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.
Selling your business is a complex transaction. This is a tale of a business sale, told from two very different points of view.
Download NowA strategic planning framework designed to help owner/managers simplify the process of business planning and to promote firm-wide engagement and accountability.
Download NowA strategic planning framework, designed to help ambitious individuals with the process of planning, taking action and personal accountability.
Download NowA planning tool that follows the ESP framework and helps when designing the business you want to create.
Download NowA planning tool that follows the LPP framework and helps when designing the life you want to create.
Download NowThe 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.
Download NowUse 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.
Download NowSetting a tight meeting agenda is a key step in the pursuit of efficiency. Plan your management meetings using this simple agenda.
Download NowReview 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.
Download NowThere’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.
Download NowUse this template to plan out your daily activities by task. Then record what actually happened and review the differences between planning and reality.
Download NowDiscussing 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.
Download NowUse this template to plan out your daily activities by time slots. Then record what actually happened and review the differences between planning and reality.
Download NowSome useful questions and insights to use when attempting to understand a proposed transaction.
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