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CONTINUOUS IMPROVEMENT
– We have consolidated questions and continue to tweak definitions and wording
of the questions to make this more user friendly.
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We have made every effort to request data that is customarily maintained. You
are generally not required to research your answers. We encourage you to use
your BEST ESTIMATE
versus spending valuable time gathering data that is not formally maintained.
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EDIT CHECKS ARE BUILT IN (the on-line version). The survey will prompt
you to verify data that does not meet our expectations. You have the option of
providing explanations for the discrepancy or to change the information. Some
data, such as totals, must be completed accurately before you can submit your
data. Also, when in doubt USE WHOLE NUMBERS
even when percentages are requested.
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The survey is SEGREGATED BY FUNCTION
to allow you to delegate the collection of the data.
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ON-LINE CAPABILITY, with owner issued passwords allows you to share the
data collection responsibilities while maintaining confidentiality of the
individual sections. Only the owner has access to the complete questionnaire.
On-line submission allows companies to PARTICIPATE ANONYMOUSLY
using a Hotmail or Yahoo email account.
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This survey should be prepared for each COMPLETE FINANCIAL REPORTING UNIT,
meaning balance sheet and profit and loss responsibilities. For multiple
locations you may use an average answer for all locations.
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Use your LAST FISCAL YEAR
RESULTS in answering the survey questions, unless otherwise specified.
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This survey may include Canadian, Mexican, or US processors. Use your local
currency – BE CONSISTENT.
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OPTIONAL LIMITED FINANCIAL PARTICIPATION – Companies that are reluctant
to share financial data need only supply basic sales, material and labor data
and be able to receive the survey report. However, Companies choosing to
participate with limited financial data will also only receive limited
financial data in the final report.
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