REVIEW
PPR Resources
Product
Directional Policy Matrix
Are you selling the right products? Are all your products successful, how do you decide where to focus your efforts? The directional policy matrix will shine a light on these questions
Sales and Promotion
Telesales Activity Report
Use this excel sheet to monitor your sales efforts, document what has happened to help shape how you adapt your tactics and plans.
Course / Event Reporting
A useful tool to help see the success or failure of any events or courses you are running.
Operations
PPR Management Meeting Agenda
Having a structured meeting with your management team to keep you on track and focused is key. Here we document a meeting that covers all areas of the business.
Company Scorecard Template
Use this template to create a scorecard of data that can be used to understand the ‘pulse’ of the business. Look at company metrics and then dive into departmental metric. There is a video here to talk through how the template works and how to use it.
Performance Value Matrix
An interesting model on how to view our staff members, adapted from Kim Scott, might change the way you look at payroll.
Business Skills and Acumen Summary
Using the tools within this process you can now fill in this summary sheet, not a frightening as a business plan and more use too!
