Tools & Templates

Events Database

Events Database – Use the events database to keep track of all important events (both internal and external).
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Employee Holiday Calendar 2009

Employee Holiday Calendar 2009 – Use the Employee Holiday Calendar to keep track of employee vacation days, personal days and sick days.
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Direct Mail Marketing Database

Direct Mail Marketing Database - Use this tool to manage your direct mail campaign.
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Customer Satisfaction Survey

Customer Satisfaction Survey - This tool is a brief Customer Satisfaction Survey designed to help benchmark current levels of satisfaction.
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CRM Business Case

CRM Business Case - Use this tool to help you design a Business Case for an investment in a CRM (customer relationship management) solution.
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Creative Brief Template

Creative Brief Template – Use this tool to communicate with your creative team & to outline the strategic direction for creative development.
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Core Competencies Assessment

Core Competencies Assessment – Use this tool to help you measure your organization’s core competencies, and find areas for improvement: Strategic...
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Change Management Strategy Scorecard

Change Management Strategy Scorecard – Use this Change Management Strategy Scorecard to document change objectives, initiatives, measures, and...
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Cash Flow Forecast

Cash Flow Forecast – Use this tool to create a cash flow forecast and to monitor actual cash flow.
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Business Case Template

Business Case Template – The purpose of this tool is to help you design a Business Case for any corporate investment. A Business Case is a formal...
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