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

Organisational chart explainer

An organisational chart, also known as an org chart, is a useful tool that businesses can use to display the structure of the company and show staff what progression looks …

Employee appraisals handbook template

Use expert advice from Personio, including what it believes are the eight phases of a performance review, to create your own standardised appraisal system that supports the personal development of …

Proven tips for effective appraisal processes

Too often, employee appraisals are out-of-date, ineffective or merely a box-checking exercise. America's Vanderbilt University has compiled eight really useful tips on how to get more from your appraisal process.

Employee appraisal feedback survey template

Whether done anonymously or not, use a survey template from industry experts the Advisory, Conciliation and Arbitration Service (ACAS) to find out what your employees think about the way they …

Employee onboarding handbook template

Use a helpful template compiled by Personio to create a new onboarding handbook for your business – from the moment a job offer is accepted to looking back on the …

Employee onboarding – tips on what to do and not do

A great onboarding experience gives new starters the tools they need to succeed, but there are plenty of common mistakes to avoid.

Hiring and onboarding employee survey template

Find out what your existing employees liked and disliked about the way they were hired and onboarded by using a survey template from experts Bamboo HR.

See what's missing from the way you hire and onboard

Whether your business is about to hire its first employee or has been doing it for decades, see how your processes stack up by using our checklist to start formulating …