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.

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  • Business Continuity

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:

  • Action Plan Template for Business partners
  • Action Plan Template for Critical Suppliers
  • Action Plan Template for Key Customers
  • Action Plan Template for Maintaining Essential Service
  • Business Continuity Plan Checklist
  • Essential Functions and Services by Level of Importance
  • Essential Services Ranking
  • List of Questions and Initiatives for Action Planning for Essential Services
  • Planning Team for Business Continuity in an Emergency
  • Risk Assessment
  • Strategic plan

  • Business Planning

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.

  • 3-Year Cash Flow Projections Template
  • 12 Month Cash Flow Template
  • Balance Sheet Template
  • Balance Sheet Projected
  • Breakeven Analysis Template
  • Profit and Loss Projection (12 Months) template
  • Profit Projection (3 years)
  • Risk Assessment Template
  • Start-Up Expenses Template
  • Strategic Plan Template
  • 2 Complete Business Plan Template
  • Practical Examples
  • eBook - Complete Study Guide on Business Plan Writing

  • Customer Relationship Management

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:

  • Value-Added Flow Analysis
  • Voice of the Customer (VOC) Tree Diagram
  • Voice of the Customer Translation Matrix
  • COPQ Calculator in CRM

These customizable excel templates incorporates each of the following:

  • Demographics
  • Estimated sales
  • Last contact
  • Next contact
  • Notes
  • Sales log
  • Contact log
  • Complaint register etc.

  • Personnel Management

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:

  • Responsibility log,
  • Skills matrix templates
  • Implementation Plan
  • Leader Process Walk Worksheet
  • Monitoring Plan Map
  • Monitoring Response Plan
  • New Procedure Audit
  • Process Walk Interview Sheet
  • RACI Matrix
  • Team Alignment Diagnostic
  • Supervision checklist
  • Job description checklist
  • Personnel Training Record
  • Training Plan
  • Attendance Record

  • Work Plans

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:

  • There is need to create a simple work plan for a proposal.
  • There is need to create a simple work plan for monitoring a new project.
  • The project sponsor has not issued a template to follow.

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:

  • Work plan templates for daily, weekly, and quarterly activities,
  • RACI Matrix
  • Monitoring Plan Map
  • Monitoring Response Plan
  • Implementation Plan
  • Team Alignment Diagnostic etc.

  • Risks Management

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.

After payment, you will immediately receive an email with a link to download this kit.