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A-Z product directory

Checklists

  • New joiner: making an impact - Checklist 210

    £1.99

    Purchase this checklistIn 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.

    Price: £1.99
  • New joiner: handling workplace relationships- Checklist 205

    £1.99

    Purchase this checklistThis checklist is intended for junior managers who have recently joined an organisation and are undertaking their first managerial role. It considers the importance that your relationships with your boss, your peers, and your team play in the process of integration, and outlines steps which can help to ensure success in your new workplace and your new role.

    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
  • New managers: handling common dilemmas - Checklist 199

    £1.99

    Purchase this checklistThis checklist offers advice for first-time managers who have been promoted into a managerial role in within their organisation. A promotional opportunity may have arisen as a result of organisational restructuring, or when an existing member of staff has left their role. It may have been something to which one has been aspiring for some time. Alternatively, it may have come as an unanticipated, or even an unwelcome surprise. Whatever the circumstances, a promotion suggests that a person’s skills, knowledge and ability to take on a more challenging post have been recognised by senior management.

    Publication date February 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
  • Networking - Checklist 118

    £1.99

    Purchase this checklistTaking 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.

     

    Price: £1.99
  • Organising the induction of new recruits - Checklist 001

    £1.99

    Purchase this checklistIt makes good, as well as economic sense to help new recruits integrate as quickly as possible into their new surroundings and to become efficient and effective in their work. Failure to do so can, at the very least, lead to erratic progress, with possible hidden costs such as waste of materials and loss of customers.

    Publication date February 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
  • Planning your retirement - Checklist 141

    £1.99

    Purchase this checklistPatterns of employment and retirement are changing and the division between the two is becoming less sharply defined and portfolio careers, early retirement, part-time working and self-employment are increasingly popular. Nonetheless, it is still important to start planning early to enable you to enjoy many active and satisfying years in later life and to approach the future with confidence. Anxieties about money can be alleviated and you will be able to look forward to new experiences, perhaps developing yourself in ways in which you had not had the opportunity to do before. It is important to consider what you want to get out of this phase of life. Think about the balance you want to achieve between different types of pursuits, including your interests, hobbies, voluntary work and part-time work.

    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.

    Price: £1.99
  • Preparing a marketing plan - Checklist 020

    £1.99

    Purchase this checklistCash flow is often referred to as the lifeblood of an organisation.  With it, operations can proceed smoothly, allowing you to make the best decisions possible without concerning yourself about your ability to pay.  Without it, decisions are often hampered by the inability to pay and thus a company can end up implementing a plan or taking a course of action that is not the best possible.  This checklist is designed to help you develop an understanding and control of cash flow in your business.

    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
  • Preparing and using job descriptions - Checklist 110

    £1.99

    Purchase this checklistJob descriptions give an overview of the purpose of a job, what it contributes to the organisation's aims and objectives, how it fits into the overall structure and, perhaps most importantly, the main duties, responsibilities and reporting lines.

    Publication date November 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
  • Preparing for ISO9001 registration - Checklist 004

    £1.99

    Purchase this checklistMost quality initiatives are aimed at increasing customer satisfaction and many elements are involved in the process, such as training, “getting it right first time”, empowerment, performance measurement, continuous improvement and managing change.

    Publication date November 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
  • Preparing statistics - Checklist 139

    £1.99

    Purchase this checklistMany people shy away from statistics, because they lack confidence in their own mathematical skills or numeracy. Organising large amounts of quantitative information does require some statistical knowledge but the basic techniques used by managers are fairly simple to master.

    Publication date November 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
  • Producing a corporate mission - Checklist 067

    £1.99

    Purchase this checklistIn this checklist a corporate mission or vision is taken to mean a description of the road ahead.  It is understood as describing the purpose of the organisation, identifying how an organisation defines success, outlining the strategy that will be followed to achieve success and incorporating the shared values and behaviour that the organisation expects from employees.

    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.

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

    Price: £1.99
  • Public/private sector partnerships - Checklist 179

    £1.99

    Purchase this checklistPublic/private sector partnerships are collaborations between public bodies, such as local authorities or central government, and private companies. In bringing the public and private sector together, it is hoped that the management skills and financial acumen of the private sector will create better value for money for taxpayers.

    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
  • Participating in projects - Checklist 197

    £1.99

    Purchase this checklistThis checklist looks at how best to manage the multiple requirements of being involved in one or more projects in addition to one’s regular responsibilities in order to ensure the achievement of both.

    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
  • Public relations planning - Checklist 155

    £1.99

    Purchase this checklistThis checklist is designed to help those with little or no background in public relations to begin to manage this area effectively within their organisation. It provides a model for developing a public relations plan that supports the organisation's overall aims and objectives and gives guidance on press and public relations activities. It is designed for use by managers in all types of organisations in the private, public and charitable sectors.

    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
  • Performance management - Checklist 180

    £1.99

    Purchase this checklistPerformance management is an integrated approach enabling managers to set targets, measure and review performance and re-define goals, giving a clear indication whether the activities undertaken by individuals and the organisation are achieving the organisation's key objectives.

    Publication date October 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
  • Pursuing business excellence - Checklist 163

    £1.99

    Purchase this checklistThe EFQM Excellence Model states that business performance depends on an organisation’s impact on customers, people, and society, and these impacts are achieved through the driving of policy and strategy by an organisation’s leadership.  This gets its people to make best use of partnerships and resources to operate and improve key organisational processes. 

    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
  • Performing a SWOT analysis - Checklist 005

    £1.99

    Purchase this checklistSWOT analysis emerged in the 1960s from research at Stanford Research Institute into the failure of current corporate planning methods. The technique evolved, became widely used during the 1980s and remains popular, although critics have pointed out weaknesses in its application, including a lack of analytical depth. It provides a simple framework for analysing the market position of an organisation and can be applied in a range of planning and strategic contexts including strategy development, marketing planning, and the evaluation of strategic options for a whole business or an individual department.  It is also used by individuals to assess personal career prospects, although this aspect is not covered here.

    Publication date May 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
  • Personal development planning - Checklist 092

    £1.99

    Purchase this checklistEmployers are increasingly aware of the importance of investing in their staff and often put structures in place to provide opportunities for the development of employees.  Nonetheless, managers also need to take personal responsibility for renewing and updating their skills and knowledge throughout their working lives.  Personal development is a lifelong process of nurturing, shaping and improving skills and knowledge to ensure maximum effectiveness and ongoing employability.

    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
  • Planning a conference - Checklist 039

    £1.99

    Purchase this checklistConferences can be held for different reasons – promotional, in-company, educational or sales-based, to name a few.  They can be productive and memorable but, if they go wrong, the failure can rebound on organisers and host organisations, as well as disappoint delegates.

    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
  • Planning a workshop - Checklist 018

    £1.99

    Purchase this checklistWorkshops are not just meetings, nor lectures, nor seminars, nor discussions, but may well contain various elements of all, or some, of these.  They are principally gatherings of anything from four to over ten people called together in an informal environment, conducive to creativity, in order to tackle a problem or achieve an objective.  Workshops are appropriate for the study of broader issues, ones that deserve deeper analysis than can be achieved in ordinary meetings, or ones that require brainstorming or imaginative thinking.

    Publication date Sept 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