Busy times! Your business is moving forward and you are in the day-to-day activities of managing it. We have the tools and tips to help you in the key activities of your business.

Are you facing challenges with...

• Adapting your company's strategy?
• Preparing the succession for your family business?
• Running effective, efficient operations? In particular
  • Managing projects effectively?
  • Improving your operational efficiency?
  • Optimizing your purchases?
  • Managing inventory?
• Managing and accessing finance?
  • Having enough cash?
  • Financing your growth plans?
• Developing talent and improving productivity?
  • Hiring?
  • Onboarding?
  • Managing talent's performance?
  • Encouraging productivity and innovation?
  • Retaining talent?
  • Terminating?

Adapting your company strategy?

• Set goals for your business
• SWOT analysis
• Expanding and handling problems
• Quick tips for dealing with setbacks and common business problems
• When things go wrong
• Global expansion
• Vertical integration
• Business Valuation
• Selling your business

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Preparing the succession for your family business?

• Sample listed family business governance self-assessment template
• Why you should start planning your family business governance
• What governance is adapted to your family growth
• Is succession planning taboo in your family business?
• Family managers versus outside managers in your family business
• Roles and conflict resolution in your family business
• Communication and conflict resolution in your family business
• Setting up the shareholder policy of your family business
• How to set up an effective board of director in your family business

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Running effective, efficient operations? In particular

• Managing projects effectively?
• Basics of project management
• The five phases of project management
• Basic Gantt Chart template
• Basic budget template
• Improving your operational efficiency?
• Quality: what is it and why it matters?
• Production planning in five steps
• Environmental and Social Management System (ESMS) Implementation Handbook
• Optimizing your purchases?
• Optimizing your purchases: planning and sourcing
• Purchase order form
• Request for quotation template
• Sample request for proposal
• Managing inventory?
• Managing your inventory
• Securing your inventory and property
• Equipment inventory list

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Managing and accessing finance? In particular

• Having enough cash?
• Amira's story
• Business failure: an autopsy
• Knowing your key numbers
• Glossary of financial terms
• Budgeting as an effective control tool
• Bookkeeping and record keeping basics
• Getting financial controls in place
• Financial statements and accounting: basic concepts
• Income statement (video)
• Income statement template
• Balance sheet (video)
• Balance sheet template
• Overview of financial analysis (video)
• Financial ratios, calculators and impressing investors
• Importance of liquidity (video)
• Profitability ratios (video)
• Controlling costs
• Introduction to costs
• Achieving lowest expenses
• Maximizing your income and profit
• Cash forecasting
• Accounting and Cash Flow
• 10 ways to help you increase your Cash Flow
• The Cash Flow Statement
• Cash Flow worksheet
• Cash Flow sensitivity analysis worksheet
• Cash Flow triage
• 10 steps to effective collection
• How to handle a potential client with bad credit
• Sample collection letters

• Financing your growth plans?
• Evaluating your investment decisions
• How to finance your business (video)
• How to finance your business
• Alternative for capital allocation: retained earnings
• Saving: the rule of 72
• Six alternative financing models you may not have thought about
• Ever thought about equity financing?
• Equity financing: do's and don'ts
• Leasing equipment
• Managing debt
• How to apply for a loan (video)
• Application for a loan - Melissa case sample
• Discussion points for a loan interview - Melissa case sample
• Business Plan - Melissa case sample
• The 7 C's of credit
• Loan repayment calculator

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Developing talent and improving productivity? In particular

• Hiring?
• Managing employees
• Creating an effective job description
• Sample job description form
• Projected staff schedule
• Sample employment application form
• Hiring: do you know how to pick them?
• Tips for successful interviewing
• Sample interview script and assessment template
• Sample applicant rejection letter
• Sample offer letter
• Sample non-compete agreement

• Onboarding?
• Five tips for onboarding employees effectively
• How to create an effective employee handbook
• Sample employee leave and time off policy
• Sample employee timesheet
• Sample emergency procedures
• Sample work rules
• Sample workplace safety policy

• Managing talent's performance?
• Set goals for your employees
• Do's and Don'ts tips for a constructive performance evaluation
• Give constructive feedback (tips)
• Constructive performance evaluation form
• Preventing employee fraud
• Employee disciplinary action form

• Encouraging productivity and innovation?
• Checklist: do you have what it takes to be a good leader?
• Tips for building and developing a productive team
• Learning to delegate
• Four ways to foster innovation and creativity in your business
• Five success factors for effective change management
• Tips for persuading people
• How to network effectively
• Do's and Don'ts for an effective presentation
• How to run a formal meeting

• Retaining talent?
• Five tips to retain your best employees
• Sample script for employee job satisfaction feedback
• Getting your team in place
• Three questions for a fair compensation strategy
• Bonuses: How to be fair

• Terminating?
• Do's and Don'ts to better manage termination
• Sample termination letter
• Exit employee checklist
• Exit interview questionnaire

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