Resources

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

Organisation

Your people are the most important asset you possess. They are also the asset that requires the greatest care and attention. Defining what people should do, how they should work with each other, measuring performance and helping them to grow; it can all be challenging. Our organisational resources will help you tackle some of the trickiest conversations, improve performance and align your team to your business plan.

Questions to help assess an offer

Some useful questions and insights to use when attempting to understand a proposed transaction.

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Daily Time Journal

Use this template to plan out your daily activities by time slots. Then record what actually happened and review the differences between planning and reality.

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Decision Log Template

Discussing the same ‘pet’ subjects at every management meeting can be frustrating. Use this template to record key decisions and refer back to it when the inevitable happens.

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Daily Task Journal

Use this template to plan out your daily activities by task. Then record what actually happened and review the differences between planning and reality.

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Meeting Notes Template

There’s only one thing worse than sitting through a pointless meeting, and that’s reading a comprehensive summary of it. Use this template to focus on key decisions and action items.

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A Guide to Effective Management Meetings

The majority of business meetings are a waste of time. Use this guide to set some rules, plan your approach and turn your meetings into shorter, more productive sessions.

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Personal Plan Sketchbook

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

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Thanks for your interest…

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.





Disclaimer

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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