Useful Tools & Templates

Personality Profiling Tool:

Click on the link below and you will be taken to our profiling question sheet. Once it downloads, simply save it to your local drive, delete the Y in the first set of answers – it is there as an exampley only, then fill it all in and send it back to Bellajack via email to contact@bellajack.com. Once we have it back here we will get our resident propeller heads to put your answers through our model and we can send you back your and/or your team’s results (generally) within 48 hours.

For a very limited time, Bellajack will be covering the $75 cost of the the standard report service for friends of Bellajack (you must like us on Facebook and/or become a member of the BjC blog). For those who would like the comprehensive individual report or the comparative team analysis, we will cover 50% of the standard charges for these services.

Download the Personality profiling question sheet here

Goal Setting – Data Input Tool:

One of the things most business people find difficult is in making setting meaningful Goals and Objectives for their team’s and businesses to strive for.

Picking a financial target is generally pretty easy and even translating this into client Goals of ‘how many clients do we need’ and ‘what do these clients need to look like’ are areas that don’t ten to pose too many challenges. The problems tend to come when we need to understand how to set goals for our the next two critical areas of our business – Processes and Resources.

The need for setting meaningful goals for the processes of marketing, selling and servicing our clients and also for resourcing those processes make perfect sense to the average person, the actual art of setting them though just doesn’t come easy to most people.

For that reason we have built a free quick cheat sheet which will deliver a usuable first cut of goals for your business.

Just click on the link below, save the data input tool to your computer or tablet. Complete all relevant cells and email it back to contact@bellajack, along with your contact details. We will send your report to you within 3 business days –

Please Note the basic version is free of charge. Standard and comprehensive versions which take in more data and provide more detailed reports are also available for a small fee so should you prefer a more detailed version, or if you would like to upgrade after receiving your basic version report, we will be happy to supply these to you.

Action Plan Template

Strategies are just good ideas – until they get implemented. So what’s the secret to making sure your great ideas actually DO get implemented and actually DO translate into business success? A big part of the secret is to make it as simple as possible to implement into your business. And that means spelling out each step in the process so everyone can simply do what they need to do, when they need to do it.

We provide our clients with a simple process that means they don’t have to be brilliant ALL the time – just once for each strategy – then write down what you need to do and, DO IT!.

To learn more we have just published a new extract from Phil’s book, Guaranteed Success which you can access, along with the other published (free) extracts HERE.

And to get hold of your own copy of our Action Plan Template you can download the pdf version HERE.

If you would like to access one of the editable versions of this template (word, excel or Mac) then just ask by clicking on CONTACT US and we will be happy to share them with you, free of charge.

SMART Matrix:

One of the exercises that stumps many businesses is in taking their high level goals and converting them into usable Objectives.

The Trick to doing this successfully is making sure that they are SMART – that is that they are:

Specific
Measurable
Achievable
Relevant (to their Vision) and
Time-bound

To make this task easier, Bellajack has developed the SMART Matrix. Simply CLICK HERE for the link, insert your high level goals and you will have a very quick visual aid in telling you whether your goals are SMART or whether they need some more work before you can adopt them as Objectives.

Business Plan Templates

As a starter we are providing two business plan templates for our community to download, in pdf, and to play around with however you choose. Business and Strategic Plans need to cover off the basics of WHAT you want/intend to achieve and to detail HOW you will achieve it. If it does this, you have a document that can work as an effective business or strategic plan. Alarmingly MOST DO NOT!

Below we offer two simple templates that do indeed offer both these critical elements, one utilising the Vision, Goals, Objectives, Strategies, Action Plan (VGOSA) methodology outlined in Phil Brooker’s book “Guaranteed Success”, the other taking a more traditional approach while still adopting some of the critical elements of the VGOSA methodology that are often missed in business plans – the things that prevent them from being true business growth enablers.

VGOSA:

Click here or on the picture below to access the simple BjC VGOSA planning template

A More Traditional Format:

Click here to access the hybrid VGOSA/Traditional format planning

More Coming soon…template