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

The tools you need for successful remote working

Equip remote employees with the right tools and you’ll create a productive, collaborative environment.

How to keep remote teams engaged virtually

Keeping a team engaged is vital to reap the benefits of greater collaboration – but it’s easier said than done when your staff are remote.

Speaking to staff about their remote working set-up

Making sure your employees are able to work from home effectively is key in this new era.

Is your tech effective for working from home?

Remote working is now commonplace, but is your business' tech a help or hinderance?

Your guide to upskilling your employees

Upskilling is vital to develop employees and ensure your business remains relevant.

Analysing the skills you'll need in the future

Looking at the skills you might need in the future helps leaders to plan and stay ahead of the curve.

How to identify skill gaps in your business

Determining the skill gaps in your business can help you formulate a plan for the future.

Activities to re-engage your workforce

Introducing fun and rewarding activities is a good way to boost employee engagement.

How to improve employee engagement

Make employee engagement a priority by setting goals and creating a written plan of the steps you will take. This template from software firm Workvivo provides a structure to get …

How to deal with difficult employees

Difficult employees drain time and emotional energy. We’ve outlined eight ways you can manage the situation.

Discussing difficult behaviour with an employee

It's important to tackle challenging employees as soon as possible.

Creating a successful employee incentive programme

Create an incentive programme that will strike the right chord with your employees and benefit your business.

Talking to your employees about an incentive scheme

Talk to your workforce before designing an incentive scheme, so you can come up with a programme that really resonates.

What to consider when introducing incentives

Creating an incentive scheme isn't as easy as picking a perk

How to set strategic planning goals

Strategic planning goals guide the direction of your business, from deciding which tasks to prioritise to how resources are allocated.

Talking effectively about strengths and weaknesses

The questions you need to ask when talking to employees about their strengths and weaknesses.

Bringing about successful change in your business

Strategy helps leaders turn plans into action, but success rests on the implementation.

Organisational chart template

Creating your own organisational chart will help to map out the structure of your company and give greater visibility over roles to new starters.