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🏢 Business & Strategy

Free Value Chain Analysis Questionnaire Template

Score each value-chain activity on value added and efficiency, and get an AI report showing which activity and which seam leaks margin.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score each value-chain activity on value added and efficiency, and get an AI report showing which activity and which seam leaks margin.

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About this template

Margin rarely leaks at one dramatic point; it seeps through seams between activities — handoffs, waits and duplicated work that no single owner sees. This questionnaire scores each primary activity on value added and execution efficiency, then examines the seams between them. The AI report shows which activity is under-monetized and which junction is quietly eating the difference.

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Template at a Glance

TemplateValue Chain Analysis Questionnaire
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forCOOs · Founders · Strategy leads
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Inbound & operations, Outbound & delivery, Marketing & sales, Service & support, Inter-activity seams — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

COOs

Find where margin actually leaks.

2

Founders

Price against real activity cost.

3

Strategy leads

Make-vs-buy decisions with evidence.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Our core operations add clear value at a controlled cost (1–5)
  2. Delivery and fulfillment costs are understood and shrinking (1–5)
  3. Customer-acquisition cost is measured against margin, not revenue (1–5)
  4. Service and support strengthen retention more than they consume (1–5)
  5. Handoffs between activities lose little time or rework (1–5)
  6. Which internal handoff causes the most hidden cost? (open)
  7. Which activity would you outsource tomorrow, if trusted? (open)
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Frequently Asked Questions

What is a value chain in this questionnaire?
The sequence of primary activities from inputs to after-sale service, following the classic Porter scaffold but scored for value added and efficiency — an original instrument, not a licensed model.
Should each activity have its own owner answer?
Yes — the value-chain problem is that each owner optimizes their segment while seams leak; separate answers make seams visible.
What counts as 'value added' on a 1–5 scale?
Would a customer pay for this step if they saw its cost plainly? That thought experiment anchors the scoring.
What does the AI report output?
The under-monetized activity, the leakiest seam, and options: fix, automate, outsource or reprice.
How often is the chain worth re-scoring?
Annually, or after any cost, supplier or channel shock that changes activity economics.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.

Run the Value Chain Analysis Questionnaire this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.