経営診断チェックリスト
経

営

目
Ⅰ

部

門

次

診断を前提とした押えるべき経営特性
Ⅰ－１．業種業態特性
１．産業における業界の傾向 ·················································· 149
２．業態特性 ································································ 149
Ⅰ－２．規

模

１．人員規模 ································································ 149
２．年

商 ································································ 149

３．商圏内の規模別特性 ······················································ 149
Ⅰ－３．症

状

１．業

績 ································································ 149

Ⅰ－４．商品特性
１．大 衆 品 ································································ 149
２．工 業 品 ································································ 149
３．流通経路における商品 ···················································· 149
４．品種の多少 ······························································ 150
Ⅰ－５．地域特性 ···································································· 150
Ⅰ－６．企業特性 ···································································· 150
Ⅱ

環境適応力のチェック（的をしぼり集中）
Ⅱ－１．進むべき路線の掘り下げ（方向づけ）
その１．顧客ニーズから
１．現有顧客のニーズ把握 ···················································· 150
２．不採算商品の把握 ························································ 150
３．新しいニーズの発見 ······················································ 150
Ⅱ－２．進むべき路線の掘り下げ
その２．市場と当社の位置づけ
１．マーケットサイズの把握 ·················································· 151
２．市場特性の把握 ·························································· 151
３．業界位置とその傾向 ······················································ 151
４．商品競争力の把握 ························································ 151

５．国 際 化 ································································ 151
Ⅱ－３．進むべき路線の公共との関連
１．政策 ································································ 151

２．法

律 ································································ 151

３．公

害 ································································ 151

４．住民運動 ································································ 151
Ⅱ－４．進むべき路線の整理
１．人員、人材の有効的な集中再配置の可能性 ·································· 152
２．運用資金の検討 ·························································· 152
Ⅱ－５．重点路線の推進体制（進むべき路線の可能性）
１．進むべき路線と方針計画の一致 ············································ 152
２．社員、幹部の思想統一 ···················································· 152
３．推進責任者とリーダーシップ ·············································· 152
４．推進組織 ································································ 152
５．ひと、もの、かねの集中投入 ·············································· 152
Ⅲ

経営基本項目のチェック
Ⅲ－１．経 営 者
１．思

想 ································································ 153

２．性

格 ································································ 153

３．事業意欲 ································································ 153
４．社長の生いたち ·························································· 153
５．能

力 ································································ 153

６．信 用 力 ································································ 153
７．健康、体力 ······························································ 153
８．後 継 者 ································································ 153
９．外部ブレーン ···························································· 153
10．外部活動 ································································ 154
Ⅲ－２．経営風土
１．成長過程と要因 ·························································· 154
２．創業精神 ································································ 154
３．社

風 ································································ 154

４．職場環境 ································································ 154
５．労使協調 ································································ 154
６．同

族 ································································ 154

Ⅲ－３．経営方針
１．長期ビジョン ···························································· 154

２．基本方針 ································································ 154
３．経営理念 ································································ 154
４．販売方針 ································································ 155
５．生産（仕入）方針 ························································ 155
６．労務方針 ································································ 155
７．財務方針 ································································ 155
Ⅲ－４．経営計画
１．基本計画 ································································ 156
２．資金計画 ································································ 156
３．利益計画 ································································ 156
４．販売計画 ································································ 156
５．生産計画 ································································ 156
６．購買仕入計画 ···························································· 156
７．商品開発計画 ···························································· 156
８．人員計画 ································································ 156
９．人材開発計画 ···························································· 156
Ⅲ－５．経営戦略
１．商品戦略 ································································ 156
２．市

場 ································································ 156

３．マーケッティング ························································ 156
４．経営ノウハウ ···························································· 157
５．開 発 力 ································································ 157
６．国 際 化 ································································ 157
７．企業戦略 ································································ 157
Ⅲ－６．企業防衛
１．危険分散 ································································ 157
２．緊急時の資金対策 ························································ 157
３．ストックとフロー ························································ 157
４．先行投資 ································································ 157
５．最大弱点 ································································ 157
６．健 全 性 ································································ 158
Ⅲ－７．経 営 歴１．Ｂ 勘 定 ································································ 158
２．税

歴 ································································ 158

３．赤字経験 ································································ 158
４．融通手形 ································································ 158

５．別口借入 ································································ 158
６．組合闘争７．含み資産 ································································ 158
８．経営幹部の退社 ·························································· 158
Ⅲ－８．経 営 陣
１．分身要素 ································································ 158
２．能力 ································································ 158

３．まとまり ································································ 158
４．責任分担 ································································ 159
Ⅲ－９．経営組織
１．組織形態 ································································ 159
２．組織運営 ································································ 159
３．責任体制とチェック体制 ·················································· 159
４．小まわりとスピード性 ···················································· 159
Ⅲ－10．管理体制
１．計数管理 ································································ 159
２．報告制度 ································································ 159
３．会議制度 ································································ 159
４．部門間調整 ······························································ 159
５．予算統制 ································································ 159
６．内部統制 ································································ 159
７．業績管理 ································································ 159
８．内部監査 ································································ 159
Ⅲ－11．購買戦略
１．資材購買政策（仕入） ···················································· 160
２．取引先との関係 ·························································· 160
３．取引先変更 ······························································ 160
４．在庫方針 ································································ 160
Ⅲ－12．物流戦略
１．物流コスト ······························································ 160
２．倉庫及び配送センター ···················································· 160
Ⅲ－13．社外組織
１．外注政策 ································································ 161
２．協力企業 ································································ 161
３．顧客の組織化 ···························································· 161
４．業界組織 ································································ 161

大項目

中 項 目
Ⅱ－２．

Ⅱ

．

進むべき
路線の掘り

小 項 目

チェックポイント１．マーケッａ．大手は参入しない市

トサイズの
把握

環

下げ

境

その２．市

２．市場特性

場と当社の

の把握

適

場か

着

眼

点

ア．住み分けの論理（雑魚は磯辺で遊べ）の科学的判断

ｂ．当社のノウハウが通
用し易いか

位置づけ

ｃ．ライバル格差がつけられるか
ａ．独占、寡占、多占、応

３．業界位置

力とその傾向

過当化傾向かイ．ねばるべきか、あきらめるべきかをはっきりする

ｂ．需要か成長か停滞か
ダウンかの

ａ．業界および地域シ

ウ．わが社の業界位置で打つ

チ

ェアーはどうかべき手がわかる（強者の戦ェｂ．ライバルとの格差

略か、弱者の戦略か）これはどの程度かッに対応するのが狙い

ｃ．シェアーアップ又ク

はダウンのどこに原（因があるのか的

４．商品競争ａ．価格競争力はどうか

エ．現状の競争ポイントを明

を

力の把握

ｂ．販売体制はどうか確にして、コストダウン等

し

ｃ．品質レベルはどうかを政策的に打つべき手をおぼ

ｄ．供給体制（納期、ス

さえるり

ピード、量）はどうか

集
中）

５．国 際 化ａ．国際市場への参入はあるか
ｂ．国際化の影響度とどうか