TOOL BOX
Space Allocation Case Study
Category management is a retail and supply management concept where the range of products is grouped into specific groups of products of similar characteristics. How can space allocation influence the sales and profit? Learn about relation of shelf turnover, brand profitability and shelf profitability.
Read More - Posted: Sep 2011
Meeting Minutes Template
You must be having dozens of meeting every month. Some meetings are scheduled, routine monthly meetings. Some other are ad hoc meetings, that appear here and there. After so many meeting who can remember all facts, decisions and actions? Without proper meeting minutes nobody will remember...
Read More - Posted: Jun 2010
Individual Development Plan Tool
Individual Development Plan ( IDP ) is formal document that identifies an individual’s learning and development goals. The IDP focuses on personal development of employee...
Read More - Posted: Aug 2009
Forecast Accuracy
Sales Forecasting is complex cross-functional process that leads to sales forecast document that described forecasted sales volume. The Forecasted sales volume is developed on the level of SKU, week, month, ...
Read More - Posted: Aug 2009
Stakeholder Analysis Tool
During every process there are different parties involved. These groups are called stakeholders. Every one of these groups have some interest in process, inputs and outputs. Of course, as their role in relationship with process is different, therefore their interests can be different too.
Read More - Posted: Jul 2009
Flow Chart Tool
Flow Chart or Flow Diagram is the analytical tool used for description, design and management of of processes. A workflow diagram or a “Flow Diagram” is a picture of the movements of people, materials, documents, or information in a process.
Read More - Posted: July 2009
Problem Solving
Problems occur everyday. Basically, the reason why people are employed is to solve the problems, since they consume a considerable amount of working time. The problem solving efficiency is increased if we use the structured approach to problem management.
Read More - Posted: Jul 2009
Team Briefing Tool
Communication and Transparency is important segment of employee motivation. Lack of communication is causing decrease of moral, rumors and negative impact on business. Formal Team Briefing meeting is the most direct way for communication to employees.
DOWNLOAD - Posted: Jun 2009
Basic Skills Development Tools
It is already know fact that business processes success depends greatly upon skills of every employee within company. The employee are selected based on their skill development level, but still these skills can be further developed.
Read More - Posted: May 2009
Contracts - Samples
These are the samples of Contracts for various business purposes. You can use them for a basis to draft Contract. However, it is advisable to evolve a competent Legal Advisor for checking and aligning your contract with local legislation.
Distributor's Sales Agreement - Posted: Nov 2008
Supply Agreement - Posted: Nov 2008
Risk Analysis Tool
The Risk Analysis Tool should be used during Risk Assessment Process. The Tool is composed from three parts: - Risk Analysis - Tool for Assessing the Risk - Action Plan - Preventive and Corrective Action Plan Based on Risk Analysis - Risk Universe - the list of the most common Risks
DOWNLOAD - Posted Oct 2008
Coaching Tool
The Coaching can be done in every situation, in more or less formal way. When we want to stress the coaching goals and the whole process, we can use some formal tools. One of them is the Coaching Session Report. Formalizing the process through use of this tool is an upgrade to the Coach --> Coachee process.
DOWNLOAD - Posted: Oct 2008
Job Descriptions - Samples
After you learned the basic of Job description structuring, take a look at these samples.
These Job Description will help you build JD for your employee.
Regional Sales Manager - Posted: Sep 2008
Marketing Manager - Posted: Sep 2008
Financial Accounting Manager - Posted: Sep 2008
Inventory Management ( 1.5 Rule ) - Sales / Logistic
One of the most successful ways to manage Customer's Order and Stock is the 1.5 Rule. This Rule automatically optimises the Order in accordance to stock and sales trend. This is primarily the Sales Tool, but it can also be used in Logistic as a method of Stock planning. In the attached free archive there are two documents: - The Inventory Management: 1.5 Rule Worksheet ( Excel ) - Managing the Customer's Stock; Tutorial ( PPT presentation )
DOWNLOAD - Posted: Mar 2008
Root Cause Analysis Sheet - Multifunctional
Root Cause Analysis Sheet, also known as Fishbone, helps you to understand and analyse the problems that occurs in the business, by dismembering the problem to it's components. These "segments" of the problem are then approached individualy. The action plan is made by specifyng, Who should do What, When and How. This is a simple and very effective management tool that is applicable in almost every business situation.
DOWNLOAD - Posted: Mar 2008
Corrective Action Plan - Sales; Multifunctional
Who is Entrepreneur? What are company's Goals and Strategies? What are the main Factors that affect an Company?
Although Corrective Action Planning ( CAP ) format is primarily designed as a tool for improvement in sales, it can be easily adjusted and used among the other departments. First sheet is designed as a tool for identification of necessary improvements, setting the objectives and implementation tracking. All activities are based on level of the outlet. The other sheet is not primarily focused on individual outlets, but instead covers a specific business areas e.g. sales administration, assets management, activity planning, etc. Both sheets can be used in conjunction. The implementation scores after the finish of implementation period can be used for evaluation of improvements of individual Salesman.
DOWNLOAD - Posted: Mar 2008
Marketing Mix Outlet Checkout v 1.0 - Sales / Marketing
Who is Entrepreneur? What are company's Goals and Strategies? What are the main Factors that affect an Company?
Marketing Mix or 4Ps Checkout is the combined Sales and Marketing tool that is used for assessment of in-market quality of execution. This tool enables you to assess and score all 4 aspects of Marketing Mix: Product, Product Distribution, Price and Promotion. With this tool you can assess the BTL quality of marketing execution, as well ass individual effectiveness of Salesmen on their route.
DOWNLOAD - Posted: Mar 2007