Download Category: General Business Management Resources

This is a collection of general business management documents which any small business owner in South Africa would find valuable. These documents have either been created internally or obtained from the Internet.

FREE Marketing Plan Checklist

A marketing plan may be part of an overall business plan. Solid marketing strategy is the foundation of a well-written marketing plan. While a marketing plan contains a list of actions, a marketing plan without a sound strategic foundation is of little use.
A marketing plan is a comprehensive blueprint which outlines an organization’s overall marketing efforts. A marketing process can be realized by the marketing mix, which is outlined in step 4. The last step in the process is the marketing controlling.

The marketing plan can function from two points: strategy and tactics (P. Kotler, K.L. Keller). In most organizations, “strategic planning” is an annual process, typically covering just the year ahead. Occasionally, a few organizations may look at a practical plan which stretches three or more years ahead.

Behind the corporate objectives, which in themselves offer the main context for the marketing plan, will lie the “corporate mission,” which in turn provides the context for these corporate objectives. In a sales-oriented organization, the marketing planning function designs incentive pay plans to not only motivate and reward frontline staff fairly but also to align marketing activities with corporate mission. The marketing plan basically aims to make the business provide the solution with the awareness with the expected customers.

This “corporate mission” can be thought of as a definition of what the organization is, or what it does: “Our business is …”. This definition should not be too narrow, or it will constrict the development of the organization; a too rigorous concentration on the view that “We are in the business of making meat-scales,” as IBM was during the early 1900s, might have limited its subsequent development into other areas. On the other hand, it should not be too wide or it will become meaningless; “We want to make a profit” is not too helpful in developing specific plans.

Employee Discipline Aids

Employee Discipline Aids. Aids for Formulating, Administering and Documenting Employee Discipline Policies. No matter how careful you are when you hire new employees, chances are that, at some point, you will have to respond to unacceptable types of conduct on the job. The attached file contains six documents designed to help you in that sometimes uncomfortable situation.

Customer Satisfaction Survey Form

Customer Satisfaction Survey Form. Customer satisfaction is the key to success. Getting your customers to tell you what’s good about your products or services, and where you need improvement, helps you to ensure that your business measures up to their expectations.

Sample Employee Time-sheet

Sample Employee Time sheet Time Sheets for Tracking Employee’s Hours Worked.
The attached file contains two documents designed to help you keep track of your employees’ time worked.

Employee Job Performance Feedback Form

Employee Job Performance Feedback. 10 Steps to Effective Job Performance Feedback.
Many business owners find it difficult to provide feedback to an employee who isn’t performing quite as well as expected. It is frequently difficult to stay focused on providing constructive criticism that, hopefully, will lead the employee to improve.

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