Today’s post is a little different. I am sharing a series of links to some great free resources for all types and sizes of business. These are blank forms with formulas in them to help you calculate key metrics such as sales, costs, profits, competitive intelligence and more.
These are Word and Excel documents hosted on the Vertical Response blog, posted by permission from their source, McGraw-Hill Publishers. If you use them, please let me know via comments how they worked for you.
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Strategic Plan Outline
Create a strategic plan for your business, including a summary of the current situation, objectives, strategies, action plans and financial expectations (using other templates from this library as indicated).
http://www.verticalresponse.com/images/forms/MH-strategic-plan-outline.doc
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Executive Summary
Create an overview of your business, including a mission statement, business description, company background, products/services summary, technologies included and target markets.
http://www.verticalresponse.com/images/forms/WorkZ-exec-summary.doc
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SWOT Analysis
Create a Strengths, Weaknesses, Opportunities and Threats analysis of your business.
http://www.verticalresponse.com/images/forms/MH-SWOT-outline.doc
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Costs of Leading Competitors
Compare the costs and profits of your competitors’ brands or products when building your pricing strategy.
http://www.verticalresponse.com/images/forms/MH-competitors-costs.xls
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Sales of Leading Competitors
Analyze the sales (in dollars or units, and market share) of your leading competitors.
http://www.verticalresponse.com/images/forms/MH-competitors-sales.xls
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Competitive Strength Assessment
Perform a competitive strength analysis of up to four of your competitors in the marketplace; the worksheet includes both unweighted and weighted tables.
http://www.verticalresponse.com/images/forms/MH-costrength-assess.xls
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Competition Pricing History
Analyze your competitors’ pricing history of their brands or products.
http://www.verticalresponse.com/images/forms/MH-competitors-pricinghistory.xls
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Analyzing How a Change in Price Affects Sales & Profits
Determine how a change in a product’s price will affect sales and resulting profit.
http://www.verticalresponse.com/images/forms/MH-price-salesandprofit.xls
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Calculating Sales & Growth
Calculate the maximum increase in your sales, based on net income, total assets, total liabilities and equity, and dividend payout.
http://www.verticalresponse.com/images/forms/MH-sales-growth.xls
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Basic Data for Cost & Profit Analysis
Organize the basic data required to perform a cost and profit analysis, and create functional cost account allocations for your business.
http://www.verticalresponse.com/images/forms/MH-CP-analysis-basic.xls
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Company Situation Analysis
Analyze your company’s strategic performance indicators over a five year period, perform a competitive strength assessment and identify major strategic issues your company must address.
http://www.verticalresponse.com/images/forms/MH-cosituation-analysis.xls
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Effects of Price & Volume Change on Profits
Perform a cost-volume-profit analysis of your business utilizing two scenarios: maintaining current selling price and increasing selling price, and discover the break-even point (in dollars) for both.
http://www.verticalresponse.com/images/forms/MH-CVP-analysis.xls
Forms developed by and distributed with permission of the McGraw-Hill Companies.Copyright The McGraw-Hill Companies. All rights reserved.
