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MANAGER'S
TOOLBOX
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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...
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Posted:
Jun 2010
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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...
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Posted:
Aug 2009
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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, ...
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Posted:
Aug 2009
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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.
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Posted:
Jul 2009 |
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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.
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Posted:
Jul 2009 |
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Problem
Solving
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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.
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1
Part 2 |
Posted:
Jun 2009 |
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Team
Briefing Tool
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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.
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| Download |
Posted:
Jun 2009 |
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Basic Skills Development
Tools
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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.
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Posted:
May 2009 |
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Contracts
- Samples
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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.
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| Sales |
Distributor's
Sales Agreement |
Posted:
Nov 2008 |
| Supply
Chain |
Supply
Agreement |
Posted:
Nov 2008 |
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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
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| DOWNLOAD |
Posted:
Oct 2008 |
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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.
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| DOWNLOAD |
Posted:
Oct 2008 |
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Inventory
Management ( 1.5 Rule ) - Sales / Logistic
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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 )
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| DOWNLOAD |
Posted:
Mar 2008 |
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Root
Cause Analysis Sheet - Multifunctional
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| 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.
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| DOWNLOAD |
Posted:
Mar 2008 |
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Corrective
Action Plan - Sales; Multifunctional
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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.
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| DOWNLOAD |
Posted:
Mar 2008 |
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Marketing
Mix Outlet Checkout v 1.0 - Sales / Marketing
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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
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| DOWNLOAD |
Posted:
Mar 2008 |
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