Resources

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

On this page you'll find some important guides, checklists and tools to download. We use these with our clients. All of this is free to you, but that doesn't mean it's not valuable. Giving it away is part of our commitment to help owner/managers realise their ambition.

Kingmakers Enterprise Strategic Process

A strategic planning framework designed to help owner/managers simplify the process of business planning and to promote firm-wide engagement and accountability.

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Kingmakers Life Planning Process

A strategic planning framework, designed to help ambitious individuals with the process of planning, taking action and personal accountability.

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Business vision sketchbook

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

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Personal Vision Sketchbook

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

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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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Yearly activity planner

Use this template to map out your plan for the year. If you’ve completed the Personal Vision Sketchbook, then just extract the detail from there.

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Meeting Agenda Template

Setting a tight meeting agenda is a key step in the pursuit of efficiency. Plan your management meetings using this simple agenda.

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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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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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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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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 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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Questions to help assess an offer

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

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Read our blogs

Conferences and shiny new things

We all love a day out and a conference is a great opportunity to get away from the offices, learn new things and find out what other people are up to. But danger lurks in the aftermath. Go but have a plan for what you will do when you get back.

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Integration

Acquiring businesses is complicated, but the headaches dramatically increase when the post-transaction integration starts. Success requires a distinct set of skills and a long-term resource commitment.

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No regrets

You don’t want to be the person in the care home, who moans all day about how they could have had a shot at greatness. But do you realise that right now. If you’re wondering whether you should realise your ambition, this one’s for you.

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A formula for enterprise value?

Over a twenty-year period, Rob’s been exploring enterprise value. What it is, how to build it and the smartest ways to realise it. This post unpacks his formula for the development and realisation of enterprise value. Have a look.

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Succession is a growth strategy

Preparing for a change of ownership requires long term planning that starts with you, the current owner. It also requires a long-term business planning approach and early engagement with potential successors.

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A serial entrepreneur

The skills required to lead a start-up are distinct from those needed to take an existing successful business to the next level. If you don’t adapt, you die. From a career perspective that is. Have a read. It’s a true story.

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Simple exercises to explore your purpose

If you’ve been looking for some answers to life’s big questions, then this post is for you. Some practical exercises to help uncover your purpose await…

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Ad Valorem - Latin - 'according to the value'

Getting your pricing right is critical to business success. There are no absolutes but there’s change afoot in the financial planning profession in 2019. Have a read and reflect on what it might mean to your business.

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My Meaning and Purpose are different

Many people treat meaning and purpose as the same thing even though as nouns they are not interchangeable; they don’t mean the same thing. Read on to find out why and how making the distinction can help you.

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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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