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I. Company Profile – 0 points, not used in overall scoring
 
The following information is needed to place your company in the correct category for judging so that it is compared to others of similar size or scope. (Note: Mark “N/A” if any question is not applicable – sales volume for in-plant, for example.)
 
1. Company Type:

2.  The principal and secondary printing process/services in our plant are:
Principal: If other, explain:
Secondary: If other, explain:

3.  We provide the following in-house (value-added) customer services (Check all that apply):

4.  Our principal and secondary products are: 
Principal: If other, explain:
Secondary: If other, explain:
5. Sales Volume Profitability
Fiscal Year 2007* $
Fiscal Year 2006 $

Accounts Receivable Balance – Fiscal Year-End: 2007* $
* or most recently completed fiscal year
6.  Number of Employees:

7.  Number of factory employees (number should include Managers/Foremen/Supervisors, but exclude Selling & Administrative employees):
Fiscal Year 2007:

7a. What is the standard work week for factory employees?

7b. What is the average number of hours worked per part-time factory employee per week?

7c. Number of Sales & Customer Service Employees:

7d. Number of Administrative Employees:

8. 

No

9. 

 

II. HUMAN RESOURCES worth 25 points, or 10% of the total score

 

1. Well-managed businesses recognize that people are a primary ingredient for success. Consequently, they develop programs and organizational activities that nourish employee needs for challenging work and job satisfaction.  (Check all of the below that are provided in your company.)
Company newsletter (or similar communications vehicle)
Company policy/procedures manual
Company-wide social and/or sporting activities (List:)
Regularly scheduled company-wide employee meetings
Employee awards or recognition programs (List:)
Formal methods of assessing employee satisfaction (attitude surveys, organizational culture inventory, employee policy review committee, suggestion box, etc.)
Incentive plan (bonuses, profit sharing, pension plan, ESOPs)
Scheduled salary/performance reviews. How often?
Employee assistance/wellness programs
Written job descriptions and salary guidelines
Process to promote innovation. Describe:
2a. Our process includes (check all that apply):
Pre-employment testing
4. Do you provide reimbursement for job-related training?
5. What training programs does your company offer?
Basic skills
Customer Relations/Customer Service
Executive/Management/Supervisory/Leadership
Describe:
Environmental/Health/Safety
Technical/Equipment Safety
New Employee Orientation
Quality (Please specify:)
Other (Please specify:)
 

III. STRATEGIC BUSINESS PLANNING worth 40 points, or 15% of the total score

 
Short-range plans are defined as those that guide daily, weekly, and/or monthly operations.  Long-range plans focus on goals one-to-three years out and call for consideration of more external influences.
1. Does your company have a written long and/or short range business plan? 
5. Which of the following does your Business Plan include? (Check all that apply.)
Basic assumptions and criteria
Capital equipment needs
Forecasts and financial budgets
Major issues and strategies/actions to respond
Description of your mainstream/core business
Database analysis of marketing/sales; operations; financials
Overall risk analysis
Competitive Analysis
6. How often do you hold plan review meetings?
 
 
 
7. How often does your management/executive team meet formally to review performance and/or strategy? 
 
 
 

IV. ENVIRONMENTAL & SAFETY CONCERNS worth 15 points, or 6% of the total score
Strong safety and environmental programs can make good business sense in decreasing costs and increasing positive community/employee relations.
 
1. Check all of the environmentally related activities listed below that apply to your company/department.
Internally directed safety and environmental audit and/or inspection of the plant
Safety Committee formed to monitor activities
Employee training in handling chemicals, wearing protective equipment, etc.
Use of additional or innovative technologies and/or procedures
(e.g., waste reduction techniques)
4. Which of the following are currently included in your company’s operating plan (check all that apply):
Use of renewable energy sources (electricity generated with renewable resources such as solar, wind power)
Planting trees
Measuring your emissions and reducing them
Using paper with recycled content
Use of soy-based inks
Use of recyclable paper
Procedures to measure waste and reduce spoilage
Regular energy audit
Scheduled vehicle maintenance and/or upgrading to energy efficient vehicles
Use of processor-less plates
Procedures in place to reduce alcohol use

5. Has your company earned environmental certification? (i.e. Forest Stewardship Council, EPA, etc.)

List:
 

V. COMMUNITY/INDUSTRY RELATIONS worth 5 points, or 2% of the total score

1. Describe your company’s involvement in the community.  Also list the local and/or national business or graphic industry organizations to which your company belongs (Chamber of Commerce, NAPL, manufacturer’s user group organizations, etc.): 
2. List any advisory boards/committees of educational or community organizations on which any employees serve:
 

VI.  MARKETING/SALES PLAN worth 50 points, or 20% of the total score

1.Do you have a written marketing/sales plan?  
If yes, please attach an executive summary. (.doc or .pdf)
2. Check which of the following your company’s sales and marketing plan contains, (points are allocated for each element represented in your plan):
Advertising
Customer education plan
Customer Service Department responsibility/parameters
Salesperson call plans
Evaluation of competition
Formal sales training activities
Individual salesperson goals/quotas
Market statistics (potential and present share, etc.)
New accounts incentives and goals
Company strengths and weaknesses analysis
Pricing strategy
Product contribution analysis
Other Sales / promotional / Marketing activities, (customer open house, web site, e-commerce, etc.). Please list:
3. What percentage of your total sales do your top three (3) customers comprise? %
(This is an important area to monitor, as it indicates your dependence on these sales.)
4. Was the develoment of new accounts a significant part of your company’s most recently completed fiscal/calendar year:

If YES, how much of your sales was derived from new accounts?

5. Check the method(s) your company uses for gathering feedback from customers:  (Check all that apply)(Note:  Customer feedback can help you meet and exceed your customers’ expectations.  Used correctly, it can help you gain a competitive advantage.  Effectiveness in eliciting customer feedback depends on both the quality and type of survey, as well as how well you utilize the information you receive.  If you currently do not measure customer satisfaction, your company is missing a fundamental operational tool.)
Telephone surveys
Direct response postcards
Telephone follow-up after job is delivered
Customer referrals and testimonials
Other:
6. Does your company have a formal method of measuring customer satisfaction?
7. Is this information shared with (check all that apply):
VII.  INTERNAL CONTROL SYSTEMS worth 20 points, or 8% of the total score

Internal controls are helpful in monitoring and maintaining control of business activities.

Which of the following activities exist as part of your company’s internal control system? (Check all that apply):

Time Reporting
Developing, monitoring of production standards
Cost estimating
Cost determination (basis may be hourly cost rates, standard cost rates, etc.)
Operating budgets/plans
Monthly fiscal statements compared to operating budgets
Spoilage/waste reporting system
Monthly production activity reports and projections
Cash forecasts/projections
Inventory control/turnover
Fixed asset ledger control
Scheduling
Lean manufacturing methods (5-S, Six Sigma, TQM, etc.)
Describe any extended computerized controls, systems or procedures not shown:

VIII. QUALITY ASSURANCE worth 10 points, or 4% of the total score
1. Does your company have a quality program or system in use?
2. List the name(s) of the program(s) and indicate date(s) initiated: 
3. If you don’t use one of the more popularly known quality systems but feel you have a system in effect, note it and summarize how it operates and is used internally:
4. Does your company prepare a formal evaluation? 
5. How often is (are) the programs(s) evaluated for effectiveness?
6. Briefly describe how the data are analyzed and used in running your business, improvement efforts, customer satisfaction, supplier management, etc.: 
7. Are you benchmarking productivity and quality? 

IX.  VENDOR RELATIONS worth 10 points, or 4% of the total score

Managing vendor relations is an often overlooked opportunity to control expenses and meet your quality standards.

1. Does your company conduct a formal annual review of its major vendors/suppliers? 

If so, attach a copy of the review form:

2. Do you have a formalized method of monitoring your vendors and suppliers?

If YES, descibe:
3. What is your vendor certification program? 

X.  FINANCIAL PERFORMANCE worth 80 points, or 31% of the total score
Please attach your company’s AUDITED FINANCIAL STATEMENTS (detailed balance sheet and statement of income) for the latest full fiscal/calendar year. This information is required for the computation of selected financial ratios that are used to assist in the evaluation process and is held in strict confidence.  Your ownership status as reported in Question 1 is taken into account in judging your application.
In-plant organizations operating solely as internal services will have a different set of financial standards from commercial operations.  The in-plant financial responsibility should be explained (i.e., zero-cost center, profit center), along with a brief description of the corporation’s budget process.
 
Briefly describe any forces that could have an impact on your company’s financial picture, such as management/ownership decisions, philosophies, capital structure, external and internal occurrences.
INCOME STATEMENT Last 12-month fiscal year
Net Sales – Fiscal Year 2006 $
Net Sales – Fiscal Year 2007 $
Outside Purchases:
A. Paper $
B. Plates, Film and Ink $
C. Other Chargeable Materials $
D. Purchased Outside Services $
Cost of Goods Sold:
A. Direct Labor & Employee Benefits $
B. Manufacturing Cost less Materials & Outside Purchases & Direct Labor & Employee Benefits $
Selling & Administrative Expenses $
Interest $
Income Taxes $
Depreciation $
Amortization $
Profit Sharing Plan $
Capital Expenditure $
Net Income $
   
BALANCE SHEET  
A/R Balance $
Total Current Assets $
Total Current Liabilities $
Inventory Balance $
Shareholder’s Equity $
Long Term Liabilities $
# Full-Time Employees

Allocation of debt from corporate entity
(if applicable)       

   
FINANCIAL PERFORMANCE: Details on areas to be measured and maximum score for each are as follows:
 
MAX. POINTS
1. Adjusted Net Earnings Percentage
12
2. Accounts Receivable Collection Days
10*
3. Working Capital Ratio
10
4. Sales Growth
10
5. Debt to Equity Ration
Ratio 10
6. Value Added Per Employee
10*
7. Gross Profit Percentage
6
8. Cash Flow Coverage
12
* These items are part of NAPL’s Performance Indicators program. For information on this program, please contact Andy Paparozzi, apaparozzi@napl.org.
 

MANAGEMENT PLUS ENTRY FORM

Submission of false statements or false financial data will be grounds for disqualification. In case of conflict, the decision of the Judging Committee will be final. Entry Deadline:  November 7, 2008.
Company:
Owner/CEO:
Title:
Address:
City:
State:
ZIP:
Web Address:
Contact Name:
Contact Phone:
Contact Email:
Today's Date:
   

ENTRY FEE ($95 NAPL Network member; $150 non-member)
We will contact you regarding payment.
 
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