Tools & Toolkits

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Blog Policy Template

A policy to absolve your organization from litigation resulting from illegal or inappropriate content.

Brand Assessment Tool

A self-assessment to evaluate your organization from a Branding perspective.

Brand Strategy Scorecard

A template to document your branding objectives, initiatives, measures, and targets for the next 12-18 months.

Break Even Analysis

A calculator to input cost & sales variables and determines break even point and profitability.

Business Case Template

Use this template for any corporate investment and as a formal management communication document.

Business Strategy Metrics Dashboard

Use this template to capture and report on key metrics from your business strategy plan.

Buyer Persona Template

Use this template to create buyer personas for the key buyers that you intend to target.

Buying Process Stage Template

A template to document "buying stages" for each of your buyer personas.

Campaign Impression Calculator

Use this tool to determine your cost per impression across various communications channels.

Case Analysis Research Report

Use this template to record case details, observations, insights and interpretation of the analysis.

Case Study Template

A case study template to highlight a customer's problem and show how you solved it.

Change Management Plan Template

Use this template to determine readiness for the proposed changes, and to build a project plan for delivery.

Change Management Readiness Assessment

Use this tool to help you measure your readiness for a major organizational change.

Change Management Strategy Scorecard

A template for documenting a one-page change management strategy plan.

Code of Conduct Policy Template

A policy template to outline standards for acceptable staff behavior.

Community Manager Job Description

A template to quickly document the role and responsibilities for this position.

Competitive Analysis Tool

This will help you determine your market position with regard to value, price and market share.

Competitive PR and Advertising Analysis

A template to track PR & advertising programs to determine Ad Spend/Ad Value Equivalency ratios.

Competitive Products Sales Reference

A matrix that compares competing products by evaluating features and identifying differentiators.

Competitive Webinar Tracking Template

A tool to monitor & compare key metrics of your competitors webinar activities.

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