File includes 4 templates. These templates, especially the Asset Based and Earnings’ Power and growth valuations, require some financial knowledge. The first form is to determine the Present Value of a company or project by discounting its future cash flows.  By the way, it includes instructions for perpetuity including a brief reference on how to …

S4A3203+ – Actionable Financials: Template for doing Valuation using Discounted Cash Flows, Asset Based, Earnings’ Power and growth, and for determining the Weighted Average Cost of Capital (WACC) Read More »

Most of us have experienced these highly aspirational financials shooting for the moon. This template once again resources to your best minds and calls for an assessment of what are really realistic estimates of the main drivers of your financials in the simplest way possible. File format: compressed (zip) excel file, editable. Buying this file …

S4A3202+ – Actionable Financials: Template for Calibrating Financials Read More »

A good Business Plan or Investor Presentation should not have more than 30 pages, in PowerPoint.  Some people want the details which should be in the appendix.  This is a suggested table of contents for that.   File format: compressed (zip) excel file, editable. Buying this file entitles you to use it yourself and: a) If …

S4A3201+ – Actionable Financials: Template with table of contents for a Business Plan or Investor presentation Read More »

This template is basically the same as template S4A1204 – Internal Analysis: Template for Analyzing Your Systems, Technology, HR, Sale and Marketing, Operations.  If you have that one, you don’t need this one. The first form pre-enunciates the main types of systems in main organizations and has a simple way to identify the main topics …

S4A3106 – Organizational alignment for Action: Template for Aligning Systems that support HR, Finance, Operations, and other areas of the company to your Strategy Read More »

File includes 3 tabs with 6 templates. The first form is a detailed scrip with for an initial discussion and guiding you through the following form on Exercises. Some of these exercises assume you went over the Cultural Assessment Questionnaire of the Competing Values’ Framework (CVF) https://www.boomhogeronderwijs.nl/media/8/download_pdf_culture_assessment_workbook.pdf. Then we have four exercises: (i) The first …

S4A3105s – Organizational alignment for Action:  Template for Aligning Management Style, Culture, and Values/Behaviors Read More »

This template as a script for discussing how to re-think the organizational chart.  Starts by reminding the most common types of organization and goes on to discussing “the most important things to consider”.  Then it has some important checks and suggestions to “keep things real”. File format: compressed (zip) excel file, editable. Buying this file …

S4A3104 – Organizational alignment for Action: Template for re-thinking the Organizational Chart Read More »