| Internal Environmental Analysis | 35% | | | |
| Business Model/Strategy | 15% | 10 | | - |
| Product Portfolio | | | | |
| Diversification (SBU's and Geographies) | | | | |
| Value Preposition & Competition | | | | |
| KPI review | | | | |
| Business/Operational Risks | | | | |
| Management Review | 15% | 10 | | - |
| Organizational Structure and Governance | | | | |
| Leadership background (Professional and Educational) | | | | |
| Team composition and Talent Management | | | | |
| Succession Planning | | | | |
| Historical Track records | | | | |
| Key Management Risks | | | | |
| Business Outlook Review | 5% | 10 | | - |
| Future business/operational plans | | | | |
| Strategic Partnerships and Alliances | | | | |
| Expansion/Downsizing possibilities | | | | |
| | | | |
| External Environmental Analysis | 25% | | | |
| Industry Analysis | 15% | 10 | | - |
| Global Industry Review | | | | |
| Local Industry Review | | | | |
| Industry risks and trends | | | | |
| Economic Outlook Impact | | | | |
| External Stakeholder Analysis | 10% | 10 | | - |
| Customer, Supplier Relationships | | | | |
| Banking Relationships | | | | |
| Licensing and Government Regulations | | | | |
| Auditor Relationships | | | | |
| CSR | | | | |
| Other external stakeholder relationships | | | | |
| | | | |
| Financial Analysis | 40% | | | |
| Financial Statement Analysis | 30% | 10 | | - |
| Profit & Loss Statement | | | | |
| Balance Sheet | | | | |
| Cash Flow Statement | | | | |
| Key Financial Risks | | | | |
| Ratio Analysis | | | | |
| Profitability | | | | |
| Leverage | | | | |
| Efficiency | | | | |
| Liquidity | | | | |
| Financial Forecast Review | 10% | 10 | | - |
| Accuracy, reliability and reasonableness of the forecasts | | | | |
| Relationships with industry trends (possible headwinds and tailwinds) | | | | |
| Growth drivers and assumptions | | | | |
