Below is a list of some of the tools used with various clients. Access to specific tools is by permission only. Contact us if interested.

Some Business Management Tools

• Setting Goals
  • Business/Personal Reviews & Goals Worksheet
  • Outcomes Worksheet for Chief Executives
  • Outcomes Worksheet for Key Executives
    • Help with Key Indicators
      • Key Indicator Tracking Spreadsheet
• Checklist of Some of What it Takes to have a Great Company
• Scenario Planning – a simple and quick guide
• Competitive Strategy Analysis
• Strategic Plan Worksheet
• Strategic Options exercise instructions and worksheets
• Basic Business Plan
• Basic Marketing Plan
• Customer Focused Key Indicators
• Bank Ratio Analysis
• Due Diligence Checklist for buying or selling a company
• Executive Self Assessment Worksheet
• Talent Matrix Definitions
• 88 Assignments for Development In Place article
• Psychological Addictions
• Fierce Conversations for Coaching