ODI - Business Insight Packet List

Help Me Get to Know Your Business:

The information below will help me develop a clearer picture of how your business is currently structured, managed, and measured. Please upload the items you currently use or have available. If an item does not currently exist in your business, there is no need to create it. Simply leave that item blank. 

ODI - Business Insight Packet List

Business Insight Information:

Drag & Drop Files, Choose Files to Upload
Please upload your current organizational chart showing employee names, roles, and reporting relationships. If you do not currently have an organizational chart, a simple list of employees, their roles, and who they report to is sufficient.

Job/Role Description

Drag & Drop Files, Choose Files to Upload
Please upload any job descriptions or role descriptions currently used to define employee responsibilities, expectations, or areas of accountability. If these are not currently used or available, there is no need to create them.

Profit and Loss Statement

Drag & Drop Files, Choose Files to Upload
Please upload your most recently completed Profit & Loss Statement (P&L). This will help me develop a high-level understanding of the financial structure and performance of the business.

Key Tracking Reports / KPI's

Drag & Drop Files, Choose Files to Upload
Please upload any scorecards, dashboards, reports, or other measures you regularly use to track business or team performance. If you do not currently use formal tracking reports or KPIs, there is no need to create them.

Recurring Meeting Agendas - Management & Team Meetings

Drag & Drop Files, Choose Files to Upload
Please upload an example of any agenda or meeting structure you currently use for recurring leadership, management, departmental, or team meetings. If you do not currently use a recurring meeting agenda, there is no need to create one.

Current Business Goals / Priorities

Drag & Drop Files, Choose Files to Upload
Please upload any document you currently use to identify or communicate your business goals and priorities, such as annual goals, quarterly priorities, a strategic plan, or a goal sheet. If these are not currently documented, there is no need to create them.

Current Business Goals / Priorities (copy)

Dan Skaggs Owner One Thing Marketing

We've only been working with Don for a few months now, but have already made big strides in several aspects of our business. Don provides a unique outside perspective to help you see blind spots that you don't see because you're too involved in running the day to day operations of your business. He doesn't just tell you what to do, but helps you think things out and together come up with the best solutions and how to implement them. We just closed one of our biggest clients by implementing what we've learned so far along with Don's guidance. 


Dan Skaggs  

Owner, One Thing Marketing