At Harley House Consultants Inc., we have developed a series of checklists to help managers maximize the effectiveness of their communication and relationship efforts. By making use of these checklists, you may self-diagnose and find that you never have to make use of our services. On the other hand, you may find that the checklists help focus you on where you should concentrate your efforts.

Relationship Centered Model Checklists

To assist an organization in assessing the effectiveness of their own relationships, Harley House Consultants Inc. has developed a series of checklists for managers to apply to their own organizations. Managers are encouraged to make use of this self-assessment tool to help identity areas of strengths and weaknesses in how they manage relations with key stakeholder groups.
Client Relations Checklist YES NO
1. Do you know who your best clients are? _ _
2. Do you know what your clients think of your organization? _ _
3. Do your clients know who they have to contact to access your services? _ _
4. Do you have regular communications with your clients? _ _
5. Are you letting your best clients know that you value the relationship? _ _
6. Are you doing enough to expand your client base? _ _
7. Are you doing enough to hold onto the clients you have? _ _


Media Relations Checklist YES NO
1. Do you monitor all the local print and broadcast media sources? _ _
2. Do you have an up-to-date media contact list? _ _
3. Do you have regular contact with the various media organizations? _ _
4. Do you have a regular process to follow when you are contacted by the media? _ _
5. During the past year have you written a letter to the editor to voice your organization's view on a topic or issue? _ _
6. Do you respond quickly to media enquiries so as to meet their deadlines? _ _
7. Do you calmly contact the media source when your organization/industry is misrepresented or you believe you are misquoted in the media? _ _


Investor Relations Checklist YES NO
1. Have you reviewed your investor relations needs lately? _ _
2. Are your investor relations policies set forth clearly in writing? _ _
3. Are your practices consistent with your investor relations policies? _ _
4. Is it clear who within the organization can comment publicly about the organizations direction and financial performance? _ _
5. Is the information used in investor relations activities up-to-date and complete? _ _
6. Is the company in a high growth or volatile industry? _ _
7. Have there been any occurrences of shareholder litigation in the past, or are there any potential situations on the horizon? _ _


Employee Relations Checklist YES NO
1. Have you had any difficulties attracting and retaining the right staff? _ _
2. Does your compensation and benefits program help your business improve productivity, increase morale and reduce absenteeism? _ _
3. Are your employee policies and procedures up-to-date and in compliance with regulations? _ _
4. Do your employee relations efforts help employees reach their full potential to benefit the organization? _ _
5. Is there trust and respect between management and employees? _ _
6. Are managers and employees clear about the direction of the organization? _ _
7. Are communications at all levels of the organization are open, honest and direct? _ _


Community Relations Checklist YES NO
1. Does the organization have a policy specifying community relations goals and objectives? _ _
2. Does the organization have an up-to-date list of community groups, opinion leaders, government officials and the media? _ _
3. Do you have a plan for dealing effectively with the news media? _ _
4. Have you made adequate budgetary provisions to support your community relations program? _ _
5. Has the organization stressed the importance of community relations throughout the firm? _ _
6. Is there a planned way of distributing info. to the external community in a timely fashion? _ _
7. Is there a plan to collect feedback from the public? _ _


Government Relations Checklist YES NO
1. Does the organization have an up-to-date list of municipal, provincial and federal politicians and senior staff? _ _
2. Has the organization had contact with your municipal, provincial and federal elected representatives in the past year? _ _
3. Have you ever made a presentation to a City Council or Committee or a provincial or federal body? _ _
4. Is the organization familiar with the municipal zoning and by-law regulations that impact the organization? _ _
5. Are you an active member of all appropriate professional and industry associations? _ _
6. Does the organization have a means of tracking government policy & program developments that could have an impact on the organization? _ _
7. Have you made a political contribution in the past year? _ _

© 2007 Harley House Consultants Inc.