resources

We’ve compiled a library of free resources to help you manage your business. Whether your business is in seed or sprout season, these evergreen resources are rooted in principle and best practice.

Check back often as this page is regularly updated.

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3 Ways to Maximize Your Margins [White-Paper]

There’s strength in the numbers, but there’s also truth. When margins are slim and underperforming, the cause is typically related to one or a combination of factors.  Here are three approaches business owners can take to ensure they are maximizing their margins.

 
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Operating Budget Template

Get a handle of those financials today! With this template, users can track actual spend and budget variance, in addition to developing budget forecasts.  Don’t see a category you need? Add it in! The template is easy to customize. 

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Creating A Culture of Champions [White-Paper]

If you haven’t heard, culture eats strategy for breakfast every morning. Before you spend another day in a conference room with colorful post-it notes, give some consideration to the culture that you’re nurturing.

In this white paper, we provide some foundational insight on how to build the culture that will carry your business forward.

 

Meeting Notes Template

Save precious time and get information to the team faster with this ready-made template.  Never miss another action item.

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Max - The Margin Tracker [Tool]

Max, a powerful tool, is designed to help the emerging business owner get a handle on the financial performance (read: PROFIT) of their products and/or services. Max is also helpful for cost analysis, pricing, or determining your business model.

Perfect for e-commerce, retail shop owners, makers & manufacturers, clothiers, etc.

 
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Risk Assessment Matrix

Weighing a decision and feeling uneasy about the impact? Download this risk assessment matrix to chart your options.  Simply plot the probability of occurrence against the severity of the event.