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A-Z product directory
Checklists
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Managing staff turnover and retention - Checklist 037
£4.50
Managing staff turnover to improve retention can lead to better recruitment, lower costs, improved morale and a better knowledge base. Some staff turnover is inevitable and beneficial, but too much is costly, especially in terms of recruitment and training resources.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.
Member price: £2.50Non member price: £4.50 -
Managing the bully - Checklist 225
£4.50
Bullying at work damages the health, self-esteem and morale of both those who feel they are being bullied and those who see it occurring. The human costs for people who are bullied are high in terms of long-term health problems, perceived job insecurity, and effects on private life. Occasionally, people who are badly bullied at work may eventually commit suicide.Publication date August 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.
Member price: £2.50Non member price: £4.50 -
Managing the plateaued performer - Checklist 140
£4.50
This checklist is concerned with the handling of employees who have apparently reached a plateau in their performance and still have some years to serve. It is aimed at managers who are immediately responsible for these employees.Publication date February 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 -
Managing working capital - Checklist 182
£4.50
Effective management of working capital is sometimes overlooked as a critical success factor by companies struggling for competitive advantage amid fierce competition. Capital unnecessarily locked up weighs down performance rather than being available for investment and value creation for shareholders.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.
Member price: £2.50Non member price: £4.50 -
Managing (your relationship with) your boss - Checklist 047
£4.50
The relationship you have with your boss plays a fundamental role in your ability to do your job well. In fact your relationship with your boss is the most important workplace relationship you have. Putting effort into building a productive and communicative working relationship with your boss ensures that you both know what is feasible and possible, and contributes to achieving the results that matter to you both. Good working relationships improve self-esteem, aid your personal development and put you in a strong position to overcome any problems or conflicts that may arise.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.
Member price: £2.50Non member price: £4.50 -
Managing your time effectively - Checklist 016
£4.50
Good time management has always been an important skill, but it is now increasingly essential, as factors such as information overload and the need to balance private and working lives have put pressure on managers to squeeze more out of their working day.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.
Member price: £2.50Non member price: £4.50 -
Mapping an effective change programme - Checklist 038
£4.50
This checklist provides an introduction for anyone planning to implement change within the organisation. It covers any type of change programme, and aims to support the planning process by covering the basic building blocks of change.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 -
Mapping human resource skills - Checklist 084
£4.50
Although skills mapping exists in many organisations on an informal networking basis, few organisations have a formal programme for tapping into the largely unused skills of their employees.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.
Member price: £2.50Non member price: £4.50 -
Marketing for the small business - Checklist 117
£4.50
Marketing starts with the customer. It includes finding, winning and keeping customers and is not solely confined to a sales and marketing department. This checklist provides an introduction to marketing principles designed to help you identify goods and services that customers will buy and to promote them effectively in order to make your business a success.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 -
Marketing yourself - Checklist 145
£4.50
In today’s employment market where individuals are increasingly taking on a portfolio of work there is a need to be able to present yourself to best advantage. This checklist applies the principles of sales and marketing to this process.Publication date August 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.
Member price: £2.50Non member price: £4.50 -
Making rational decisions - Checklist 015
£4.50
This checklist provides an outline framework for making rational decisions. It is therefore relevant to all managers.Publication date July 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.
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Mentoring in practice - Checklist 083
£4.50
Mentoring is a relationship in which one person (the mentor) - usually someone more experienced and often more senior in an organisation - helps another (the mentee or learner) to discover more about themselves, their potential and their capability. It can be an informal relationship, where an individual leans on someone else for guidance, support and feedback, or a more formal arrangement between two people who respect and trust each other.Publication date October 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 -
Managing for crisis management - Checklist 022
£4.50
The key to successful crisis management is advance planning and preparation. In a crisis situation, there is little time available to consider options, and yet much hangs on the decisions taken. The process of drawing up an action plan enables managers to consider eventualities in advance and provides a flexible framework for action, should a crisis occur. It can also help to identify actions which will avoid or reduce the risk of potential crises.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.
Member price: £2.50Non member price: £4.50 -
Motivating the demotivated - Checklist 221
£4.50
Some would argue that people are not unmotivated; it’s just that the right motivation triggers have not yet been found. It’s largely a question of identifying what you have not been getting quite right and working on what makes the apparently unmotivated tick.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.
Member price: £2.50Non member price: £4.50 -
Managing a secondment - Checklist 044
£4.50
Secondments are often used as mid-career development opportunities, offering value to all parties. They are not generally sponsored, although they may be subsidised by the seconding organisation. For this reason, everyone needs to be clear on the objectives and expected outcomes of a secondment. Secondments may last anything from one week to three years, but there is a growing trend towards shorter attachments. Short or part-time secondments focusing on specific projects can provide value, while longer secondments cost more, though they do allow time for the maximum benefits to be gained.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.
Member price: £2.50Non member price: £4.50 -
Networking - Checklist 118
£4.50
Taking an organised and proactive approach to networking has many recognised benefits. It can help to improve and extend relationships, bring you into contact with potential customers and suppliers, and build links that will help you in your business and your career. Networking may give you access to important sources of information or be a source of development opportunities, support and influence.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.
Member price: £2.50Non member price: £4.50 -
Neuro linguistic programming - Checklist 167
£4.50
Developed by Richard Bandler and John Grinder in the early 1970s, the techniques of NLP were an offshoot of the American personal development scene. Originally based on observations of how therapists achieved excellent results with clients, the approach is now often used in business. NLP is all about communication, learning and change. It can be used to develop individual self-awareness and interpersonal skills, or to increase the effectiveness of organisational communication. Contexts in which NLP is used include culture change programmes; improvement of skills such as coaching or conflict resolution; and improving trainers’ or managers’ communication skills.Publication date April 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.
Member price: £2.50Non member price: £4.50 -
New joiner: developing your network - Checklist 209
£4.50
Establishing and developing a personal network within your organisation will give you a wider awareness of the context in which you are working, help you to fulfil your job role, contribute to organisational objectives and achieve your personal goals more effectively. Relationships developed through networking can provide access to information, development opportunities and support. Ultimately they can enable you to become influential, gain promotion and develop your career.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.
Member price: £2.50Non member price: £4.50 -
New joiner: fitting in and getting on - Checklist 202
£4.50
The first weeks and months in a new job play a vital role in laying the foundations for personal achievement and success in a new organisation. However, starting a new job as a manager can be a challenging time - there are new people to meet, new skills to learn and new tasks to tackle. Your skills and abilities will be stretched as you face new challenges and opportunities. This checklist is intended to help managers starting a job in a new organisation to be aware of the issues they need to consider and to develop a strategy for success. It looks at how to fit into the organisation, develop relationships and demonstrate that you can fulfil the responsibilities you have been given.Publication date July 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.
Member price: £2.50Non member price: £4.50 -
New joiner: making an impact - Checklist 210
£4.50
In coming new to an organisation, you have to make a positive impact quickly – that is, within three months and sooner than that if possible. The way to make an impact is to prove that you are capable of quick delivery that improves business performance and brings people with you as you do it. You have to think radically but not rock the boat too much - quite a tall order!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.
Member price: £2.50Non member price: £4.50