Forms
You Can Use
NOTE: Many of the forms below
are SAMPLES. For a full copy,
E-mail: jaltfeld@ypio.com or call 1.800.397.2414.
Downloading Sample Forms:
The articles in this area are presented using Adobe® Acrobat®
Portable Document Format (PDF). You will need to have the Acrobat
Reader installed in your Web browser - a free version
which can be downloaded from the Adobe Web site.
Get
a better understanding of your company with our: Guide
to Strategic Thinking
Help determine what you expect a consulting project to impact
by downloading our: Output
Check-List
Click here to see a copy of our: Confidentially
Agreement
The following
are other strategic tools we supply. Click on each below for a
sample. For a full copy, write us at
jaltfeld@ypio.com . If you have any questions, concerns or
wish to discuss your strategic planning needs, call: 1-800-397-0010.
Internal Evaluation Exercise
A
tool to help quickly evaluate the current situation within your
company and determine where you need to focus your efforts and
apply resources.
Determining Your Company's Core
Competence
Helps
determine what your company does that other companies will find
difficult to do.
Corporate
Readiness Survey
Helps
determine how conducive your organization is to involving your
people in the decision making and planning process.
Guide to a More Efficient & Productive Staff Meeting
Helps
to ensure your meetings produce results, involve everybody attending
and achieve what you want to achieve in a reasonable amount of
time.
Account
Evaluation Form/Account Evaluation and Contact Management Guide
A
tool to help you determine which of your repeat customers you
need to be spending your time on, which ones you may be losing,
and which ones you may be better off letting go.
Quarterly Employee Continuous
Improvement Plan
A
tool to help evaluate an employees performance during the last
quarter and to set goals for the next quarter.
Sample Employee Survey
A
tool to help gain insight into your employees' attitudes and commitment.
Criteria
for Selecting a Supplier
A
tool in determining whether or not the supplier candidate you
have in mind will fit into your business plan, shares your company's
values and can work within your company's culture.
Also
available: Supplier Evaluation
by Distributor
Criteria for Selecting a Distributor
A
tool in determining whether or not the distributor candidate you
have in mind will fit into your business plan, shares your company's
values and can work within your company's culture.
Also
available: Distribution
Evaluation by Supplier
Action
Steps and Evaluation
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