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free management and training templates, resources and tools
free templates, samples, resources, examples, articles, tools and diagrams, tests and quizzes - free materials for download - for training, human resources, management theory, sales, business, personal and organizational development
These free templates, examples, samples, diagrams, tools and articles help the process of management and development of people, organizations, sales and business.
Some of the tools and materials are based on traditional well-used methods; others are newer.
This is not a vast or comprehensive bank of work/business-related resources, more a collection of a few very helpful and high quality materials that are free, useful and in many cases extremely adaptable and powerful.
These free resources are available for you to download and use for your own personal development or organization, and to teach or train others, provided you don't sell or publish them, and that you show the relevant copyright and businessballs.com source.
The free tools and other training resources also include diagrams of management and motivational theories, designed to aid understanding, training and presentations.
Resources on this page are mostly PDF format. Several are also available in doc, xls or ppt format.
If you are unable to open MSOffice files (word/doc, excel/xls, powerpoint/ppt, etc) try OpenOffice.Org free 'open source' software - it opens most MSOffice files and offers additional functions such as easy pdf conversion.
Please read the notice and disclaimer below - we assume no responsibility for any liability arising from the use of these materials.
Free Diagrams (pdf) - theories, processes, models, etc.
Free Business Development Resources (pdf) - demographics, business, sales, personal development.
Team Briefing Resources (pdf) Team Briefing principles remain vital for organizational communications.
Training Tools (pdf) - skills/competencies audits, assessments and feedback forms/templates, training certificates templates.
Personality Tests (pdf) - questionnaires, skills and behaviours instruments - free downloads.
Free Downloadable Working Files and Templates - working adaptable files versions of most of the above pdf resources.
free resources and tools
free diagrams - theories, processes, models (pdf)
John Fisher's Process of Transition Diagram - revised Nov 2012 - pdf - colour/color - with Complacency stage - see Process of Transition explanation
TokPisin (for Papua New Guinea) version of John Fisher's Process of Transition diagram - pdf - (with thanks to Sharne Black of Ozi-K Ltd Papua New Guinea) - refer to Process of Transition explanation
Spanish Version of John Fisher's Process of Transition diagram - pdf - (with thanks to Marcelo Rivadeneira for the translation) - refer to Process of Transition explanation
French version of John Fisher's Process of Transition diagram - pdf - (with thanks to the Canadian International Development Agency for the translation) - refer to Process of Transition explanation
PEST Analysis Blank Template Worksheet - with criteria examples - pdf
SWOT Analysis Blank Template Worksheet - with criteria examples - pdf
Herzberg's Motivators and Hygiene Factors diagram - rocket and launch pad analogy
Ingam and Luft Johari Window model diagram (landscape) - adapted and developed diagram for personal and inter-personal development
Ingam and Luft Johari Window model diagram (portrait) - adapted and developed diagram for personal and inter-personal development
John Fisher's Process of Transition diagram 2003 version - see original below and notes.
J Fisher's Process of Transition diagram original 2000 version - the stages of personal change (thanks John Fisher). See notes also.
Maslow's Hierarchy of Needs Diagram - original 1950's five-level model
Hierarchy of Needs Diagram - adapted 1970's seven-level model
Hierarchy of Needs Diagram - adapted 1990's eight-level model
Personal Review Flow Diagram - courtesy Manchester University RSD
business development resources (pdf)
2013 CACI ACORN UK classifications and definitions. An extensive and detailed UK population profiling system with demographics percentages. (Big file, 5.6MB)
Summary of the 2013 ACORN UK Demographics Statistics. (These excellent ACORN UK demographics resources are offered free here with permission from CACI, which is gratefully acknowledged.)
Free E-Book: Business Survival and Prosperity Guaranteed - A very helpful, practical and encouraging guide to starting up a new business, or improving an existing one - note this is a 15MB pdf file - thanks Paul Hurst
Colour Version of Reflective Diary Process/Template Tool - thanks J Watts for design
Superb Free E-Book: The Game of Business by Paul Gorman - wonderful practical guide to business success from a leading business thinker - with thanks to Paul Gorman
Personality Perceptions Matrix - Four Temperaments/DISC format - now in pdf format
New Reflective Diary Template - Sharon Drew Morgen edition (pdf) - with thanks to Ms Morgen
MBTI Function Dominance diagram in Powerpoint pdf format - with thanks to Simon Pusey
Profit and Loss Account (P&L) Small Enterprise Business Plan Example (pdf) - also available as a working MSExcel/xls tool below. (The numbers may be altered to anything: ten times less, ten times more, a hundred times more - the principle is the same.)
Unleash the Power of Consultative Selling - excellent free 200 page e-book (560KB pdf) by Rich Grehalva on modern selling methods.
Awaken The Leader In You - ten wonderful principles of modern leadership, by author Sharif Khan.
Sales Success Factors Research Report - the five key factors for successful selling, courtesy Trainique Ltd (see the summary report page, and the remarkable Sales Activator® sales training games and development system)
Sales Funnel Model - sales planning tool
Sales Development Model - flow diagram, esp. useful for business-to-business sales, sales management and strategic planning
Customers/prospects priority investment and development matrix - effective tool for sales planning
Delegation SMART task template - management template, esp. for MBO's (management by objectives)
Example Induction Training Guide - courtesy MU RSD
Example Induction Checklist - courtesy MU RSD
Training Planner template - simple training planning template - simple and effective
Example Induction Training Planning template - courtesy MU RSD
Training elements/exercise review template - skills analysis and training assessment tool - for groups or trainers
Free 'Prisoner's Dilemma' Win-Win game - game and scorecard to demonstrate team-working and co-operation benefits
Project Management Tips - (pdf format) free project management training materials - (thanks Ron Rosenhead, The Project Agency)
Project Management Templates - (pdf format) free templates for project management - (thanks Ron Rosenhead, The Project Agency)
archive materials for historical/research purposes
2010 CACI ACORN UK Demographics Profile and User Guide - this is superseded by the ACORN 2013 system and statistics and remains available for historical reference purposes. This is a big 6.7MB pdf file. In turn this superseded the 2004 ACORN UK Demographics Profile and User Guide, which also remains available here for historical reference purposes.
2010 ACORN UK Demographics Profile Summary - superseded by the ACORN 2013 system and statistics. Available here for historical reference purposes.
Free CACI ACORN 2004-5 UK Demographics Profiles ( big 8.5MB file) This resource is free from the Businessballs website with permission from CACI. This resource remains available here for historical reference/resaerch purposes. The 2004 ACORN report has been superseded by subsequent CACI ACORN classifications and statistics.
Qualifications Comparisons (2009 UK) - useful guide from QAA (The Quality Assurance Agency for Higher Education - check with QAA website for revisions)
Five Ways to Wellbeing (pdf) - Here is a brief summary of this impressive and useful study report produced by the UKs New Economics Foundation in 2011. Here is NEF's own executive summary introduction for the report and related study: "In 2008 The New Economics Foundation (NEF) was commissioned by the UK Government's Foresight Project on Mental Capital and Well-being to review the inter-disciplinary work of over 400 scientists from across the world. The aim was to identify a set of evidence-based actions to improve well-being, which individuals would be encouraged to build into their daily lives. As an illustration of how Government action [and by implication employers too] can be explicitly directed towards improving well-being, the report briefly sets out the five evidence-based ways to well-being and the sorts of policy interventions which could help to enable them.." (Thanks to The New Economics Foundation. The report is copyright The New Economics Foundation and available for sharing under the Creative Commons licence. NEF's explanation of these terms is that you may quote, copy and share the Five Ways to Wellbeing summary and publication, provided you attribute it to NEF and do not use it for commerical purposes. For further clarification contact NEF.)
Archive Dispute and Grievance Resources - for historical reference/research/guidance only
Note that these excellent materials are now partly superseded in UK law by more recent UK employment disputes and grievance rules. These materials however remain useful for other parts of the world in terms of dispute/grievance best practice
Discipline and Grievance DTI Guidance for Small Firms - (pdf) (Note this is © Crown Copyright, Source DTI)
Guidance on the Employment Act 2002 (Dispute Resolution) Regulations 2004 (pdf) and associated provisions in the Employment Act 2002. Full comprehensive DTI dispute resolution regulations guide. (Note this is © Crown Copyright, Source DTI)
Employee guide to grievance procedures including examples of grievance letters templates, samples. DTI guide. (Note this is © Crown Copyright, Source DTI)
emotional intelligence (EQ) resources (pdf)
The Emotional Competence Framework - a generic Emotional Intelligence (EQ) competence framework produced by Daniel Goleman and the Consortium for Research on Emotional Intelligence covering in summary:
- personal competence - self-awareness, self-regulation, self-motivation
- social competence - social awareness, social skills
'Emotional Intelligence: what is it and why it matters'. An excellent information paper by Dr Cary Cherniss originally presented at the annual meeting of the Society for Industrial and Organizational Psychology, in New Orleans, April 2000. This is a detailed history and explanation of Emotional Intelligence.
The Business Case for Emotional Intelligence - a paper by Dr Cary Cherniss featuring 19 referenced business and organizational case studies demonstrating how emotional intelligence contributes to corporate profit performance. The paper is an excellent tool which trainers, HR professionals and visionaries can use to help justify focus, development, assessment, etc., of EQ in organizations.
Guidelines for Promoting Emotional Intelligence in the Workplace - a paper chiefly constructed by Dr Cary Cherniss and Daniel Goleman featuring 22 guidelines which represent the best current knowledge relating to the promotion of EQ in the workplace.
The above excellent free Emotional Intelligence materials in pdf file format (Acrobat Reader required to view) are provided with permission of Daniel Goleman on behalf of the Consortium for Research on Emotional Intelligence, which is gratefully acknowledged.
team briefing resources and templates (pdf)
Team Briefing is far less popular than it was, mainly due to the connected electronic age, but the methods and principles of Team Briefing offer extremely valuable and important pointers for communications strategies within organizations, which are easily and commonly overlooked in modern times.
Manchester University's Internal Communications Division developed an excellent guide and range of Team Briefing materials, and I am grateful for their permission to feature them here:
Team Briefing Guidelines and Templates - with thanks to The University of Manchester.
The above new Manchester Univesity guidelines are a revision of their previous materials, which remain available here below as examples. The development of the Manchester University system provides excellent examples of how to operate the Team Briefing system, and also demonstrates the way in which a Team Briefing system can be updated and improved when in place.
Team Briefing is considered impractical in many modern work situations, being largely superseded by electronic systems, however its core principles remain crucial to maintaining healthy communications and relationships in organizations. Ignore them at your peril.
Previous MU materials, which you might find useful still:
Example Team Briefing User Guide - courtesy Manchester University
Example Team Briefing Core Brief Template - courtesy MU
Example Team Briefing Local Brief Template - courtesy MU
Example Team Briefing Feedback Form Template - courtesy MU
Example Team Briefing Attendance Record Template - courtesy MU
training tools (pdf) - skills/competencies audits, assessments and feedback forms/templates, training certificates templates
Free MSWORD (doc file) file training certificate template for you to adapt
Performance Appraisal Form - modern performance appraisal form including self-assessment section
Personal Review Form Example - courtesy Manchester University RSD
Time management survey form - pre-training questionnaire
Time management time-log form template - time-management training or personal development tool
Time management activity scheduler template - easy and effective time management weekly task scheduler template
Skill-set and behaviour-set assessment template - sales/management/commercial role - instructions for use - working version in MSExcel/xls in working files section below
Training Needs Analysis (TNA) template - sales/management/commercial role - instructions for use - working version in MSExcel/xls in working files section below
Presentation skills assessment template - for presentation skills review and assessment
Example Induction Training Feedback Form (1 mth) - courtesy MU RSD
Example Induction Training Feedback Form (3 mth) - courtesy MU RSD
Training Needs Analysis Sample - general work competencies
personality tests and skills/behaviour questionnaires - (pdf) free downloads
Multiple Intelligences Test - for Adults - based on Howard Gardner's model - manual version - pdf
Multiple Intelligences Test - for Young People - based on Howard Gardner's model - manual version - pdf
Multiple Intelligences Descriptions and Quick De-coder Guide - based on Howard Gardner's model - pdf format
VAK Learning Styles Free Questionnaire Self-Test - pdf format
Mental Concentration Test (pdf file) - mostly for fun - good for illustrating the need to read test questions before attempting answers
Quick Trivia Quiz in MSWORD (doc file), with questions and answers sheets - if you need a warm-up quiz quickly, here's one we made earlier, (featuring questions from the trivia quiz and puzzles page)
'BLISS' Career Planning and Job Choice Validation Tool - (thanks Pranav Wadnerkar)
Big Boys Toys Table Quiz - (thanks John Hespe)
Mental Agility Test - mostly for fun - good for illustrating the need to read test questions before attempting answers - (thanks Graeme Hall)
Maslow's Hierarchy of Needs 5-level quick test - based on Maslow's original 5 stage model
Maslow's Hierarchy of Needs 8-level quick test - based on the adapted 8 stage model
McGregor XY Theory indicator - for individuals and organisations
same McGregor XY Theory indicator - two-page version with clearer layout and scoring
Graphology test template - handwriting personality indicator and self-test/introduction
Personal profile indicator template - ideal for interviews, appraisals or personal reflection
free working files - (doc/xls/ppt) free downloads
Here are free MSWord/doc, MSExcel/xls or MSPowerpoint/ppt working files of many of the above pdf diagrams, templates and tools etc. These materials are free to view, download, adapt and use, provided copyright, www.businessballs.com source, and disclaimer are retained. The materials are not to be sold or published, and are not to be made available on any other website.
If you are unable to open MSOffice files (word/doc, excel/xls, powerpoint/ppt, etc) try OpenOffice.Org free 'open source' software - it opens most MSOffice files and offers additional functions too.
diagrams - or powerpoint format free downloads - msword/doc, excel/xls, powerpoint/ppt
John Fisher's Process of Personal Transition Diagram slide (colour) - revised /redesigned 2012 - colour/color version with Complacency stage - (ppt) - (thanks J Fisher) - see notes
John Fisher's Process of Personal Transition diagram (mono) - (ppt) - (thanks J Fisher) - see notes
PEST Analysis Template - (doc format)
Herzberg's hygiene factors and motivators graph diagram - (ppt slide format) - see notes
Tuckman 'forming storming' diagram - (doc format)
John Fisher's 2003 Process of Personal Transition diagram - ppt - (thanks J Fisher) - see notes
Actual Total Cost diagram - in powerpoint - for selling and buying, and understanding actual cost
Porter's Five Forces of Competitive Position diagram - MSWord/doc
Abraham Maslow's Hierarchy of Needs diagram, original five levels - MSWord/doc - and in colour
J Stacey Adams Equity Theory diagram - MSWord/doc - now in glorious living colour
Douglas Mcgregor XY-Theory diagram - MSWord/doc - and in colour
The Businessballs Herzberg space-rocket diagram - word - simple effective illustration of Herzberg's motivational theory - a picture tells a thousand words
Johari Window diagram and adapted illustration based on Ingham and Luft's concept - word - good for all sorts of training and learning - aid to understanding and using the simple and powerful Johari Window concept
David Kolb's learning styles diagram (mono) - MSWord/doc - illustration of Kolb's learning styles theory (updated May 2006)
Kolb's learning styles diagram (colour) - MSWord/doc
workplace posture herzberg diagram - word - explains workplace posture from herzberg theory perspective
assessment tools - training, teaching, personal development and training needs and competencies - excel/xls or word/doc format free downloads
colour version of reflective diary process/template tool - MSWord/doc - thanks J Watts for design.
new reflective diary template - Sharon Drew Morgen edition - MSWord/doc - with thanks to Ms Morgen.
reflective diary/journal template - MSWord/doc - original businessballs edition including process and notes
free CV template and guidance notes - MSWord/doc - single sheet format, UK A4 paper size - into which you can insert your own details - adapt it to suit your purposes
free CV template (text-box style) and guidance notes - similar format to above
free new mental concentration test - MSWord/doc - mostly for fun - also good for illustrating the need to read test questions before attempting answers
free multiple intelligences test - based on Gardner's model - in MSExcel/xls self-calculating format
free VAK learning styles multiple-choice questionnaire test - MSWord/doc file - (Thanks V Chislett)
Leslie Rae's excellent before-and-after three-stage training evalution tool - MSExcel/xls - good tool for all training courses and learning experiences, also for group training effectiveness evaluation - (and manual version (xls) - and Arabic translation 'three-test' version (doc file) - thanks F Tarek)
set of different training evaluation forms and tools - Word - Leslie Rae's excellent set of training evaluation questionnaires - free to adapt and use
training planner tool - MSExcel/xls - simple, flexible tool for planning and designing training courses - good for train-the-trainer courses too - breaks down the training design process into achievable elements - helps you eat the elephant one bite at a time
manager skill-set assessment tool - MSExcel/xls - flexible individual assessment tool - use to provide input data for group training needs analysis tool below - see the instructions for use and capability scoring guide
training needs analysis tool - manager skill-set - MSExcel/xls - a simple, flexible and powerful working spreadsheet tool for training needs analysis, jobs and skills audits, and an easy way to identify, prioritise and plan group training - use in conjunction with individual assessment tool above - see the instructions for use and capability scoring guide
management skill-set assessment tool - Serbian Language version! (not such an obscure thing if you are working in Serbia....) - see the instructions for use and capability scoring guide
coaching template for skills or capability assessment - MSExcel/xls - flexible coaching review template tool
template for assessing presentations - MSExcel/xls - good for presentations training, especially to control and encourage objective and fair group feedback
assessment tool for individuals - commercial/business/sales skill-set - MSExcel/xls - flexible individual assessment tool - use to assess individual training needs and priorities, and to provide input data for group training needs analysis tool below - adapt skill elements for your job roles - see the instructions for use and capability scoring guide
training needs analysis for groups - working spreadsheet - commercial/business/sales role simple, flexible and powerful working spreadsheet tool for groups and organizational training needs analysis, job and skills audits, and for identifying training needs, priorities and plans for groups - use with above personal assessment input tool - adapt and add skill elements for your job roles - see the instructions for use and capability scoring guide
sales development tools - (xls/doc) free downloads
monthly sales report template - MSExcel/xls - adapt and develop for your own situation
sales and business strategic planning tool - MSExcel/xls - for prioritising activities and customers - good for sales and business workshops and meetings
sales and business development process flow diagram - word - simple effective method of sales and business development - simple off-the-shelf selling process (see also the sections on sales training and buying facilitation)
sales funnel planning tool - word - simple tool for sales planning, from targeted prospect base through sales conversion stages, to sales values and numbers required - excellent sales planning workshop aid, and sales management tool
personality tests and other indicators - (xls/doc) free downloads
free multiple intelligences test - adult and/or young people - based on Gardner's model - in MSExcel/xls self-calculating format
free Multiple Intelligences test - manual test in MSExcel/xls
free Multiple Intelligences test - manual test for young people in MSExcel/xls
free VAK learning styles multiple-choice questionnaire test - MSWord/doc file - simple quick free assessment of personal VAK learning style
leadership and motivation assessment tool - word - are you a truly motivational leader? - a modern leadership self-test provided by leadership writer Blair Palmer
motivation indicator simple test - MSExcel/xls - flexible individual motivation assessment tool, loosely based on Herzberg motivators and hygiene factors - good workshop tool
personality profile and motivation test - MSExcel/xls - multi-facet personality test and discussion document for reviews, appraisals, and career direction dicusssions
graphology (handwriting anlysis) self-test - (doc file) - good for workshops, meetings and personality profiling awareness and training
management style test based on McGregor's XY-Theory - (doc file) - to assess individual preferred management style, and actual organizational management style
same free XY Theory test tool - two-page version with clearer layout and scoring - (doc version)
management tools - (xls/doc) free downloads
free profit and loss (P&L) account trading planning template tool (MSExcel/xls) for small businesses/enterprises/self-employment business plans, accounts and forecasting - adapt for your own purposes
activity management template (MSExcel/xls file) - personal organisation and management/coaching tool
delegation template tool based on SMART technique - MSExcel/xls - simple, flexible, powerful aid for effective delegation and agreeing and following up SMART objectives
performance appraisals form - (doc file) - sophisticated modern performance appraisals form - effectively a process in its own right - including self-assessment section and the essential appraisal elements - adapt to suit your situation (revised August 2006)
Project Management Tips - (MSWord/doc format) free project management training materials (thanks Ron Rosenhead of The Project Agency)
Project Management Templates - (MSWord/doc format) free templates for project management (thanks Ron Rosenhead of The Project Agency)
other training aids and tools - (doc/xls/ppt) free downloads
MBTI® function dominance diagram in powerpoint slide format - with thanks to Simon Pusey.
time management questionnaire - (doc file) - for time management improvement and training - use with time log below.
time management activity log template - MSExcel/xls - good aid for time management training.
perceptions matrix - (doc file) - fascinating illustration of how different personalities see each other, based on the 'four temperaments/DISC' personality profiling theory - great for team building and communications training - includes blank worksheet and answers.
short training feedback sheet - (doc file) - simple training feedback form for end of training course or programme.
training certificate template - (doc file) - ready-to-use professional training certificate template - adapt to suit your training situation.
training process flow-chart diagram - (doc file) - illustration of classical training process for individuals and organizations - use as an example or as a tool to develop and train your own training processes.
win-win game and score-sheet based on the prisoner's dilemma puzzle - (doc file) - good for team building, workshops, training and collaborative attitudes development