Yes/No

1. Have I listed the emerging opportunities in my industry? --- ---

2. Have I listed the environmental threats to my firm? --- ---

3. Have I listed the internal strengths of my firm? --- ---

4. Have I listed the internal weaknesses of my firm? --- ---

5. Have my family and I listed our personal goals and objectives? --- ---

6. Do I have a mission statement? --- ---

7. Have I listed goals (objectives) for the firm? --- ---

8. Are the objectives for my firm in line with my family's

personal goals? --- ---

9. Are the objectives for my firm in line with the analysis of my

firm's strengths and weaknesses? --- ---

10. Have I written a strategy to meet my objectives? --- ---

11. Are my actions

- manageable (one year or less)? --- ---

- accountable (someone is responsible)? --- ---