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. These free resources are available for you to download and use for your own personal development or organization, provided you don‘t sell or publish them, and that you show the relevant copyright and businessballs.com source. These free templates, tools and other training resources also include diagrams of management and motivational theories, designed to aid understanding, training and presentations. The free resources are available to view and download as Acrobat pdf files - Acrobat reader is free online from Adobe.

If you wish to share your own templates, diagrams, articles or any other free resources please contact us and if appropriate they will be added to this free resources page with suitable acknowledgment.

This list of free tools and diagrams grows so come back and look again.

many materials now available as working MSWord, MSExcel or MSPowerpoint files below

Please read the notice and disclaimer below - we assume no responsibility for any liability arising from the use of these materials.

free resources and tools

free theory and process diagrams - pdf format

SWOT Analysis Blank Template Worksheet - with criteria examples - pdf

Actual Total Cost diagram - pdf (Ack C Barrat) - see section on purchasing management and buying strategy)

Porter‘s Five Forces of Competitive Position diagram - pdf

People Performance Potential Model - pdf matrix diagram (Ack J Addy) - Origin suggestions please

Herzberg‘s Motivators and Hygiene Factors diagram - rocket and launch pad analogy

Herzberg‘s Motivators and Hygiene Factors graph diagram

Ingam and Luft Johari Window model daigram (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 updated 2003 version - see original below and notes.

J Fisher‘s Process of Transition diagram original 2000 version - the stages of personal change (ack John Fisher). See notes also.

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) - updated May 2006

Kolb‘s Learning Styles Diagram (colour) - (May 2006)

Training Process Diagram

Personal Review Flow Diagram - courtesy Manchester University RSD.

free management, training and sales development tools/processes/materials - pdf format

Free CV Template and Guidance Notes - PDF format

Unleash the Power of Consultative Selling - excellent free 200 page e-book (560KB pdf) by Rich Grehalva on modern selling methods - this superb ebook has been kindly offered free to businessballs visitors by selling expert Rich Grehalva. Your feedback on this ebook would be appreciated, which you can send direct to Rich or to me.

Free motivational, inspirational, safety and funny posters

Free CACI ACORN 2005 UK Demographics Profiles and User Guide - 104 page document (NB large pdf file - 8.5MB) containing detailed UK demographics and percentages for 2005. Please note this is a big file. This excellent resource is free from the Businessballs website with permission from CACI.

Activity Management and Reporting Template Tool (pdf - MSExcel version below in working files section)

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)

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

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

Project Management Templates - (PDF format) free templates for project management

(With thanks to Ron Rosenhead of The Project Agency for these two project management materials)

free human resources and training tools - pdf format

emotional intelligence (EQ) information

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 examples and templates

Manchester University‘s Registrar and Secretary‘s department has developed an excellent range of Team Briefing materials. We are grateful for their permission to feature them here. Other useful materials are available at the RSD Investors In People website.

Example Team Briefing User Guide - courtesy Manchester University RSD

Example Team Briefing Core Brief Template - courtesy MU RSD

Example Team Briefing Local Brief Template - courtesy MU RSD

Example Team Briefing Local Brief Questions Preparation Template - courtesy MU RSD

Example Team Briefing Feedback Form Template - courtesy MU RSD

Example Team Briefing Attendance Record Template - courtesy MU RSD

dispute and grievance guides - UK disputes resolutions law effective 2004

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)

skills-audits, assessments and feedback forms/templates, training certificates templates

Lesson/Training Planner

Free pdf sample training certificate template.

Free MSWord file training certificate template for you to adapt.

Behavioural Change Assessment Tool - for before and after training, by WL Rae - (completed example here)

Training Programme Evaluation Toolkit - a pdf, author WL Rae - see also his Training Evaluation Process Guide

Management Skills Assessment tool - quick easy skills-audit tool pdf - see the instructions for use and capability scoring guide

Management Training needs analysis example - pdf - see the instructions for use and capability scoring guide

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

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

Training Needs Analysis (TNA) template - sales/management/commercial role - instructions for use

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

free tests and indicators (skill/behaviour/personality) and fun quizzes - pdf format

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

VAK Learning Styles Free Questionnaire Self-Test - pdf format

New 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, 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 - (Ack. Pranav Wadnerkar)

Big Boys Toys Table Quiz - (Ack. John Hespe)

Mental Agility Test - (Ack. 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

Graphology test template - handwriting personality indicator and self-test/introduction

Personal profile indicator template - ideal for interviews, appraisals or personal reflection

These free online resources are available to view and download as Acrobat pdf files - you‘ll need Acrobat reader to do this, which is freely available on the web.

free working files - word and excel format free downloads

Here are free MSWord, MSExcel or MSPowerpoint 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.

diagrams - word, excel or powerpoint format free downloads

John Fisher‘s Process of Personal Transition diagram - in powerpoint - 2003 version (ack 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

Abraham Maslow‘s Hierarchy of Needs diagram, original five levels - MSWord - and in colour

Hierarchy of Needs seven levels diagram, adapted from Maslow‘s original model - MSWord

Hierarchy of Needs eight levels diagram, adapted from Maslow‘s original model - MSWord

J Stacey Adams Equity Theory diagram - MSWord - now in glorious living colour

Douglas Mcgregor XY-Theory diagram - MSWord - 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 - illustration of Kolb‘s learning styles theory (updated May 2006)

Kolb‘s learning styles diagram (colour) - MSWord (May 2006)

workplace posture herzberg diagram - word - explains workplace posture from herzberg theory perspective

training, teaching, personal development and training assessment tools - excel or word format free downloads

free CV template and guidance notes - MSWord - single sheet format, UK A4 paper size - into which you can insert your own details - adapt it to suit your purposes

free new mental concentration test - MSWord - 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 self-calculating format

free induction training checklist working tool with suggested training items - MSExcel file

free VAK learning styles multiple-choice questionnaire test - MSWord file - (ack V Chislett)

lesson plan/training session planner and timings calculator (also acts as training checklist template) - Excel File - (ack N Darwent)

team-building activities evaluation form and outcomes notes, based on Kirkpatrick‘s Learning Evaluation Model - Excel file

quick training evaluation and feedback form, based on Kirkpatrick‘s Learning Evaluation Model - Excel file

360 degree appraisals form template - MSWord

360 degree appraisals form template - MSExcel

Leslie Rae‘s excellent before-and-after three-stage training evalution tool - Excel - good tool for all training courses and learning experiences, also for group training effectiveness evaluation

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 - Excel - 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

training needs analysis tool - manager skill-set - in excel - 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 below - see the instructions for use and capability scoring guide

manager skill-set assessment tool - excel - flexible individual assessment tool - use to provide input data for group training needs analysis 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 - excel - flexible coaching review template tool

template for assessing presentations - excel - good for presentations training, especially to control and encourage objective and fair group feedback

assessment tool for individuals - commercial/business/sales skill-set - excel - 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 - excel or word format free downloads

sales and business strategic planning tool - excel - 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 - excel or word format free downloads

free multiple intelligences test - adult and/or young people - based on Gardner‘s model - in MSExcel self-calculating format

free Multiple Intelligences test - manual test in MSExcel

free Multiple Intelligences test - manual test for young people in MSExcel

free VAK learning styles multiple-choice questionnaire test - MSWord 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 - excel - flexible individual motivation assessment tool, loosely based on herzberg motivators and hygiene factors - good workshop tool

personality profile and motivation test - excel - multi-facet personality test and discussion document for reviews, appraisals, and career direction dicusssions

graphology (handwriting anlysis) self-test - word - good for workshops, meetings and personality profiling awareness and training

management style test based on McGregor‘s XY-Theory - word - to assess individual preferred management style, and actual organizational management style

management tools - excel or word format free downloads

free SWOT analysis template worksheet version (MSWord)

activity management template (MSExcel file) - personal organisation and management/coaching tool

delegation template tool based on SMART technique - excel - simple, flexible, powerful aid for effective delegation and agreeing and following up SMART objectives

performance appraisals form - word - 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

Project Management Tips - (MSWord format) free project management training materials

Project Management Templates - (MSWord format) free templates for project management

(With thanks to Ron Rosenhead of The Project Agency for these two project management materials)

other training aids and tools - word or excel format free downloads

time management questionnaire - word - for time management improvement and training - use with time log below

time management activity log template - excel - good aid for time management training

perceptions matrix - word - 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 - word - simple training feedback form for end of training course or programme

training certificate template - word - ready-to-use professional training certificate template - adapt to suit your training situation

training process flow-chart diagram - word - 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 - word - good for team building, workshops, training and collaborative attitudes development

other website resources index by category

If you can‘t find what you are looking for below try the left pane menu in the main framed site (if you are not already there), which contains a larger index.

There is also a site search box at the foot of the home page.

personal development, self-discovery, self-help, motivation and achievement psychology

assertiveness techniques and self-confidence

change and innovation decision-making template

cherie carter-scott‘s rules of life

coaching - life coaching and personal coaching

emotional freedom techniques (EFT)

emotional intelligence (EQ)

empathy

the four agreements - don miguel ruiz

graphology - handwriting analysis

hard questions for an authentic life - susan piver

johari window model and free diagrams

pay rises and salary increases

personal change stages - john fisher

transactional analysis - eric berne - early theory

transactional analysis - eric berne - recent theory

mehrabian‘s communication theory - verbal, non-verbal, body language

motivational theory and ideas

neuro-linguistic programming (nlp)

pavlov‘s dogs

personal development - modern integrated methods

personal development - excellent BBC books series

problem-solving - how to

reiki healing, therapy, training and history

sharon drew morgen - facilitation model

stress and stress management

time management tips

time management techniques, free tools and templates

"i am" - a script for self-help and personal change

management and leadership theories and models

david mcclelland - achievement motivation

adams‘ equity theory on job motivation

adizes ten stages - corporate life cycle model

ansoff matrix

benziger personality assessment model

conscious competence learning model

decision-making - how to

decision-making template

delegation - how to

forming storming norming performing model - tuckman

herzberg‘s motivation theory

albert humphrey‘s tam® business change model

culture and organizational development model, Gung Ho!

charles handy - motivation calculus

frederick herzberg - motivation theory

in search of excellence model - tom peters

leadership tips

learning styles - kolb

maslow‘s hierarchy of needs

x-y theory - mcgregor

theory z - william ouchi

humour, funny and inspirational stories, amusing and inspirational quotes

air traffic controllers funny quotes

aesop‘s fables

company policy analogy - amusing

courtroom gaffes

desiderata - inspirational poem and history

family fortunes funny wrong answers

funny letters to a council

if - the inspirational poem by rudyard kipling

insurance claims forms gaffes

murphy‘s plough - positive thinking story

quotes - motivational, amusing, inspirational and love quotations

rocks in a bucket story

stories, research findings and analogies

tree swing picture

weakest link funny answers

sales, marketing, strategy, business management and planning

activity management template (MSExcel)

advanced selling technique - buying facilitation® - sharon drew morgen

advertising tricks of the trade

aida - and other selling techniques

boston matrix

business planning and marketing strategy - how to write

business strategy implementation and realisation

buying techniques and strategy

CRM - customer relationship management

environmental management and resources efficiency

franchising business - buying guide

marketing guide

needs creation selling technique

negotiation - how to

project management skills and technique

sales activator® - training and development games system

sales research summary of key selling success factors

sales training and selling theories

swot analysis - free template and examples

pest market analysis - free template

porter‘s five forces of competitive position

team building, activities, exercises and games, working with groups

brainstorming for team building and problem solving - how to

brainstorming - advanced ‘kaleidoscope‘ method for creativity and deep teambuilding

delegating to a group - and developing your team

games, tricks, puzzles and warm ups for groups

games and exercises for team building

juggle - how to

meetings - how to plan and run meetings

plate spinning instructions - how to

presentation skills and techniques

puzzles and conundrums - more complex

role playing and role play games process and tips

tannenbaum and schmidt continuum

workshops - format and how to run

visual aids and props ideas

human resources processes, recruitment and selection, training

multiple intelligences - howard gardner‘s theory and the VAK learning styles inventory

bloom‘s taxonomy of learning domains

360 degree appraisals tips

employment termination, dismissal, redundancy, letters templates and style

exit interviews, questions examples, tips

grievance procedures letters samples for employees

group selection recruitment method

induction training checklist, template and tips

job interviews - tips, techniques, questions, answers

job descriptions, writing templates and examples

performance appraisals - process and appraisals form template

team briefing process

training evaluation processes

training and developing people - how to

kirkpatrick‘s learning evaluation model

HR performance evaluation

glossaries, dictionaries and lists of terms

accents and diacritical marks

demographics and lifestyle classifications and UK population percentages

acronyms finder

books for training, self-development, language, and inspirational ideas

cliches, expressions and words - meanings and origins

cockney rhyming slang

contracts and agreements legal terms and definitions glossary

diagrams and tools - free resources for download

financial terms and ratios explained

gifts and team games prizes ideas

greek alphabet

in search of excellence - summary

industrial classifications - UK SIC codes

legal contracts terminology glossary

metric prefixes table

money slang meanings and origins

phonetic alphabet

quotes - motivational, amusing, inspirational and love quotations

SIC codes - standard industrial classifications

stories, research findings and analogies

writing and communicating techniques and examples

advertising tricks of the trade

code of practice sample

complaints letters - how to write

responding to customer complaints

writing a curriculum vitae (cv)

writing effective job adverts

writing job descriptions

writing a reference letter

writing a resignation letter - tips, samples and templates

writing a resume

writing technique - general

environment, design and lifestyle

intelligent buildings and intelligent homes

posture and workstation ergonomics

product design process and tips

real ale - business, markets, lifestyle lessons

small business start-ups lessons and examples from the third world

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