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 The Deal Diary

Selling your business is a complex transaction. This is a tale of a business sale, told from two very different points of view.

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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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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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