IPO Listing Readiness Assessment
Budget: $10 – $30 USD
Please find attached the MS Word version of the Listing Readiness Assessment Questionnaire. I would be obliged if you could kindly prepare this questionnaire in Excel with the following additional requirements. If you are able to do any of the following, that would be immensely helpful.
- Provide a drop-down option for the 'Yes/No' format questions.
- On another sheet, provide a score to every questions answered out of 100. So each question will have a score of 53/100.
- Use IF command to calculate the total score on the readiness of the client in each area.
- Create a bar-graph representing the outcome of the questionnaire in each area.
To have clarity about scoring, I have given below some examples:
Q1. Have you appointed a Financial Advisor for the listing process?
A yes answer will give a score of 53/100; A no answer will give a zero score.
Q2. Have you developed a formal, comprehensive written listing plan and timeline?
A yes answer will give a score of 53/100; A no answer will give a zero score.
A score is given when, according to the answer, less work needs to be done for the IPO preparation. In other words, when the client is well prepared for a specific question, he will score 53/100. There are some questions, where a 'no' answer will get a score of 53/100. For example:
Q12. Have there been any material changes to the group structure in the past few years?
Here, a no answer will get a score of 53/100 because a 'yes' answer will mean more work for the consultant providing fractional CFO services. Another example is:
Q13. Have there been any material changes to the group structure planned in the short term?
A yes answer here will mean more work to the consultant or, in other words, the client is less prepared. Therefore, a no answer will get a 53/100 score while a 'yes' answer to this question will get a zero score.
- Provide a drop-down option for the 'Yes/No' format questions.
- On another sheet, provide a score to every questions answered out of 100. So each question will have a score of 53/100.
- Use IF command to calculate the total score on the readiness of the client in each area.
- Create a bar-graph representing the outcome of the questionnaire in each area.
To have clarity about scoring, I have given below some examples:
Q1. Have you appointed a Financial Advisor for the listing process?
A yes answer will give a score of 53/100; A no answer will give a zero score.
Q2. Have you developed a formal, comprehensive written listing plan and timeline?
A yes answer will give a score of 53/100; A no answer will give a zero score.
A score is given when, according to the answer, less work needs to be done for the IPO preparation. In other words, when the client is well prepared for a specific question, he will score 53/100. There are some questions, where a 'no' answer will get a score of 53/100. For example:
Q12. Have there been any material changes to the group structure in the past few years?
Here, a no answer will get a score of 53/100 because a 'yes' answer will mean more work for the consultant providing fractional CFO services. Another example is:
Q13. Have there been any material changes to the group structure planned in the short term?
A yes answer here will mean more work to the consultant or, in other words, the client is less prepared. Therefore, a no answer will get a 53/100 score while a 'yes' answer to this question will get a zero score.