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Internet
Track Your Accounts, Usernames & Passwords
(PDF)
Track your
Affiliate Accounts (PDF)
Track your
Software Codes (PDF)
Checklist for Choosing an Internet Service Provider (PDF)
Health
Herb Chart (PDF
format). Catherine created this herb chart because she couldn't find
a good one. Place it into a plastic sleeve and tape to the inside door of a kitchen cabinet.
Nutritional Log/Journal.
1-page, daily log in form that includes calories, protein, carbs and
fat columns. (Word format)
Fitness
Progress Chart for Women
(Microsoft
Excel) This women-only progress chart
automatically calculates and tracks
weight-loss and general fitness progress.
Personal
Travel
Checklist for Plane Traveling (Excel)
Travel
Expense Report (Excel)
Vehicle
Service Record (Excel)
Home
(Yearly) Maintenance Record (Excel)
Home
Contents Inventory (Excel)
Certificate
of Completion (PowerPoint)
Daily Tracking Habits Form (Word)
Weekly
Meal Planner (Excel)
Writing
Writing
Organizer Quick Form
Quick
Writing Form (Word)
Track Your Article submissions (Excel)
Seasonal Writing Calendar
Form
Writer's Team 100 Form
List of
Emotionally-Charged Words.
List accompanies article (PDF format)
Mood
Setting Chart
Career
Four spreadsheets to help track: (1)
Interviews, (2)
Networking Contacts, (3) Resume Submissions, and (4) Career Web Sites
(Excel)
Professional
Development Attendance Record
(PDF)
Self-Education
Record for Business & Professional Development
(PDF)
Business - General
Cash
Flow Analysis Form. Excel. This
worksheet is set up to be used for forecasting changes in your
receipts and disbursements and the effects the changes will have on
your cash requirements. This worksheet will show you what will happen
to your cash flow when your forecast is off by 5 percent. The form is
formatted with general inflows (income) and outflows (disbursements)
categories for you. All you have to do is put in your numbers and
print it. However, if you want to change them you can.
Great for a new business too!
Sample
Independent Contractor Agreement (Word). This
template is designed to help you draft a custom agreement that
reflects your needs and situation. It includes all the essential
elements. If your worker is classified as an "employee," rather than
an "independent contractor," you will be held liable for extra taxes,
recordkeeping, and safety requirements. A contract can prevent this
from happening by showing the validity of the independent contractor
relationship. Keep in mind that this document is a starting
point, not a finished product. Consult the laws of your state before
finalizing. The Abundance Center isn't liable for you using this
form. We are not attorneys.
Ezine
Ad Analysis Form. Excel. This is an ad
chart that will help you tally the results of your ads. After
you tally that weeks numbers, you want to figure your cost per click.
You do this by dividing the amount you spent on the ad by the number
of clicks. You will see which ad is delivering the best results.
Client
Referral Form. MS Word. Improve your
referral results with this form. Give it out every opportunity
you can. Easy to modify with your own logo.
Workshop
Budget Form. Excel. This is a great
automatically calculating form to help you budget your next event
whether it is a workshop, a seminar, small conference, or a teleclass.
Conference/Workshop
Agenda Template. This is a Word template
form (.dot). This form needs to be opened and then saved as a
template in your Application Data file folder on your computer in
order to be added to your Word template gallery.
Five-Day
Event Schedule (conference, workshops, or any type of
event. Excel. You can also use this for planning multiple
day teleclasses or teleprograms.
Workshop/Conference/Seminar Sign-In Sheet.
Word template. This form needs to be opened and then saved as a
template in your Application Data file folder on your computer in
order to be added to your Word template gallery.
Client
Evaluation Form. (PDF format) Measure each of your
clients to decide whether they are worth keeping or tossing.
Substitute the "needs" list to match your business.
New Employee Checklist for their
First Day on the Job (PDF format).
New Employee Checklist for their
First Week on the Job (PDF format).
New Employee Checklist for their
First Month on the Job (PDF format).
Project Outline form.
(Word) This is a must have form when you start to
outline your project. I've used this form over the years to
gather thoughts for a project or to keep track of where I'm at on a
particular project. Now when I use the word project it
represents anything that has multiple action steps. I use a
template one for my regular projects, like my money e-zines, or when I
write my syndicated columns, for speaking engagements, and tons of
many other projects. There are so many uses including party
planning and more. Use your imagination and run with this form.
This is a locked form so you can use the tab key to quickly complete.
Informal Meeting Agenda (Word -- an interactive form)
Formal
Meeting Agenda (Word -- an interactive form)
Know Your Strengths Worksheet Exploring your strengths and appeals so that you know
what appeals to your clients/customers (PDF format).
Meeting Sign Up
(MS Word format)
Checklist:
Business Planning
(PDF)
Rate Your Strengths (PDF)
Business-to-Consumer (B2C) Ideal Target Profile.
This form is similar to the BNI form above, however, it is for
marketing from a business to consumer as a group. (Word)
Template: Soliciting
Testimonials
(Word)
Quality
Service Survey
(Word-interactive form)
Checklist: Sale of Business (PDF)
Barter List for
Negotiation Tradeoffs (Word)
How do I
measure up to earning six figures?
(PDF)
Marketing
Three Week Marketing Assessment
(PDF format)
Marketing Plan: Setting Your Objectives (Notes and
worksheet with examples) (PDF)
1-Page
Marketing Plan (Word)
Know Your Client Worksheet
Exploring Client (or
customers) Preferences and Priorities (PDF format).
Prospect Analysis Sheet (PDF format).
Catherine’s 5-Minute Marketing Idea-Generating Plan
(PDF format).
Detailed Customer Commitment Worksheet
(PDF). The heart of successful marketing is customer commitment.
Whether providing a service or selling a product, measuring your
commitment to your customers is extremely important yet seldom done,
especially by small businesses. This form will get you started.
Bookmark
Template
(Microsoft
Word).
A great marketing tool.
Create bookmarks with your contact
information and hand them out at networking events, speaking
engagements, etc. Then send the file to Kinkos or take over on
disc and ask them to print on heavy
paper, cut, and they are ready.
Competitor
Comparison Checklist (PDF format)
Calculate
Features, Advantages and
Benefits (FAB) (PDF format)
Customer Profile Chart.
This is very detailed and will not
fit for your business and may need adjusting. It will give you ideas
on how much information and what of information you need to be collecting
about your ideal customer/client.
Classified
Advertising Form (Word)
Gift
List (Word)
Gift
Certificate (Word)
BNI Group or
Networking
BNI B2B
(Business-to-Business) Member
Profile Form This form can also be used
for other networking group meetings, just cross out the BNI name.
Do you belong to a BNI Networking Group?
Here is a interactive profile form that you will want to complete for each
fellow member of your club to keep their business information on hand.
You will need MS Word to open the document. The document is
protected
so you can complete on the computer (use tab to go from field to field) or
print to take with you to the meetings.
Toastmasters
General Evaluator's Prep Checklist.
This form is not owned by Toastmaster's International, I
created it myself after serving as General Evaluator. |
