Free Leadership Resources: Index

Summary of all Resources

All resources, materials, tools and templates available for free on BusinessBalls

We endeavour to provide free and accessible materials to all of our users. Please explore our entire library of resources below.

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Business Development Resources (PDF)

• 2013 CACI ACORN UK classifications and definitions . (Big file, 5.6MB)

• Summary of the 2013 ACORN UK Demographics Statistics

• Free E-Book: Business Survival and Prosperity Guaranteed –  Paul Hurst

• Colour Version of Reflective Diary Process/Template Tool  – J Watts

• Superb Free E-Book: The Game of Business by Paul Gorman - Paul Gorman

• Personality Perceptions Matrix – Four Temperaments/DISC format

• New Reflective Diary Template – Sharon Drew Morgen edition (pdf)  – Ms Morgen

• Reflective Diary Tool – original businessballs edition (pdf)

• Peter Drucker Biography and Theory Summary

• MBTI Function Dominance diagram in Powerpoint pdf format  – Simon Pusey

• Monthly Sales Report Template (pdf)

• Profit and Loss Account (P&L) Small Enterprise Business Plan Example (pdf)

• Free CV Template and Guidance Notes – pdf format

• Free CV Template (text-box style) and Guidance Notes – pdf format

• Unleash the Power of Consultative Selling

• Free motivational, inspirational, safety and funny posters

• Activity Management and Reporting Template Tool  (pdf)

• Awaken The Leader In You – ten wonderful principles of modern leadership  – Sharif Khan.

• Sales Success Factors Research Report  – Trainique, Ltd. (see the summary report page , and the remarkable Sales Activator® sales training games and development system )

• Three Sample Chapters from Sharon Drew Morgen’s new ground-breaking sales book ‘Buying Facilitation®’

• Sales Funnel Model

• Sales Development Model

• Customers/prospects priority investment and development matrix

• Example Induction Training Guide  – MU RSD

• Example Induction Checklist  – MU RSD

• Training Planner template

• Example Induction Training Planning template  – MU RSD

• Training elements/exercise review template

• Free ‘Prisoner’s Dilemma’ Win-Win game

• Project Management Tips  (pdf) – Ron Rosenhead, The Project Agency

• Project Management Templates  – thanks Ron Rosenhead, The Project Agency

• Archive materials for historical/research purposes

• 2010 CACI ACORN UK Demographics Profile and User Guide

• 2010 ACORN UK Demographics Profile Summary

• Free CACI ACORN 2004-5 UK Demographics Profiles  ( big 8.5MB file) This resource is free from the Businessballs website with permission from CACI

• Qualifications Comparisons (2009 UK)

• Five Ways to Wellbeing (pdf)  For further clarification contact NEF .)

• 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)  (Note this is © Crown Copyright , Source DTI)

• Employee guide to grievance procedures including examples of grievance letters templates, samples.  (Note this is ©  Crown Copyright , Source DTI)

• TQM Development People Teams

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  – J Watts

• New reflective diary template – Sharon Drew Morgen edition  – Ms Morgen.

• Reflective diary/journal template

• Free CV template and guidance notes  

• Free CV template (text-box style) and guidance notes  Free new mental concentration test

• Free multiple intelligences test  – Howard Gardner

• Free induction training checklist working tool with suggested training items

• Free VAK learning styles multiple-choice questionnaire test – V Chislett

• Lesson plan/training session planner and timings calculator (also acts as training checklist template)  – N Darwent

• Team-building activities evaluation form and outcomes notes, based on Kirkpatrick’s Learning Evaluation Model  

• Wuick training evaluation and feedback form, based on Kirkpatrick’s Learning Evaluation Model

• 360 degree appraisals form template – MSW ord/doc

• 360 degree appraisals form template – MSE xcel/xls

• Leslie Rae’s excellent before-and-after three-stage training evalution tool  – manual version (xls)  –  Arabic translation ‘three-test’ version (doc file)  – F Tarek

• Set of different training evaluation forms and tools  – Leslie Rae

• Training planner tool

• Manager skill-set assessment tool  – see the instructions for use and capability scoring guide

• Training needs analysis tool – manager skill-set  – see the instructions for use and capability scoring guide

• Management skill-set assessment tool – Serbian Language version!  – see the instructions for use and capability scoring guide

• Coaching template for skills or capability assessment

• Template for assessing presentations

• Assessment tool for individuals – commercial/business/sales skill-set  – see the instructions for use and capability scoring guide

• Training needs analysis for groups – working spreadsheet – commercial/business/sales role  – see the instructions for use and capability scoring guide

Personality Tests and Skills/Behaviour Questionnaires - (PDF) Free Downloads

• Multiple Intelligences Test – for Adults  (pdf) – Howard Gardner

• Multiple Intelligences Test – for Young People  (pdf) – Howard Gardner

• Multiple Intelligences Descriptions and Quick De-coder Guide  (pdf) – Howard Gardner

• VAK Learning Styles Free Questionnaire Self-Test  (pdf)

• Mental Concentration Test (pdf file)

• Quick Trivia Quiz in MSWORD (doc file), with questions and answers sheets  (featuring questions from the  trivia quiz and puzzles page )

• ‘BLISS’ Career Planning and Job Choice Validation Tool  – Pranav Wadnerkar

• Big Boys Toys Table Quiz  – John Hespe

• Mental Agility Test  – 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

• McGregor XY Theory indicator  – two-page version with clearer layout and scoring

• Graphology test template

• Personal profile indicator template

Free Diagrams – Theories, Processes, Models (PDF)

• John Fisher’s Process of Transition Diagram – revised Nov 2012  – with Complacency stage –  see Process of Transition explanation

• John Fisher’s 2012 Process of Personal Transition diagram  – see Process of Transition explanation

• The Psychological Contract ‘Iceberg’ Diagram  – see Psychological Contract Theory notes

• TokPisin (for Papua New Guinea) version of John Fisher’s Process of Transition diagram  – 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  – Marcelo Rivadeneira – refer to Process of Transition explanation

• French version of John Fisher’s Process of Transition diagram  – Canadian International Development Agency – refer to Process of Transition explanation

• PEST Analysis Blank Template Worksheet

• Tuckman ‘forming storming’ diagram

• Stopping Smoking – Personal Change Curve Diagram  – based on Fisher’s Personal Transition Curve  – Gloria May

• SWOT Analysis Blank Template Worksheet

• Actual Total Cost diagram  – C Barrat – see section on purchasing management and buying strategy

• Porter’s Five Forces of Competitive Position diagram

• People Performance Potential Model  – J Addy – see explanatory webpage

• Herzberg’s Motivators and Hygiene Factors diagram

• Herzberg’s Motivators and Hygiene Factors graph diagram

• Ingam and Luft Johari Window model diagram (landscape)

• Ingam and Luft Johari Window model diagram (portrait)

• 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 – John Fisher – See notes

• J. Stacey Adams Equity Theory diagram

• Douglas McGregor XY Theory diagram

• 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

• Kolb’s Learning Styles Diagram (mono)

• Kolb’s Learning Styles Diagram (colour)

• Training Process Diagram

• Personal Review Flow Diagram  – courtesy Manchester University RSD

Management Tools – XLS/Doc free downloads

• Free profit and loss (P&L) account trading planning template tool (MSE xcel/xls)

• Free SWOT analysis template worksheet version (doc file)

• Activity management template (MSE xcel/xls file)

• Delegation template tool based on SMART technique  – MSE xcel/xls performance appraisals form

• Project Management Tips

• Project Management Templates  – Ron Rosenhead, The Project Agency)

Team Briefing Resources and Templates (PDF)

• Team Briefing Guidelines and Templates  – with thanks to The University of Manchester.
• 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 Local Brief Questions Preparation Template  – courtesy MU
• Example Team Briefing Feedback Form Template  – courtesy MU
• Example Team Briefing Attendance Record Template  – courtesy MU

Emotional Intelligence (EQ) Resources (PDF)

• The Emotional Competence Framework

• ‘Emotional Intelligence: what is it and why it matters’

• The Business Case for Emotional Intelligence

• Guidelines for Promoting Emotional Intelligence in the Workplace

• The above excellent free materials provided with permission of Daniel Goleman on behalf of the Consortium for Research on Emotional Intelligence , which is gratefully acknowledged.

Diagrams - or Powerpoint Format Free Downloads - MDW ord/Doc, Excel/XLS, Powerpoint/PPT

• John Fisher’s Process of Personal Transition Diagram slide (colour) – revised /redesigned 2012  –  see notes

• John Fisher’s Process of Personal Transition diagram (mono)  – see notes

• PEST Analysis Template

• Herzberg’s hygiene factors and motivators graph diagram  – see notes

• Tuckman ‘forming storming’ diagram

• Businessballs Herzberg rocket analogy diagram  – see notes

• John Fisher’s 2003 Process of Personal Transition diagram  – see notes

• Actual Total Cost diagram

• Porter’s Five Forces of Competitive Position diagram

• Abraham Maslow’s Hierarchy of Needs diagram, original five levels

• Hierarchy of Needs seven levels diagram, adapted from Maslow’s original model

• Hierarchy of Needs eight levels diagram, adapted from Maslow’s original model

• J Stacey Adams Equity Theory diagram

• Douglas Mcgregor XY-Theory diagram

• The Businessballs Herzberg space-rocket diagram

• Johari Window diagram and adapted illustration based on Ingham and Luft’s concept  – Johari Window  concept

• David Kolb’s learning styles diagram (mono)

• Kolb’s learning styles diagram (colour)

• workplace posture herzberg diagram

Training Tools (PDF) - Skills/Competencies Audits, Assessments and Feedback forms/templates training certificates templates

• Lesson/Training Planner

• Free pdf sample training certificate template

• Free MSWORD (doc file) file training certificate template

• Behavioural Change Assessment Tool  – WL Rae – (completed example here ) – (and Arabic translation ‘three-test’ version  – pdf file – F Tarek)

• Training Programme Evaluation Toolkit  – WL Rae – see also his Training Evaluation Process Guide

• Management Skills Assessment tool  – see the instructions for use and capability scoring guide – working version in MSE xcel/xls in working files section below

• Management Training Needs Analysis example  – pdf – see the instructions for use and capability scoring guide  – working version in MSE xcel/xls in working files section below

• Performance Appraisal Form

• Personal Review Form Example  – Manchester University RSD

• Time management survey form

• Time management time-log form template

• Time management activity scheduler template

• Quick training feedback form template

• Medium training feedback form template

• Line-manager training feedback form template

• Skill-set and behaviour-set assessment template – sales/management/commercial role  – instructions for use  – working version in MSE xcel/xls in working files section below

• Presentation skills assessment template  – for presentation skills review and assessment

• Example Induction Training Feedback Form (1 mth)  – MU RSD

• Example Induction Training Feedback Form (3 mth)  – MU RSD

• Skill-set and behaviour-set assessment template  – instructions for use

• Training Needs Analysis Sample

Personality Tests and Other Indicators - XLS/Doc Free Downloads

• Free multiple intelligences test – adult and/or young people

• Free Multiple Intelligences test

• Free Multiple Intelligences test  

• Free VAK learning styles multiple-choice questionnaire test – MSW ord/doc file

• Leadership and motivation assessment tool

• Motivation indicator simple test

• Personality profile and motivation test

• Graphology (handwriting anlysis) self-test

• Management style test based on McGregor’s XY-Theory

• Same free XY Theory test tool

Sales Development Tools - XLS/DOC Free Downloads

• Monthly sales report template  – MSE xcel/xls

• Sales and business strategic planning tool  – MSE xcel/xls

• Sales and business development process flow diagram

• Sales funnel planning tool

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

• Time management activity log template

• Perceptions matrix

• Short training feedback sheet

• Training certificate template

• Training process flow-chart diagram

• Win-win game and score-sheet based on the prisoner’s dilemma puzzle