Tools and templates | Be The Business

These tools and templates help you put thoughts into action to improve processes and procedures.

We've combined our own content with that provided by other experts in the business support space, saving you time and effort finding the right help.

The tools and templates listed below are also designed to help you with completing certain steps of our action plans.

Combination of checklists, templates and conversation guides
Use them as a way of structuring an approach to a particular process or task
Adapt suggestions to suit your particular business and its situation

Writing a statement that defines your vision for success

Defining your vision for success gives you a clear destination to work towards when you’re making decisions and setting goals.

How to develop an employee feedback survey

Employee feedback surveys can be used to measure engagement or assess processes like onboarding or career development.

Conducting a business health check

A business health check is a simple way to evaluate the strength of critical elements like cash flow, systems and staff performance.

Creating a short-term cash flow forecast

During unpredictable times, it can be useful to create a short-term cash flow forecast. Use this template to develop a daily forecast.

Conducting one-to-ones with employees

Using a template for employee one-to-ones, like this one from Bristol University, will help to make sure each meeting is as effective as possible.

Conducting a skills gap analysis in your business

Use our free skills gap analysis checklist to determine the key skills missing from your organisation.

How to design key performance indicators

Use this free template to set robust key performance indicators (KPIs) for staff and determine whether your business is moving forward.

Using scenario planning to inform your decisions

Scenario planning is a great way to visualise and assess the potential impact of decisions. Use our useful template to get started.

Creating and maintaining a financial forecast

Our free template will help you prepare and maintain a financial forecast, including profit and loss and cash flow.

How to build your professional network from scratch

Building a network allows you to access advice and guidance from other business leaders and experts. Use our checklist to get started.

Creating a customer feedback survey

Use this customer feedback survey to gauge how customers feel about your product or service and find ways to improve.

Creating a SWOT analysis for your own business

Use our free SWOT analysis template to define your company’s strengths, weaknesses, opportunities and threats.

How to choose marketing technology

There are a lot of options to sift through when it comes to marketing technology, so use this checklist from marketing agency Element Three to guide your research.

How to create a marketing plan

Use our marketing plan template to outline what you want to achieve with your marketing and how you will measure its success.

How to build a product development roadmap

Development roadmaps plan out the steps you need to take to develop a new product or service. Use this helpful template to get started.

How to to do a competitive analysis

A competitive analysis helps businesses to understand who competitors are and what makes them different.

Creating a new customer persona

Customer personas give you a better understanding of the needs and challenges of people who might buy from you. Use this template from HubSpot to create a persona for a …

How to establish a rewards programme

Establishing a rewards programme gives leaders an effective way to recognise great performance and keep staff motivated. Follow these tips from recruitment agency Venturi to create your own programme.