Scorecard Survey Step 1 of 7 - Welcome 14% Thank you for taking the time to provide your analysis through our IMC Scorecard Survey. Your honest feedback is essential. This survey is not confidential. The results will be visible to the team, and your name will be associated and collected. If you disagree or strongly disagree to any questions, we highly encourage you to elaborate in the comments section to give us a better understanding. This survey may take approximately 20 minutes to fill out, please block off time to thoughtfully complete the survey. We appreciate your participation and commitment.This field is hidden when viewing the formPASSWORDPasswordPlease enter the password then click 'Next' to proceed.(Required) Name(Required) First Last Email(Required) Company(Required)Select a CompanyGolden CorralTaco BambaArcadiaRiseMarkFleet FeetSouthern TrustSouthern Specialty UnderwritersRole(Required)Select a RoleBoard MemberExecutivePrincipalFinanceHR This field is hidden when viewing the formPEOPLE & LEADERSHIPManagement TeamThe management team is mature, with the necessary experience, decision making ability, and ability to inspire the organization.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Leadership CommunicationLeadership can communicate ideas and information clearly, effectively, and consistently.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Proactive vs. ReactiveLeadership is primarily proactive vs. reactive.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Organizational Design & Team StructureThe company has the correct organizational design and team structure (e.g., appropriate staffing levels, experience, role clarity).(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Company CultureThe company has a strong culture (e.g., employee engagement, clear company values, professionalism).(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Ethical BehaviorThe company consistently displays ethical behavior, including transparency in decision making and overall trustworthiness.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Team Focus & ImprovementFrom a People and Leadership perspective, please share your thoughts on where the team should focus and what they can do to improve. This field is hidden when viewing the formORGANIZATIONAL AND STRATEGIC PLANNINGMarket & Competitive PositioningThe company has a good grasp of the market and competitive positioning.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Strategic VisionThe company has a clearly articulated strategic vision.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Forecasting ProcessThe company has a robust, inclusive and realistic forecasting process that is derived from its strategy, operating plan, and people plan.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Forecast SubmittalThe forecast is submitted timely and requires little intervention from IMC(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Team Focus & ImprovementFrom a Organizational and Strategic Planning perspective, please share your thoughts on where the team should focus and what they can do to improve. This field is hidden when viewing the formRISK MANAGEMENT AND BUSINESS CONTINUITYInsurance CoverageThe company has insurance coverage consistent with industry best practices and IMC standards.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Compliance & Risk ManagementThe company has a robust and continuously improving compliance and risk management function.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Systems & ControlsThe company has the systems and controls to manage applicable technology and data risks (e.g., Cyber, PCI compliance, third party vendor, HIPAA, ADA etc.).(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Succession PlanThe company has a strong and frequently updated succession plan (includes emergency succession and longer-term succession planning for key roles).(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Team Focus & ImprovementFrom a Risk Management and Business Continuity perspective, please share your thoughts on where the team should focus and what they can do to improve. This field is hidden when viewing the formGROWTH ORIENTATION AND CAPITAL STRUCTUREHealthy Growth MindsetLeadership has a healthy growth mindset.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Company GrowthThe company is growing at least 120% of the market growth rate.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Balance Sheet & Access to ResourcesThe company has a healthy balance sheet and access to the resources it needs for growth (internal and external).(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Effective Capital AllocatorsThe company leaders are effective capital allocators compared to industry and peers.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Return on Invested CapitalThe business has the potential and pathway to reach a 20% ROIC.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Team Focus & ImprovementFrom a Growth Orientation and Capital Structure perspective, please share your thoughts on where the team should focus and what they can do to improve. This field is hidden when viewing the formFINANCIAL ACUMENFinancial ReportingThe company produces timely and accurate financial reporting (monthly, annual) that are useful to its stakeholders.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.LeadershipThe finance team has strong leadership.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Controls & ProcessesThe company maintains strong controls and processes within the finance department.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Competencies & FocusThe finance team has well-rounded competencies, with a focus on technology and process improvements.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Tax Timelines, Deadlines & ReportingThe company adheres to internal and external tax timelines and deadlines and provides accurate and complete tax reporting to shareholders.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Tax PlanningThe company demonstrates proactive tax planning, for both annual reporting and ad hoc transactions.(Required)N/AStrongly disagreeDisagreeNeutralAgreeStrongly agreeOptional: Please elaborate on your answer.Team Focus & ImprovementFrom a Financial Acumen perspective, please share your thoughts on where the team should focus and what they can do to improve.
