information moves through your business; how different people access this information (i.e. employees, customers, external suppliers); and how available it is to these people when they need the information.
  • Your business’s operating procedures (e.g. Standard Operating Procedures); how these are made available and followed; whether these can accommodate special cases, and any automation of these.
  • How your resources and jobs are managed in your business, what systems are in place to manage risk, and any value-added sales strategies the business has.
Clearing Prerequisites

Doing the DIY Health Check Questionnaire allows you to analyse, plan, and complete the journey in your own time and effort.

Although this format is not comprehensive enough for you to clear the prerequisites, coupled with the Tutorial Series on Fluency Portal, it may give you an idea of what needs to be done. It definitely allows a business to take a do-it-yourself approach. However, we would suggest that you should only choose this approach if your business has skill and experience in Phase 5 (Workflow) and Phase 6 (Workflow Automation) of Productivity.