FUNCTIONAL AREAS AUDIT QUESTIONNAIRE FOR:

STRATGY - TCDP1
DE LA SALLE-COLLEGE OF SAINT BENILDE
Marketing
Customer Analysis /
Market Research

Selling Products and

Services

a. How do you obtain customer information /

market data?
b. What are the research tools that you use in
conducting the data gathering or research?
a. What are the marketing activities that the
company do? (Advertising, sales
promotions, personal selling, dealer
relations and the likes)
How much do you spend for your
marketing activities? (If possible to
disclose)
b. What is the current sales mix in the
production?
What is the fastest moving product? The
slowest?
What affects such movement?
c. Do you practice test marketing?

Pricing

a. How is pricing of the products being done?

b. What affects the pricing strategy of the
company?
c. Do you discounts for your sales? How?
d. Are you greatly affected by the fluctuating
price value of the US dollar?
e. Compared to your rivals, how do you fare
your product prices?

Distribution

a. Please describe your distribution channel

How many distributors do you have?
Warehouses?
b. What is the scope of your distribution
coverage?
Is the Philippines 100 percent covered?
Are you selling on other countries as

well?
Where are you retail site locations?
Sales territories?
Who are your intermediaries?
Wholesalers? Retailers? Agents?
Vendors?
How do you transport your goods?
1. (Land) Do you own your land
vehicles?
a. How many trucks/other land
vehicles do you have?
b. How much do you spend for the
transport of your goods?
2. (Sea or Air) Do you own sea or air
vessels?
a. If not, do you rent for such?
b. Do you have partners? Who are
them?
Production and Operations
Process
a. What kind of technology do you use?
Is this technology developed locally?
Do you and your competitors have the
same technology?
Is the whole manufacturing process
fully automated?
o If not, what stages of the process
are still done in manual?
b. Facility layout
(If possible, can the facility layout be
given?)
How is your facility designed to work?
Proximity of each stage of the process?
c. Process flow analysis
Brief Description of the whole
production process and stages
Price-per-unit cost of each product line?
d. Facility locations

How many facilities (manufacturing,

distribution) does the company have?
What are the considerations in selecting
a location for expansion?
e. Line balancing
How many workstations are there in
satisfying one cycle?
How many workers are needed per
workstation?
What is the cycle time for making
certain number of outputs?
What is the percentage of idle time?
f. Process control
g. Transportation analysis
Distance of raw materials supplier to
manufacturing facility
Capacity

a.
b.
c.
d.
e.

Forecasting
Facilities planning
Aggregate planning
Scheduling
Capacity planning
How many shifts are there in the whole
production process?
Do you allow overtime? Second and/or
third shifts?
Do you have quotas/limits on producing
your products?
How much can each of your
manufacturing facility produce? In a
monthly basis?
f. Queuing analysis
g. Capacity utilization

Inventory

a. How do you manage the level of raw

materials?
b. Keep track of those work-in-process and
finished goods?

c. Materials handling
Workforce

a. What do you consider in making the job

design?
b. Do you cross train employees?
c. How is work measured?
d. What are the job enrichment activities
being done?
e. What are the work standards or
expectations from the workforce?
f. What are the motivational techniques
implemented to the workforce?

Quality

a. What are the quality control measures

implemented in the company?
Sampling, testing activities?
b. What are the quality assurance standards
that the company complies with?

Research and Development

Internal /& External R&D a. Does the company have your own internal
R&D department? (if not, proceed to the
next number)
How much does the company allocated
for the R&D department?
What are the qualifications of the
companys R&D personnel.
Is the R&D department highly integrated
with the other offices or departments of
the company?
b. Does the company contract or hire an
external researcher?
How much does the company spend for
the external researcher
Do you see a joint venture with this
company that you are contracting with?
Management Information Systems / ERP
a. Do all managers in the firm use the

b.

c.
d.

e.
f.
g.
h.

i.
j.

information system to make decisions?

Is there a chief information officer or
director of information systems position in
the firm?
Are data in the information system updated
regularly?
Do managers from all functional areas of
the firm contribute input to the information
system?
Are there effective passwords for entry into
the firms information system?
Are strategists of the firm familiar with the
information systems of rival firms?
Is the information system user-friendly?
Do all users of the information system
understand the competitive advantages
that
information can provide firms?
Are computer training workshops provided
for users of the information system?
Is the firms information system continually
being improved in content and
user-friendliness?