A simple cashflow tool.
Step 1 - enter your monthly budget figures in to the budget column and it will self populate all months.
Step 2 - change any data you want to in the gray shaded areas.
Step 3 - don't forget to, at the start of each month, to put your opening bank balance in if you are actively using it
| Attachment | Size |
|---|---|
 Cashflow forecast.xls | 248.5 KB |
A simple three page document for your business, personal and wealth goals with corresponding key task allocation
| Attachment | Size |
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 2012 Goal Planner.docx | 151.81 KB |
| Attachment | Size |
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| Sales Representative Recruitment Questionnaire.docx | 151.71 KB |
Active People Management
‘I couldn’t do it without the people we have at this place’ I hear a manager say. ‘I am blessed with a great team’.
‘My life would be so much easier if I didn’t have to employ these $%^&*#@’, a business owner emphatically states.
People. The bane of one manager’s existence, the source of rich fulfilment for another; The roses on the stem of company structure or the thorns that aggravate our daily existence. Which is it for you?
Key Performance Indicator chart for tradies and can be adapted for other industries
| Attachment | Size |
|---|---|
| KPI matrix - Trades.xls | 211.5 KB |
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| Position Description Template.docx | 148.75 KB |
Identify the qualities of your personnel
| Attachment | Size |
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| Personnel Trait Matrix template .docx | 148.22 KB |
Track your time in 15 minute increments
| Attachment | Size |
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| Time analysis.xls | 39 KB |
| Attachment | Size |
|---|---|
| TM SALES PROCESS.docx | 29.13 KB |
| Attachment | Size |
|---|---|
 Article -The Efficient Business.pdf | 419.58 KB |