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Administrative Forms and Templates
Format: Word Document | Free Download
This Word document is an example of an executive's accomplishments for an entire year. Having a detailed list of accomplishments is necessary when presenting your work experience, knowledge, expertise, and ability for an annual review. This tool shows you how one executive organized her accomplishments by department.
Format: Word Document | Free Download
This Word document is a checklist for starting a new business. Developing an owner's checklist for starting a new business is an important element in any business plan. This tool includes background work, business transactions that must occur, critical first steps, and much more.
Format: Word Document | Free Download
This Word document is a sample letter notifying a client of a change in contact due to a departing employee. Developing a client contact change notice is important for a company wanting to maintain integrity in client relationships while transitioning a position dealing directly with the client. This tool is a brief sample letter addressing potential customer concern during the transition of the departing and arriving employee.
Format: Word Document | Free Download
This Word document is a checklist of communication options designed to challenge people to consider a variety of communication methods and delivery systems. Developing a communication checklist will help all employees consider a variety of communication vehicles and delivery systems -- in and out of the workplace. This tool outlines communication ideas with respect to written data, meetings, via telephone, with computers and high-technology, for the individual, for facilities, and much, much more.
Format: Word Document | Free Download
This Word document outlines rules of running an effective company meeting. Developing a list of Effective Meeting Rules is important for generating ideas to present in a meeting. This tool covers the agenda, meeting leaders, order, timing, and much more.
Format: Word Document | Free Download
This Word document is a template for an equipment lease checklist. Developing a good checklist will ensure that you ask the right questions and cover potential issues before you sign the contract. This checklist covers term, renewal options, indemnities, transfer, tenant improvements, subleases and much more.
Format: Word Document | Free Download
This Word document is a template for developing a franchise agreement checklist. Developing a guideline for reviewing a franchise agreement provides a consistent way to evaluate various franchise agreements. This checklist includes: franchise fee, opening costs, royalties, term, renewal, termination and much more.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for tracking mailing expenses. Developing a Mailing Expense form is important for tracking a portion of the costs that go into your products or services. This tool allows you to view the amount you spend on various postal supplies by either client or product.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for planning a formal meeting in advance. Developing a meeting agenda is beneficial for ensuring that all important points are covered. This tool includes title and location of meeting, recordkeeper, and the agenda.
Format: Word Document | Free Download
This Word document is a template for an employee newsletter layout, and was created using the Microsoft Newsletter Wizard. Developing a company-wide newsletter is a creative way to communicate important information to your employees. This template, along with the Training -Write a Company Newsletter, provides the basics on developing a good newsletter, the importance of planning, the criticality of selling senior management on the necessity of a newsletter, and provides some tips and tricks on establishing the content and newsletter layout.
Format: Word Document | Free Download
This Word document is a template for developing a phone log of inbound and outbound calls. This tool will help reduce personal phone calls by employees at work by requiring employees to enter information that tracks each phone call, the number dialed, date, time of call, length of call, and purpose of call.
Format: Word Document | Free Download
This Word document is a template for managing the activities required for closing, or downsizing, a facility. Developing an integrated plan for closing down a facility is an important part of your overall facility management plans. This tool includes objectives, goals, multiple final case scenarios, employee communication plan checklists and much more.
Format: Word Document | Free Download
This Word document is a template for a real property lease checklist. This document will help you understand the proper questions to ask when considering a real property lease. This tool includes nature and duration of the lease, rent, escalation clauses, competition, taxes, zoning, and other key issues.
Format: Word Document | Free Download
This Word document is a checklist for rating your strengths and weaknesses in business. Developing a table that rates your business skills can be essential in fully understanding your strengths and weaknesses. This tool includes detailed rating areas within sales, marketing, finance, accounting, administrative tasks, human resources, business skills and much more.
Format: Word Document | Free Download
This Word document is a template for determining touch costs for specific work functions. It is a template for a contract manufacturer - but can be modified for any business. Developing an understanding of the costs within your business is an important part of achieving profitability. This tool includes definitions of what is a touch, how to assign touch units, staffing a production line, and much more.
Format: Word Document | Free Download
This Word document is a checklist for starting a new business. This particular document is a more in-depth checklist than the Checklist for Starting a New Business. Developing an owner's checklist for starting a new business is an important element in any business plan. This tool includes seven basic areas requiring review, including the critical research to be done, business name reservation, choosing the company's legal structure, getting the required permits and licenses, protecting the company's intellectual property, and setting up the business operations.
Format: Word Document | Free Download
This Word document is a template for a used vehicle evaluation checklist. Developing a checklist to help guide your evaluation of used vehicles is important since this can be a significant line item expense for a growing company. This tool includes evaluations of the engine, interior, exterior, underneath the vehicle, a driver's seat test drive, and much more.
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Accurately retain information regarding the date, time, attendants, and resolutions adopted at every shareholders meeting.
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Make sure your press and investor roadshow includes mission, opportunity, corporate overview, management team, products, financials and more.
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Eliminate the "first time" mistakes of new business owners make with this listing of required background work, business transactions, first steps, and more.
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