Templates

Income Statement Template

Financial performance is assessed by giving a summary of how the business incurs its revenues and expenses through both operating and non-operating activities. It also shows the net profit or loss incurred over a specific accounting period. The income statement is important because it shows...

Cash Budget Template

The cash budget should be broken down into time periods that are short enough to capture major fluctuations in cash balances. While a quarterly or a monthly cash budget is most common, some organizations budget cash on a weekly or even daily basis...

Financial Ratios Template

There are many ratios you can use, but they all measure how good a job your company is doing in using its assets, generating profits from each Dirham of sales, turning over inventory, or whatever aspect of your company’s operation that you are evaluating...

Exit Interview Template

Very often organizations do not know why an employee decides to leave them or they might learn of the reason long time after the fact. Conducting an Exit Interview with the employee before he/she leaves allows organizations to highlight areas...

Career Planning Template

To attract and retain good talent, you need to ensure clear career paths within the organization. An employee can have more than one career path/track depending on the size and type of the organization...

General Journal Template

The journal is a chronological (day-by-day) record of business transactions. At convenient intervals, the debit and credit amounts recorded in the journal are transferred (posted) to the accounts in the ledger...

Succession Planning Template

Succession Planning is a strategic HR activity that occurs at the upper management level. Organizations should not wait until they promote or loose a key employee before seeking a replacement...

Succession Planning Template

Succession Planning is a strategic HR activity that occurs at the upper management level. Organizations should not wait until they promote or loose a key employee before seeking a replacement...

Basic Balance Sheet Template

The balance sheet describes the financial position of a company at a specific point in time. A balance sheet may be prepared monthly, quarterly, or annually depending on the needs of management and external users...

Performance Review Template

Performance Reviews can be conducted either formally or informally and can occur annually or more than once a year. Regardless of the style, it is recommended to document the performance review results to ensure that Manager and Employee...

Financial Ratios Template

There are many ratios you can use, but they all measure how good a job your company is doing in using its assets, generating profits from each Dirham of sales, turning over inventory, or whatever aspect of your company’s operation that you are evaluating...

Marketing and Communication Plan and Budget Template

Download the Marketing & Communication Plan and Budget template to help you to plan your Marketing and Communication activities on a monthly and annual basis...

Balance Sheet Template

Some describe the balance sheet as a "snapshot" of the company's financial position at a point (a moment or an instant) in time. For example, the amounts reported on a balance sheet dated December 31, 2012 reflect that instant when all the transactions...

Basic Project Budget Template

A budget is usually represented as a list of expected expenses for each of the items or activities of a project that carry a cost...

Basic Gantt Chart Template

A Gantt chart is a project management tool used to track the different tasks involved in a project across a determined period of time, in form of a bar chart. If you are interested in project management...

Customer Satisfaction Survey Template (Video)

This video shows a brief Customer Satisfaction Survey designed to help benchmark current levels of satisfaction...