Sample Questionnaire.
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   General Data 
Legal Status:
Sector-Business Area (NACE):
Interviewee Position:
Date:
Foundation Year:
Target Market:
   Financial Perfomance 
current year
(estimation)		 last
fiscal year
  Assets
Fixed Assets:
Current Assets:
Stocks:
Debtors:
Cash at bank and in hand:
  Liabilities
Capital and Reserves:
Floating Debt:
Long-term Debt:
Annual turnover:
Gross profit:
Earnings before taxes:
Total number of employees:
   Sector performance 
current year
(estimation)
(%)		 last
fiscal year
(%)
Average increase of sells:
Average capital return:
Average profit margin:
   Competitors 
List the most important enterprises in your sector, according to your opinion
Market share (%)
1.:
2.:
3.:
4.:
5.:
   Geographical characteristics of competition 
Intense Regular Not Intense
Domestic competition
Foreign competition
   General characteristics of competition 
Please indicate your opinion regarding the following sentences
Disagree Agree
The business environment supports our company's survival
The demand for our products will be high
Profit margin increase is very high
The competition is intense related to the prices
The competition is intense related to the quality of products
The competition is intense related to the innovation embeded in new products
   Marketing characteristics 
Please indicate your opinion regarding the following sentences
Disagree Agree
The consumers are not loyal to brand name
We need continuous changes in our marketing plans
The life cycle of our products is very long
The products in our market are continuously changed and improved
We can easily predict the marketing moves of our competitors
The rate of demand and consumer needs can be easily predicted
   Types of collaboration with other companies 
Licensees:
Subcontracting entrusting:
Subcontracting assumption:
Horizontal partners:
Vertical partners:
   Recent changes in the sector 
(Concerns substantial and important changes and facts carried out during the last three years, in the sector, i.e.: Proprietary status, Merging & Acquisition, Organization structure, applied technology, production, products, penetrating in new markets, Legislation etc.)
   Predictions 
Predictions concerning the impact of the following parameters on competition for the next three years
New competitors:
Subsistent products:
Products distribution:
Relations with the suppliers:
Economic environment:
Political environment:
Legislation:
Technological advancement:
   Products 
Enter the most important products or categories of products of your company.
Main categories of products Added value(%) Turnover
(%)
1.:
2.:
3.:
   Production Process 
Indicate the production process of your product - category of products
Project:
Batches:
Production line:
Continuous flow:
Mixed:
   Extroversion 
Your main suppliers are:
Public organizations:
Industry:
Business:
Your main clients are:
Public organizations:
Industry:
Business:
Consumer:
   Description of the business process - added value 
   Technology changes in the following three years 
Please indicate the degree of technology advancement for this product related to:
Low High
The technology embeded into this product
The equipment used for the production of this product
The processes used for the production of this product
   Sources of the main applied technologies 
Internal R&D:
R&D in collaboration with other Institutions:
R&D contracted to external Organizations:
R&D developed by the parent company:
Training of specialized personnel:
Hiring of specialized personell:
Acquiring of know-how:
Other:
   Areas of R&D interest 
Informatics:
Electronics & Optics:
Microelectronics:
Biotechnology:
Control, Automation, Robotics:
New Materials:
Methods of production engineering:
Computers, Hardware and Software:
Other:
   Patents 
Number Remark
1.:
2.:
3.:
   Technical Abilities 
In which technology sector has your company developed a specific competence?
Can your company use this competence in the frame of another business action?
   Human resources 
Scientific (%) Technical (%) Support (%)
Percentage of personnel:
   Expenses realized in the last 2 years 
Expenses
Buildings-Sites:
Equipment-Transportation Means:
Licensees, Patents, Trademarks:
Software:
Technical & Scientific personnel:
   Technology profile 
(Company's innovative technology profile in comparison with competitors)

Lower Higher
Use of state of the art methods and equipments
Development of state of the art products
Adoption timescale of technological factors/background
Degree of technological factors/background
   Critical factors of business actions 
(Critical factors of business actions in comparison with competitors related to technological background.)

Lower Higher
Raw materials expenses
Equipment expenses
Labor cost
Technical and scientific personnel's expenses
Know how cost
Profit margins per product
   Performance in technology exploitation 
(Company's performance in technology exploitation in comparison with competitors.)

Lower Higher
Personnel's ability of training and adjustment to the new technological evolutions
Technology watch ability
Ability to adopt new technological evolutions
Ability to develop innovative products
Ability to have access to scientific experts and Knowledge
Ability to take advantage of the company's experiences and Knowledge
   Technology Advances 
Please indicate the most important technology advances of your company in the last three years related to:
  Products
  Business processes (production, marketing, etc)
   Product technologies 
(Please specify the most important technological parameters for future changes and improvements for the products in the following three years.)

Not Important Most Important
   Processes 
(Please specify the most important technological parameters for future changes and improvements in business processes (production, marketing, etc) in the following three years.)

Not Important Most Important
CIM / CAD-CAM
System for preventive Maintenance
Concurrent engineering
Reverse engineering
Project management
Enterprise resource planning (ERP)
Material requirement planning (MRP I/II)
Activities based costing
Logistics
Quality standards (ISO, HACCP)
Statistical quality control
Automated quality control
Bar code readers
Local area networks
E-commerce
Benchmarking
Reengineering
   New R&D fields 
(New research and development fields in the following three years.)

Not Important Most Important
Informatics
Microelectronics
Control, Automation, Robotics
Methods of production engineering
Computer, Hardware and Software
Electronics & Optics
Biotechnology
New Materials

Technology Audit v1.0b
© 2001, HTTC, Greece