Tools and Templates

Our library includes a whole range of free tools and templates, provided by Gazelle’s International. From Action and Strategic Plan templates to the Rockefeller Habits Checklist, our tools and templates are designed to help you generate ideas to grow your business.


Strategy: One-Page Strategic Plan

To generate sustainable growth and profits, your business must have a clear Strategic Plan that defines the direction for your business for the next 12 months (or longer). You need to use your Strategic Plan to get your team on the same page. The best way to do this is to distil your Strategic Plan down to a single page document. The simpler your Strategic Plan, the easier it is to get your team on the same page. Use this One-Page Strategic Plan to define your core values and beliefs, purpose, targets and goals.

 


Strategy: Seven Strata

With any Strategic Plan, the challenge is encapsulating the complexities of your business while creating a plan that is clear and coherent. The best way to achieve this kind of balance is to incorporate what Gazelles International refers to as the Seven Strata of Strategy. The Seven Strata are principles that every business must integrate into everyday operations to reach their full potential. By using this downloadable checklist, you can ensure that your Strategic Plan encompasses all these principles.

 


Cash: Cash Optimization Strategies

Growth consumes cash. So, for every business, it is essential that you reduce the length of your cash cycle. But do you know how to calculate a cash cycle? Do you even know whether you’re generating enough cash to grow your business? Use this simple, downloadable cash optimisation strategy tool to brainstorm ways to improve your cash cycle, your production and inventory cycle, your delivery cycle and your billing and payment cycle.

 


Execution: Who • What • When (Action Plan)

Once your Strategic Plan is streamlined and agreed upon, the next step is to create an actionable, easy-to-implement Action Plan. An effective Action Plan integrates all the strategies that you have developed during business planning sessions. It distils all your strategies into a highly organized, highly prioritised plan of attack. It assigns tasks, responsibilities and timelines to achieve your mission and goals. Use our simple, easy-to-use downloadable Action Plan to start your action planning today.

 


Execution: Rockefeller Habits Checklist

According to Verne Harnish’s best-selling book Mastering the Rockefeller Habits (which forms the basis for the Gazelles methodology), decisions equal success. There are four key decisions, which every business owner must get right. The Rockefeller Habits Checklist includes a list of habits that all businesses should implement, including: team members understand each other’s priorities and styles; communication rhythm is established; employee feedback is acted upon; and core ideologies are alive in the organisation.

 


Me: Living Legacy

As busy executives, our personal lives can often end up neglected. Given this danger, we all need to focus on building a legacy. We need to proactively establish personal priorities that enhance our professional lives. There are four important decisions you make to build a successful business: People, Strategy, Execution and Cash. In your personal life, there are parallel areas: Relationships, Achievements, Rituals and Wealth. To help you create a personal one-page plan, download the ME: Living Legacy tool.

 


People: Organizational Processes

All successful businesses are process driven. All your processes should be scalable and easily manageable. To aid in streamlining your processes and making your business run as effectively as possible, complete this downloadable tool. Use this tool to identify four to nine processes that drive your business. Then, assign someone who is specifically accountable for each process. Lastly, list the key performance indicators (KPI’s) for each of your processes (better, faster, cheaper).

 


People: Organizational Structure

Do you have the right people in the roles, performing the right tasks? If not, it’s time to set this right. If your organisational structure is not spot on, your business will not be as successful as it can be. Use this downloadable tool to define and summarise the number one person accountable for each role or key position, and the key measures for each position. Then, take your Profit and Loss Statement and your Balance Sheet and assign line items to this person.