Access a selection of the same tools we use when working with our clients directly


It’s always necessary to focus on the activities your firm engages in on a day-to-day basis to create value. The processes you follow, the assets you use to create leverage, logistics and the way you manage risk; there are many critical factors to address in the pursuit of strong financial performance and business growth. Our operational resources will help you identify challenges, remove bottlenecks and manage risk effectively.

Weekly Activity Planner

Review your performance from the previous week and get focussed on your activities for the week ahead. Use this template or copy the format into your journal or notebook.

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Business Plan Sketchbook

A planning tool that follows the ESP framework and helps when designing the business you want to create.

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These resources have been created to help you manage your firm. We hope you find them useful. By giving us your email address, you are opting in to receive communications from us. We won't spam you and you can always unsubscribe if you don't want to receive anything further.


The resources in these pages have been produced for guidance purposes only. They are educational in nature and should not be construed as strategic or financial advice. We strongly recommend that you take advice from someone authorised to give it to you. Neither Kingmakers or any third-party contributors responsible for the creation of these resources, can be held responsible for actions taken as a direct consequence of the information in these pages.

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