Tools & Templates

Business Plans

Fishbone Diagram
The Fishbone diagram was orginally developed by Professor Kaoru Ishikawa, a Japanese quality control statistician, as a quality management processes in the Kawasaki shipyards. He developed the diagram to assist teams in categorizing the many potential causes of problems in order to identify root causes.
From Have a Bone to Pick? Diagram It, September 2006, by Terry Tanker

Business Performance

Key Performance Indicators
Tracking key performance indicators gives immediate feedback on performance. Using these key performance indicators as a guide.
From Have a Bone to Pick? Diagram It, March 2007, by Jackie Rainwater

Finance

To Discount or Not to Discount
This is the calculation for determining when a supplier’s discount is your best option.
From To Discount or Not to Discount, January 2009, by Ruth King

Sample Balance Sheet
This is a sample formatted balance sheet.
From What to Expect From Your CPA, Febuary 2008, by Ruth King

Marketing

Tell the World (well at least the local press) that You’re Green
This is a sample press release that can be used as a template for touting anything from using a new environmentally friendly refrigerant to testing service techs for EPA certification.
From Marketing Green, January 2009, by Ross Soyka

Service Agreements

The Light Commercial Service and Service Agreement Business
A bulleted list of the customers, co-workers, and company benefits for expanding into the light commercial service and service agreement business.
From Light Commercial Service Agreements, part 1, March 2009, by Ron Smith
and Light Commercial Service and Service Agreements, part 2, June 2009, by Ron Smith