Implementing the templates in the Premium Management Toolkit will support: Leading a Team; Project Management; Running a Meeting; Managing Your Time; Leading and Motivating; Assessing Performance; Coaching; Keeping Project Teams on Target; Managing Your Career and Setting Goals. This customized tool will help you:

• Save Hours of Time: download & customize this tool in minutes
• Reduce Consulting Fees: complete jobs internally with proven methodologies
• Quantify Improvements: define and report on key metrics & KPIs –
• Stay Focused & On-Track: don’t start your next task or project with a blank Word/Excel document
• Look Professional: customize this document with your company logo easily

Vital Processes Supported:
FINANCE

• Balance Sheet
• Build vs. Buy Decision Matrix
• Business Case Template
• Cash Flow Forecast.
• Department Budget Template.
• Income Statement

GENERAL MANAGEMENT

• Meeting Agenda Template
• Meeting Minutes Template
• Office Evaluation Matrix
• Office Opening Checklist
• Professional Development Plan
• Individual Goals Template
• Consultant Evaluation Matrix
• Activity Reporting Tool
• Priority Index Tool
• Stakeholder Analysis Matrix
• Succession Management Matrix
• Sustainability Report Template
• Time Management Schedule
• Vendor Consolidation Checklist
• Department Goals Template.
• Expense Reporting Tool
• Marketing Skills Matrix

HUMAN RESOURCES

• Interview Evaluation Matrix
• Interview Questions Tool
• Performance Review Template
• Code of Conduct Policy
• Incident Report Template
• Employee Holiday Calendar 2009
• Employee Holiday Calendar 2010
• Employee Satisfaction Survey
• Exit Interview Questions Tool

PROJECT MANAGEMENT

• Project Change Request Form
• Project Charter Template
• Project Closure Checklist
• Project Management Maturity Assessment
• Project Management Policy
• Project Management Portfolio
• Project Manager Job Description
• Project Priority & Status Report
• Project Request Form
• Project Schedule Template
• Project Tracking System
• Project Work Breakdown Structure
• Post-Project Evaluation

Bonus Tool

• Director of Business Development Job Description

Demand Metric is a web-based consulting firm providing practical advice and premium tools to executives in mid-sized enterprises. In just under 3 years, the company has delivered over 100 “How To” Guides and 250 Premium Templates & Tools to its growing client base of 1600 executives. Working very closely with clients, Demand Metric understands their business challenges and provides action-oriented information, time-saving tools & templates, and expert advice. The firm’s goals are to save client members time, help them make informed decisions, and add value to their organizations.

CONTENTS INCLUDED

1. Activity Reporting Tool - The purpose of this tool is to document each activity, or result, that you have completed from the past week or month.
2. Balance Sheet - Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).
3. Build vs. Buy Decision Matrix - Use this matrix to compare your options for in-house builds vs. outsourced solutions.
4. Business Case Template - The purpose of this tool is to help you design a Business Case for any corporate investment. A Business Case is a formal management communication document that provides an opportunity overview, key success factors, assumptions & decision-making criterion, business impact analysis, sensitivity analysis, risks, contingency plans, and action-oriented recommendations.
5. Cash Flow Forecast - Use this tool to create a cash flow forecast and to monitor actual cash flow.
6. Code of Conduct Policy - Use this tool as a framework to create a Code of Conduct Policy.
7. Consultant Evaluation Matrix - Use this matrix to compare your potential consultants across 5 key dimensions: Relevant Experience, Skill Set, Professionalism, Consulting Methodology & Tools, and Personality.
8. Department Budget Template - Use our Department Budget template to accurately project your costs for the next fiscal period.
9. Department Goals Template - The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured.
10. Employee Holiday Calendar 2009 - Use the Employee Holiday Calendar to keep track of employee vacation days, personal days and sick days.
11. Employee Holiday Calendar 2010 - Use the Employee Holiday Calendar to keep track of employee vacation days, personal days and sick days.
12. Employee Satisfaction Survey - Use this survey to get a feel for how satisfied your internal employees are with your workplace.
13. Exit Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized exit interview questions that can be used to better understand why your employee is leaving. The goal is to uncover areas that can be improved to reduce churn & cost of turnover.
14. Expense Reporting Tool - Use this tool to monitor and record monthly expenses.
15. Incident Report Template - Use this template as a framework to create an incident report.
16. Income Statement - Use this tool (also known as a Profit & Loss Statement) to indicate how revenue is transformed into net income. The purpose of this tool is to demonstrate whether the company made or lost money during the period of time being reported.
17. Individual Goals Template - The purpose of this tool is to help you document organizational goals & objectives, individual goals, deliverables, timelines, and how results will be measured.
18. Interview Evaluation Matrix - Use this matrix to compare your potential candidates. For each parameter, rank your candidates based on the information you have. As every company has different requirements, feel free to change the decision making criteria as you see fit.
19. Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized interview questions that highlight Situational, Behavioral, Attitudinal, Self-Awareness, Skills, and Knowledge-Based responses from your prospective employee.
20. Marketing Skills Matrix - This tool was designed to help you increase the skill set of your marketing team. Use this matrix to determine required skills and the next page to document current gaps.
21. Meeting Agenda Template - Use this template to organize meeting topics, timelines, and speakers.
22. Meeting Minutes Template - Use this template to document meeting discussions and action items.
23. Office Evaluation Matrix - Use this tool to evaluate competing new office locations. Change the weighting and customize selection criteria if necessary.
24. Office Opening Checklist - This tool was designed to help you select and open a new office location.
25. Performance Review Template - Use Demand Metric's Performance Review Template to standardize your employee appraisal process.
26. Post-Project Evaluation - Use this tool to evaluate finished projects based on: Overall Project Assessment, Scope Management, Quality of Deliverables, Key Accomplishments, Opportunities for Improvement, Future Considerations, Best Practices Developed.
27. Priority Index Tool - Use this priority indexing tool to evaluate the feasibility, strategic fit, and risk, for each of your proposed initiatives.
28. Professional Development Plan - Use this tool to assist you with gathering measurable feedback regarding an employee’s past performance, attitude, and ability to do their job.
29. Project Change Request Form - Use this tool to standardize all project change requests to ensure scope changes are approved, and timelines/budgets are adjusted accordingly.
30. Project Charter Template - Use this project charter template to document: Project Purpose, Definition of Scope, and Project Plan
31. Project Closure Checklist - Use this tool to ensure all project closure tasks have been completed.
32. Project Management Maturity Assessment - Use this tool to measure your Project Management Maturity across 9 key project management perspectives: Scope, Time, Cost, Quality, HR, Integration, Communications, Risk, and Procurement.
33. Project Management Policy - Use this template to document your project management policy and procedure.
34. Project Management Portfolio - Use this tool to track projects, assign ownership and allocate resources, document scope, budget and timelines.
35. Project Manager Job Description - Use this template to complete a Project Manager Job description.
36. Project Priority & Status Report - Use this tool to document projects, time required to complete, status, priority, and other notes.
37. Project Request Form - Use this tool to standardize all requests for new projects. Sections include: Project Overview, Strategic Goals & Objectives, Impact of Non-Completion, Stakeholders, Project Timelines, Anticipated Resources, Results Measurement, and Project Approval
38. Project Schedule Template - Use this Project Schedule tool to document each task related to a project deliverable, outlines timelines for completion, and provides project reporting requirements.
39. Project Tracking System - Use this tool to track your projects in terms of Product, Channel, Item, Owner, Due Date, and Status. You can view Completed and On Hold projects and Reports for all items.
40. Project Work Breakdown Structure - Use this template to divide the project into tasks, and organize by the 5 project stages: Initiation, Planning, Execution, Control, and Closure
41. Stakeholder Analysis Matrix - Use this tool to identify key stakeholders, evaluate their interest, power, support level, and flexibility. Automatically generate a Decision Support Quotient, and view the Stakeholder Analysis Map that graphically represents each stakeholder’s position.
42. Succession Management Matrix - Use Demand Metric's Succession Management Matrix to identify and develop the future leaders of your organization.
43. Sustainability Report Template - The purpose of this tool is to help you create a Sustainability Report. A Sustainability Report is a formal management communication document that provides internal and external stakeholders with all the information they need to rest assured that your organization is committed to sustainable development and growth.
44. Time Management Schedule - Use this tool to document action items and to plan your weekly schedule.
45. Vendor Consolidation Checklist - The purpose of this tool is to provide a checklist for vendor consolidations. Key areas to consolidate vendor contracts include printing, and software applications.

Bonus Tool

1. Director of Business Development Job Description - Director of Business Development is responsible for developing a channel partner ecosystem, negotiating & managing business relationships, informing product development of market needs, and identifying new opportunities for our business to capitalize on.