Members sign in to get the member discount

Thanks for showing an interest in this product.  If you're a member then you can take advantage of our member discount by signing in using the log in link at the top right hand corner of this screen.

If you're not yet a member click the register link to get started.

A-Z product directory

Checklists

  • Drawing up a budget - Checklist 042

    £1.99

    Purchase this checklistBudgeting is at the heart of the way organisations measure what they want to achieve.  It is a key tool in planning and integrating activities, allocating funds, and achieving strategic aims, and organisations are increasingly involving other staff, as well as accountants and finance directors, in drawing up a budget.  For this reason, all managers are generally expected to have some financial knowledge in contemporary organisations, and to take some financial responsibility.

    Publication date June 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.

    Price: £1.99
  • Drawing up a contract of employment - Checklist 097

    £1.99

    Purchase this checklistThis checklist details the steps involved in drawing up a contract of employment. It is primarily aimed at new contracts, but many points will also be useful to those who have to modify an existing contract. As with any legal document it is essential that advice is sought before a contract is put into effect.

    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.

    Price: £1.99
  • Dealing with redundancy - Checklist 218

    £1.99

    Purchase this checklistThe position you are faced with when your job has been made redundant is considered. The checklist concentrates on the management of feelings and reactions and encourages you to take a fresh look at the types of activities which you enjoy most, and the career options you now have. The fact that your job is redundant does not mean that you are personally, although it may feel that way.  All individuals have skills and abilities which are valuable, both within and outside the workplace, and they are key to succeeding after redundancy.

    Publication date August 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.

    Price: £1.99
  • Deciding whether to outsource - Checklist 079

    £1.99

    Purchase this checklistOutsourcing has evolved into a strategic option for businesses of all sizes. Often seen as a threat by employees and an opportunity by organisations, outsourcing is now standard practice in many organisations.  Its focus has shifted from the simple shifting of a process to a locally-based third party organisation to the global activity of offshoring and the outsourcing of entire functional areas, such as human resources.

    Publication date March 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.

    Price: £1.99
  • Designing questionnaires - Checklist 080

    £1.99

    Purchase this checklistDesigning questionnaires should not be undertaken lightly, and expert advice may be desirable, if not essential.  This checklist offers guidance for those asked to carry out a survey to determine the opinions or attitudes of a particular group, but it may also be of interest for those who contract in an external agency to do such work and who require background knowledge of the processes involved.

    Publication date May 2013.

    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.

    Price: £1.99
  • Developing a business case for a new product or service - Checklist 240

    £1.99

    Purchace this checklistThe business case provides the evidence needed to support the proposal, justifying the initial investment of staff time, funds and resources required to carry out the initiative, measured against the projected long-term business benefits. 

    Publication date February 2013.

    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.

    Price: £1.99
  • Effective negotiation - Checklist 174

    £1.99

    Purchase this checklistNegotiation takes place whenever two or more people or groups desire outcomes which are interdependent. Successful negotiating results in a win-win agreement in which all parties gain overall, even though they may have to make concessions in the process.

    Publication date April 2013.

    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.

    Price: £1.99
  • Effective purchasing - Checklist 146

    £1.99

    Purchase this checklistThis checklist is designed to help those responsible for purchasing to adopt a more effective strategy. It does not set out to itemise every step in the administration of a purchase order process; rather it is aimed at presenting a proactive approach to purchasing. Whilst directed at those involved in centralised purchasing, the principles apply equally to decentralised buying.

    Publication date March 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.

    Price: £1.99
  • Email and internet policy - Checklist 165

    £1.99

    Purchase this checklistEmail and internet access are central to modern communications, as are the use of mobile phones and social media. However, the use of such facilities can also be a source of risk for employers. Risks include breaches of security, feared misuse of working time, and inappropriate messages and subject matter. Business experience highlights both problems and opportunities and best practice approaches that can be promoted through formal policies. These should make clear the sort of use that is acceptable or otherwise, and ensure that both employee usage and employer management of email and internet communications is within the law.

    Publication date September 2013.

    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.

    Price: £1.99
  • Email etiquette - Checklist 226

    £1.99

    Purchase this checklistEmail is integral to business life and communication.  It is also, however, an easy tool to misuse, and ineffective use can lead to unintended confusion, create a bad impression of the sender’s employing organisation or even, research suggests, have potentially stress-inducing effects on managers.  Poor email etiquette and practice can also contribute to more general major stressors for managers, including time pressures, poor communications and frequent interruptions.

    Publication date March 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.

     

    Price: £1.99
  • Emotional intelligence - Checklist 178

    £1.99

    Purchase this checklistEmotional intelligence (EI) has frequently been discussed as a strong contributory factor in personal success during the past decade or so, as some of the most successful people in various walks of life have been found to have high levels of EI, indicating that they could be expected to be good at both managing themselves and understanding others. There are many key success indicators besides EI, but the latter is associated with softer skills that are frequently emphasised as important for success in leadership and management  This has led some writers and consultants to stress the significance of EI as an indicator of potential.

    Publication date March 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.

     

    Price: £1.99
  • Employee engagement - Checklist 245

    £1.99

    Purchase this checklistEffective time management is simply, making the best use of limited time. This involves using our time towards achieving the best desirable goals. Effective time management can help you to gain more control over your activities, increase your efficiency, improve your work-life balance and become proactive rather than reactive in preventing or dealing with problems. Getting to grips with time management should help to reduce work pressures so that you will feel more relaxed, and others will be more likely to perceive you as calm and well-organised.

    Publication date: August 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.

    Price: £1.99
  • Empowerment - Checklist 048

    £1.99

    Purcahse this checklistEmpowerment is based on the belief that staff abilities are often under-used and that, given the chance, staff can and will make a greater contribution once they are empowered to do so, and will accept the greater responsibility that this brings. Empowerment can reveal people’s talents, bring them closer to the centre of workplace action, and give them more power and authority to innovate, participate in problem-solving and use their initiative.  All of this should free up more time for team managers, as well as improve operations.

    Publication date February 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.

    Price: £1.99
  • Ensuring clear communication - Checklist 200

    £1.99

    Purchase this checklistClear communication is critical to business and personal success, but it can be fraught with difficulties. This checklist provides a introduction to the basic elements of the communication process in general and outlines some principles that it is hoped will help readers improve their communication skills, both as the ‘sender’ (the speaker or writer) and the ‘receiver’ (the listener or reader) of messages.

    Publication date April 2013.

    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.

    Price: £1.99
  • Evaluating training and learning - Checklist 113

    £1.99

    Purchase this checklistIdeas and key points are given for line managers to build into their employees' training programmes to help assess the effectiveness of training. The Checklist is not written for trainers themselves.

    Publication date August 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.

     

    Price: £1.99
  • Exporting - Checklist 169

    £1.99

    Purchase this checklistExporting can open your doors to a vast number of potential customers, while domestic customers may benefit indirectly as you increase your exporting knowledge and skills. The enlarged European Union includes hundreds of millions of people to sell to. If you export to the rest of the world the potential for growth is mind-boggling. In addition, exporting spreads the risk of operating in one local market or economic context, so that falls in demand in the domestic market may be cushioned by export sales.

    Publication date April 2013.

    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.

     

    Price: £1.99
  • Effective business writing - Checklist 091

    £1.99

    Purchase this checklistBusiness writing should aim to excite, interest, inform and comfort the reader. This is achieved by stating the aims and objectives (excite); facts, information and data (interest); findings and conclusions (inform); and recommendations and next steps (comfort).

    Publication date: March 2014.

    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.

    Price: £1.99
  • Effective verbal communication with groups - Checklist 108

    £1.99

    Purchase this checklistAs organisations become less formally hierarchical, it is increasingly important for managers to get things done by involving and co-operating with others, rather than by simply passing instructions on to junior staff.  The ability to make things happen depends on adopting different roles, styles and techniques, and on being an effective member of different groups, both within and outside the organisation.

    Publication date January 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.

    Price: £1.99
  • Effective communications - delivering presentations - Checklist 031

    £1.99

    Purchase this checklistThis checklist is intended for anyone giving a presentation, whether formal or informal.  It assumes that you have spent time in preparing an effective presentation (see related checklists) and are now ready to deliver it.

    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.

    A .pdf version will be emailed to you within one working day.

    Price: £1.99
  • Effective communications - preparing presentations - Checklist 032

    £1.99

    Purchase this checklistThis checklist is intended for those who need to make a presentation of any sort.  It covers all the stages of preparation, from accepting the invitation to checking the venue, and focuses on developing an effective style rather than preparation of visual aids. 

    Publication date December 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.

    Price: £1.99