Why do you need an Action Plan Quick Start Steps Download the free template. The link is above. Start at the top of the template and work your way down. Use this template in Excel, or print it and use it in paper form – your
Read more →What is a Keep, Stop, Start Analysis Quick Start Steps Download the free template. Link is above. Brainstorm ideas for each category. If working in a group, brainstorm individually, then together. Use the dot voting method to pinpoint critical ideas. Summarize the critical ideas on this
Read more →Use this simple meeting agenda template to stay on task and have your next meeting go smoothly.
Read more →The month-end close is no easy task. Download this free Month-End Close Checklist, modify it to fit your needs, and you’ll find your monthly close goes much more smoothly. At the end of the month, accountants are tasked with ensuring all of the transactions for that month
Read more →Below you will find a few open items templates we’ve put together that can be used to track open items and/or issues. An open items list or issues log is a great project management tool as they help to keep a project on task and should keep
Read more →If you spend a lot of time on the keyboard, learning a few tricks will not only speed things up but simplify your life. All of the shortcut keys below are Excel focused. This is a free template for download, and you can easily modify it to
Read more →Use this checklist to help you learn how to plan for a wedding. This wedding planning checklist is in Excel, so it’s easy to use. The basic plan has been laid out for you to fill in the details. Every item has been placed into a time
Read more →To Do Lists don’t work with everyone’s personality type. However, for those who know when and how to use them, they can be an effective tool to stay focused and get things done. Frequently, To Do Lists are written down on some random piece of paper, or
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