Manager’s Pre-Dismissal Checklist

Entrepreneur.com – When an employee is leaving the company, use this checklist to make sure that he or she returns all company property and all paperwork is completed. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Lifecycle Performance Phase Guides

Is there a specific area of performance management that you are interested in further developing?  Check out these Lifecycle Performance Framework Phase Guides

Business Plan Update Checklist

Entrepreneur.com – Here are seven reasons to think about updating your plan. If one applies to you, it’s time for an update. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Financial Record Storage Chart

Entrepreneur.com – Use this checklist to ensure that you’re saving the right financial records for tax purposes and keeping them for an appropriate amount of time. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Performance Metrics Repository – 600 Performance Metrics & Key Performance Indicators (KPI)

The Performance Metrics Repository consists of over 600 performance metrics and key performance indicators. The metrics are delivered through various metrics tables covering Financial measures, Key Performance Indicators, IT performance metrics, Project Management metrics, HR performance metrics, and Communications metrics.

Petty Cash Journal – Microsoft Word Template

Use this to track your petty cash vouchers using the Petty Cash Journal. Keep it updated to track the petty cash flow and to keep a running balance of petty cash.

Sales & Marketing Toolkit – 60+ Templates & MP3 Audio Files

Whether you are an experienced professional looking for productivity tools or a novice looking for guidance, The Sales and Marketing Toolkits BUNDLED is your most relevant resource.

Free Target Audience Questionnaire – MS Word Template

Before you create your next training plan, take a step a step back and work out what your colleagues need to learn. One way to do this is to develop a Target Audience Questionnaire.

Business Location Worksheet

Entrepreneur.com – Deciding upon a location can be one of the most important business decisions you make. Use this checklist to ensure that you answer all possible questions about a location to gauge its strengths and weaknesses as a potential site for your business. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Performance Management Presentations Pack – 15 Templates

This 15 presentation set tackles tough issues in performance management and provides concepts, techniques, and methodologies to overcome all of your performance management challenges.

Sales Velocity Monitor Toolkit – calculate sales volumes, rate of change, cycle length, and performance

The Sales Velocity Monitor is a tool for the easy calculation of a company’s Sales Velocity. It considers current pipeline volume, rate of change, sales cycle length, and price performance in order to calculate current Sales Velocity, while trending key performance indicators over time.

Client Satisfaction & Testimonial Template for Creating Customer Endorsements

Built in MS Word for easy editing, the Client Satisfaction and Testimonial Template will allow you to capture customer feedback, measure your performance, and leverage the positive responses into strong customer testimonials.

Product / Idea Evaluation Checklist

Entrepreneur.com – Got a great idea for a product or service? Use this checklist to help you evaluate the idea to determine if you should start a new business. Download – http://www.entrepreneur.com/sbe/checklist/index.html

120 Day Performance Plan – 263 pages of performance knowledge

120 Day Performance Plan: A Step by Step Guide to Implementing a World-Class Performance Solution by Victor Holman The Step by Step Guide is an invaluable tool for any manager, analyst, consultant, auditor, or other performance professional that needs to know exactly how to plan and execute their performance management strategy.

Petty Cash Vouchers – Microsoft Word Template

Use this to keep your petty cash in order with this form. Give it to employees to use when requesting and receiving approval of the use of petty cash, and to keep a record of petty cash disbursements.