Tools and Templates
The following are PDF files that may be of use.
Risk Management Plan template
Risk is inherent in establishing any new business venture or relationship, use the Risk Management Plan to identify and therefore manage these risks. Mitigating or contingency actions that are identified, should be allocated to an individual for completion within an agreed timeframe.
Position Description template
This document forms the basis of the relationship between Employer and Employee. It describes the nature of the role, the expected accountabilities and outcomes of the role.
Life Time Value of a Customer
This calculation provides a basis on which to estimate the financial value of a customer to you over a life time. A customer could also use it to assess the potential long term financial worth they have to a supplier.
This provides additional questions for you to consider in assessing your business Strengths, Weaknesses, Opportunities and Threats.
Facilitation of Workshops
Building Successful Relationships
Relationship Health Checks
Strategic Relationship Types
The Relationship Process
Bid Support and Management
Relationship Tips and Tools
Relationship Foundation Checklist [PDF]
General Business Tools and Templates