Workplace Assessment

This assessment tool is designed to evaluate and improve your marketing workplace environment and leadership effectiveness.

The assessment questions are categorised as: Foundation, Good practice

Answer questions based on your team structure:

Freelancers/contractors: Questions marked with (*)

Full-time employees: All questions

Regular assessment helps maintain a high-performing marketing team while ensuring professional growth and workplace satisfaction.

1. Team Management & Communication	Required Evidence	Yes	No
1.1 Are actual hours worked recorded for each worker?*	Time tracking records, timesheets, payroll system	ㅤ	ㅤ
1.2 Are there established channels for team communication and collaboration?	Communication platforms, protocols	Yes/No	ㅤ
1.3 Are processes, procedures and policies accessible to the relevant teams?	Visible handbooks or access to digital handbooks	Yes/no	ㅤ
1.4 Have the processes, procedures and policies been formulated to assist people in understanding and complying with regulations and minimum standards (e.g, around privacy and data security)	Standard operating procedures, meeting minutes, training records	Yes/No	ㅤ
1.5 Do all employees have a roster that provides days off each fortnight, and notes annual leave and public holidays?	Copy of rosters, employment agreement, employee verification	Yes/No	ㅤ
1.6 Do all employees receive paid rest breaks and unpaid meal breaks?*	Record of hours worked (timesheets), employee verification	Yes/No	ㅤ
1.7 Are employees legally entitled to work in New Zealand?	Relevant working visas	Yes/No	ㅤ
1.8 Do all employees have a signed employment agreement?	Copies of employment agreements	Yes/No	ㅤ
1.8a➿ Do all employment agreements:	ㅤ	ㅤ	ㅤ
Start from the beginning of employment?	ㅤ	Yes/No	ㅤ
Include a job description?	ㅤ	Yes/No	ㅤ
Include information on employees’ minimum rights and entitlements?	ㅤ	Yes/No	ㅤ
Include a trial period clause (where applicable?	ㅤ	Yes/No	ㅤ
1.9 Do all employees receive at least minimum wage for every hour worked when calculated on a pay period basis (maximum fortnightly)?	Payroll records and check calculations	Yes/No	ㅤ
1.10 Are all payroll and leave records up to date and available to employees?	Payroll records and evidence of sharing	Yes/No	ㅤ
1.11 Have all employees had the ability to take their annual leave entitlements?	Payroll records	Yes/No	ㅤ
2. Professional Development	Required Evidence	ㅤ	ㅤ
2.1 Is there a clear learning and development plan for each team member?	Development plans, training records	Yes/No	ㅤ
2.2 Are team members given opportunities to stay updated on marketing trends?	Training participation, certifications	Yes/No	ㅤ
2.3 Do you provide training on essential marketing tools and software?	Training materials, completion records	Yes/No	ㅤ
3. Project Management & Performance	Required Evidence	ㅤ	ㅤ
3.1 Are there regular team meetings where all members can contribute ideas?	Meeting minutes, attendance records	Yes/No	ㅤ
3.2 Are there clear KPIs and performance metrics for marketing initiatives?	KPI documentation, metrics reports	Yes/No	ㅤ
3.3 Do team members have access to project management tools?	Tool access logs, usage reports	Yes/No	ㅤ
3.4 Is there a structured process for campaign planning and execution?	Process documentation, campaign plans	Yes/No	ㅤ
4. Work Environment & Culture	Required Evidence	ㅤ	ㅤ
4.1 Do all team members have structured 1:1 meetings and performance discussions?	Meeting schedules, discussion notes	Yes/No	ㅤ
4.2 Is there a supportive peer network and feedback system?	Feedback records, peer review system	Yes/No	ㅤ
4.3 Are there policies to prevent burnout and maintain work-life balance?	Policy documentation, implementation records	Yes/No	ㅤ
4.4 Do team members participate in brainstorming sessions?	Session notes, participation records	Yes/No	ㅤ
4.5 Is there an adequate health and safety plan in place that has been reviewed in the last 12 months, and is accessible to employees?	Copy of health and safety plan	Yes/NNo	ㅤ
4.5a Are emergency procedures visible and readily accessible?	ㅤ	Yes/No	ㅤ
4.5b Are people trained in the implementation of emergency procedures??	Procedures, record of training	Yes/No	ㅤ
4.6 Have all critical risks been identified and planned for?	Risk register, Safety Sheets, operating procedures, health and safety procedures, team meeting minutes, induction records, contractor inductions	Yes/No	ㅤ
4.7 Do all new workers undergo a health and safety induction, and does everyone working complete an annual refresher?	As Above.	Yes/No	ㅤ
5. Client & Stakeholder Management	Required Evidence	ㅤ	ㅤ
5.1 Are there clear protocols for client communication?	Communication guidelines, protocols	Yes/No	ㅤ
5.2 Do team members understand brand guidelines and messaging?	Brand documentation, training records	Yes/No	ㅤ
5.3 Is there a system for tracking stakeholder relationships?	CRM records, relationship tracking	Yes/No	ㅤ

Do you need a custom 360 Workplace Assessment tailored to your team and organisation? Contact us to receive a free quote, or Make a Booking to discuss your needs with YJ Consulting’s friendly team.

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