Tools on Leadership and Managing

CEO Job Description

The CEO Job Description is used by companies searching for qualified candidates for the CEO position. The CEO Job Description provides a way to clearly communicate the industry standards for a CEO’s responsibilities, tasks, and qualifications. The description is used when posting the job opportunity online for potential applicants.  View tool

CFO Job Description

The CFO Job Description is used by Human Resource Departments and owners that are searching for qualified candidates for the CFO position. The CFO Job Description provides a clear description a CFO’s responsibilities, tasks, and qualifications. The description is used when posting the opportunity online or other advertisements for potential applicants and is customizable for your company's specific usage.  View tool

Compensation Policy

The Compensation Policy is a template used by companies to establish methods that determine how to address employee income needs. The Compensation Policy provides procedures for annual increases in pay for workers and how to handle deductions or pay cuts. The Policy is needed when handling pay negotiations with employees and is customizable to your company's specific usage.  View tool

Employee Handbook Sample

The Employee Handbook Sample is used by companies as a guide to create an employee handbook. The Employee Handbook Sample provides a comprehensive outline for employment policies, practices and procedures, standards of conduct, benefits, and company facilities. This sample is customizable for your company’s specific usage.  View tool

Head of Business Development Job Description

The Head of Business Development Job Description is used by companies as a guide for creating a company job description for the Head of Business Development position. The Head of Business Development outlines the key job information, tasks, specifications, and compensation and benefits. This description is customizable to your company’s usage.  View tool



Separation and Release Agreement

The Separation and Release Agreement is a contract used by companies when a former employer agrees to release his/her former employee from any existing and future contractual obligations. The Separation and Release Agreement outlines the severance allowances, benefits, and terms of release. This agreement is customizable to fit your company’s specific usage.  View tool

Series A Preferred Stock Purchase Agreement

The Series A Preferred Stock Purchase Agreement is an agreement between a company and a party wishing to purchase Series A Preferred Stock of the company. The stock is issued to the purchasing party on certain terms and conditions and is the first round of stock offered for sale. The Series A Preferred Stock Purchase Agreement is used by a company that sells their Series A Preferred stock to investors, and investors purchasing Series A stock. This agreement is downloadable and customizable for your specific usage.  View tool

Severance Agreement

The Severance Agreement is a contract used by a company to establish the amount of compensation paid to an employee upon termination. The Severance Agreement outlines the terms and conditions of the severance package and is customizable to fit a company’s specific usage.  View tool

Severance Pay Policy

The Severance Pay Policy is a fill-in-the-blank policy used by companies that sets out the criteria and payment methods for severance payment for employees whose services have been terminated. The Severance Pay Policy also outlines how deductions and payment issues are to be addressed. This policy can be customized to fit your company’s specific needs.  View tool

Share Subscription

The Share Subscription is an attorney-drafted document that is executed by a party who wishes to purchase shares in a company. The Share Subscription is usually directed to the company’s board of directors requesting a certain amount of shares to be issued to the party and sets out the consideration to be paid for the shares. This document is used downloadable and customizable for your specific usage.  View tool

Six Sigma Management Guide

The Six Sigma Management Guide is a guide and plan used by managers who are going to implement Six Sigma in their company. The Six Sigma Management Guide includes the origin and history of Six Sigma Management, the two methods (DMIAC and DMADV), the thought process map and the implementation roles. This guide includes the fundamental objectives and how to calculate the cost and savings of Six Sigma quality.  View tool

Six Sigma Program Example

The Six Sigma Program Example is used by companies to adopt a highly structured approach to process improvement through strategy and discipline. The Six Sigma Program Example is designed to reduce defects, lower costs, and improve customer satisfaction. This specific example is for the manufacturing industry and is downloadable for your specific usage.  View tool

Six Sigma Template

The Six Sigma Program Template is used by companies to adopt a highly structured approach to process improvement through strategy and discipline. The Six Sigma Template is designed to reduce defects, lower costs, and improve customer satisfaction. This template is downloadable for your specific usage.  View tool

Small Business Subcontracting Plan

The Small Business Subcontracting Plan is used by small companies to help plan, detail, and manage available financial and labor resources when subcontracting work needs to be performed. The Small Business Subcontracting Plan outlines the total planned subcontracting effort and the subcontracting efforts available. This plan is customizable to fit a company’s specific usage.  View tool

Startup Employment Agreement

The Startup Employment Agreement is used by startup companies to establish terms and conditions of their workers employment. The Startup Employment Agreement outlines compensation, benefits, policies, and rights for the employee. This agreement is customizable for your company’s usage.  View tool

Stock Incentive Agreement

The Stock Incentive Agreement is an agreement between an employee and the company whereby the employee is offered employment with the company in exchange for the option to purchase stock in the capital stock of the company upon the employee performing his/her duties and responsibilities. The Stock Incentive Agreement also provides for non-competition of the employee should the employee terminate or be terminated from his or her employment with the company. This agreement is downloadable and customizable for your specific usage.  View tool

Stock Option Plan

The Stock Option Plan is used by organizations to provide stock options and other equity interests in the Company to employees, officers, directors, consultants and advisers of the Company and its Subsidiaries, all of whom are eligible to receive Awards under the Plan. The Stock Option Plan is a downloadable PDF to be used as a guide for creating your own Stock Option and Incentive Plan.  View tool

Stock Purchase Agreement

The Stock Purchase Agreement is an agreement between a company and a party wishing to purchase stock of the company. The Stock Purchase Agreement is used by a company that sells their preferred stock to investors, and investors purchasing stock. This agreement is downloadable and customizable for your specific usage.  View tool

Stock Subscription Agreement

The Stock Subscription Agreement is an attorney drafted agreement between a company and a subscriber (individual or another company), where the subscriber is to invest in the shares or stock of the company. This Stock Subscription Agreement is used by lawyers and companies to create an unique agreement. The agreement is downloadable and customizable for your specific usage.  View tool

Strategic Formulation Worksheet

The Strategic Formulation Worksheet is used by individuals and entities to create a strategic road map for the future. The Strategic Formulation Worksheet provides a table to record past successes, struggles, and roadblocks, personal SWOT analysis, priorities, culture, dreams, and charting a new course, in order to create a strategic formulation. This document is downloadable and customizable for your specific usage.  View tool

Strategic Plan Template

The Strategic Plan Template is an example used by individuals and entities for creating a strategic business plan. This Strategic Plan Template provides a step-by-step guide that outlines a comprehensive process of creating a strategic plan - from inception to final review. This template is downloadable and customizable for your specific usage.  View tool

Strategic Planning Balanced Scorecard

The Strategic Planning Balanced Scorecard is a template used by companies to help establish and document company objectives, initiatives, measures, and targets, for the next 12-18 months. The Strategic Planning Balanced Scorecard uses graphics to illustrate a clear vision as to how the company will achieve these goals, and should be modified by your company as necessary.  View tool

Strategic Planning Questions

The Strategic Planning Questions document is used by individuals and entities who are currently in the planning stages of their strategy. This Strategic Planning Questions document provide a list of questions to be answered in table format accompanied by a column for tying in the appropriate strategic plan element. This document is downloadable and customizable for your specific usage.  View tool

Strategic Planning Template

The Strategic Planning Template is a comprehensive fill-in-the-blank template that will walk you through building a strategic plan for your organization. This Strategic Planning Template can provide the foundation and frame work for a business plan. The sections covered in this guide are: the elements of strategic business plan, the outline template, market analysis, annual income projection, and break-even worksheet, two excel models of projected cash flow and balance sheet, and a staffing projection worksheet.  View tool

Stress-Management Presentation

The Stress Management Presentation is a PowerPoint presentation used by individuals and entities to teach the understanding and management of stress. The Stress Management Presentation gives an overview of stress management and the techniques for overcoming stress.  View tool

Subcontracting Plan

The Subcontracting Plan is used by large companies to help plan, detail, and manage available financial and labor resources when subcontracting work needs to be performed. The Subcontracting Plan outlines the total planned subcontracting effort and the subcontracting efforts available. The Subcontracting Plan is customizable to fit a company’s specific usage.  View tool

Subscription Agreement

The Subscription Agreement is an attorney drafted agreement between a company and a subscriber (individual or another company), where the subscriber is to invest in the shares or stock of a startup company in its early stages. This Subscription Agreement is used by lawyers and companies to create a unique agreement for a startup company. The agreement is downloadable and customizable for your specific usage.  View tool

Supervisor Evaluation Report

Supervisors can learn a lot about their performance as managers from their subordinates.  View tool

Syllabus for Founders' Dilemmas at Harvard Business School

Chosen as one of the 10 best entrepreneurship courses of 2011 for focusing on people problems instead of the strategy-innovation-finance trifecta  View tool

Team Building Guide

The Team Building Guide is a document used by individuals and entities to learn how to build a great team from scratch. The Team Building Guide provides a step-by-step process to develop a team, where to find great team members, and what qualities to look for. This guide is downloadable for your specific usage.  View tool