Templates

Prioritize your Strategic Initiatives

Strategic planning is a great way to identify which initiatives can add the most value to your organization. The next step is to prioritize initiatives with a systematic method. Use our downloadable Priority Index Tool to guide you through the prioritization process, and help you drill down on the value added for each proposed initiative.

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Income Statement

Income Statement - Use this tool (also known as a Profit & Loss Statement) to indicate how revenue is transformed into net income. The purpose of this tool is to demonstrate whether the company made or lost money during the period of time being reported.

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Individual Goals Template

Individual Goals Template - The purpose of this tool is to help you document organizational goals & objectives, individual goals, deliverables, timelines, and how results will be measured.

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Interview Evaluation Matrix

Interview Evaluation Matrix – Use this matrix to compare your potential candidates. For each parameter, rank your candidates based on the information you have. As every company has different requirements, feel free to change the decision making criteria as you see fit.

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Risk Assessment & Analysis Techniques

Risk assessment is an area of concern for all senior executives, but many mid-sized enterprises do not have the skills, processes, or tools to effectively mitigate risks. Instead of reactively 'fire-fighting' and dealing with issues as they arise, consider adding simple risk assessment & analysis exercises to your project planning process.

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Interview Questions Tool

Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized interview questions that highlight Situational, Behavioral, Attitudinal, Self-Awareness, Skills, and Knowledge-Based responses from your prospective employee.

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Intranet FAQ Worksheet

Intranet FAQ Worksheet – The purpose of this tool is to identify the top 5 most frequently asked questions (FAQ) by department. Conduct a brief interview with each department manager to understand what support calls they receive most often from your employees.

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Intranet Optimization Checklist

Intranet Optimization Checklist - The purpose of this tool is to provide a checklist for optimizing your Intranet. Improving the usability, quality, and ownership of intranet content will lead to increased user adoption & satisfaction, and result in reduced support costs.

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Intranet Usage Survey

Intranet Usage Survey – The purpose of this brief survey is to help you optimize your corporate intranet in order to provide employees with easy access to information and resources they require.

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Key Account Planning Tool

Key Account Planning Tool – Use this tool to create winning key account plans.

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