Our Business & Commercial Toolkit

The tools and templates we adopt are industry standard and have been used by us over 4 decades, they are tried and tested methodologies.

Budgets

Budgets are an essential process that the business owners use to forecast (and then match) current and future revenue to business expenses.

Business Plans

A business plan is a written document that describes your business. It covers objectives, strategies, sales, marketing and financial forecasts. 

Business Case

A business case provides the justification for undertaking a project, programme or portfolio. It evaluates the benefit, cost and risk of alternative options and provides a rationale for the preferred solution.

Strategic Filters

The decision criteria used by an organisation to evaluate whether a proposed product or project meets the strategic criteria to move forward for additional consideration.

Marketing Plan

The marketing plan details the strategy that a company will use to market its products to customers. The plan identifies the target market, the value proposition of the brand or the product, the campaigns to be initiated, and the metrics to be used to assess the effectiveness of marketing initiatives.

Sales Planning

A sales plan lays out your objectives, high level-tactics, target audience, and potential obstacles. It's like a traditional business plan, but focuses specifically on your own sales strategy.

Is your value proposition understood by all, how well do you know the channels to market?

Our Product & Production Toolkit

The tools and templates we adopt are industry standard and have been used by us over 4 decades, they are tried and tested methodologies.

QFD

Quality Function Deployment (QFD), is a structured approach to defining customer needs or requirements and transferring them into specific plans to produce to meet those needs. This is effectively capturing the Voice of the Customer.

FMEA

Failure Modes and Effects Analysis (FMEA), began in the 1940's by the U.S. military. FMEA is a step-by-step approach for identifying possible failures in a design, a manufacturing or assembly process or a product or service. 

DVP&R

Design Verification Plan and Report (DVP&R), is the process of planning, testing and reporting to verify a product, part or component meets a specific set of performance and reliability requirements as defined by engineers during the design phase..

8D Problem Solving

Eight Disciplines Methodology (8D), is a method developed by Ford Motor Company used to approach and to resolve complex problems. Typically employed by quality engineers or other professionals.

VSM

Value Stream Mapping (VSM), is a lean manufacturing technique to analyse, design, and manage the flow of materials and information required to bring a product to a customer.

OEE

Overall Equipment Effectiveness (OEE) measures the percentage of planned production time that is truely productive.

Our Miscellaneous Toolkits

The tools and templates we adopt are industry standard and have been used by us over 4 decades, they are tried and tested methodologies.

OKR's

Objectives and Key Results, a collaborative goal-setting methodology used by teams and individuals to set challenging, ambitious goals with measurable results OKR's are how you track progress, create alignment, and encourage engagement around measureable goals. Stay Focused on what really matters now!

Succession Planning

Succession planning is a process and strategy for replacement planning or passing on leadership roles within a business. It is used to develop new, potential leaders who can move into leadership when those roles become available. 

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