The Integrated Business Management Deck consists of 75 tools in editable excel format: Business Plan, Business continuity Plan (BCP), Customer Relationship Management, Personnel Management, Work Plan Development and Risk Management. Kindly scroll down for more details.
BCP is a requirement for a startup business as well as existing organizations. It enables clients or customers and stakeholders develop strong sense of trust in the business and/or organization, knowing that their investment or transaction of any kind would be sustained following an unforeseen unfavorable circumstance. These documents outline how a business will continue its critical functions during and after an emergency event or disruption in business, including natural disasters, workplace violence, utility failures, cyber-attacks, supply shortages, economic downturns, or any other one that could result in the disruption of business processes.
This BCP consists of the following:
To make the process of writing a business plan easier and more manageable, this toolkit has been developed to guide you step-by-step through writing it. The toolkit contains templates with easy-to-follow instructions for completing each section of the business plan, questions to help you think through each aspect, and corresponding fillable and editable worksheets for key sections.
The readymade templates as listed below are editable and can be tailored to meet your specific needs.
No business can exist without customers/clients. If a business/organization fare poorly managing their customers and tracking their satisfaction level through effective communication and record keeping, they will in no time be out of business. The ability to manage your customers in order to enhance new customer’s acquisition and retention forms the basis of an effective customer relationships management which greatly affects the success of any business endeavour.
One of the most important features of these templates is that it helps to keep track of communications with your customers by following up on contracts, updating the status of leads, tracking sales, and scheduling future communications with new customers so you can convert them into regular clients.
The templates highlight concepts for improvement on customer services including:
These customizable excel templates incorporates each of the following:
This kit consists of all required materials as listed below to manage your employee for maximum productivity. These templates are a Microsoft Excel document that can be modified to best suit the need of any organization. The kit includes the following sections:
Work plans show all the tasks involved in a project, who is responsible for each task, and when such tasks will be completed. It is normally required to submit a work plan as part of a proposal. The work plan is used as a monitoring tool to check whether the project is on-track once started.
These workplan templates are appropriate when:
The work plan templates contained in this toolkit can be edited and customized to meet a specific project need.
This toolkit contains editable templates under the following sections:
Risks, although not inherently bad but they represent uncertainty, and if you’re managing an organization or project, having a clear understanding of potential risks can help you move forward and make timely decisions with confidence.
Risks management is the process of identifying risks, analyzing them to assess their likelihood and potential impact on a program, and developing and implementing methods for responding to each risk.
This toolkit, presented in excels, word, and PowerPoint formats contain up to 10 templates which are editable and can be customized to meet your needs in risk management.