Tools on Strategy and Planning

Agreement to Extend Date of Completion

The Agreement to Extend Date Completion is an attorney-drafted agreement presented by an independent contract to extend the date of completion pursuant to an underlying agreement. The Agreement to Extend Date Completion should be used by lawyers and contractors, and is downloadable and customizable to fit your specific needs.  View tool

Anti-Lobbying Certificate

The Anti-Lobbying Certificate is a legal document signed by an exporter or local cost provider promising that no federal appropriated funds have or will be paid by the exporter to any person for the purpose of influencing an officer or employee of any federal agency. Submission of the Anti-Lobbying Certificate is a prerequisite for making or entering into an agreement enforced by the U.S. code that places a limitation on use of appropriated funds to influence certain federal contracting and financial transactions.  View tool

Business Strategy Template

The Business Strategy Template is a comprehensive plan describing the fundamentals of business strategy for a business. The Business Strategy Template sections covered in the document includes; establishing a business structure, developing SWOT, evaluation the business goal, constructing a future projections of fair market value and cash flow, plans for exiting the business, and also expense and reimbursement policies. This template is downloadable and customizable for your specific usage.  View tool

Change Request Form

The Change Request Form is a form used by individuals and entities to submit a request for change in a project. The Change Request Form can be used for any industry and summarizes the reasons and costs associated with a particular change. This form is downloadable and customizable for your specific usage.  View tool

Characteristics of Competitive Strategies Presentation

The Characteristics of Competitive Strategies Presentation is used by individuals and organizations to describe how a company competes in a particular business and explains how a company can gain a competitive advantage using a distinctive way of competing. This PowerPoint presentation is downloadable for your specific usage.  View tool

Communication Plan Template

The Communication Plan Template is used by individuals or entities within a company to create a communication plan. The Communication Plan Template provides a framework for communicating and updating an internal team on company deliverables. This template is downloadable and customizable for your specific usage.  View tool

Competitor Analysis Worksheet

The Competitor Analysis Worksheet is a comprehensive Microsoft Excel worksheet used by companies to conduct a competitor analysis. The Competitor Analysis Worksheet uses an Excel model that allows a company to better evaluate and compare their products or performed services with that of their competitors. This worksheet has three different tabs: analysis, accumulated score table, and notes/comments section.  View tool

Cost Benefit Analysis Tool

The Cost Benefit Analysis Tool is used by individuals and entities to complete a benefits assessment of a certain policy or procedure. The Cost Benefit Analysis Tool assesses the policy use, relevance, standards and regulation, and any other additional uses. This tool is downloadable for your specific usage.  View tool

Executive Director Job Description

The Executive Director Job Description is used by companies as a guide for creating a company job description for the Executive Director position. The Executive Director outlines the key job tasks, specifications, and compensation and benefits. This description should be used when defining the role of the Executive Director and is customizable to your company’s usage.  View tool

Executive Job Description

The Executive Job Description is used by companies as a general guide for creating company job descriptions for executive positions. The Executive Job Description outlines the key job information, tasks, specifications, and compensation and benefits for a general executive position. The description should be used when defining the role of any of the following executive positions within a company: CEO, Executive Director, Operations Manager, Executive Assistant, and General Manager. This description is customizable to your company’s usage.  View tool

HR Business Strategy

The HR Business Strategy is used by a company’s Human Resources department to outline a method for conducting business within the HR department. The HR Business Strategy further specifies the Human Resources Department’s aim, objective, and implemented processes. This outline is customizable to fit your company's specific usage.  View tool

Industry Analysis Checklist

The Industry Analysis Checklist that is a comprehensive, step-by-step guide to obtaining information necessary to conduct business in your selected industry. The Industry Analysis Checklist covers subjects such as: key factors, history of industry, overview of industry, competitive structure, major markets, supply chain, major players, regulatory requirements, critical success factors, and notes/comments. This checklist will help define your position in your industry and identity possible niche markets for your organization.  View tool

Introduction to Projection Management Workbook

The Introduction to Project Management Workbook is a comprehensive workbook used by individuals and entities who have a requirement to be managers of projects as part of their organizational roles. The Introduction to Projection Management Workbook is training material to help its users appreciate and be familiar with basic concepts of project management, to evaluate the appropriateness of a project management approach to specific activities, and to learn and implement project management methodologies. This document is downloadable for your specific usage.  View tool

Meeting Minutes Template

The Meeting Minutes Template is a template used by individuals or entities for taking minutes at company meetings. The Meeting Minutes Template is downloadable and customizable for your specific usage.  View tool

New Product Development Process

The New Product Development Process is a comprehensive guide that describes the complete process of bringing a new product or service to market. The New Product Development Process document includes: the seven steps of the product development process, the SWOT analysis, the design process and the market/target demographic, quantitative and qualitative research methods, and cost analysis worksheets to help the user with the product development process. This document is downloadable and customizable to your specific needs.  View tool

Porter's Competitive Analysis

Porter’s Competitive Analysis is a comprehensive worksheet that explains Porter’s 5 competitive force analysis. Porter’s Competitive Analysis introduces Michael Porter and the main characteristics of his five forces analysis. This document is downloadable for your specific usage.  View tool

Pricing Strategies Report

The Pricing Strategies Report is a document explaining pricing strategies and the ways an organization or small business can go about doing it. The Pricing Strategies Report includes: learn how to improve performance through break even analysis, what pricing should do, the questions associated with pricing, the 9 laws of pricing strategies, and many more. This report is downloadable for your specific usage.  View tool

Product Requirements Document

The Product Requirements Document is a comprehensive template for a product requirements document that includes descriptions for the necessary sections: product requirements, market potential, financial projections, marketing strategy, sales strategy, technical details, timeline, budget and key signatures. The Product Requirements Document is downloadable and customizable for your specific usage.  View tool

Project Charter Example

The Project Charter Example is used by the sponsor of a project to announce a new project and to demonstrate that management is in support of this project. The Project Charter Example provides the outline for a new project and gives management a sense of direction for the project from beginning to end. This example is downloadable and customizable for your specific usage.  View tool

Project Charter Template

The Project Charter Template is used by the sponsor of a project to announce a new project and to demonstrate that management is in support of this project. The Project Charter Template provides the outline for a new project and gives management a sense of direction for the project from beginning to end. This template is downloadable and customizable for your specific usage.  View tool

Project Closing Report

The Project Closing Report is used by sponsors of a project within an organization. At the completion of a project, the Project Closing Report helps summarize the process, methodology, findings, budget constraints and specific lessons learned from a project. This report is downloadable and customizable for your specific usage.  View tool

Project Kick-off Report

The Project Kick-Off Report is a comprehensive template for a product kickoff document that includes descriptions for the necessary sections: objectives of the project, scope of the project, requirements, involved parties, timeline of key deliverables, meeting schedule, contingency plans and budget. This report is downloadable and customizable for your specific usage.  View tool

Project Management Guide

The Project Management Guide is used by individuals and entities as a step-by-step guide for proper project management. The Project Management Guide covers the six basic principles, proper framework, and appropriate processes. This guide is a PowerPoint presentation that is downloadable to meet your specific usage.  View tool

Project Management Methodology Template

The Project Management Methodology Template is a comprehensive document that outlines how to successfully manage a project through completion. The Project Management Methodology Template includes descriptions for the necessary stages: project initiation, project planning, project managing, and project closeout. This template is downloadable and customizable for your specific usage.  View tool

Project Management Plan Template

The Project Management Plan Template is a lite-version document that outlines how to successfully create a project management plan document for a project. The Project Management Plan Template includes descriptions for project and product overview, scope, compliance related planning, schedule, budget, risk management, issue management, project organization, change management, communication management, quality, and deployment plan. This template is downloadable and customizable for your specific usage.  View tool