The performance of an organization is determined based on an analysis of various factors. These include both financial and economic, and socio-psychological, environmental and other indicators.
It is necessary
- - balance sheet (form No. 1);
- - profit and loss statement (form No. 2);
- - cash flow statement (form No. 4).
Instructions
Step 1
Evaluate the company's activities in terms of financial efficiency in terms of the following parameters: net profit, cash flows, return on investment.
Step 2
Determine the net profit according to the financial statements: in line 2400 of form No. 2 "Statement of profit and loss" you will find the amount of net profit since the beginning of the year, and in line 1370 of form No. 1 - the total indicator of retained earnings accumulated during the operation of the organization. Compare the values of the current year with previous periods to track trends in the increase or decrease in the volume of net income.
Step 3
Analyze the cash flows of the company in the form No. 4 of the balance sheet "Statement of cash flows". Establish sources of income and directions of spending, the most significant cost items. Based on the data obtained, draw a conclusion about the effectiveness of the organization's financial flows management.
Step 4
Calculate your ROI using the formula:
Ri = (Profit before tax) / (Balance sheet currency - Short-term liabilities) x 100
or Ri = p. 2300 / (p. 1700 - p. 1500) x 100.
At the same time, investments include not only long-term investments, but also other non-current assets: buildings, structures, equipment, trademarks, etc.
Step 5
Evaluate the economic efficiency of the enterprise: does it achieve the goals stipulated by the charter, what is its productivity and profitability. Determine how productive the company is, whether its products meet quality and safety standards, and whether they meet customer demand. The indicators of energy intensity and environmental friendliness are also very important: high energy consumption and environmental pollution in the production process are one of the signs of an inefficient enterprise.
Step 6
A successful thriving company is also characterized by socio-psychological factors: labor activity of employees, their satisfaction with work, wages, and relationships in the team. Indicators of an effective organization are relative stability, harmony, stability of personal interactions between employees.
Step 7
In addition, analyze the management process and evaluate the effectiveness of the organization's management. Developing and making the right decisions ensures the company is efficient in production, labor and management.
