Business MOT

Dragonfly Business MOT

Your Information

Title

First Name

Surname

Organisation

Position

Telephone

Email

Address Line 1

Address Line 2

Town

PostCode

Planning & Implementation

Recruitment & Induction

Yes Sometimes No

Do you carry out your own recruitment?

Are you satisfied with the standard of applicant you get?

Do your selection processes result in the right person for the job?

Do your recruitment processes result in competent members of staff?

Are you familiar with legislation around recruitment & selection?

Are you familiar with CRB requirements?

Do you comply with Data Protection requirements?

Staff Management & Development

High Average Low

What is the level of staff turnover?

What is the level of staff sickness?

Yes No

Do you have an efficient staff team?

Do you provide regular supervision & appraisal?

Do you provide training and/or opportunities for personal development?

Do you have a personal development programme in place?

Do you provide in-house training?

Planning & Procedure

Yes No

1. Do you have the following written policies/procedures:

a) Health & Safety?

b) Diversity & Inclusion / Equal Opportunities?

c) Health & Safety?

d) Complaints / Grievance?

e) Recruitment?

f) Confidentiality?

g) Disciplinary?

h) Time in Lieu?

i) Environmental?

j) Ethical?

k) Financial Protocol?

l) Departmental Protocol?

2. Do you have a Policy & Procedure Diary?

3. Does your Financial Protocol include the following:

a) Petty Cash Procedures?

b) Cheque Signatories?

c) Authorised Spending Limits?

A documented system for dealing with financial systems in the event of absence?

Financial Processes

Yes No

1. Do you have a Business Bank Account?

2. Do you have an Accountant?

3. Do you have a written Financial Protocol?

4. Does your Financial Protocol include the following:

a) Petty Cash Procedures?

b) Cheque Signatories?

c) Authorised Spending Limits?

d) Expenses Policy?

e) A documented system for dealing with financial matters in the event of absence?

Questions

If you have any questions relating to the assessment form or any other matter please use the box below:

Terms & Conditions

General

This form remains the property of Dragonfly Business Consultancy (hereafter referred to as ‘DBC’) and must not be reproduced in any form without the permission of DBC.

Third Party Access

Once the form is completed all information provided will be treated as confidential by DBC.

The information will not be provided to a third party without the written permission of the customer.

All information supplied by the customer will be stored in compliance with Data Protection.

Obligation

Completion of the form in no way implies that the customer is obligated to use DBC’s services.