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Directory
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Starting a new business - Checklist 116
£4.50
Setting up your own business can be very rewarding, but there are pressures involved. It’s not enough just to have a good idea; you also need to have the right skills and temperament to make the opportunity succeed. Starting your own business also involves a degree of risk, so you need to be aware of what problems to look out for as early as possible.Publication date October 2008.
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
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Checklists
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A programme for benchmarking - Checklist 060
£4.50
Benchmarking is a powerful tool for organisations seeking continuous improvement. It forms a key part of many change programmes, including total quality management and business process re-engineering. It is a challenging technique to use and requires careful management and a high level of commitment. Used effectively, it can provide organisations with a continuous competitive advantage, aid the setting or extension of performance goals, focus on and accelerate change, and motivate staff by showing what is possible.Publication date September 2011.
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
A .pdf version will be emailed to you within one working day.
Member price: £2.50Non member price: £4.50 -
Accounting ratios - Checklist 192
£4.50
Accounts are designed primarily to provide an accurate record of company performance. However, an understanding of the significance of accounting ratios can provide a more balanced view of the figures presented in a financial report and help the reader to gain a clearer appreciation of financial performance. This checklist offers guidance on understanding and interpreting common accounting ratios.Publication date September 2010
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
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An introduction to implementing flexible working hours - Checklist 026
£4.50
Flexible working hours can allow people and time to be managed more effectively and may help firms to meet peaks and troughs in demand, or new customer requirements. Flexibility can be useful for recruiting and retaining the best employees, and staff retention will, in turn, help businesses to gain higher returns on training investment. Flexible working hours will support increased workforce diversity and equality of opportunities; for example, disabled people, or those with caring duties, will find it easier to work on a flexible basis.Publication date April 2011.
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
A .pdf version will be emailed to you within one working day.
Member price: £2.50Non member price: £4.50 -
Becoming a non executive director - Checklist 011
£4.50
This checklist is written for those who have been invited to become a non-executive director (NED) for the first time. In the past, NEDs were only found in very large organisations. Now there is a greater recognition of their role, with many on the boards of NHS trusts, and still more joining small and medium sized firms.Publication date January 2012
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
A .pdf version will be emailed to you within one working day.
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Brainstorming - Checklist 014
£4.50
The purpose of this checklist is to enable a manager, without previous experience of the technique and with a minimum of preparation, to introduce brainstorming to a group and then go on to brainstorm a specific problem or opportunity. Numerous fresh ideas and concepts can be rapidly generated in a brainstorming session and the technique can be fun and simple to learn.Publication date November 2010.
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Building closer customer relationships - Checklist 156
£4.50
Building closer relationships with potential and existing customers is now a vital competitive strategy for most organisations. This makes customer relationships and excellent customer service the remit of all managers.Publication date September 2011
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Business continuity - Checklist 151
£4.50
Incidences such as terrorist attacks and natural disasters have put the spotlight on the vulnerability of businesses to disruption. Research published by the Chartered Management Institute (CMI) in 2010 identified extreme weather as being the most common disruption to businesses. The CMI’s research also found that the number of organisations with specific business continuity plans covering operations has fallen slightly from their findings in 2009. However, conversely it was revealed that those managers who had established and activated their business continuity management plans were in agreement that it does effectively reduce the impact of the disruption.Publication date March 2010
Note: CMI members can download checklists free of charge from ManagementDirect. You can order them individually here but you will be charged an administration fee.
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Complying with the Data Protection Act - Checklist 220
£4.50
Almost all managers will come across data protection issues. The Data Protection Act 1998 (DPA) is the main source of law on issues regarding data protection and is designed to balance the legitimate need of organisations to collect and use data for business purposes, and the right of individuals to gain access to their personal data. It is also about recognizing data as a valuable asset and safeguarding that asset.Publication date September 2010.
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Conducting a performance appraisal - Checklist 036
£4.50
Modern performance appraisals usually centre on a well-prepared, open discussion on performance improvement and development needs. Appraisals should take place every six to twelve months, possibly alternating with development-focused reviews, and supported with additional, regular meetings on activities and progress. The performance appraisal should focus on behaviours, outcomes, issues, problems, achievements, constructive development, and growth and performance of the appraisee. It should not involve discussions involving personality or subjective gripes.Publication date October 2011.
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Conducting a risk assessment for projects - Checklist 241
£4.50
The requirement for project managers to complete projects on time and to budget is one which is fraught with problems. Projects often fail to achieve this criteria due to the unforeseen problems or ‘risks’ which transpire throughout the duration of the project. Risks can arise at varying degrees of severity, having a detrimental effect upon the project’s cost, timescale and performance. When unforeseen risk occurs, there needs to be contingency plans or mitigation strategies in place to lessen the impact of a project threat.Publication date October 2008.
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Controlling a budget - Checklist 043
£4.50
Budgetary control is at the heart of many managers' jobs. The skills of budgetary control are increasingly valued in organisations, and the ability to control a budget is now considered an important attribute for managers. It helps with monitoring organisational and team performance, gives managers a clear idea of their department's financial position and gives information on which to base action.Publication date October 2011.
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Controlling costs - Checklist 126
£4.50
In today's increasingly competitive business environment, getting the most from existing resources whilst ensuring costs do not escalate is one of the keys to business success or failure.Publication date January 2011.
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Controlling credit - Checklist 127
£4.50
This checklist deals with the control of credit allowed to customers and clients for goods and services. Credit control is a vital component in the process of controlling cash flow. Many companies have failed in the past because management did not distinguish between profitability and cash flow.Publication date September 2010.
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Corporate social responsibility - Checklist 242
£4.50
CSR is concerned with building integrity and fairness into corporate policies, strategies and decision-making. Many organisations now seek to work beyond the minimum legal CSR requirements to ensure that they operate responsibly, gain reputation, and pre-empt legislation.Publication date May 2008.
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Carrying out a PEST analysis - Checklist 196
£4.50
Undertaking a PEST analysis can give a better understanding of the wider business environment in which an organisation is operating. It raises awareness of threats to ongoing profitability and helps to anticipate future difficulties, so that action to avoid or minimise their effect can be taken. It can also alert the organisation to promising business opportunities for the future. The process of carrying out the analysis will help to develop the ability to think strategically.Publication date December 2010.
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Counselling your colleagues - Checklist 053
£4.50
Within the context of their work roles, managers may sometimes be required to help and support their colleagues through using counselling skills.Publication date: February 2011.
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Carrying out an information audit - Checklist 013
£4.50
Information is increasingly being recognised by organisations as a key strategic asset, which has a vital role to play in decision making. As with any other resource, it is of critical importance to ensure that information is effectively acquired, managed and used. The much heralded ‘information age’ has provided easy access to information in a whole range of digital formats, through computer networks and the Internet, but has also brought with it problems such as information overload and the need to assess the quality of information to ensure it is reliable, accurate and up to date.Publication date November 2009.
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Carrying out marketing research - Checklist 111
£4.50
Marketing research is now integral to management in many organisations, largely because the quality revolution that swept through many organisations from the 1990s argued the need to get close to customers. To do this, firms have to find out what those customers really want, and marketing research is a main route to discovering this.Publication date September 2011.
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Not everyone’s starting from scratch and you may well have an in-house management and leadership programme up and running.